Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.47%
2 KBWB 4.06%
3 UTRN 4.02%
4 GSIB 3.54%
5 UDI 3.42%
6 QUSA 3.25%
7 OAKM 3.24%
8 VBB 2.66%
9 FOVL 2.49%
10 DIVL 2.03%
11 VMAX 2.01%
12 FLCV 1.87%
13 KCE 1.87%
14 MOTE 1.83%
15 CZA 1.76%
16 BVNSC 1.74%
17 FLCC 1.63%
18 EQOP 1.60%
19 DFNL 1.60%
20 RDVY 1.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.21M (14.10%) 88.09K
Increased by +0.24%
Jun 30, 25
2 BlackRock Inc 24.68M (9.35%) -942.54K
Decreased by -3.82%
Jun 30, 25
3 State Street Corporation 14.35M (5.44%) -440.21K
Decreased by -3.07%
Mar 31, 24
4 State Street Corp 13.80M (5.23%) -257.57K
Decreased by -1.87%
Jun 30, 25
5 FMR Inc 9.64M (3.65%) 3.11M
Increased by +32.23%
Jun 30, 25
6 Amvescap Plc. 8.57M (3.25%) 381.55K
Increased by +4.45%
Jun 30, 25
7 JPMorgan Chase & Co 8.09M (3.07%) 1.76M
Increased by +21.77%
Jun 30, 25
8 Harris Associates L.P. 7.62M (2.89%) -68.31K
Decreased by -0.90%
Jun 30, 25
9 Dodge & Cox 7.41M (2.81%) 80.86K
Increased by +1.09%
Jun 30, 25
10 Geode Capital Management, LLC 7.41M (2.81%) 27.10K
Increased by +0.37%
Jun 30, 25
11 Longview Partners (Guernsey) Ltd. 7.02M (2.66%) -689.74K
Decreased by -9.83%
Dec 31, 23
12 Hotchkis & Wiley Capital Management LLC 4.95M (1.88%) -119.74K
Decreased by -2.42%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 4.75M (1.80%) 41.37K
Increased by +0.87%
Jun 30, 25
14 LSV Asset Management 4.70M (1.78%) -107.27K
Decreased by -2.28%
Jun 30, 25
15 Victory Capital Management Inc. 4.69M (1.78%) 4.16M
Increased by +88.76%
Jun 30, 25
16 Amundi 4.38M (1.66%) -1.22M
Decreased by -27.93%
Mar 31, 25
17 Northern Trust Corp 4.00M (1.52%) -260.62K
Decreased by -6.51%
Jun 30, 25
18 Metropolis Capital Ltd 3.99M (1.51%) -39.68K
Decreased by -0.99%
Jun 30, 25
19 Franklin Resources Inc 3.72M (1.41%) -91.44K
Decreased by -2.46%
Jun 30, 25
20 T. Rowe Price Associates, Inc. 3.50M (1.33%) 800.92K
Increased by +22.90%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.97M (3.40%) -100.30K
Decreased by -1.12%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.52M (3.23%) -197.18K
Decreased by -2.32%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 8.20M (3.11%) 56.76K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 7.06M (2.67%) -1.03M
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 6.04M (2.29%) 65.16K
Increased by +1.08%
Jul 31, 25
6 Dodge & Cox Stock I 5.96M (2.26%) 76.30K
Increased by +1.28%
Jun 30, 25
7 Oakmark Investor 4.94M (1.87%) -286.00K
Decreased by -5.79%
Jun 30, 25
8 Fidelity® 500 Index 3.71M (1.41%) 23.63K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P 500 ETF Trust 3.65M (1.38%) 8.05K
Increased by +0.22%
Apr 30, 24
10 Fidelity 500 Index 3.61M (1.37%) 1.55K
Increased by +0.04%
Jul 31, 25
11 SPDR® S&P 500 ETF 3.59M (1.36%) -113.25K
Decreased by -3.16%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 3.49M (1.32%) -18.36K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 3.45M (1.31%) 42.25K
Increased by +1.22%
Aug 31, 25
14 iShares Core S&P 500 ETF 3.43M (1.30%) 0.00
Increased by 0.00%
Aug 31, 25
15 Vanguard Windsor™ II Inv 2.74M (1.04%) 0.00
Increased by 0.00%
Jun 30, 25
16 Invesco Large Cap Value 2.53M (0.96%) 311.14K
Increased by +12.30%
Jun 30, 25
17 Vanguard Value Index Inv 2.40M (0.91%) -3.52K
Decreased by -0.15%
Jul 31, 25
18 Invesco Comstock A 2.34M (0.89%) -193.65K
Decreased by -8.29%
Jul 31, 25
19 Financial Select Sector SPDR® ETF 2.04M (0.77%) -5.83K
Decreased by -0.29%
Apr 30, 24
20 JPMorgan Mid Cap Value L 2.03M (0.77%) 39.36K
Increased by +1.94%
Jul 31, 25