Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AVES 0.00%
2 DFAE 0.00%
3 SPEM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 117.76M (9.69%) -19.99K
Decreased by -0.02%
Dec 31, 24
2 Arrowstreet Capital Limited Partnership 6.34M (0.52%) -26.23K
Decreased by -0.41%
Dec 31, 24
3 Morgan Stanley - Brokerage Accounts 6.07M (0.50%) -443.09K
Decreased by -7.30%
Dec 31, 24
4 BlackRock Inc 5.43M (0.45%) 31.98K
Increased by +0.59%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 5.41M (0.45%) 298.68K
Increased by +5.52%
Dec 31, 24
6 Goldman Sachs Group Inc 5.31M (0.44%) 821.18K
Increased by +15.46%
Dec 31, 24
7 Wellington Management Company LLP 4.22M (0.35%) -266.28K
Decreased by -6.31%
Dec 31, 24
8 Raymond James & Associates 2.52M (0.21%) 136.21K
Increased by +5.41%
Sep 30, 24
9 Brandes Investment Partners & Co 1.92M (0.16%) 1.92M
Increased by +100.00%
Dec 31, 23
10 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.90M (0.16%) 409.69K
Increased by +21.61%
Dec 31, 24
11 Grace & White Inc 1.49M (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
12 Northern Trust Corp 1.42M (0.12%) 679.13K
Increased by +47.83%
Dec 31, 24
13 Marshall Wace Asset Management Ltd 1.41M (0.12%) 387.08K
Increased by +27.44%
Dec 31, 24
14 BNP Paribas Arbitrage, SA 1.22M (0.10%) 1.02M
Increased by +83.81%
Dec 31, 24
15 Summit Global Investments 1.04M (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
16 OLD MISSION CAPITAL LLC 1.03M (0.08%) 841.86K
Increased by +81.83%
Dec 31, 24
17 OLD MISSION CAPITAL LLC. 1.03M (0.08%) 841.86K
Increased by +81.83%
Dec 31, 24
18 American Century Companies Inc 912.56K (0.08%) 47.96K
Increased by +5.26%
Dec 31, 24
19 Bank of America Corp 858.77K (0.07%) 404.88K
Increased by +47.15%
Sep 30, 24
20 Citadel Advisors Llc 854.51K (0.07%) 388.08K
Increased by +45.42%
Dec 31, 24

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 Hartford MidCap Value Y 2.15M (0.18%) 0.00
Increased by 0.00%
Mar 31, 25
6 Wellington Mid Opportunistic Value 1.76M (0.15%) 1.76M
Increased by +100.00%
Dec 31, 24
7 Dimensional International Core Eq 2 ETF 1.17M (0.10%) 3.54K
Increased by +0.30%
Apr 29, 25
8 MainStay VP Wellington Mid Cap Port Init 1.09M (0.09%) -25.51K
Decreased by -2.34%
Dec 31, 23
9 Schwab Instl Lrg Cap Value Tr Fd-Ret 1.05M (0.09%) 26.50K
Increased by +2.52%
Dec 31, 24
10 Dimensional International Value ETF 1.03M (0.08%) 0.00
Increased by 0.00%
Apr 30, 25
11 Avantis International Equity ETF 923.07K (0.08%) 6.02K
Increased by +0.65%
Apr 30, 25
12 LVIP Wellington SMID Cap Value Std 683.30K (0.06%) 55.30K
Increased by +8.09%
Mar 31, 25
13 Wellington Mid Cap Value 676.13K (0.06%) -81.87K
Decreased by -12.11%
Sep 30, 23
14 VALIC Company I Mid Cap Value 631.89K (0.05%) -1.72K
Decreased by -0.27%
Feb 28, 25
15 AST Mid- Cap Value Portfolio 608.50K (0.05%) -5.29K
Decreased by -0.87%
Dec 31, 23
16 Dimensional International Cr Eq Mkt ETF 579.92K (0.05%) 0.00
Increased by 0.00%
Apr 30, 25
17 DFA International Core Equity 2 I 532.04K (0.04%) 0.00
Increased by 0.00%
Mar 31, 25
18 DFA International Core Equity I 532.04K (0.04%) 0.00
Increased by 0.00%
Feb 28, 25
19 EQ/Mid Cap Value Managed Volatil IB 446.58K (0.04%) 5.26K
Increased by +1.18%
Feb 28, 25
20 Dimensional World ex US Core Eq 2 ETF 380.19K (0.03%) 0.00
Increased by 0.00%
Apr 30, 25