Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVFVC 5.09%
2 IAK 4.48%
3 SHRY 4.40%
4 UTRN 4.04%
5 RWW 3.84%
6 PJFV 3.76%
7 FOVL 2.39%
8 TEQI 2.21%
9 PKW 2.13%
10 SPVM_old 2.03%
11 YLDE 2.02%
12 SYE 2.00%
13 PXLV 1.99%
14 BOUT 1.96%
15 SYV 1.91%
16 KIE 1.88%
17 FAZZ 1.74%
18 EQRR 1.51%
19 PWV 1.43%
20 EQUL 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 58.04M (10.37%) -263.26K
Decreased by -0.45%
Dec 31, 24
2 Dodge & Cox 54.15M (9.67%) -502.03K
Decreased by -0.93%
Dec 31, 24
3 BlackRock Inc 47.97M (8.57%) -1.42M
Decreased by -2.97%
Dec 31, 24
4 State Street Corporation 27.19M (4.86%) -579.53K
Decreased by -2.13%
Mar 31, 24
5 State Street Corp 26.75M (4.78%) 16.27K
Increased by +0.06%
Dec 31, 24
6 T. Rowe Price Associates, Inc. 24.66M (4.41%) 6.21M
Increased by +25.20%
Dec 31, 24
7 Wellington Management Company LLP 14.99M (2.68%) -3.55M
Decreased by -23.71%
Dec 31, 24
8 JPMorgan Chase & Co 13.12M (2.34%) -26.76M
Decreased by -203.92%
Dec 31, 24
9 Geode Capital Management, LLC 11.93M (2.13%) 158.11K
Increased by +1.33%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 11.74M (2.10%) 5.50K
Increased by +0.05%
Dec 31, 24
11 NORGES BANK 8.92M (1.59%) 351.75K
Increased by +3.94%
Dec 31, 24
12 Bank of New York Mellon Corp 8.83M (1.58%) 4.61M
Increased by +52.19%
Dec 31, 24
13 Pzena Investment Management, LLC 8.80M (1.57%) -832.90K
Decreased by -9.46%
Dec 31, 24
14 Ameriprise Financial Inc 7.15M (1.28%) -45.93K
Decreased by -0.64%
Dec 31, 24
15 Northern Trust Corp 7.05M (1.26%) 958.46K
Increased by +13.59%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 6.43M (1.15%) 290.73K
Increased by +4.52%
Dec 31, 24
17 Amvescap Plc. 6.38M (1.14%) -711.77K
Decreased by -11.16%
Dec 31, 24
18 Viking Global Investors LP 6.02M (1.07%) 1.53M
Increased by +25.42%
Dec 31, 24
19 ClearBridge Advisors, LLC 5.66M (1.01%) 1.72M
Increased by +30.43%
Dec 31, 24
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 39.22M (7.01%) -516.50K
Decreased by -1.32%
Mar 31, 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 18.30M (3.27%) -263.85K
Decreased by -1.44%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 16.09M (2.87%) -40.54K
Decreased by -0.25%
Mar 31, 25
5 Fidelity® 500 Index 7.36M (1.32%) 46.84K
Increased by +0.64%
Nov 30, 23
6 Fidelity 500 Index 7.26M (1.30%) -21.34K
Decreased by -0.29%
Mar 31, 25
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 SPDR® S&P 500® ETF 7.02M (1.25%) 5.78K
Increased by +0.08%
Apr 30, 25
11 SPDR® S&P 500® ETF Trust 7.01M (1.25%) -36.72K
Decreased by -0.52%
Mar 31, 25
12 iShares Core S&P 500 ETF 6.86M (1.23%) -6.82K
Decreased by -0.10%
Apr 29, 25
13 Vanguard Equity-Income Inv 6.61M (1.18%) -1.01M
Decreased by -15.22%
Mar 31, 25
14 Vanguard Value Index Inv 5.08M (0.91%) -7.38K
Decreased by -0.15%
Mar 31, 25
15 T. Rowe Price U.S. Value Equity Tr-Z 4.91M (0.88%) -20.05K
Decreased by -0.41%
Jun 30, 24
16 T. Rowe Price US Value Equity Composite 4.71M (0.84%) -273.45K
Decreased by -5.81%
Jun 30, 24
17 T. Rowe Price Value 4.71M (0.84%) -273.45K
Decreased by -5.81%
Jun 30, 24
18 T. Rowe Price Equity Income 4.54M (0.81%) -40.00K
Decreased by -0.88%
Mar 31, 25
19 T. Rowe Price US Lg-Cp Equity Inc Comp 4.54M (0.81%) 75.00K
Increased by +1.65%
Mar 31, 25
20 Vanguard Windsor Investor Shares 4.50M (0.80%) -213.73K
Decreased by -4.75%
Mar 31, 25