Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRID 7.59%
2 CCSO 5.33%
3 PKB 4.86%
4 UTRN 4.49%
5 SIMS 3.48%
6 XKII 3.41%
7 XHB 3.32%
8 RUFF 3.07%
9 BLCR 3.05%
10 MID 2.54%
11 LOPP 2.48%
12 TRFK 2.29%
13 SNSR 2.24%
14 FTIF 2.20%
15 DIVP 2.17%
16 INCE 2.10%
17 FLLV 2.10%
18 FTDS 2.08%
19 TUSA 2.01%
20 POWA 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 80.37M (12.21%) -5.00M
Decreased by -6.22%
Dec 31, 24
2 Vanguard Group Inc 68.16M (10.36%) 179.74K
Increased by +0.26%
Dec 31, 24
3 BlackRock Inc 52.63M (8.00%) 1.04M
Increased by +1.98%
Dec 31, 24
4 State Street Corp 28.04M (4.26%) 103.55K
Increased by +0.37%
Dec 31, 24
5 State Street Corporation 27.95M (4.25%) -101.14K
Decreased by -0.36%
Mar 31, 24
6 Franklin Resources Inc 23.34M (3.55%) 1.33M
Increased by +5.68%
Dec 31, 24
7 Wellington Management Company LLP 19.10M (2.90%) -2.95M
Decreased by -15.46%
Dec 31, 24
8 Amvescap Plc. 18.41M (2.80%) 2.15M
Increased by +11.68%
Dec 31, 24
9 Bank of America Corp 15.89M (2.42%) 4.73M
Increased by +29.79%
Dec 31, 24
10 Fisher Asset Management, LLC 15.74M (2.39%) 447.51K
Increased by +2.84%
Dec 31, 24
11 Capital World Investors 15.32M (2.33%) -2.26M
Decreased by -14.76%
Dec 31, 24
12 Geode Capital Management, LLC 13.82M (2.10%) 343.52K
Increased by +2.49%
Dec 31, 24
13 Bank of New York Mellon Corp 11.91M (1.81%) -366.37K
Decreased by -3.08%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 10.94M (1.66%) 678.27K
Increased by +6.20%
Dec 31, 24
15 Massachusetts Financial Services Company 9.66M (1.47%) -2.57M
Decreased by -26.65%
Dec 31, 24
16 FMR Inc 8.73M (1.33%) -1.73M
Decreased by -19.87%
Dec 31, 24
17 Pictet Asset Manangement SA 7.57M (1.15%) 7.57M
Increased by +100.00%
Sep 30, 23
18 Barrow Hanley Mewhinney & Strauss LLC 7.13M (1.08%) 305.19K
Increased by +4.28%
Dec 31, 24
19 NORGES BANK 7.10M (1.08%) -138.75K
Decreased by -1.95%
Dec 31, 24
20 Putnam Investments LLC 6.84M (1.04%) -2.01M
Decreased by -29.35%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 39.93M (6.07%) -1.82M
Decreased by -4.55%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 20.88M (3.17%) 70.83K
Increased by +0.34%
Feb 28, 25
3 Dodge & Cox International Stock I 20.37M (3.10%) -638.20K
Decreased by -3.13%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 18.53M (2.82%) 131.60K
Increased by +0.71%
Feb 28, 25
5 Fidelity 500 Index 8.37M (1.27%) 37.26K
Increased by +0.45%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 8.21M (1.25%) -63.99K
Decreased by -0.78%
Mar 31, 24
7 iShares Core S&P 500 ETF 8.05M (1.22%) 23.34K
Increased by +0.29%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 7.99M (1.21%) -41.90K
Decreased by -0.52%
Mar 31, 25
9 Fidelity® 500 Index 7.93M (1.20%) 50.45K
Increased by +0.64%
Nov 30, 23
10 American Funds Washington Mutual A 7.81M (1.19%) -1.37M
Decreased by -17.52%
Dec 31, 24
11 Capital Group Wash Mutual Invtrs Comp 7.81M (1.19%) -1.37M
Decreased by -17.52%
Dec 31, 24
12 Vanguard Mid Cap Index Institutional 7.15M (1.09%) 30.69K
Increased by +0.43%
Feb 28, 25
13 MFS Large Cap Value Equity 6.34M (0.96%) -151.91K
Decreased by -2.39%
Mar 31, 24
14 MFS Value A 6.34M (0.96%) -29.77K
Decreased by -0.47%
Mar 31, 24
15 Franklin Rising Dividends A 6.32M (0.96%) 0.00
Increased by 0.00%
Oct 31, 24
16 Vanguard Wellington™ Inv 5.87M (0.89%) -2.26M
Decreased by -38.39%
Dec 31, 24
17 Vanguard Value Index Inv 5.72M (0.87%) 209.92K
Increased by +3.67%
Feb 28, 25
18 Putnam Large Cap Value A 5.72M (0.87%) 0.00
Increased by 0.00%
Feb 28, 25
19 Putnam US Large Cap Value Equity 5.59M (0.85%) 1.28M
Increased by +22.98%
Dec 31, 24
20 Vanguard Equity-Income Inv 5.29M (0.80%) -132.57K
Decreased by -2.50%
Dec 31, 24