Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.47%
2 KBWB 4.10%
3 UTRN 4.02%
4 GSIB 3.59%
5 UDI 3.57%
6 OAKM 3.15%
7 VBB 2.66%
8 FOVL 2.49%
9 VMAX 1.92%
10 FLCV 1.84%
11 MOTE 1.83%
12 CZA 1.76%
13 BVNSC 1.74%
14 KCE 1.70%
15 DFNL 1.61%
16 FLCC 1.60%
17 EQOP 1.60%
18 RSPF 1.48%
19 BUSA 1.46%
20 DIVG 1.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.12M (13.87%) -37.98K
Decreased by -0.10%
Mar 31, 25
2 BlackRock Inc 25.62M (9.57%) 408.19K
Increased by +1.59%
Mar 31, 25
3 State Street Corporation 14.35M (5.36%) -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 (3.06%) 674.12K
Increased by +8.24%
Mar 31, 25
6 Harris Associates L.P. 7.69M (2.87%) 302.08K
Increased by +3.93%
Mar 31, 25
7 Geode Capital Management, LLC 7.39M (2.76%) 191.34K
Increased by +2.59%
Mar 31, 25
8 Dodge & Cox 7.33M (2.74%) -93.69K
Decreased by -1.28%
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 LSV Asset Management 4.81M (1.80%) -211.62K
Decreased by -4.40%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 4.71M (1.76%) 175.63K
Increased by +3.73%
Mar 31, 25
15 Amundi 4.38M (1.64%) -1.22M
Decreased by -27.93%
Mar 31, 25
16 Capital Research & Mgmt Co - Division 3 4.36M (1.63%) -1.17M
Decreased by -26.76%
Mar 31, 25
17 Northern Trust Corp 4.26M (1.59%) 115.75K
Increased by +2.71%
Mar 31, 25
18 Metropolis Capital Ltd 3.99M (1.49%) -39.68K
Decreased by -0.99%
Jun 30, 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 (3.35%) -100.30K
Decreased by -1.12%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.79M (3.29%) 5.19K
Increased by +0.06%
May 31, 25
3 Vanguard Institutional 500 Index Trust 8.20M (3.06%) 56.76K
Increased by +0.69%
May 31, 25
4 Vanguard Mid Cap Index Institutional 6.02M (2.25%) 56.72K
Increased by +0.94%
May 31, 25
5 Dodge & Cox Stock I 5.96M (2.23%) 76.30K
Increased by +1.28%
Jun 30, 25
6 Oakmark Investor 4.94M (1.84%) -286.00K
Decreased by -5.79%
Jun 30, 25
7 Fidelity® 500 Index 3.71M (1.39%) 23.63K
Increased by +0.64%
Nov 30, 23
8 SPDR® S&P 500 ETF Trust 3.65M (1.36%) 8.05K
Increased by +0.22%
Apr 30, 24
9 Fidelity 500 Index 3.64M (1.36%) 15.80K
Increased by +0.43%
May 31, 25
10 SPDR® S&P 500 ETF 3.59M (1.34%) -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 3.44M (1.29%) -12.10K
Decreased by -0.35%
Jun 30, 25
13 iShares Core S&P 500 ETF 3.38M (1.26%) 5.38K
Increased by +0.16%
Jun 30, 25
14 Capital Group American Mutual Comp 2.79M (1.04%) -496.13K
Decreased by -17.77%
Mar 31, 25
15 Vanguard Windsor™ II Inv 2.74M (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
16 Invesco Comstock A 2.53M (0.94%) 0.00
Increased by 0.00%
May 31, 25
17 Vanguard Value Index Inv 2.41M (0.90%) 1.12K
Increased by +0.05%
May 31, 25
18 Invesco Large Cap Value 2.22M (0.83%) 0.00
Increased by 0.00%
Mar 31, 25
19 Financial Select Sector SPDR® ETF 2.04M (0.76%) -5.83K
Decreased by -0.29%
Apr 30, 24
20 JPM US Mid Cap Value-Composite 1.99M (0.74%) 57.98K
Increased by +2.91%
Jun 30, 25