Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.47%
2 KBWB 4.10%
3 UTRN 4.02%
4 GSIB 3.58%
5 UDI 3.22%
6 OAKM 2.80%
7 VBB 2.66%
8 FOVL 2.49%
9 VMAX 1.76%
10 KCE 1.74%
11 BVNSC 1.74%
12 FLCV 1.71%
13 CZA 1.71%
14 EQOP 1.60%
15 RSPF 1.46%
16 FLCC 1.44%
17 FXO 1.43%
18 RYF 1.26%
19 DIVG 1.25%
20 SPVM 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.12M (13.79%) -37.98K
Decreased by -0.10%
Mar 31, 25
2 BlackRock Inc 25.62M (9.52%) 408.19K
Increased by +1.59%
Mar 31, 25
3 State Street Corporation 14.35M (5.33%) -440.21K
Decreased by -3.07%
Mar 31, 24
4 State Street Corp 14.06M (5.22%) -57.86K
Decreased by -0.41%
Mar 31, 25
5 Harris Associates L.P. 7.69M (2.86%) 302.08K
Increased by +3.93%
Mar 31, 25
6 Amvescap Plc. 7.51M (2.79%) 406.40K
Increased by +5.41%
Dec 31, 24
7 Geode Capital Management, LLC 7.39M (2.74%) 191.34K
Increased by +2.59%
Mar 31, 25
8 Dodge & Cox 7.33M (2.72%) -93.69K
Decreased by -1.28%
Mar 31, 25
9 Longview Partners (Guernsey) Ltd. 7.02M (2.61%) -689.74K
Decreased by -9.83%
Dec 31, 23
10 FMR Inc 6.53M (2.43%) -452.75K
Decreased by -6.93%
Mar 31, 25
11 JPMorgan Chase & Co 6.33M (2.35%) 387.54K
Increased by +6.12%
Mar 31, 25
12 Hotchkis & Wiley Capital Management LLC 5.07M (1.88%) -196.12K
Decreased by -3.87%
Mar 31, 25
13 LSV Asset Management 4.81M (1.79%) -211.62K
Decreased by -4.40%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 4.71M (1.75%) 175.63K
Increased by +3.73%
Mar 31, 25
15 Amundi 4.38M (1.63%) -1.22M
Decreased by -27.93%
Mar 31, 25
16 Capital Research & Mgmt Co - Division 3 4.36M (1.62%) -1.17M
Decreased by -26.76%
Mar 31, 25
17 Northern Trust Corp 4.15M (1.54%) 563.79K
Increased by +13.59%
Dec 31, 24
18 Metropolis Capital Ltd 4.03M (1.50%) -82.07K
Decreased by -2.04%
Mar 31, 25
19 Franklin Resources Inc 3.81M (1.42%) 391.25K
Increased by +10.26%
Mar 31, 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 (3.33%) -100.30K
Decreased by -1.12%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.79M (3.27%) 143.74K
Increased by +1.64%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 8.15M (3.03%) 130.21K
Increased by +1.60%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 5.96M (2.21%) 57.16K
Increased by +0.96%
Apr 30, 25
5 Dodge & Cox Stock I 5.88M (2.19%) 0.00
Increased by 0.00%
Mar 31, 25
6 Oakmark Investor 5.22M (1.94%) 0.00
Increased by 0.00%
Mar 31, 25
7 Fidelity® 500 Index 3.71M (1.38%) 23.63K
Increased by +0.64%
Nov 30, 23
8 SPDR® S&P 500 ETF Trust 3.65M (1.35%) 8.05K
Increased by +0.22%
Apr 30, 24
9 Fidelity 500 Index 3.62M (1.34%) -52.39K
Decreased by -1.45%
Mar 31, 25
10 SPDR® S&P 500 ETF 3.59M (1.33%) -113.25K
Decreased by -3.16%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 3.49M (1.30%) -18.36K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 3.47M (1.29%) -20.91K
Decreased by -0.60%
Apr 30, 25
13 iShares Core S&P 500 ETF 3.42M (1.27%) -3.57K
Decreased by -0.10%
Apr 30, 25
14 American Funds American Mutual A 2.79M (1.04%) -496.13K
Decreased by -17.77%
Mar 31, 25
15 Capital Group American Mutual Comp 2.79M (1.04%) -496.13K
Decreased by -17.77%
Mar 31, 25
16 Vanguard Windsor™ II Inv 2.74M (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
17 Vanguard Value Index Inv 2.41M (0.89%) 5.80K
Increased by +0.24%
Apr 30, 25
18 JPM US Mid Cap Value-Composite 2.32M (0.86%) -25.42K
Decreased by -1.10%
Jun 30, 24
19 Invesco Comstock A 2.22M (0.82%) 0.00
Increased by 0.00%
Mar 31, 25
20 Invesco Large Cap Value 2.22M (0.82%) 0.00
Increased by 0.00%
Mar 31, 25