Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVFVC 5.09%
2 IAK 4.80%
3 UTRN 3.94%
4 RWW 3.84%
5 PJFV 3.38%
6 FOVL 2.38%
7 SHRY 2.34%
8 KIE 2.06%
9 SPVM_old 2.03%
10 SYE 2.00%
11 TEQI 1.99%
12 PXLV 1.99%
13 EQRR 1.98%
14 YLDE 1.96%
15 SYV 1.91%
16 PKW 1.90%
17 FAZZ 1.74%
18 PWV 1.43%
19 EQUL 1.40%
20 RYF 1.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 58.30M (5.06%) -260.70K
Decreased by -0.45%
Sep 30, 24
2 Dodge & Cox 54.66M (4.74%) -1.70M
Decreased by -3.10%
Sep 30, 24
3 BlackRock Inc 47.52M (4.12%) -1.00M
Decreased by -2.11%
Jun 30, 24
4 State Street Corporation 27.19M (2.36%) -579.53K
Decreased by -2.13%
Mar 31, 24
5 State Street Corp 26.73M (2.32%) -14.18K
Decreased by -0.05%
Sep 30, 24
6 JPMorgan Chase & Co 19.94M (1.73%) -1.20M
Decreased by -6.00%
Sep 30, 24
7 Wellington Management Company LLP 18.55M (1.61%) -3.11M
Decreased by -16.75%
Sep 30, 24
8 T. Rowe Price Associates, Inc. 18.45M (1.60%) -13.73M
Decreased by -74.41%
Sep 30, 24
9 Geode Capital Management, LLC 11.77M (1.02%) -82.90K
Decreased by -0.70%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 11.74M (1.02%) -11.75M
Decreased by -100.09%
Sep 30, 24
11 Pzena Investment Management, LLC 9.64M (0.84%) -9.49K
Decreased by -0.10%
Sep 30, 24
12 NORGES BANK 8.57M (0.74%) 127.60K
Increased by +1.49%
Jun 30, 24
13 Ameriprise Financial Inc 7.19M (0.62%) -718.98K
Decreased by -10.00%
Sep 30, 24
14 Amvescap Plc. 7.09M (0.61%) 1.10M
Increased by +15.49%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 6.14M (0.53%) 747.73K
Increased by +12.17%
Sep 30, 24
16 Northern Trust Corp 6.09M (0.53%) -395.08K
Decreased by -6.48%
Sep 30, 24
17 Bank of America Corp 6.02M (0.52%) 68.67K
Increased by +1.14%
Sep 30, 24
18 Goldman Sachs Group Inc 5.59M (0.48%) 2.92M
Increased by +52.32%
Dec 31, 23
19 Legal & General Group PLC 5.17M (0.45%) -124.82K
Decreased by -2.41%
Sep 30, 24
20 Nuveen Asset Management, LLC 5.16M (0.45%) -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 39.78M (3.45%) -905.90K
Decreased by -2.28%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 18.83M (1.63%) -63.13K
Decreased by -0.34%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 15.59M (1.35%) 180.15K
Increased by +1.16%
Oct 31, 24
4 Vanguard Equity-Income Inv 9.26M (0.80%) -1.10M
Decreased by -11.88%
Sep 30, 24
5 Fidelity® 500 Index 7.36M (0.64%) 46.84K
Increased by +0.64%
Nov 30, 23
6 SPDR® S&P 500® ETF Trust 7.27M (0.63%) 42.90K
Increased by +0.59%
Nov 30, 24
7 SPDR® S&P 500 ETF Trust 7.26M (0.63%) 16.38K
Increased by +0.23%
Apr 30, 24
8 JPM US Equity Income-MA 7.23M (0.63%) 7.23M
Increased by +99.91%
Sep 30, 23
9 Fidelity 500 Index 7.22M (0.63%) -11.86K
Decreased by -0.16%
Oct 31, 24
10 iShares Core S&P 500 ETF 6.65M (0.58%) 0.00
Increased by 0.00%
Nov 30, 24
11 JPM US Equity Income-Composite 6.18M (0.54%) -135.82K
Decreased by -2.20%
Sep 30, 24
12 JPMorgan Equity Income I 5.62M (0.49%) -559.96K
Decreased by -9.96%
Oct 31, 24
13 Vanguard Value Index Inv 5.05M (0.44%) 17.48K
Increased by +0.35%
Oct 31, 24
14 Vanguard Windsor Investor Shares 4.93M (0.43%) -63.11K
Decreased by -1.28%
Sep 30, 24
15 T. Rowe Price U.S. Value Equity Tr-Z 4.91M (0.43%) -20.05K
Decreased by -0.41%
Jun 30, 24
16 T. Rowe Price US Value Equity Composite 4.71M (0.41%) -273.45K
Decreased by -5.81%
Jun 30, 24
17 T. Rowe Price Value 4.71M (0.41%) -273.45K
Decreased by -5.81%
Jun 30, 24
18 T. Rowe Price US Lg-Cp Equity Inc Comp 4.57M (0.40%) -125.00K
Decreased by -2.74%
Sep 30, 24
19 The Financial Select Sector SPDR® ETF 4.39M (0.38%) 19.29K
Increased by +0.44%
Nov 30, 24
20 T. Rowe Price Equity Income 4.38M (0.38%) -190.00K
Decreased by -4.34%
Oct 31, 24