Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.47%
2 KBWB 4.12%
3 UTRN 4.02%
4 UDI 3.61%
5 GSIB 3.58%
6 OAKM 3.17%
7 VBB 2.66%
8 FOVL 2.49%
9 VMAX 1.93%
10 FLCV 1.88%
11 MOTE 1.83%
12 CZA 1.78%
13 KCE 1.76%
14 BVNSC 1.74%
15 FLCC 1.70%
16 DFNL 1.61%
17 EQOP 1.60%
18 RSPF 1.50%
19 BUSA 1.47%
20 DIVG 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.21M (13.88%) 88.09K
Increased by +0.24%
Jun 30, 25
2 BlackRock Inc 25.62M (9.56%) 408.19K
Increased by +1.59%
Mar 31, 25
3 State Street Corporation 14.35M (5.35%) -440.21K
Decreased by -3.07%
Mar 31, 24
4 State Street Corp 14.06M (5.25%) -57.86K
Decreased by -0.41%
Mar 31, 25
5 Amvescap Plc. 8.18M (3.05%) 674.12K
Increased by +8.24%
Mar 31, 25
6 Harris Associates L.P. 7.62M (2.84%) -68.31K
Decreased by -0.90%
Jun 30, 25
7 Dodge & Cox 7.41M (2.77%) 80.86K
Increased by +1.09%
Jun 30, 25
8 Geode Capital Management, LLC 7.39M (2.76%) 191.34K
Increased by +2.59%
Mar 31, 25
9 Longview Partners (Guernsey) Ltd. 7.02M (2.62%) -689.74K
Decreased by -9.83%
Dec 31, 23
10 FMR Inc 6.53M (2.44%) -452.75K
Decreased by -6.93%
Mar 31, 25
11 JPMorgan Chase & Co 6.33M (2.36%) 387.54K
Increased by +6.12%
Mar 31, 25
12 Hotchkis & Wiley Capital Management LLC 5.07M (1.89%) -196.12K
Decreased by -3.87%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 4.71M (1.76%) 175.63K
Increased by +3.73%
Mar 31, 25
14 LSV Asset Management 4.70M (1.75%) -107.27K
Decreased by -2.28%
Jun 30, 25
15 Amundi 4.38M (1.63%) -1.22M
Decreased by -27.93%
Mar 31, 25
16 Northern Trust Corp 4.26M (1.59%) 115.75K
Increased by +2.71%
Mar 31, 25
17 Metropolis Capital Ltd 3.99M (1.49%) -39.68K
Decreased by -0.99%
Jun 30, 25
18 Franklin Resources Inc 3.72M (1.39%) -91.44K
Decreased by -2.46%
Jun 30, 25
19 T. Rowe Price Associates, Inc. 3.50M (1.30%) 800.92K
Increased by +22.90%
Jun 30, 25
20 Goldman Sachs Group Inc 3.35M (1.25%) 2.07M
Increased by +61.59%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.97M (3.35%) -100.30K
Decreased by -1.12%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.52M (3.18%) -197.18K
Decreased by -2.32%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 8.20M (3.06%) 56.76K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 7.06M (2.63%) -1.03M
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 6.04M (2.25%) 65.16K
Increased by +1.08%
Jul 31, 25
6 Dodge & Cox Stock I 5.96M (2.22%) 76.30K
Increased by +1.28%
Jun 30, 25
7 Oakmark Investor 4.94M (1.84%) -286.00K
Decreased by -5.79%
Jun 30, 25
8 Fidelity® 500 Index 3.71M (1.39%) 23.63K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P 500 ETF Trust 3.65M (1.36%) 8.05K
Increased by +0.22%
Apr 30, 24
10 Fidelity 500 Index 3.61M (1.35%) -25.99K
Decreased by -0.72%
Jun 30, 25
11 SPDR® S&P 500 ETF 3.59M (1.34%) -113.25K
Decreased by -3.16%
Mar 31, 25
12 SPDR® S&P 500® ETF 3.50M (1.30%) 14.95K
Increased by +0.43%
Jul 31, 25
13 SPDR® S&P 500® ETF Trust 3.49M (1.30%) -18.36K
Decreased by -0.53%
Mar 31, 25
14 iShares Core S&P 500 ETF 3.41M (1.27%) 15.46K
Increased by +0.45%
Jul 31, 25
15 Vanguard Windsor™ II Inv 2.74M (1.02%) 0.00
Increased by 0.00%
Jun 30, 25
16 Invesco Comstock A 2.53M (0.94%) 0.00
Increased by 0.00%
Jun 30, 25
17 Invesco Large Cap Value 2.53M (0.94%) 311.14K
Increased by +12.30%
Jun 30, 25
18 Vanguard Value Index Inv 2.40M (0.90%) -3.52K
Decreased by -0.15%
Jul 31, 25
19 Financial Select Sector SPDR® ETF 2.04M (0.76%) -5.83K
Decreased by -0.29%
Apr 30, 24
20 The Financial Select Sector SPDR® ETF 2.03M (0.76%) 15.35K
Increased by +0.76%
Jul 31, 25