Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.40%
2 FXG 4.25%
3 FOANC 3.93%
4 VICE 3.80%
5 MDPL 3.40%
6 FTXG 3.15%
7 KEAT 2.98%
8 EATV 2.97%
9 BAD 2.71%
10 PBJ 2.50%
11 RSPS 2.47%
12 RHS 2.44%
13 HCOW 2.29%
14 COWS 2.26%
15 DVLU 2.23%
16 SMRI 1.99%
17 PXLG 1.99%
18 LYLD 1.84%
19 SPDV 1.80%
20 BSMC 1.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.12M (11.86%) -381.51K
Decreased by -1.81%
Mar 31, 25
2 BlackRock Inc 15.68M (8.81%) 542.30K
Increased by +3.46%
Mar 31, 25
3 Dodge & Cox 14.07M (7.90%) -502.88K
Decreased by -3.57%
Mar 31, 25
4 State Street Corp 9.10M (5.11%) 125.34K
Increased by +1.38%
Mar 31, 25
5 State Street Corporation 8.33M (4.68%) -227.03K
Decreased by -2.73%
Mar 31, 24
6 LSV Asset Management 6.37M (3.58%) 86.60K
Increased by +1.36%
Mar 31, 25
7 Clarkston Capital Partners, LLC 4.55M (2.56%) 33.53K
Increased by +0.74%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 4.50M (2.53%) 750.39K
Increased by +16.66%
Mar 31, 25
9 Pacer Advisors, INC. 4.45M (2.50%) -734.29K
Decreased by -16.49%
Dec 31, 24
10 Geode Capital Management, LLC 4.43M (2.49%) 134.68K
Increased by +3.04%
Mar 31, 25
11 Bank of New York Mellon Corp 4.13M (2.32%) 595.20K
Increased by +14.41%
Mar 31, 25
12 Amvescap Plc. 3.65M (2.05%) -138.21K
Decreased by -3.79%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 3.59M (2.02%) 741.21K
Increased by +20.64%
Mar 31, 25
14 AQR Capital Management LLC 3.53M (1.98%) -836.62K
Decreased by -23.68%
Mar 31, 25
15 Citadel Advisors Llc 3.40M (1.91%) -320.70K
Decreased by -9.43%
Sep 30, 23
16 Marshall Wace Asset Management Ltd 2.88M (1.62%) -892.22K
Decreased by -31.01%
Dec 31, 23
17 Deutsche Bank AG 2.80M (1.57%) 544.35K
Increased by +19.46%
Mar 31, 25
18 NORGES BANK 2.48M (1.40%) 65.56K
Increased by +2.64%
Dec 31, 24
19 JPMorgan Chase & Co 2.24M (1.26%) 435.27K
Increased by +19.45%
Sep 30, 24
20 Kbc Group NV 2.09M (1.18%) 755.46K
Increased by +36.09%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 10.57M (5.94%) 305.06K
Increased by +2.89%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.49M (3.08%) -9.00K
Decreased by -0.16%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 5.48M (3.08%) -154.56K
Decreased by -2.82%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 4.89M (2.75%) 31.11K
Increased by +0.64%
May 31, 25
5 Vanguard 500 Index Investor 4.86M (2.73%) -30.60K
Decreased by -0.63%
Jun 30, 25
6 Pacer US Cash Cows 100 ETF 4.40M (2.47%) 6.50K
Increased by +0.15%
Feb 28, 25
7 Vanguard Small Cap Index 4.18M (2.35%) -141.22K
Decreased by -3.38%
Jun 30, 25
8 Invesco S&P 500® Equal Weight ETF 2.73M (1.53%) 759.00
Increased by +0.03%
Jul 31, 25
9 Vanguard Small Cap Value Index Inv 2.66M (1.50%) -111.32K
Decreased by -4.18%
Jun 30, 25
10 Clarkston Capital SMID Composite 2.47M (1.39%) -246.79K
Decreased by -9.98%
Jun 30, 25
11 American Funds Growth Fund of Amer A 2.37M (1.33%) 0.00
Increased by 0.00%
Mar 31, 24
12 Capital Group Growth Fnd of Amer Comp 2.37M (1.33%) 0.00
Increased by 0.00%
Mar 31, 24
13 American Funds IS® Growth-Income 1 2.26M (1.27%) -35.62K
Decreased by -1.58%
Mar 31, 24
14 Capital Group Core Equity Composite 2.26M (1.27%) -35.62K
Decreased by -1.58%
Mar 31, 24
15 SPDR® S&P 500 ETF Trust 2.22M (1.25%) 15.40K
Increased by +0.69%
May 30, 24
16 Fidelity 500 Index 2.17M (1.22%) -1.31K
Decreased by -0.06%
Jun 30, 25
17 Fidelity® 500 Index 2.16M (1.22%) 13.76K
Increased by +0.64%
Nov 30, 23
18 SPDR® S&P 500 ETF 2.14M (1.20%) -64.46K
Decreased by -3.01%
Mar 31, 25
19 SPDR® S&P 500® ETF 2.09M (1.17%) -8.69K
Decreased by -0.42%
Jul 31, 25
20 SPDR® S&P 500® ETF Trust 2.08M (1.17%) -10.91K
Decreased by -0.52%
Mar 31, 25