Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OCFS 3.27%
2 SYNB 2.35%
3 BCUS 2.10%
4 FXH 1.99%
5 VNMC 1.24%
6 SYG 1.22%
7 JHAC 1.12%
8 BLCR 0.99%
9 ILDR 0.97%
10 XMHQ 0.97%
11 PINK 0.91%
12 BKWO 0.85%
13 FTA 0.77%
14 NUMV 0.71%
15 AIEQ 0.69%
16 IVOV 0.66%
17 MEDI 0.61%
18 NIXT 0.59%
19 MDYV 0.57%
20 PAMC 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 100.26M (15.10%) 1.12M
Increased by +1.11%
Mar 31, 25
2 BlackRock Inc 72.74M (10.95%) 1.83M
Increased by +2.52%
Mar 31, 25
3 Vanguard Group Inc 64.95M (9.78%) 983.17K
Increased by +1.51%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 41.97M (6.32%) 608.81K
Increased by +1.45%
Mar 31, 25
5 Barrow Hanley Mewhinney & Strauss LLC 30.26M (4.56%) -270.10K
Decreased by -0.89%
Mar 31, 25
6 State Street Corp 23.60M (3.55%) 290.54K
Increased by +1.23%
Mar 31, 25
7 Canada Pension Plan Investment Board 21.04M (3.17%) 112.64K
Increased by +0.54%
Dec 31, 24
8 T. Rowe Price Associates, Inc. 19.54M (2.94%) -3.76M
Decreased by -19.23%
Dec 31, 23
9 Boston Partners Global Investors, Inc 19.13M (2.88%) -104.57K
Decreased by -0.55%
Sep 30, 24
10 HHG PLC 18.71M (2.82%) 571.10K
Increased by +3.05%
Mar 31, 25
11 1832 Asset Management L.P 18.13M (2.73%) 8.58M
Increased by +47.32%
Mar 31, 25
12 UBS Group AG 16.73M (2.52%) 11.61M
Increased by +69.39%
Mar 31, 25
13 Manufacturers Life Insurance Co 14.03M (2.11%) 4.88M
Increased by +34.75%
Mar 31, 25
14 New Mountain Capital, L.L.C. 14.00M (2.11%) 0.00
Increased by 0.00%
Mar 31, 25
15 State Street Corporation 13.97M (2.10%) 193.69K
Increased by +1.39%
Mar 31, 24
16 Geode Capital Management, LLC 11.80M (1.78%) 564.11K
Increased by +4.78%
Mar 31, 25
17 Amvescap Plc. 11.67M (1.76%) 1.88M
Increased by +16.15%
Mar 31, 25
18 Millennium Management LLC 10.18M (1.53%) 2.85M
Increased by +27.95%
Dec 31, 23
19 ING Investment Management LLC 10.04M (1.51%) 5.03M
Increased by +50.09%
Mar 31, 25
20 Clarkston Capital Partners, LLC 9.59M (1.44%) 1.45M
Increased by +15.08%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 74.87M (11.27%) 8.03M
Increased by +10.73%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 22.21M (3.34%) 11.62K
Increased by +0.05%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 20.83M (3.14%) 13.30K
Increased by +0.06%
May 31, 25
4 Vanguard US Total Market Shares ETF 20.46M (3.08%) -1.03M
Decreased by -5.05%
Sep 30, 24
5 T. Rowe Price Mid-Cap Growth 19.48M (2.93%) -14.70K
Decreased by -0.08%
Jun 30, 25
6 T. Rowe Price US Mid-Cap Growth Equity 19.48M (2.93%) -485.10K
Decreased by -2.49%
Jun 30, 25
7 Vanguard Small Cap Index 16.32M (2.46%) 76.47K
Increased by +0.47%
May 31, 25
8 UBS: Global Equity 15.16M (2.28%) 0.00
Increased by 0.00%
Sep 30, 24
9 Janus Inst Mid Cap Growth CF 12.45M (1.87%) 0.00
Increased by 0.00%
Mar 31, 25
10 T. Rowe Price Capital Appreciation 12.06M (1.82%) -5.40M
Decreased by -44.79%
Oct 31, 24
11 Janus Henderson Enterprise D 11.79M (1.78%) -660.78K
Decreased by -5.60%
Apr 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 10.61M (1.60%) 96.19K
Increased by +0.91%
May 31, 25
13 Vanguard Small Cap Value Index Inv 10.49M (1.58%) -8.73K
Decreased by -0.08%
May 31, 25
14 Clarkston Capital SMID Composite 9.11M (1.37%) 2.97M
Increased by +32.62%
Jun 30, 25
15 RobecoSAM Sustainable Water B EUR 8.53M (1.28%) 240.00K
Increased by +2.81%
May 31, 25
16 Dodge & Cox Global Stock I 7.76M (1.17%) 2.60M
Increased by +33.49%
Jun 30, 25
17 Vanguard Mid Cap Index Institutional 6.98M (1.05%) 26.64K
Increased by +0.38%
Feb 28, 25
18 Parnassus Mid-Cap 6.94M (1.04%) 0.00
Increased by 0.00%
Dec 31, 23
19 Dynamic Premium Yield PLUS F 6.40M (0.96%) -4.27M
Decreased by -66.82%
Apr 30, 25
20 Dodge & Cox Balanced Composite 6.32M (0.95%) 2.42M
Increased by +38.24%
Jun 30, 25