Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AADR 1.86%
2 DISV 0.29%
3 AVES 0.00%
4 DFAE 0.00%
5 SPEM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 117.54M (9.68%) -222.99K
Decreased by -0.19%
Mar 31, 25
2 Arrowstreet Capital Limited Partnership 10.27M (0.85%) 3.93M
Increased by +38.27%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 7.82M (0.64%) 1.75M
Increased by +22.41%
Mar 31, 25
4 BlackRock Inc 5.40M (0.44%) -32.37K
Decreased by -0.60%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 5.36M (0.44%) -49.63K
Decreased by -0.93%
Mar 31, 25
6 Goldman Sachs Group Inc 5.00M (0.41%) -315.06K
Decreased by -6.30%
Mar 31, 25
7 VOLORIDGE INVESTMENT MANAGEMENT, LLC 4.98M (0.41%) 3.08M
Increased by +61.89%
Mar 31, 25
8 Wellington Management Company LLP 4.80M (0.40%) 582.62K
Increased by +12.14%
Mar 31, 25
9 Bank of America Corp 2.93M (0.24%) 2.62M
Increased by +89.66%
Mar 31, 25
10 Raymond James & Associates 2.52M (0.21%) 136.21K
Increased by +5.41%
Sep 30, 24
11 Brandes Investment Partners & Co 1.92M (0.16%) 1.92M
Increased by +100.00%
Dec 31, 23
12 BNP Paribas Arbitrage, SA 1.52M (0.13%) 298.48K
Increased by +19.65%
Mar 31, 25
13 Grace & White Inc 1.49M (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
14 Northern Trust Corp 1.45M (0.12%) 32.18K
Increased by +2.22%
Mar 31, 25
15 Marshall Wace Asset Management Ltd 1.41M (0.12%) 387.08K
Increased by +27.44%
Dec 31, 24
16 Summit Global Investments 1.04M (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
17 OLD MISSION CAPITAL LLC 1.03M (0.08%) 841.86K
Increased by +81.83%
Dec 31, 24
18 OLD MISSION CAPITAL LLC. 1.03M (0.08%) 841.86K
Increased by +81.83%
Dec 31, 24
19 Private Wealth Asset Management LLC 1.00M (0.08%) 1.00M
Increased by +100.00%
Mar 31, 25
20 American Century Companies Inc 949.19K (0.08%) 36.64K
Increased by +3.86%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 93.85M (7.73%) 0.00
Increased by 0.00%
Mar 31, 25
2 Dodge & Cox Balanced Composite 5.33M (0.44%) 0.00
Increased by 0.00%
Mar 31, 25
3 Dodge & Cox Balanced I 5.33M (0.44%) 0.00
Increased by 0.00%
Mar 31, 25
4 Hartford Capital Appreciation Y 3.85M (0.32%) -62.54K
Decreased by -1.62%
Dec 31, 23
5 Wellington Mid Opportunistic Value 2.15M (0.18%) 388.23K
Increased by +18.04%
Mar 31, 25
6 Hartford MidCap Value Y 1.53M (0.13%) -241.82K
Decreased by -15.76%
May 31, 25
7 Dimensional International Core Eq 2 ETF 1.20M (0.10%) 0.00
Increased by 0.00%
May 30, 25
8 MainStay VP Wellington Mid Cap Port Init 1.09M (0.09%) -25.51K
Decreased by -2.34%
Dec 31, 23
9 Dimensional International Sm Cp Val ETF 1.09M (0.09%) 0.00
Increased by 0.00%
May 30, 25
10 Schwab Instl Lrg Cap Value Tr Fd-Ret 1.04M (0.09%) -8.63K
Decreased by -0.83%
Mar 31, 25
11 Dimensional International Value ETF 1.03M (0.08%) 0.00
Increased by 0.00%
May 30, 25
12 Avantis International Equity ETF 955.92K (0.08%) 1.43K
Increased by +0.15%
May 31, 25
13 Multi-Manager Intl Eq Strats Instl 741.41K (0.06%) 182.32K
Increased by +24.59%
May 31, 25
14 Dodge & Cox U.S. Equity Composite 700.67K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
15 LVIP Wellington SMID Cap Value Std 683.30K (0.06%) 55.30K
Increased by +8.09%
Mar 31, 25
16 Wellington Mid Cap Value 676.13K (0.06%) -81.87K
Decreased by -12.11%
Sep 30, 23
17 AST Mid- Cap Value Portfolio 608.50K (0.05%) -5.29K
Decreased by -0.87%
Dec 31, 23
18 Dimensional International Cr Eq Mkt ETF 581.63K (0.05%) 0.00
Increased by 0.00%
May 30, 25
19 DFA International Core Equity 2 I 532.04K (0.04%) 0.00
Increased by 0.00%
Apr 30, 25
20 DFA International Core Equity I 532.04K (0.04%) 0.00
Increased by 0.00%
Feb 28, 25