Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVFVC 5.09%
2 IAK 4.55%
3 UTRN 4.04%
4 RWW 3.84%
5 SHRY 3.30%
6 PJFV 3.28%
7 FOVL 2.41%
8 PKW 2.29%
9 TEQI 2.11%
10 DVAL 2.05%
11 EQRR 2.05%
12 LYLD 2.05%
13 SPVM_old 2.03%
14 SYE 2.00%
15 BOUT 1.96%
16 YLDE 1.95%
17 KIE 1.92%
18 SYV 1.91%
19 FAZZ 1.74%
20 PWV 1.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 57.17M (10.31%) -274.36K
Decreased by -0.48%
Jun 30, 25
2 Dodge & Cox 53.18M (9.59%) -731.30K
Decreased by -1.38%
Jun 30, 25
3 BlackRock Inc 47.51M (8.56%) 556.13K
Increased by +1.17%
Jun 30, 25
4 State Street Corporation 27.19M (4.90%) -579.53K
Decreased by -2.13%
Mar 31, 24
5 State Street Corp 26.03M (4.69%) -780.38K
Decreased by -3.00%
Jun 30, 25
6 T. Rowe Price Associates, Inc. 20.23M (3.65%) -6.26M
Decreased by -30.95%
Jun 30, 25
7 JPMorgan Chase & Co 13.12M (2.37%) -26.76M
Decreased by -203.92%
Dec 31, 24
8 Geode Capital Management, LLC 12.83M (2.31%) -151.03K
Decreased by -1.18%
Jun 30, 25
9 Wellington Management Company LLP 12.39M (2.23%) -1.71M
Decreased by -13.80%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 11.36M (2.05%) -529.99K
Decreased by -4.66%
Jun 30, 25
11 NORGES BANK 9.40M (1.70%) 477.71K
Increased by +5.08%
Jun 30, 25
12 Pzena Investment Management, LLC 9.14M (1.65%) 585.67K
Increased by +6.40%
Jun 30, 25
13 Bank of New York Mellon Corp 8.11M (1.46%) -753.76K
Decreased by -9.30%
Jun 30, 25
14 Ameriprise Financial Inc 7.39M (1.33%) -12.57K
Decreased by -0.17%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 7.06M (1.27%) 393.38K
Increased by +5.57%
Jun 30, 25
16 Northern Trust Corp 6.79M (1.22%) -318.86K
Decreased by -4.70%
Jun 30, 25
17 Amvescap Plc. 6.62M (1.19%) 162.04K
Increased by +2.45%
Jun 30, 25
18 Viking Global Investors LP 6.02M (1.08%) 1.53M
Increased by +25.42%
Dec 31, 24
19 ClearBridge Advisors, LLC 5.89M (1.06%) 127.86K
Increased by +2.17%
Jun 30, 25
20 Goldman Sachs Group Inc 5.59M (1.01%) 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 38.79M (6.99%) -433.10K
Decreased by -1.12%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 18.89M (3.41%) -260.82K
Decreased by -1.38%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 17.91M (3.23%) -428.61K
Decreased by -2.39%
Jul 31, 25
4 Vanguard 500 Index Investor 13.96M (2.52%) -2.04M
Decreased by -14.65%
Jul 31, 25
5 Fidelity® 500 Index 7.36M (1.33%) 46.84K
Increased by +0.64%
Nov 30, 23
6 SPDR® S&P 500 ETF Trust 7.26M (1.31%) 16.38K
Increased by +0.23%
Apr 30, 24
7 JPM US Equity Income-MA 7.23M (1.30%) 7.23M
Increased by +99.91%
Sep 30, 23
8 SPDR® S&P 500 ETF 7.20M (1.30%) -143.85K
Decreased by -2.00%
Mar 31, 25
9 Fidelity 500 Index 7.15M (1.29%) 3.07K
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500® ETF Trust 7.01M (1.26%) -36.72K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 6.83M (1.23%) 83.74K
Increased by +1.23%
Aug 31, 25
12 iShares Core S&P 500 ETF 6.79M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
13 Vanguard Equity-Income Inv 6.24M (1.12%) -377.88K
Decreased by -6.06%
Jun 30, 25
14 Vanguard Value Index Inv 5.06M (0.91%) -4.70K
Decreased by -0.09%
Jul 31, 25
15 T. Rowe Price U.S. Value Equity Tr-Z 4.91M (0.88%) -20.05K
Decreased by -0.41%
Jun 30, 24
16 T. Rowe Price US Value Equity Composite 4.71M (0.85%) -273.45K
Decreased by -5.81%
Jun 30, 24
17 T. Rowe Price Value 4.71M (0.85%) -273.45K
Decreased by -5.81%
Jun 30, 24
18 Vanguard Windsor Investor Shares 4.50M (0.81%) -4.55K
Decreased by -0.10%
Jun 30, 25
19 T. Rowe Price US Lg-Cp Equity Inc Comp 4.37M (0.79%) -170.00K
Decreased by -3.89%
Jun 30, 25
20 T. Rowe Price Equity Income 4.29M (0.77%) -71.15K
Decreased by -1.66%
Jul 31, 25