Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWCO 4.08%
2 UTRN 3.99%
3 RSPC 3.32%
4 JUNE_old 2.32%
5 XLC 2.23%
6 LTL 1.84%
7 TEQI 1.64%
8 QQJG 1.17%
9 PEXL 1.07%
10 ULVM 1.06%
11 QQQN 0.95%
12 FCOM 0.84%
13 VOX 0.84%
14 QQQJ 0.69%
15 SPVM 0.68%
16 PMOM 0.60%
17 AIEQ 0.59%
18 FDRR 0.57%
19 FXD 0.55%
20 IQSM 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 50.95M (10.48%) 632.72K
Increased by +1.24%
Dec 31, 24
2 T. Rowe Price Associates, Inc. 40.00M (8.22%) -694.57K
Decreased by -1.74%
Dec 31, 24
3 BlackRock Inc 27.35M (5.62%) -529.80K
Decreased by -1.94%
Dec 31, 24
4 State Street Corp 26.93M (5.54%) 1.13M
Increased by +4.18%
Dec 31, 24
5 Independent Franchise Partners LLP 26.62M (5.47%) 2.81M
Increased by +10.56%
Dec 31, 24
6 State Street Corporation 23.35M (4.80%) 1.52M
Increased by +6.51%
Mar 31, 24
7 Dodge & Cox 11.66M (2.40%) 1.25M
Increased by +10.68%
Dec 31, 24
8 Barclays PLC 10.09M (2.08%) -4.62M
Decreased by -45.77%
Dec 31, 24
9 Geode Capital Management, LLC 9.86M (2.03%) 234.89K
Increased by +2.38%
Dec 31, 24
10 Yacktman Asset Management Co 9.27M (1.91%) -2.89M
Decreased by -31.14%
Dec 31, 24
11 59 North Capital Management, LP 8.96M (1.84%) 2.57M
Increased by +28.67%
Dec 31, 24
12 Starboard Value LP 7.20M (1.48%) 0.00
Increased by 0.00%
Dec 31, 24
13 NORGES BANK 6.26M (1.29%) 354.27K
Increased by +5.66%
Dec 31, 24
14 Burgundy Asset Management Ltd 5.80M (1.19%) -604.30K
Decreased by -10.42%
Dec 31, 24
15 State Of Wisconsin Investment Board 5.51M (1.13%) 1.09M
Increased by +19.84%
Dec 31, 24
16 Contour Asset Management LLC 5.38M (1.11%) 936.70K
Increased by +17.40%
Dec 31, 24
17 Amvescap Plc. 5.31M (1.09%) -57.95K
Decreased by -1.09%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 4.96M (1.02%) 166.88K
Increased by +3.36%
Dec 31, 24
19 Deutsche Bank AG 4.94M (1.02%) 3.68M
Increased by +74.44%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 4.78M (0.98%) -288.51K
Decreased by -6.04%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 14.04M (2.89%) 11.00K
Increased by +0.08%
Feb 28, 25
2 The Comm Svcs Sel Sect SPDR® ETF 13.38M (2.75%) -6.14K
Decreased by -0.05%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 10.64M (2.19%) 81.40K
Increased by +0.77%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 10.61M (2.18%) 135.57K
Increased by +1.28%
Feb 28, 25
5 T. Rowe Price US Lg-Cp Equity Inc Comp 10.24M (2.11%) -131.22K
Decreased by -1.28%
Dec 31, 24
6 T. Rowe Price Equity Income 10.20M (2.10%) -40.00K
Decreased by -0.39%
Jan 31, 25
7 Communication Services Sel Sect SPDR®ETF 9.69M (1.99%) -6.66K
Decreased by -0.07%
Apr 30, 24
8 Dodge & Cox Stock I 8.95M (1.84%) 1.19M
Increased by +13.25%
Dec 31, 24
9 AMG Yacktman I 5.50M (1.13%) -1.60M
Decreased by -29.09%
Dec 31, 24
10 Fidelity 500 Index 4.71M (0.97%) 4.91K
Increased by +0.10%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 4.69M (0.96%) -34.79K
Decreased by -0.74%
Feb 28, 25
12 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 4.60M (0.95%) -467.12K
Decreased by -10.14%
Jun 30, 24
13 SPDR® S&P 500 ETF Trust 4.51M (0.93%) 10.17K
Increased by +0.23%
Apr 30, 24
14 iShares Core S&P 500 ETF 4.45M (0.92%) -224.00
Decreased by -0.01%
Feb 28, 25
15 Fidelity® 500 Index 4.42M (0.91%) 19.47K
Increased by +0.44%
Nov 30, 23
16 Vanguard Value Index Inv 4.20M (0.86%) 19.00K
Increased by +0.45%
Feb 28, 25
17 T. Rowe Price US Mid-Cap Value Equity 4.19M (0.86%) -239.24K
Decreased by -5.71%
Dec 31, 24
18 Invesco S&P 500® Equal Weight ETF 3.96M (0.81%) 4.46K
Increased by +0.11%
Feb 28, 25
19 AVI Global Trust Ord 3.66M (0.75%) -667.20K
Decreased by -18.21%
Jan 31, 25
20 Independent Franchise Partners US Equity 3.40M (0.70%) -92.99K
Decreased by -2.74%
Mar 28, 24