Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVFVC 5.09%
2 UTRN 4.04%
3 IAK 3.96%
4 RWW 3.84%
5 NEWZ 3.35%
6 SHRY 3.15%
7 PJFV 2.69%
8 FOVL 2.41%
9 PKW 2.17%
10 TEQI 2.04%
11 SPVM_old 2.03%
12 SYE 2.00%
13 BOUT 1.96%
14 SYV 1.91%
15 DVAL 1.81%
16 FAZZ 1.74%
17 KIE 1.68%
18 EQRR 1.67%
19 YLDE 1.63%
20 LYLD 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 72.56M (13.32%) 7.81M
Increased by +10.76%
Dec 31, 25
2 Dodge & Cox 52.25M (9.60%) -1.41M
Decreased by -2.69%
Dec 31, 25
3 BlackRock Inc 48.55M (8.92%) 1.04M
Increased by +2.14%
Sep 30, 25
4 State Street Corporation 27.19M (4.99%) -579.53K
Decreased by -2.13%
Mar 31, 24
5 State Street Corp 25.69M (4.72%) -342.76K
Decreased by -1.33%
Sep 30, 25
6 T. Rowe Price Associates, Inc. 20.59M (3.78%) 364.33K
Increased by +1.77%
Sep 30, 25
7 Geode Capital Management, LLC 12.87M (2.36%) 38.95K
Increased by +0.30%
Sep 30, 25
8 Wellington Management Company LLP 12.39M (2.28%) -1.71M
Decreased by -13.80%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 11.06M (2.03%) -303.48K
Decreased by -2.74%
Sep 30, 25
10 Pzena Investment Management, LLC 9.67M (1.78%) 527.39K
Increased by +5.45%
Sep 30, 25
11 NORGES BANK 8.11M (1.49%) -1.29M
Decreased by -15.97%
Dec 31, 25
12 JPMorgan Chase & Co 8.02M (1.47%) 4.18M
Increased by +52.09%
Sep 30, 25
13 Ameriprise Financial Inc 7.75M (1.42%) 352.39K
Increased by +4.55%
Sep 30, 25
14 Dimensional Fund Advisors, Inc. 7.51M (1.38%) 16.65K
Increased by +0.22%
Dec 31, 25
15 Amvescap Plc. 6.84M (1.26%) 210.81K
Increased by +3.08%
Sep 30, 25
16 Northern Trust Corp 6.74M (1.24%) -50.87K
Decreased by -0.75%
Sep 30, 25
17 ClearBridge Advisors, LLC 6.08M (1.12%) 189.69K
Increased by +3.12%
Sep 30, 25
18 Viking Global Investors LP 6.02M (1.10%) 1.53M
Increased by +25.42%
Dec 31, 24
19 Bank of America Corp 5.62M (1.03%) 382.13K
Increased by +6.80%
Sep 30, 25
20 Goldman Sachs Group Inc 5.59M (1.03%) 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 38.24M (7.02%) -1.01M
Decreased by -2.64%
Dec 31, 25
2 Vanguard US Total Market Shares ETF 18.89M (3.47%) -260.82K
Decreased by -1.38%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 17.60M (3.23%) 36.48K
Increased by +0.21%
Jan 31, 26
4 Vanguard 500 Index Investor 14.10M (2.59%) 88.21K
Increased by +0.63%
Jan 31, 26
5 Vanguard Mid Cap Index Institutional 12.13M (2.23%) -62.18K
Decreased by -0.51%
Jan 31, 26
6 Fidelity® 500 Index 7.36M (1.35%) 46.84K
Increased by +0.64%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 7.26M (1.33%) 16.38K
Increased by +0.23%
Apr 30, 24
8 JPM US Equity Income-MA 7.23M (1.33%) 7.23M
Increased by +99.91%
Sep 30, 23
9 SPDR® S&P 500 ETF 7.20M (1.32%) -143.85K
Decreased by -2.00%
Mar 31, 25
10 iShares Core S&P 500 ETF 7.06M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
11 Fidelity 500 Index 7.03M (1.29%) 32.59K
Increased by +0.46%
Jan 31, 26
12 SPDR® S&P 500® ETF Trust 7.01M (1.29%) -36.72K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 6.83M (1.25%) 83.74K
Increased by +1.23%
Aug 31, 25
14 State Street® SPDR® S&P 500® ETF 6.57M (1.21%) 27.45K
Increased by +0.42%
Feb 27, 26
15 Vanguard Equity-Income Inv 6.24M (1.15%) -377.88K
Decreased by -6.06%
Jun 30, 25
16 Vanguard Value Index Inv 5.15M (0.95%) -1.85K
Decreased by -0.04%
Jan 31, 26
17 T. Rowe Price U.S. Value Equity Tr-Z 4.91M (0.90%) -20.05K
Decreased by -0.41%
Jun 30, 24
18 T. Rowe Price US Value Equity Composite 4.71M (0.86%) -273.45K
Decreased by -5.81%
Jun 30, 24
19 T. Rowe Price Value 4.71M (0.86%) -273.45K
Decreased by -5.81%
Jun 30, 24
20 Vanguard Windsor Investor Shares 4.36M (0.80%) -50.09K
Decreased by -1.15%
Dec 31, 25