Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVFVC 5.09%
2 IAK 4.37%
3 UTRN 4.04%
4 RWW 3.84%
5 PJFV 3.74%
6 SHRY 2.44%
7 FOVL 2.43%
8 TEQI 2.27%
9 PKW 2.21%
10 SPVM_old 2.03%
11 SYE 2.00%
12 PXLV 1.99%
13 YLDE 1.98%
14 BOUT 1.96%
15 SYV 1.91%
16 KIE 1.84%
17 FAZZ 1.74%
18 PWV 1.42%
19 EQRR 1.42%
20 EQUL 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 58.04M (10.21%) -263.26K
Decreased by -0.45%
Dec 31, 24
2 Dodge & Cox 54.15M (9.53%) -502.03K
Decreased by -0.93%
Dec 31, 24
3 BlackRock Inc 47.97M (8.44%) -1.42M
Decreased by -2.97%
Dec 31, 24
4 State Street Corporation 27.19M (4.78%) -579.53K
Decreased by -2.13%
Mar 31, 24
5 State Street Corp 26.75M (4.71%) 16.27K
Increased by +0.06%
Dec 31, 24
6 T. Rowe Price Associates, Inc. 24.66M (4.34%) 6.21M
Increased by +25.20%
Dec 31, 24
7 Wellington Management Company LLP 14.99M (2.64%) -3.55M
Decreased by -23.71%
Dec 31, 24
8 JPMorgan Chase & Co 13.12M (2.31%) -26.76M
Decreased by -203.92%
Dec 31, 24
9 Geode Capital Management, LLC 11.93M (2.10%) 158.11K
Increased by +1.33%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 11.74M (2.07%) 5.50K
Increased by +0.05%
Dec 31, 24
11 NORGES BANK 8.92M (1.57%) 351.75K
Increased by +3.94%
Dec 31, 24
12 Bank of New York Mellon Corp 8.83M (1.55%) 4.61M
Increased by +52.19%
Dec 31, 24
13 Pzena Investment Management, LLC 8.80M (1.55%) -832.90K
Decreased by -9.46%
Dec 31, 24
14 Ameriprise Financial Inc 7.15M (1.26%) -45.93K
Decreased by -0.64%
Dec 31, 24
15 Northern Trust Corp 7.05M (1.24%) 958.46K
Increased by +13.59%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 6.43M (1.13%) 290.73K
Increased by +4.52%
Dec 31, 24
17 Amvescap Plc. 6.38M (1.12%) -711.77K
Decreased by -11.16%
Dec 31, 24
18 Viking Global Investors LP 6.02M (1.06%) 1.53M
Increased by +25.42%
Dec 31, 24
19 ClearBridge Advisors, LLC 5.66M (1.00%) 1.72M
Increased by +30.43%
Dec 31, 24
20 Goldman Sachs Group Inc 5.59M (0.98%) 2.92M
Increased by +52.32%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 39.74M (6.99%) -39.60K
Decreased by -0.10%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 18.56M (3.27%) 70.04K
Increased by +0.38%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 16.13M (2.84%) 110.31K
Increased by +0.68%
Feb 28, 25
4 Vanguard Equity-Income Inv 7.62M (1.34%) -1.64M
Decreased by -21.55%
Dec 31, 24
5 Fidelity® 500 Index 7.36M (1.30%) 46.84K
Increased by +0.64%
Nov 30, 23
6 SPDR® S&P 500 ETF Trust 7.26M (1.28%) 16.38K
Increased by +0.23%
Apr 30, 24
7 Fidelity 500 Index 7.25M (1.28%) 32.00K
Increased by +0.44%
Jan 31, 25
8 JPM US Equity Income-MA 7.23M (1.27%) 7.23M
Increased by +99.91%
Sep 30, 23
9 SPDR® S&P 500® ETF Trust 7.19M (1.27%) -53.35K
Decreased by -0.74%
Feb 28, 25
10 iShares Core S&P 500 ETF 6.83M (1.20%) -343.00
Decreased by -0.01%
Feb 28, 25
11 Vanguard Value Index Inv 5.09M (0.89%) 33.60K
Increased by +0.66%
Feb 28, 25
12 T. Rowe Price U.S. Value Equity Tr-Z 4.91M (0.86%) -20.05K
Decreased by -0.41%
Jun 30, 24
13 Vanguard Windsor Investor Shares 4.72M (0.83%) -211.41K
Decreased by -4.48%
Dec 31, 24
14 T. Rowe Price US Value Equity Composite 4.71M (0.83%) -273.45K
Decreased by -5.81%
Jun 30, 24
15 T. Rowe Price Value 4.71M (0.83%) -273.45K
Decreased by -5.81%
Jun 30, 24
16 T. Rowe Price Equity Income 4.54M (0.80%) 75.00K
Increased by +1.65%
Jan 31, 25
17 T. Rowe Price US Lg-Cp Equity Inc Comp 4.46M (0.78%) -110.00K
Decreased by -2.47%
Dec 31, 24
18 The Financial Select Sector SPDR® ETF 4.36M (0.77%) 5.17K
Increased by +0.12%
Feb 28, 25
19 Financial Select Sector SPDR® ETF 4.14M (0.73%) -11.82K
Decreased by -0.29%
Apr 30, 24
20 Vanguard Institutional Index I 3.61M (0.63%) -41.35K
Decreased by -1.15%
Feb 28, 25