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 3.15%
6 SHRY 3.11%
7 FOVL 2.41%
8 PKW 2.20%
9 TEQI 2.14%
10 SPVM_old 2.03%
11 SYE 2.00%
12 PXLV 1.99%
13 BOUT 1.96%
14 LYLD 1.96%
15 SYV 1.91%
16 DVAL 1.89%
17 YLDE 1.84%
18 KIE 1.84%
19 FAZZ 1.74%
20 EQUL 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 57.45M (10.26%) -591.72K
Decreased by -1.03%
Mar 31, 25
2 Dodge & Cox 53.91M (9.63%) -241.38K
Decreased by -0.45%
Mar 31, 25
3 BlackRock Inc 46.95M (8.39%) -1.02M
Decreased by -2.16%
Mar 31, 25
4 State Street Corporation 27.19M (4.86%) -579.53K
Decreased by -2.13%
Mar 31, 24
5 State Street Corp 26.81M (4.79%) 62.45K
Increased by +0.23%
Mar 31, 25
6 T. Rowe Price Associates, Inc. 26.49M (4.73%) 1.82M
Increased by +6.89%
Mar 31, 25
7 Wellington Management Company LLP 14.10M (2.52%) -891.00K
Decreased by -6.32%
Mar 31, 25
8 JPMorgan Chase & Co 13.12M (2.34%) -26.76M
Decreased by -203.92%
Dec 31, 24
9 Geode Capital Management, LLC 12.98M (2.32%) 1.05M
Increased by +8.11%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 11.89M (2.12%) 147.93K
Increased by +1.24%
Mar 31, 25
11 NORGES BANK 8.92M (1.59%) 351.75K
Increased by +3.94%
Dec 31, 24
12 Bank of New York Mellon Corp 8.86M (1.58%) 36.18K
Increased by +0.41%
Mar 31, 25
13 Pzena Investment Management, LLC 8.56M (1.53%) -244.71K
Decreased by -2.86%
Mar 31, 25
14 Ameriprise Financial Inc 7.41M (1.32%) 259.99K
Increased by +3.51%
Mar 31, 25
15 Northern Trust Corp 7.11M (1.27%) 57.22K
Increased by +0.80%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 6.67M (1.19%) 236.70K
Increased by +3.55%
Mar 31, 25
17 Amvescap Plc. 6.46M (1.15%) 87.34K
Increased by +1.35%
Mar 31, 25
18 Viking Global Investors LP 6.02M (1.07%) 1.53M
Increased by +25.42%
Dec 31, 24
19 ClearBridge Advisors, LLC 5.77M (1.03%) 103.51K
Increased by +1.79%
Mar 31, 25
20 Goldman Sachs Group Inc 5.59M (1.00%) 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 (6.93%) -433.10K
Decreased by -1.12%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 18.89M (3.37%) -260.82K
Decreased by -1.38%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 18.34M (3.28%) -257.12K
Decreased by -1.40%
Jun 30, 25
4 Vanguard Institutional 500 Index Trust 16.47M (2.94%) 116.08K
Increased by +0.70%
May 31, 25
5 Vanguard 500 Index Investor 16.00M (2.86%) -466.67K
Decreased by -2.92%
Jun 30, 25
6 Fidelity® 500 Index 7.36M (1.31%) 46.84K
Increased by +0.64%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 7.26M (1.30%) 16.38K
Increased by +0.23%
Apr 30, 24
8 JPM US Equity Income-MA 7.23M (1.29%) 7.23M
Increased by +99.91%
Sep 30, 23
9 SPDR® S&P 500 ETF 7.20M (1.29%) -143.85K
Decreased by -2.00%
Mar 31, 25
10 Fidelity 500 Index 7.14M (1.28%) -158.90K
Decreased by -2.22%
Jun 30, 25
11 SPDR® S&P 500® ETF Trust 7.01M (1.25%) -36.72K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 6.86M (1.22%) -28.47K
Decreased by -0.42%
Jul 31, 25
13 iShares Core S&P 500 ETF 6.71M (1.20%) -666.00
Decreased by -0.01%
Jul 30, 25
14 Vanguard Equity-Income Inv 6.24M (1.11%) -377.88K
Decreased by -6.06%
Jun 30, 25
15 Vanguard Value Index Inv 5.06M (0.90%) -24.42K
Decreased by -0.48%
Jun 30, 25
16 T. Rowe Price U.S. Value Equity Tr-Z 4.91M (0.88%) -20.05K
Decreased by -0.41%
Jun 30, 24
17 T. Rowe Price US Value Equity Composite 4.71M (0.84%) -273.45K
Decreased by -5.81%
Jun 30, 24
18 T. Rowe Price Value 4.71M (0.84%) -273.45K
Decreased by -5.81%
Jun 30, 24
19 Vanguard Windsor Investor Shares 4.50M (0.80%) -4.55K
Decreased by -0.10%
Jun 30, 25
20 T. Rowe Price Equity Income 4.37M (0.78%) 0.00
Increased by 0.00%
Jun 30, 25