Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LBAY 4.20%
2 UTRN 4.05%
3 FLV 3.59%
4 LGHT 3.56%
5 IHI 2.68%
6 POWA 2.27%
7 AGNG 1.98%
8 FXH 1.92%
9 XHE 1.89%
10 LNGR 1.84%
11 RSPH 1.81%
12 CZA 1.72%
13 RYJ 1.71%
14 RYH 1.59%
15 CGVIC 1.51%
16 TEQI 1.48%
17 GDOC 1.46%
18 JDOC 1.30%
19 HCOW 1.23%
20 COWS 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.89M (11.53%) -398.68K
Decreased by -1.74%
Dec 31, 24
2 Dodge & Cox 19.12M (9.63%) 2.04M
Increased by +10.69%
Dec 31, 24
3 BlackRock Inc 16.13M (8.13%) -562.91K
Decreased by -3.49%
Dec 31, 24
4 T. Rowe Price Associates, Inc. 14.76M (7.44%) 176.34K
Increased by +1.19%
Dec 31, 24
5 State Street Corporation 9.31M (4.69%) -5.69K
Decreased by -0.06%
Mar 31, 24
6 State Street Corp 8.98M (4.53%) -99.81K
Decreased by -1.11%
Dec 31, 24
7 American Century Companies Inc 5.92M (2.98%) -621.55K
Decreased by -10.50%
Dec 31, 24
8 JPMorgan Chase & Co 5.49M (2.76%) -1.64M
Decreased by -29.87%
Sep 30, 24
9 Geode Capital Management, LLC 4.88M (2.46%) -2.32K
Decreased by -0.05%
Dec 31, 24
10 PRIMECAP Management Company 4.80M (2.42%) -174.23K
Decreased by -3.63%
Dec 31, 24
11 Amvescap Plc. 4.26M (2.15%) -97.47K
Decreased by -2.29%
Dec 31, 24
12 Van Eck Associates Corporation 3.96M (1.99%) 218.69K
Increased by +5.53%
Dec 31, 24
13 Franklin Resources Inc 3.50M (1.76%) 2.80M
Increased by +79.95%
Dec 31, 24
14 Victory Capital Management Inc. 3.18M (1.60%) -183.10K
Decreased by -5.76%
Sep 30, 24
15 Allspring Global Investments Holdings, LLC 2.55M (1.29%) -16.91K
Decreased by -0.66%
Dec 31, 24
16 Camber Capital Management LLC 2.50M (1.26%) 575.00K
Increased by +23.00%
Sep 30, 24
17 Capital Research Global Investors 2.49M (1.26%) 135.00K
Increased by +5.41%
Sep 30, 23
18 Goldman Sachs Group Inc 2.45M (1.23%) 158.53K
Increased by +6.48%
Jun 30, 24
19 Citadel Advisors Llc 2.41M (1.21%) 1.92M
Increased by +79.85%
Dec 31, 24
20 Northern Trust Corp 2.37M (1.19%) 167.44K
Increased by +7.06%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 12.52M (6.31%) 1.65M
Increased by +13.16%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 6.28M (3.16%) 24.92K
Increased by +0.40%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 5.52M (2.78%) 33.74K
Increased by +0.61%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 4.30M (2.17%) 17.98K
Increased by +0.42%
Feb 28, 25
5 VanEck Morningstar Wide Moat 3.69M (1.86%) 188.70K
Increased by +5.12%
Dec 31, 24
6 VanEck Morningstar Wide Moat ETF 3.54M (1.78%) -6.74K
Decreased by -0.19%
Feb 28, 25
7 T. Rowe Price Mid-Cap Value 2.85M (1.43%) 159.00K
Increased by +5.58%
Jan 31, 25
8 T. Rowe Price US Mid-Cap Value Equity 2.69M (1.35%) 34.71K
Increased by +1.29%
Dec 31, 24
9 SPDR® S&P 500 ETF Trust 2.52M (1.27%) -19.59K
Decreased by -0.78%
Mar 31, 24
10 Fidelity 500 Index 2.48M (1.25%) 10.95K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 2.46M (1.24%) -18.25K
Decreased by -0.74%
Feb 28, 25
12 T. Rowe Price US Lg-Cp Equity Inc Comp 2.44M (1.23%) -5.37K
Decreased by -0.22%
Dec 31, 24
13 Fidelity® 500 Index 2.44M (1.23%) 15.50K
Increased by +0.64%
Nov 30, 23
14 T. Rowe Price Equity Income 2.43M (1.23%) -2.52K
Decreased by -0.10%
Jan 31, 25
15 iShares Core S&P 500 ETF 2.34M (1.18%) -118.00
Decreased by -0.01%
Feb 28, 25
16 Victory Sycamore Established Value R 2.25M (1.14%) -25.00K
Decreased by -1.11%
Sep 30, 24
17 American Century Mid Cap Value Inv 2.22M (1.12%) -160.08K
Decreased by -7.22%
Dec 31, 24
18 American Century U.S. Mid Cap Value 2.22M (1.12%) -160.08K
Decreased by -7.22%
Dec 31, 24
19 Vanguard PRIMECAP Inv 2.19M (1.10%) -15.70K
Decreased by -0.72%
Dec 31, 24
20 Allspring Mid Value SMA 2.10M (1.06%) 2.10M
Increased by +99.99%
Dec 31, 24