Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.47%
2 UTRN 4.02%
3 KBWB 3.97%
4 GSIB 3.61%
5 UDI 2.97%
6 OAKM 2.81%
7 VBB 2.66%
8 FOVL 2.49%
9 BVNSC 1.74%
10 KCE 1.72%
11 CZA 1.71%
12 FLCV 1.64%
13 VMAX 1.63%
14 EQOP 1.60%
15 FLCC 1.47%
16 RSPF 1.37%
17 RYF 1.26%
18 FAZZ 1.14%
19 DIVG 1.13%
20 SPVM 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.16M (13.65%) -220.59K
Decreased by -0.59%
Dec 31, 24
2 BlackRock Inc 25.21M (9.26%) -1.06M
Decreased by -4.19%
Dec 31, 24
3 State Street Corporation 14.35M (5.27%) -440.21K
Decreased by -3.07%
Mar 31, 24
4 State Street Corp 14.12M (5.19%) -27.28K
Decreased by -0.19%
Dec 31, 24
5 Amvescap Plc. 7.51M (2.76%) 406.40K
Increased by +5.41%
Dec 31, 24
6 Dodge & Cox 7.43M (2.73%) -2.03M
Decreased by -27.35%
Dec 31, 24
7 Harris Associates L.P. 7.39M (2.71%) -27.93K
Decreased by -0.38%
Dec 31, 24
8 Geode Capital Management, LLC 7.19M (2.64%) 24.62K
Increased by +0.34%
Dec 31, 24
9 Longview Partners (Guernsey) Ltd. 7.02M (2.58%) -689.74K
Decreased by -9.83%
Dec 31, 23
10 FMR Inc 6.98M (2.57%) 870.85K
Increased by +12.47%
Dec 31, 24
11 JPMorgan Chase & Co 5.94M (2.18%) -5.91M
Decreased by -99.53%
Dec 31, 24
12 Amundi 5.60M (2.06%) 561.77K
Increased by +10.03%
Dec 31, 24
13 Capital Research & Mgmt Co - Division 3 5.53M (2.03%) 12.54K
Increased by +0.23%
Dec 31, 24
14 Hotchkis & Wiley Capital Management LLC 5.27M (1.93%) -545.85K
Decreased by -10.37%
Dec 31, 24
15 LSV Asset Management 5.02M (1.84%) -243.32K
Decreased by -4.85%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 4.53M (1.66%) 532.12K
Increased by +11.74%
Dec 31, 24
17 Northern Trust Corp 4.15M (1.52%) 563.79K
Increased by +13.59%
Dec 31, 24
18 Metropolis Capital Ltd 4.11M (1.51%) -172.24K
Decreased by -4.19%
Dec 31, 24
19 Ameriprise Financial Inc 3.64M (1.34%) -75.70K
Decreased by -2.08%
Jun 30, 24
20 Franklin Resources Inc 3.42M (1.26%) 55.60K
Increased by +1.62%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.77M (3.22%) 35.95K
Increased by +0.41%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 8.13M (2.99%) 54.38K
Increased by +0.67%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 6.01M (2.21%) 25.72K
Increased by +0.43%
Feb 28, 25
4 Dodge & Cox Stock I 5.88M (2.16%) -1.51M
Decreased by -25.70%
Dec 31, 24
5 Oakmark Investor 5.22M (1.92%) 0.00
Increased by 0.00%
Dec 31, 24
6 Fidelity® 500 Index 3.71M (1.36%) 23.63K
Increased by +0.64%
Nov 30, 23
7 Fidelity 500 Index 3.66M (1.34%) 16.13K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500 ETF Trust 3.65M (1.34%) 8.05K
Increased by +0.22%
Apr 30, 24
9 SPDR® S&P 500® ETF Trust 3.62M (1.33%) -26.83K
Decreased by -0.74%
Feb 28, 25
10 iShares Core S&P 500 ETF 3.44M (1.27%) -173.00
Decreased by -0.01%
Feb 28, 25
11 American Funds American Mutual A 3.29M (1.21%) 0.00
Increased by 0.00%
Dec 31, 24
12 Capital Group American Mutual Comp 3.29M (1.21%) 0.00
Increased by 0.00%
Dec 31, 24
13 Vanguard Windsor™ II Inv 2.85M (1.05%) -217.00K
Decreased by -7.61%
Dec 31, 24
14 Vanguard Value Index Inv 2.40M (0.88%) 10.34K
Increased by +0.43%
Feb 28, 25
15 JPM US Mid Cap Value-Composite 2.32M (0.85%) -25.42K
Decreased by -1.10%
Jun 30, 24
16 Invesco Comstock A 2.22M (0.82%) 0.00
Increased by 0.00%
Jan 31, 25
17 Invesco Large Cap Value 2.22M (0.82%) 0.00
Increased by 0.00%
Dec 31, 24
18 The Financial Select Sector SPDR® ETF 2.20M (0.81%) 2.60K
Increased by +0.12%
Feb 28, 25
19 Financial Select Sector SPDR® ETF 2.04M (0.75%) -5.83K
Decreased by -0.29%
Apr 30, 24
20 JPM US Mid Cap Value-MA 1.90M (0.70%) -415.19K
Decreased by -21.84%
Sep 30, 24