Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRID 8.77%
2 CCSO 5.54%
3 UTRN 4.49%
4 XHB 3.92%
5 XKII 3.41%
6 SIMS 3.39%
7 PJFV 3.21%
8 RUFF 3.07%
9 SNSR 2.85%
10 BLCR 2.72%
11 MID 2.54%
12 DIVP 2.54%
13 LOPP 2.42%
14 TRFK 2.39%
15 FLLV 2.34%
16 INCE 2.33%
17 FTIF 2.23%
18 POWA 2.19%
19 FTDS 2.08%
20 TUSA 2.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 85.37M (12.98%) 94.39K
Increased by +0.11%
Sep 30, 24
2 Vanguard Group Inc 67.98M (10.33%) -145.63K
Decreased by -0.21%
Sep 30, 24
3 BlackRock Inc 51.81M (7.87%) -96.82K
Decreased by -0.19%
Jun 30, 24
4 State Street Corporation 27.95M (4.25%) -101.14K
Decreased by -0.36%
Mar 31, 24
5 State Street Corp 27.94M (4.25%) 300.71K
Increased by +1.08%
Sep 30, 24
6 Franklin Resources Inc 25.81M (3.92%) 3.15M
Increased by +12.22%
Sep 30, 24
7 Wellington Management Company LLP 22.05M (3.35%) -6.33M
Decreased by -28.69%
Sep 30, 24
8 Capital World Investors 17.58M (2.67%) 67.96K
Increased by +0.39%
Sep 30, 24
9 Amvescap Plc. 16.26M (2.47%) -694.79K
Decreased by -4.27%
Sep 30, 24
10 Fisher Asset Management, LLC 15.30M (2.32%) 509.29K
Increased by +3.33%
Sep 30, 24
11 Geode Capital Management, LLC 13.48M (2.05%) 71.49K
Increased by +0.53%
Sep 30, 24
12 Bank of New York Mellon Corp 12.28M (1.87%) 61.25K
Increased by +0.50%
Sep 30, 24
13 Massachusetts Financial Services Company 12.23M (1.86%) -1.97M
Decreased by -16.10%
Sep 30, 24
14 FMR Inc 10.46M (1.59%) -491.01K
Decreased by -4.69%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 10.26M (1.56%) -9.59M
Decreased by -93.47%
Sep 30, 24
16 Pictet Asset Manangement SA 7.57M (1.15%) 7.57M
Increased by +100.00%
Sep 30, 23
17 NORGES BANK 7.24M (1.10%) 1.75M
Increased by +24.19%
Jun 30, 24
18 Putnam Investments LLC 6.84M (1.04%) -2.01M
Decreased by -29.35%
Dec 31, 23
19 Putnam Investments, LLC., a Franklin Templeton company 6.84M (1.04%) -2.01M
Decreased by -29.35%
Dec 31, 23
20 Barrow Hanley Mewhinney & Strauss LLC 6.82M (1.04%) 2.38M
Increased by +34.85%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 41.75M (6.35%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 21.08M (3.20%) -73.22K
Decreased by -0.35%
Oct 31, 24
3 Dodge & Cox International Stock I 21.01M (3.19%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 17.71M (2.69%) 210.82K
Increased by +1.19%
Oct 31, 24
5 American Funds Washington Mutual A 9.18M (1.39%) 0.00
Increased by 0.00%
Sep 30, 24
6 Capital Group Wash Mutual Invtrs Comp 9.18M (1.39%) 0.00
Increased by 0.00%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 8.21M (1.25%) -45.59K
Decreased by -0.56%
Nov 27, 24
8 Fidelity 500 Index 8.21M (1.25%) -87.64K
Decreased by -1.07%
Sep 30, 24
9 SPDR® S&P 500 ETF Trust 8.21M (1.25%) -63.99K
Decreased by -0.78%
Mar 31, 24
10 Vanguard Wellington™ Inv 8.13M (1.24%) 582.49K
Increased by +7.17%
Sep 30, 24
11 Fidelity® 500 Index 7.93M (1.20%) 50.45K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 7.54M (1.15%) 23.30K
Increased by +0.31%
Nov 27, 24
13 Vanguard Mid Cap Index Institutional 7.09M (1.08%) 12.77K
Increased by +0.18%
Oct 31, 24
14 Franklin Rising Dividends Fund A 6.57M (1.00%) 0.00
Increased by 0.00%
Mar 31, 24
15 MFS Large Cap Value Equity 6.34M (0.96%) -151.91K
Decreased by -2.39%
Mar 31, 24
16 MFS Value A 6.34M (0.96%) -29.77K
Decreased by -0.47%
Mar 31, 24
17 Franklin Rising Dividends A 6.32M (0.96%) 0.00
Increased by 0.00%
Oct 31, 24
18 Vanguard Value Index Inv 5.50M (0.84%) 20.80K
Increased by +0.38%
Oct 31, 24
19 Vanguard Equity-Income Inv 5.43M (0.82%) -1.18M
Decreased by -21.73%
Sep 30, 24
20 American Funds Income Fund of Amer A 4.86M (0.74%) 0.00
Increased by 0.00%
Sep 30, 24