Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 9.11%
2 GXF 5.75%
3 NORW 4.88%
4 EPHE 4.69%
5 UTRN 4.03%
6 MADE 3.43%
7 MOTO 3.34%
8 AGQI 3.26%
9 KLDW 2.85%
10 SHRY 2.75%
11 PSI 2.54%
12 EFAS 2.30%
13 VALQ 2.27%
14 FLV 2.23%
15 FCFY 2.19%
16 TUSA 2.11%
17 FTIF 2.07%
18 IDOG 2.06%
19 SIMS 2.05%
20 EDOG 2.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.38M (10.87%) 4.03M
Increased by +12.45%
Dec 31, 24
2 BlackRock Inc 23.22M (7.80%) -1.55M
Decreased by -6.69%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 18.72M (6.28%) -3.21M
Decreased by -17.13%
Dec 31, 24
4 Dodge & Cox 15.97M (5.36%) -24.58K
Decreased by -0.15%
Dec 31, 24
5 State Street Corp 12.82M (4.30%) -36.51K
Decreased by -0.28%
Dec 31, 24
6 State Street Corporation 12.53M (4.21%) 152.58K
Increased by +1.22%
Mar 31, 24
7 Wellington Management Company LLP 6.36M (2.14%) 6.36M
Increased by +100.00%
Dec 31, 24
8 Geode Capital Management, LLC 6.02M (2.02%) 33.34K
Increased by +0.55%
Dec 31, 24
9 Ameriprise Financial Inc 5.60M (1.88%) 592.07K
Increased by +10.57%
Dec 31, 24
10 Capital World Investors 5.56M (1.87%) -3.97M
Decreased by -71.41%
Jun 30, 24
11 Bank of America Corp 4.79M (1.61%) 435.00
Increased by +0.01%
Dec 31, 24
12 Massachusetts Financial Services Company 4.73M (1.59%) -24.23K
Decreased by -0.51%
Dec 31, 24
13 Harris Associates L.P. 4.42M (1.48%) 1.07M
Increased by +24.21%
Dec 31, 24
14 Amvescap Plc. 4.32M (1.45%) -803.20K
Decreased by -18.60%
Sep 30, 24
15 ClearBridge Advisors, LLC 4.06M (1.36%) 1.70M
Increased by +41.89%
Dec 31, 24
16 EdgePoint Investment Group, Inc. 3.88M (1.30%) 516.40K
Increased by +13.30%
Dec 31, 24
17 Bank of New York Mellon Corp 3.75M (1.26%) 488.68K
Increased by +13.03%
Dec 31, 24
18 NORGES BANK 3.55M (1.19%) 14.07K
Increased by +0.40%
Dec 31, 24
19 Impax Asset Management Group PLC 3.48M (1.17%) 3.48M
Increased by +100.00%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 3.42M (1.15%) 115.90K
Increased by +3.38%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.43M (3.17%) 33.49K
Increased by +0.36%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 8.30M (2.79%) 54.82K
Increased by +0.66%
Feb 28, 25
3 Dodge & Cox Stock I 8.08M (2.71%) -8.10K
Decreased by -0.10%
Dec 31, 24
4 American Funds American Balanced A 4.18M (1.40%) 0.00
Increased by 0.00%
Dec 31, 23
5 Dodge & Cox International Stock I 3.87M (1.30%) 0.00
Increased by 0.00%
Dec 31, 24
6 American Funds Washington Mutual A 3.83M (1.28%) -2.27M
Decreased by -59.43%
Dec 31, 23
7 Capital Group Wash Mutual Invtrs Comp 3.83M (1.28%) -2.27M
Decreased by -59.43%
Dec 31, 23
8 SPDR® S&P 500 ETF Trust 3.75M (1.26%) -28.91K
Decreased by -0.77%
Mar 31, 24
9 Fidelity 500 Index 3.73M (1.25%) 16.46K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 3.70M (1.24%) -27.46K
Decreased by -0.74%
Feb 28, 25
11 Fidelity® 500 Index 3.66M (1.23%) 23.28K
Increased by +0.64%
Nov 30, 23
12 Capital Group Fundamental Invtrs Comp 3.61M (1.21%) -2.78M
Decreased by -76.96%
Mar 31, 24
13 iShares Core S&P 500 ETF 3.51M (1.18%) -177.00
Decreased by -0.01%
Feb 28, 25
14 Vanguard Mid Cap Index Institutional 3.23M (1.08%) 13.77K
Increased by +0.43%
Feb 28, 25
15 Vanguard Equity-Income Inv 3.06M (1.03%) 219.99K
Increased by +7.19%
Dec 31, 24
16 American Funds New Perspective A 2.61M (0.88%) -1.99M
Decreased by -76.34%
Mar 31, 24
17 Capital Group New Perspective Comp 2.61M (0.88%) -1.99M
Decreased by -76.34%
Mar 31, 24
18 Vanguard Value Index Inv 2.59M (0.87%) 24.89K
Increased by +0.96%
Feb 28, 25
19 The Technology Select Sector SPDR® ETF 2.34M (0.79%) -15.71K
Decreased by -0.67%
Feb 28, 25
20 Vanguard Information Technology ETF 2.21M (0.74%) 6.38K
Increased by +0.29%
Feb 28, 25