Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BFIT 2.59%
2 PSCD 2.44%
3 EVNT 1.86%
4 RCD 1.65%
5 EQUL 1.15%
6 SPHB 0.97%
7 ALTL 0.87%
8 VIOV 0.74%
9 SLYV 0.73%
10 PEXL 0.72%
11 IJS 0.72%
12 HIBL 0.62%
13 AIEQ 0.48%
14 SZNE 0.41%
15 MILN 0.40%
16 RPV 0.40%
17 HART 0.40%
18 RAVI 0.39%
19 JHSC 0.38%
20 USVT 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PNC Financial Services Group Inc 77.04M (20.02%) 21.95K
Increased by +0.03%
Sep 30, 23
2 Vanguard Group Inc 41.24M (10.71%) 475.24K
Increased by +1.15%
Sep 30, 23
3 Dodge & Cox 32.12M (8.34%) 32.12M
Increased by +100.00%
Sep 30, 23
4 BlackRock Inc 24.30M (6.31%) -44.20K
Decreased by -0.18%
Sep 30, 23
5 Northern Trust Corp 23.76M (6.17%) 257.99K
Increased by +1.09%
Sep 30, 23
6 State Street Corporation 18.24M (4.74%) 911.49K
Increased by +5.00%
Sep 30, 23
7 M&G INVESTMENT MANAGEMENT LTD 10.40M (2.70%) 1.88M
Increased by +18.09%
Sep 30, 23
8 Capital Research & Mgmt Co - Division 3 9.73M (2.53%) 53.55K
Increased by +0.55%
Sep 30, 23
9 Amvescap Plc. 9.03M (2.35%) -50.40K
Decreased by -0.56%
Sep 30, 23
10 Guinness Asset Management Limited 7.67M (1.99%) 207.78K
Increased by +2.71%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 7.46M (1.94%) 2.75M
Increased by +36.78%
Sep 30, 23
12 Geode Capital Management, LLC 7.43M (1.93%) 134.97K
Increased by +1.82%
Sep 30, 23
13 Engaged Capital LLC 5.20M (1.35%) 5.20M
Increased by +100.00%
Sep 30, 23
14 Dorsal Capital Management LLC 5.15M (1.34%) 1.95M
Increased by +37.86%
Sep 30, 23
15 Goldman Sachs Group Inc 5.08M (1.32%) 929.11K
Increased by +18.29%
Sep 30, 23
16 Select Equity Group LP 4.60M (1.19%) 551.40K
Increased by +11.99%
Sep 30, 23
17 NORGES BANK 4.05M (1.05%) 1.02M
Increased by +25.30%
Dec 31, 23
18 Wells Fargo & Co 3.81M (0.99%) 1.11M
Increased by +29.08%
Sep 30, 23
19 Massachusetts Financial Services Company 3.53M (0.92%) -357.43K
Decreased by -10.12%
Dec 31, 23
20 Dimensional Fund Advisors, Inc. 3.24M (0.84%) 590.43K
Increased by +18.21%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 20.77M (5.39%) 0.00
Increased by 0.00%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 11.01M (2.86%) 16.69K
Increased by +0.15%
Jan 31, 24
3 Vanguard Small Cap Index 8.94M (2.32%) 24.63K
Increased by +0.28%
Jan 31, 24
4 Vanguard Institutional 500 Index Trust 8.15M (2.12%) 86.49K
Increased by +1.06%
Jan 31, 24
5 American Funds Washington Mutual A 6.94M (1.80%) 0.00
Increased by 0.00%
Dec 31, 23
6 Capital Group Wash Mutual Invtrs Comp 6.94M (1.80%) 0.00
Increased by 0.00%
Dec 31, 23
7 Vanguard Small Cap Value Index Inv 6.12M (1.59%) -25.49K
Decreased by -0.42%
Jan 31, 24
8 Invesco S&P 500® Equal Weight ETF 5.17M (1.34%) 24.09K
Increased by +0.47%
Jan 31, 24
9 M&G (Lux) Glb Dividend CI EUR Acc 5.17M (1.34%) 91.86K
Increased by +1.78%
Oct 31, 23
10 M&G (Lux) Glb Dividend CI USD Acc 5.17M (1.34%) 91.86K
Increased by +1.78%
Oct 31, 23
11 SPDR® Portfolio S&P 500 High Div ETF 4.36M (1.13%) -16.61K
Decreased by -0.38%
Nov 30, 23
12 SPDR® S&P 500 ETF Trust 3.96M (1.03%) 29.60K
Increased by +0.75%
Jan 31, 24
13 Fidelity 500 Index 3.88M (1.01%) 32.69K
Increased by +0.84%
Dec 31, 23
14 Fidelity® 500 Index 3.83M (0.99%) 30.49K
Increased by +0.80%
Oct 31, 23
15 iShares Core S&P 500 ETF 3.39M (0.88%) 2.76K
Increased by +0.08%
Jan 31, 24
16 M&G Global Dividend GBP I Acc 2.65M (0.69%) 67.27K
Increased by +2.54%
Oct 31, 23
17 Dodge & Cox Global Stock I 2.42M (0.63%) 0.00
Increased by 0.00%
Dec 31, 23
18 MFS Mid Cap Value A 2.41M (0.63%) -37.21K
Decreased by -1.54%
Dec 31, 23
19 MFS Mid Cap Value Equity 2.41M (0.63%) -41.99K
Decreased by -1.74%
Dec 31, 23
20 Vanguard Institutional Index I 2.18M (0.57%) -17.13K
Decreased by -0.79%
Jan 31, 24