Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHRY 5.38%
2 IVFVC 5.09%
3 UTRN 4.04%
4 RWW 3.84%
5 NEWZ 3.35%
6 PJFV 3.02%
7 FOVL 2.41%
8 KIE 2.21%
9 PKW 2.17%
10 TEQI 2.04%
11 SPVM_old 2.03%
12 SYE 2.00%
13 YLDE 1.97%
14 LYLD 1.96%
15 BOUT 1.96%
16 SYV 1.91%
17 DVAL 1.90%
18 FAZZ 1.74%
19 EQRR 1.66%
20 RSPF 1.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 72.56M (13.50%) 7.81M
Increased by +10.76%
Dec 31, 25
2 BlackRock Inc 51.42M (9.57%) 1.39M
Increased by +2.70%
Mar 31, 26
3 Dodge & Cox 51.11M (9.51%) -1.14M
Decreased by -2.22%
Mar 31, 26
4 Vanguard Capital Management, LLC 35.86M (6.67%) 35.86M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 30.81M (5.73%) 30.81M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 27.19M (5.06%) -579.53K
Decreased by -2.13%
Mar 31, 24
7 State Street Corp 25.22M (4.69%) -221.74K
Decreased by -0.88%
Mar 31, 26
8 T. Rowe Price Associates, Inc. 22.79M (4.24%) 2.55M
Increased by +11.21%
Mar 31, 26
9 Geode Capital Management, LLC 13.24M (2.46%) 353.72K
Increased by +2.67%
Mar 31, 26
10 Pzena Investment Management, LLC 11.30M (2.10%) -579.52K
Decreased by -5.13%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 11.12M (2.07%) 181.89K
Increased by +1.64%
Mar 31, 26
12 NORGES BANK 8.11M (1.51%) -1.29M
Decreased by -15.97%
Dec 31, 25
13 JPMorgan Chase & Co 8.02M (1.49%) 4.18M
Increased by +52.09%
Sep 30, 25
14 Dimensional Fund Advisors, Inc. 7.12M (1.33%) -383.07K
Decreased by -5.38%
Mar 31, 26
15 Amvescap Plc. 6.92M (1.29%) -92.83K
Decreased by -1.34%
Mar 31, 26
16 Ameriprise Financial Inc 6.76M (1.26%) -189.49K
Decreased by -2.80%
Mar 31, 26
17 Northern Trust Corp 6.34M (1.18%) -186.72K
Decreased by -2.95%
Mar 31, 26
18 The Goldman Sachs Group Inc 6.21M (1.16%) 1.70M
Increased by +27.45%
Mar 31, 26
19 Viking Global Investors LP 6.02M (1.12%) 1.53M
Increased by +25.42%
Dec 31, 24
20 UBS Asset Mgmt Americas Inc 5.69M (1.06%) 488.55K
Increased by +8.59%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 37.60M (6.99%) -641.38K
Decreased by -1.71%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 18.89M (3.51%) -260.82K
Decreased by -1.38%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 17.66M (3.29%) 55.83K
Increased by +0.32%
Apr 30, 26
4 Vanguard 500 Index Investor 14.27M (2.66%) 255.89K
Increased by +1.79%
Apr 30, 26
5 Vanguard Mid Cap Index Institutional 11.99M (2.23%) 16.24K
Increased by +0.14%
Apr 30, 26
6 Fidelity® 500 Index 7.36M (1.37%) 46.84K
Increased by +0.64%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 7.26M (1.35%) 16.38K
Increased by +0.23%
Apr 30, 24
8 iShares Core S&P 500 ETF 7.25M (1.35%) 22.15K
Increased by +0.31%
May 29, 26
9 JPM US Equity Income-MA 7.23M (1.35%) 7.23M
Increased by +99.91%
Sep 30, 23
10 SPDR® S&P 500 ETF 7.20M (1.34%) -143.85K
Decreased by -2.00%
Mar 31, 25
11 Fidelity 500 Index 7.05M (1.31%) 24.30K
Increased by +0.34%
Apr 30, 26
12 SPDR® S&P 500® ETF Trust 7.01M (1.30%) -36.72K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 6.83M (1.27%) 83.74K
Increased by +1.23%
Aug 31, 25
14 State Street® SPDR® S&P 500® ETF 6.62M (1.23%) 8.96K
Increased by +0.14%
May 29, 26
15 Vanguard Equity-Income Inv 6.24M (1.16%) -377.88K
Decreased by -6.06%
Jun 30, 25
16 Vanguard Value Index Inv 5.14M (0.96%) 14.85K
Increased by +0.29%
Apr 30, 26
17 T. Rowe Price U.S. Value Equity Tr-Z 4.91M (0.91%) -20.05K
Decreased by -0.41%
Jun 30, 24
18 T. Rowe Price US Value Equity Composite 4.71M (0.88%) -273.45K
Decreased by -5.81%
Jun 30, 24
19 T. Rowe Price Value 4.71M (0.88%) -273.45K
Decreased by -5.81%
Jun 30, 24
20 T. Rowe Price Equity Income 4.34M (0.81%) 0.00
Increased by 0.00%
Apr 30, 26