Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVFVC 5.09%
2 IAK 4.61%
3 UTRN 3.96%
4 RWW 3.84%
5 PJFV 3.58%
6 SHRY 2.44%
7 FOVL 2.32%
8 PKW 2.13%
9 TEQI 2.13%
10 SPVM_old 2.03%
11 SYE 2.00%
12 PXLV 1.99%
13 YLDE 1.97%
14 BOUT 1.96%
15 KIE 1.95%
16 SYV 1.91%
17 FAZZ 1.74%
18 EQRR 1.42%
19 EQUL 1.40%
20 RSPF 1.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 58.30M (10.17%) -260.70K
Decreased by -0.45%
Sep 30, 24
2 Dodge & Cox 54.66M (9.53%) -1.70M
Decreased by -3.10%
Sep 30, 24
3 BlackRock Inc 49.39M (8.61%) 1.87M
Increased by +3.79%
Sep 30, 24
4 JPMorgan Chase & Co 39.88M (6.96%) -2.39M
Decreased by -6.00%
Sep 30, 24
5 State Street Corporation 27.19M (4.74%) -579.53K
Decreased by -2.13%
Mar 31, 24
6 State Street Corp 26.73M (4.66%) -14.18K
Decreased by -0.05%
Sep 30, 24
7 Wellington Management Company LLP 18.55M (3.24%) -3.11M
Decreased by -16.75%
Sep 30, 24
8 T. Rowe Price Associates, Inc. 18.45M (3.22%) -13.73M
Decreased by -74.41%
Sep 30, 24
9 Geode Capital Management, LLC 11.77M (2.05%) -82.90K
Decreased by -0.70%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 11.74M (2.05%) -11.75M
Decreased by -100.09%
Sep 30, 24
11 Pzena Investment Management, LLC 9.64M (1.68%) -9.49K
Decreased by -0.10%
Sep 30, 24
12 NORGES BANK 8.57M (1.50%) 127.60K
Increased by +1.49%
Jun 30, 24
13 Ameriprise Financial Inc 7.19M (1.25%) -718.98K
Decreased by -10.00%
Sep 30, 24
14 Amvescap Plc. 7.09M (1.24%) 1.10M
Increased by +15.49%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 6.14M (1.07%) 747.73K
Increased by +12.17%
Sep 30, 24
16 Northern Trust Corp 6.09M (1.06%) -395.08K
Decreased by -6.48%
Sep 30, 24
17 Bank of America Corp 6.02M (1.05%) 68.67K
Increased by +1.14%
Sep 30, 24
18 Goldman Sachs Group Inc 5.59M (0.97%) 2.92M
Increased by +52.32%
Dec 31, 23
19 Legal & General Group PLC 5.17M (0.90%) -124.82K
Decreased by -2.41%
Sep 30, 24
20 Nuveen Asset Management, LLC 5.16M (0.90%) -170.09K
Decreased by -3.29%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 39.74M (6.93%) -39.60K
Decreased by -0.10%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 18.43M (3.21%) -286.16K
Decreased by -1.55%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 15.75M (2.75%) -66.97K
Decreased by -0.43%
Dec 31, 24
4 Vanguard Equity-Income Inv 7.62M (1.33%) -1.64M
Decreased by -21.55%
Dec 31, 24
5 Fidelity® 500 Index 7.36M (1.28%) 46.84K
Increased by +0.64%
Nov 30, 23
6 SPDR® S&P 500 ETF Trust 7.26M (1.27%) 16.38K
Increased by +0.23%
Apr 30, 24
7 JPM US Equity Income-MA 7.23M (1.26%) 7.23M
Increased by +99.91%
Sep 30, 23
8 Fidelity 500 Index 7.22M (1.26%) -49.05K
Decreased by -0.68%
Dec 31, 24
9 SPDR® S&P 500® ETF Trust 7.16M (1.25%) -342.00
Decreased by -0.00%
Jan 30, 25
10 iShares Core S&P 500 ETF 6.79M (1.18%) -11.66K
Decreased by -0.17%
Jan 29, 25
11 Vanguard Value Index Inv 5.01M (0.87%) -73.55K
Decreased by -1.47%
Dec 31, 24
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 (0.82%) -211.41K
Decreased by -4.48%
Dec 31, 24
14 T. Rowe Price US Value Equity Composite 4.71M (0.82%) -273.45K
Decreased by -5.81%
Jun 30, 24
15 T. Rowe Price Value 4.71M (0.82%) -273.45K
Decreased by -5.81%
Jun 30, 24
16 T. Rowe Price Equity Income 4.46M (0.78%) 80.00K
Increased by +1.79%
Dec 31, 24
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 4.35M (0.76%) 25.67K
Increased by +0.59%
Jan 30, 25
19 Financial Select Sector SPDR® ETF 4.14M (0.72%) -11.82K
Decreased by -0.29%
Apr 30, 24
20 Vanguard Institutional Index I 3.67M (0.64%) -51.56K
Decreased by -1.40%
Dec 31, 24