Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LBAY 4.59%
2 FLV 4.23%
3 GDOC 3.29%
4 IHI 3.20%
5 PINK 2.50%
6 AGNG 2.18%
7 LNGR 1.88%
8 CZA 1.86%
9 RYJ 1.77%
10 SAEF 1.66%
11 RSPH 1.62%
12 RYH 1.61%
13 FXH 1.57%
14 XHE 1.51%
15 TEQI 1.47%
16 LSAF 0.92%
17 SZNE 0.77%
18 VOE 0.63%
19 AIVL 0.52%
20 IMCV 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.86M (11.63%) -75.11K
Decreased by -0.31%
Dec 31, 23
2 BlackRock Inc 18.70M (9.11%) -2.93M
Decreased by -15.64%
Dec 31, 23
3 Dodge & Cox 11.47M (5.59%) 6.65M
Increased by +57.94%
Dec 31, 23
4 T. Rowe Price Associates, Inc. 9.43M (4.59%) 1.46M
Increased by +15.47%
Dec 31, 23
5 State Street Corporation 9.31M (4.54%) 296.19K
Increased by +3.18%
Dec 31, 23
6 Amvescap Plc. 6.21M (3.02%) -221.25K
Decreased by -3.57%
Dec 31, 23
7 American Century Companies Inc 5.93M (2.89%) 1.07M
Increased by +18.01%
Dec 31, 23
8 PRIMECAP Management Company 5.09M (2.48%) 484.15K
Increased by +9.52%
Dec 31, 23
9 Geode Capital Management, LLC 4.60M (2.24%) 98.67K
Increased by +2.14%
Dec 31, 23
10 JPMorgan Chase & Co 3.83M (1.87%) 382.70K
Increased by +10.00%
Dec 31, 23
11 Goldman Sachs Group Inc 3.67M (1.79%) 1.92M
Increased by +52.17%
Dec 31, 23
12 Victory Capital Management Inc. 3.20M (1.56%) 118.84K
Increased by +3.71%
Dec 31, 23
13 Van Eck Associates Corporation 2.84M (1.38%) 543.34K
Increased by +19.14%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 2.78M (1.35%) 301.39K
Increased by +10.84%
Dec 31, 23
15 Allspring Global Investments Holdings, LLC 2.76M (1.34%) 386.02K
Increased by +13.99%
Dec 31, 23
16 Boston Partners Global Investors, Inc 2.62M (1.28%) -71.08K
Decreased by -2.71%
Dec 31, 23
17 Northern Trust Corp 2.50M (1.22%) -151.41K
Decreased by -6.05%
Dec 31, 23
18 Capital Research Global Investors 2.49M (1.21%) 135.00K
Increased by +5.41%
Sep 30, 23
19 NORGES BANK 2.19M (1.07%) 377.61K
Increased by +17.22%
Dec 31, 23
20 Neuberger Berman Group LLC 2.18M (1.06%) -265.52K
Decreased by -12.19%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 10.88M (5.30%) 3.33M
Increased by +30.62%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 6.55M (3.19%) -13.78K
Decreased by -0.21%
Feb 29, 24
3 Vanguard Institutional 500 Index Trust 5.27M (2.57%) 51.55K
Increased by +0.98%
Mar 31, 24
4 Vanguard Mid Cap Index Institutional 4.54M (2.21%) -131.43K
Decreased by -2.90%
Mar 31, 24
5 VanEck Morningstar Wide Moat 2.88M (1.40%) 293.87K
Increased by +10.21%
Mar 31, 24
6 VanEck Morningstar Wide Moat ETF 2.88M (1.40%) 2.56K
Increased by +0.09%
Mar 29, 24
7 SPDR® S&P 500 ETF Trust 2.52M (1.23%) -19.59K
Decreased by -0.78%
Mar 31, 24
8 Fidelity 500 Index 2.51M (1.22%) 25.22K
Increased by +1.01%
Feb 29, 24
9 Fidelity® 500 Index 2.44M (1.19%) 15.50K
Increased by +0.64%
Nov 30, 23
10 Vanguard PRIMECAP Inv 2.21M (1.08%) 19.50K
Increased by +0.88%
Dec 31, 23
11 Allspring Special Mid Cap Value Inst 2.21M (1.08%) 0.00
Increased by 0.00%
Mar 31, 24
12 Allspring Special US Mid Cap Value Eq 2.21M (1.08%) 36.15K
Increased by +1.64%
Mar 31, 24
13 iShares Core S&P 500 ETF 2.17M (1.06%) 15.87K
Increased by +0.73%
Mar 28, 24
14 Victory Sycamore Established Value R 2.13M (1.04%) -35.00K
Decreased by -1.65%
Mar 31, 24
15 American Century Mid Cap Value Inv 2.08M (1.01%) -192.69K
Decreased by -9.29%
Mar 31, 24
16 American Century U.S. Mid Cap Value 2.08M (1.01%) -192.69K
Decreased by -9.29%
Mar 31, 24
17 T. Rowe Price Equity Income 1.99M (0.97%) 90.00K
Increased by +4.52%
Mar 31, 24
18 T. Rowe Price US Lg-Cp Equity Inc Comp 1.99M (0.97%) 90.00K
Increased by +4.52%
Mar 31, 24
19 American Funds Growth Fund of Amer A 1.86M (0.91%) 126.27K
Increased by +6.78%
Sep 30, 23
20 Capital Group Growth Fnd of Amer Comp 1.86M (0.91%) 126.27K
Increased by +6.78%
Sep 30, 23