Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVFVC 5.09%
2 IAK 4.71%
3 UTRN 3.94%
4 RWW 3.84%
5 PJFV 3.45%
6 FOVL 2.38%
7 SHRY 2.29%
8 TEQI 2.06%
9 SPVM_old 2.03%
10 KIE 2.03%
11 SYE 2.00%
12 PXLV 1.99%
13 SYV 1.91%
14 EQRR 1.91%
15 PKW 1.91%
16 YLDE 1.82%
17 FAZZ 1.74%
18 PWV 1.52%
19 EQUL 1.42%
20 RYF 1.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 58.30M (5.06%) -260.70K
Decreased by -0.45%
Sep 30, 24
2 Dodge & Cox 54.66M (4.74%) -1.70M
Decreased by -3.10%
Sep 30, 24
3 BlackRock Inc 47.52M (4.12%) -1.00M
Decreased by -2.11%
Jun 30, 24
4 T. Rowe Price Associates, Inc. 32.18M (2.79%) 2.58M
Increased by +8.03%
Jun 30, 24
5 State Street Corporation 27.19M (2.36%) -579.53K
Decreased by -2.13%
Mar 31, 24
6 State Street Corp 26.75M (2.32%) -440.45K
Decreased by -1.65%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 23.49M (2.04%) 722.65K
Increased by +3.08%
Jun 30, 24
8 Wellington Management Company LLP 21.65M (1.88%) -3.30M
Decreased by -15.24%
Jun 30, 24
9 JPMorgan Chase & Co 21.14M (1.83%) 860.01K
Increased by +4.07%
Jun 30, 24
10 Geode Capital Management, LLC 11.86M (1.03%) -119.69K
Decreased by -1.01%
Jun 30, 24
11 Pzena Investment Management, LLC 9.64M (0.84%) -9.49K
Decreased by -0.10%
Sep 30, 24
12 NORGES BANK 8.57M (0.74%) 127.60K
Increased by +1.49%
Jun 30, 24
13 Ameriprise Financial Inc 7.91M (0.69%) -585.38K
Decreased by -7.40%
Jun 30, 24
14 Dimensional Fund Advisors, Inc. 6.14M (0.53%) 747.73K
Increased by +12.17%
Sep 30, 24
15 Northern Trust Corp 6.09M (0.53%) -395.08K
Decreased by -6.48%
Sep 30, 24
16 Amvescap Plc. 5.99M (0.52%) 257.34K
Increased by +4.30%
Jun 30, 24
17 Bank of America Corp 5.95M (0.52%) 91.26K
Increased by +1.53%
Jun 30, 24
18 Viking Global Investors LP 5.62M (0.49%) 2.68M
Increased by +47.77%
Dec 31, 23
19 Goldman Sachs Group Inc 5.59M (0.48%) 2.92M
Increased by +52.32%
Dec 31, 23
20 Legal & General Group PLC 5.30M (0.46%) 269.25K
Increased by +5.08%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 39.78M (3.45%) -905.90K
Decreased by -2.28%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 18.83M (1.63%) -63.13K
Decreased by -0.34%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 15.59M (1.35%) 180.15K
Increased by +1.16%
Oct 31, 24
4 Vanguard Equity-Income Inv 9.26M (0.80%) -1.10M
Decreased by -11.88%
Sep 30, 24
5 Fidelity® 500 Index 7.36M (0.64%) 46.84K
Increased by +0.64%
Nov 30, 23
6 SPDR® S&P 500 ETF Trust 7.26M (0.63%) 16.38K
Increased by +0.23%
Apr 30, 24
7 JPM US Equity Income-MA 7.23M (0.63%) 7.23M
Increased by +99.91%
Sep 30, 23
8 Fidelity 500 Index 7.23M (0.63%) -127.48K
Decreased by -1.76%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 7.17M (0.62%) 37.48K
Increased by +0.52%
Oct 31, 24
10 iShares Core S&P 500 ETF 6.55M (0.57%) 10.09K
Increased by +0.15%
Oct 31, 24
11 JPM US Equity Income-Composite 6.18M (0.54%) -135.82K
Decreased by -2.20%
Sep 30, 24
12 JPMorgan Equity Income I 6.18M (0.54%) -35.10K
Decreased by -0.57%
Sep 30, 24
13 Vanguard Value Index Inv 5.05M (0.44%) 17.48K
Increased by +0.35%
Oct 31, 24
14 Vanguard Windsor Investor Shares 4.93M (0.43%) -63.11K
Decreased by -1.28%
Sep 30, 24
15 T. Rowe Price U.S. Value Equity Tr-Z 4.91M (0.43%) -20.05K
Decreased by -0.41%
Jun 30, 24
16 T. Rowe Price US Value Equity Composite 4.71M (0.41%) -273.45K
Decreased by -5.81%
Jun 30, 24
17 T. Rowe Price Value 4.71M (0.41%) -273.45K
Decreased by -5.81%
Jun 30, 24
18 T. Rowe Price Equity Income 4.57M (0.40%) -106.35K
Decreased by -2.33%
Sep 30, 24
19 T. Rowe Price US Lg-Cp Equity Inc Comp 4.57M (0.40%) -125.00K
Decreased by -2.74%
Sep 30, 24
20 Financial Select Sector SPDR® ETF 4.14M (0.36%) -11.82K
Decreased by -0.29%
Apr 30, 24