Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 5.25%
2 UTRN 4.40%
3 FXG 4.00%
4 FOANC 3.93%
5 FTXG 3.60%
6 EATV 3.12%
7 KEAT 3.11%
8 DVLU 2.96%
9 BAD 2.71%
10 HCOW 2.70%
11 COWS 2.69%
12 PBJ 2.66%
13 RSPS 2.54%
14 RHS 2.53%
15 PSL 2.42%
16 SPDV 2.28%
17 MBOX 2.06%
18 DDIV 2.06%
19 RYJ 2.01%
20 SMRI 1.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.50M (11.78%) 6.22K
Increased by +0.03%
Dec 31, 24
2 BlackRock Inc 15.14M (8.30%) 197.61K
Increased by +1.31%
Dec 31, 24
3 Dodge & Cox 14.57M (7.99%) -48.27K
Decreased by -0.33%
Dec 31, 24
4 State Street Corp 8.97M (4.92%) 180.80K
Increased by +2.01%
Dec 31, 24
5 State Street Corporation 8.33M (4.57%) -227.03K
Decreased by -2.73%
Mar 31, 24
6 LSV Asset Management 6.28M (3.44%) -89.90K
Decreased by -1.43%
Dec 31, 24
7 Clarkston Capital Partners, LLC 4.52M (2.48%) -110.04K
Decreased by -2.43%
Dec 31, 24
8 Pacer Advisors, INC. 4.45M (2.44%) -734.29K
Decreased by -16.49%
Dec 31, 24
9 AQR Capital Management LLC 4.37M (2.40%) -996.10K
Decreased by -22.80%
Dec 31, 24
10 Geode Capital Management, LLC 4.29M (2.35%) 54.87K
Increased by +1.28%
Dec 31, 24
11 Amvescap Plc. 3.79M (2.08%) 152.62K
Increased by +4.03%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 3.75M (2.06%) 422.51K
Increased by +11.26%
Dec 31, 24
13 Bank of New York Mellon Corp 3.54M (1.94%) 434.25K
Increased by +12.28%
Dec 31, 24
14 Citadel Advisors Llc 3.40M (1.87%) -320.70K
Decreased by -9.43%
Sep 30, 23
15 Marshall Wace Asset Management Ltd 2.88M (1.58%) -892.22K
Decreased by -31.01%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 2.85M (1.56%) 195.29K
Increased by +6.85%
Dec 31, 24
17 Goldman Sachs Group Inc 2.79M (1.53%) 1.55M
Increased by +55.51%
Dec 31, 23
18 NORGES BANK 2.48M (1.36%) 65.56K
Increased by +2.64%
Dec 31, 24
19 Deutsche Bank AG 2.25M (1.23%) -44.40K
Decreased by -1.97%
Dec 31, 24
20 JPMorgan Chase & Co 2.24M (1.23%) 435.27K
Increased by +19.45%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 10.72M (5.87%) -10.70K
Decreased by -0.10%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 5.49M (3.01%) 26.93K
Increased by +0.49%
Feb 28, 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 4.84M (2.65%) 29.41K
Increased by +0.61%
Feb 28, 25
5 Vanguard Small Cap Index 4.45M (2.44%) 3.66K
Increased by +0.08%
Feb 28, 25
6 Pacer US Cash Cows 100 ETF 4.40M (2.41%) 6.50K
Increased by +0.15%
Feb 28, 25
7 Vanguard Small Cap Value Index Inv 2.93M (1.61%) -10.14K
Decreased by -0.35%
Feb 28, 25
8 Clarkston Capital SMID Composite 2.71M (1.48%) -102.14K
Decreased by -3.77%
Dec 31, 24
9 Invesco S&P 500® Equal Weight ETF 2.39M (1.31%) 5.07K
Increased by +0.21%
Mar 31, 25
10 American Funds Growth Fund of Amer A 2.37M (1.30%) 0.00
Increased by 0.00%
Mar 31, 24
11 Capital Group Growth Fnd of Amer Comp 2.37M (1.30%) 0.00
Increased by 0.00%
Mar 31, 24
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 2.19M (1.20%) 9.74K
Increased by +0.45%
Feb 28, 25
16 Fidelity® 500 Index 2.16M (1.19%) 13.76K
Increased by +0.64%
Nov 30, 23
17 SPDR® S&P 500 ETF 2.14M (1.17%) -64.46K
Decreased by -3.01%
Mar 31, 25
18 iShares Core S&P 500 ETF 2.10M (1.15%) 6.06K
Increased by +0.29%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 2.08M (1.14%) -10.91K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 2.06M (1.13%) -34.54K
Decreased by -1.68%
Mar 31, 25