Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.40%
2 FXG 4.30%
3 FOANC 3.93%
4 VICE 3.80%
5 MDPL 3.39%
6 FTXG 3.20%
7 KEAT 3.04%
8 EATV 2.97%
9 BAD 2.71%
10 RSPS 2.50%
11 RHS 2.50%
12 PBJ 2.49%
13 HCOW 2.30%
14 COWS 2.28%
15 DVLU 2.18%
16 SMRI 1.99%
17 PXLG 1.99%
18 LYLD 1.83%
19 DVOL 1.77%
20 BSMC 1.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.12M (11.60%) -381.51K
Decreased by -1.81%
Mar 31, 25
2 BlackRock Inc 15.68M (8.62%) 542.30K
Increased by +3.46%
Mar 31, 25
3 Dodge & Cox 14.07M (7.73%) -502.88K
Decreased by -3.57%
Mar 31, 25
4 State Street Corp 9.10M (5.00%) 125.34K
Increased by +1.38%
Mar 31, 25
5 State Street Corporation 8.33M (4.58%) -227.03K
Decreased by -2.73%
Mar 31, 24
6 LSV Asset Management 6.37M (3.50%) 86.60K
Increased by +1.36%
Mar 31, 25
7 Clarkston Capital Partners, LLC 4.55M (2.50%) 33.53K
Increased by +0.74%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 4.50M (2.47%) 750.39K
Increased by +16.66%
Mar 31, 25
9 Pacer Advisors, INC. 4.45M (2.45%) -734.29K
Decreased by -16.49%
Dec 31, 24
10 Geode Capital Management, LLC 4.43M (2.43%) 134.68K
Increased by +3.04%
Mar 31, 25
11 Bank of New York Mellon Corp 4.13M (2.27%) 595.20K
Increased by +14.41%
Mar 31, 25
12 Amvescap Plc. 3.65M (2.01%) -138.21K
Decreased by -3.79%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 3.59M (1.97%) 741.21K
Increased by +20.64%
Mar 31, 25
14 AQR Capital Management LLC 3.53M (1.94%) -836.62K
Decreased by -23.68%
Mar 31, 25
15 Citadel Advisors Llc 3.40M (1.87%) -320.70K
Decreased by -9.43%
Sep 30, 23
16 Marshall Wace Asset Management Ltd 2.88M (1.58%) -892.22K
Decreased by -31.01%
Dec 31, 23
17 Deutsche Bank AG 2.80M (1.54%) 544.35K
Increased by +19.46%
Mar 31, 25
18 NORGES BANK 2.48M (1.37%) 65.56K
Increased by +2.64%
Dec 31, 24
19 JPMorgan Chase & Co 2.24M (1.23%) 435.27K
Increased by +19.45%
Sep 30, 24
20 Kbc Group NV 2.09M (1.15%) 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 10.26M (5.64%) -452.30K
Decreased by -4.41%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 5.50M (3.02%) 3.33K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 5.48M (3.01%) -154.56K
Decreased by -2.82%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 4.89M (2.69%) 31.11K
Increased by +0.64%
May 31, 25
5 Pacer US Cash Cows 100 ETF 4.40M (2.42%) 6.50K
Increased by +0.15%
Feb 28, 25
6 Vanguard Small Cap Index 4.32M (2.37%) 19.91K
Increased by +0.46%
May 31, 25
7 Vanguard Small Cap Value Index Inv 2.78M (1.52%) -2.39K
Decreased by -0.09%
May 31, 25
8 Clarkston Capital SMID Composite 2.72M (1.49%) 9.89K
Increased by +0.36%
Mar 31, 25
9 American Funds Growth Fund of Amer A 2.37M (1.30%) 0.00
Increased by 0.00%
Mar 31, 24
10 Capital Group Growth Fnd of Amer Comp 2.37M (1.30%) 0.00
Increased by 0.00%
Mar 31, 24
11 Invesco S&P 500® Equal Weight ETF 2.33M (1.28%) 7.75K
Increased by +0.33%
May 30, 25
12 American Funds IS® Growth-Income 1 2.26M (1.24%) -35.62K
Decreased by -1.58%
Mar 31, 24
13 Capital Group Core Equity Composite 2.26M (1.24%) -35.62K
Decreased by -1.58%
Mar 31, 24
14 SPDR® S&P 500 ETF Trust 2.22M (1.22%) 15.40K
Increased by +0.69%
May 30, 24
15 Fidelity® 500 Index 2.16M (1.19%) 13.76K
Increased by +0.64%
Nov 30, 23
16 Fidelity 500 Index 2.16M (1.19%) 2.67K
Increased by +0.12%
Apr 30, 25
17 SPDR® S&P 500 ETF 2.14M (1.18%) -64.46K
Decreased by -3.01%
Mar 31, 25
18 SPDR® S&P 500® ETF Trust 2.08M (1.15%) -10.91K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500® ETF 2.06M (1.13%) -9.19K
Decreased by -0.45%
May 31, 25
20 iShares Core S&P 500 ETF 2.00M (1.10%) 0.00
Increased by 0.00%
May 31, 25