Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCUS 2.10%
2 OCFS 1.95%
3 FXH 1.94%
4 SYNB 1.79%
5 LSEQ 1.66%
6 VNMC 1.24%
7 EPSB 1.22%
8 SYG 1.22%
9 JHAC 1.12%
10 EQWM 0.99%
11 XMHQ 0.99%
12 BLCR 0.99%
13 ILDR 0.97%
14 PINK 0.91%
15 FTA 0.89%
16 TMVE 0.88%
17 BKWO 0.85%
18 NUMV 0.79%
19 TSNF 0.72%
20 FNK 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 119.65M (18.01%) 2.58M
Increased by +2.16%
Mar 31, 26
2 BlackRock Inc 65.70M (9.89%) 6.11M
Increased by +9.29%
Mar 31, 26
3 Vanguard Group Inc 64.90M (9.77%) -1.08M
Decreased by -1.67%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 31.28M (4.71%) 31.28M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 30.61M (4.61%) 30.61M
Increased by +100.00%
Mar 31, 26
6 Wellington Management Company LLP 24.22M (3.65%) 787.52K
Increased by +3.25%
Mar 31, 26
7 Greenhaven Associates Inc 22.59M (3.40%) 2.09M
Increased by +9.26%
Mar 31, 26
8 Barrow Hanley Mewhinney & Strauss LLC 22.36M (3.37%) -10.93M
Decreased by -48.88%
Mar 31, 26
9 Canada Pension Plan Investment Board 21.04M (3.17%) 112.64K
Increased by +0.54%
Dec 31, 24
10 State Street Corp 20.72M (3.12%) 511.67K
Increased by +2.47%
Mar 31, 26
11 Engine Capital Management LP 19.78M (2.98%) 7.85M
Increased by +39.70%
Mar 31, 26
12 T. Rowe Price Associates, Inc. 19.54M (2.94%) -3.76M
Decreased by -19.23%
Dec 31, 23
13 Boston Partners Global Investors, Inc 19.13M (2.88%) -104.57K
Decreased by -0.55%
Sep 30, 24
14 1832 Asset Management L.P 18.13M (2.73%) 8.58M
Increased by +47.32%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 17.47M (2.63%) 11.22M
Increased by +64.21%
Dec 31, 25
16 Dimensional Fund Advisors, Inc. 16.89M (2.54%) 2.29M
Increased by +13.54%
Mar 31, 26
17 UBS Group AG 16.73M (2.52%) 11.61M
Increased by +69.39%
Mar 31, 25
18 T. Rowe Price Investment Management,Inc. 14.79M (2.23%) -38.58M
Decreased by -260.94%
Mar 31, 26
19 New Mountain Capital, L.L.C. 14.00M (2.11%) 0.00
Increased by 0.00%
Mar 31, 26
20 State Street Corporation 13.97M (2.10%) 193.69K
Increased by +1.39%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 74.87M (11.27%) 0.00
Increased by 0.00%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 23.14M (3.48%) 4.34K
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 21.80M (3.28%) 57.47K
Increased by +0.26%
Apr 30, 26
4 Vanguard Health Care Inv 20.48M (3.08%) 1.68M
Increased by +8.19%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 20.46M (3.08%) -1.03M
Decreased by -5.05%
Sep 30, 24
6 Vanguard Small Cap Index 15.71M (2.37%) -15.89K
Decreased by -0.10%
Apr 30, 26
7 UBS: Global Equity 15.16M (2.28%) 0.00
Increased by 0.00%
Sep 30, 24
8 T. Rowe Price Capital Appreciation 12.06M (1.82%) -5.40M
Decreased by -44.79%
Oct 31, 24
9 Touchstone Mid Cap Y 10.11M (1.52%) -1.12M
Decreased by -11.07%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 10.10M (1.52%) 80.63K
Increased by +0.80%
Apr 30, 26
11 FullerThaler Behavioral Small-Cap Value 9.27M (1.40%) 4.81M
Increased by +51.88%
Mar 31, 26
12 Undiscovered Managers Behavioral Val L 8.68M (1.31%) 0.00
Increased by 0.00%
Apr 30, 26
13 Invesco Small Cap Value A 8.66M (1.30%) 0.00
Increased by 0.00%
Dec 31, 25
14 Dodge & Cox Global Stock I 7.76M (1.17%) 0.00
Increased by 0.00%
Mar 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 7.71M (1.16%) 90.16K
Increased by +1.17%
Apr 30, 26
16 Bridge Builder Large Cap Value 7.58M (1.14%) -28.34K
Decreased by -0.37%
May 31, 26
17 Janus Henderson Enterprise D 7.10M (1.07%) -3.19M
Decreased by -44.94%
Jun 30, 25
18 Janus Inst Mid Cap Growth CF 7.10M (1.07%) -5.36M
Decreased by -75.49%
Jun 30, 25
19 EARNEST Partners Smid Cap Core Fdrs 6.99M (1.05%) 3.15M
Increased by +45.00%
May 31, 26
20 Vanguard Mid Cap Index Institutional 6.98M (1.05%) 26.64K
Increased by +0.38%
Feb 28, 25