Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OCFS 3.75%
2 BCUS 2.10%
3 SYNB 2.07%
4 FXH 2.01%
5 VNMC 1.24%
6 SYG 1.22%
7 JHAC 1.12%
8 EPSB 1.11%
9 EQWM 1.06%
10 XMHQ 1.06%
11 BLCR 0.99%
12 ILDR 0.97%
13 PINK 0.91%
14 BKWO 0.85%
15 FTA 0.84%
16 NUMV 0.79%
17 AIEQ 0.69%
18 IVOV 0.66%
19 MDYV 0.62%
20 IJJ 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 117.43M (17.69%) 17.17M
Increased by +14.62%
Jun 30, 25
2 BlackRock Inc 72.74M (10.96%) 1.83M
Increased by +2.52%
Mar 31, 25
3 Vanguard Group Inc 64.85M (9.77%) -99.23K
Decreased by -0.15%
Jun 30, 25
4 T. Rowe Price Investment Management,Inc. 56.50M (8.51%) 14.53M
Increased by +25.72%
Jun 30, 25
5 Barrow Hanley Mewhinney & Strauss LLC 31.19M (4.70%) 933.27K
Increased by +2.99%
Jun 30, 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 1832 Asset Management L.P 18.13M (2.73%) 8.58M
Increased by +47.32%
Mar 31, 25
11 UBS Group AG 16.73M (2.52%) 11.61M
Increased by +69.39%
Mar 31, 25
12 Manufacturers Life Insurance Co 15.91M (2.40%) 1.88M
Increased by +11.81%
Jun 30, 25
13 New Mountain Capital, L.L.C. 14.00M (2.11%) 0.00
Increased by 0.00%
Jun 30, 25
14 State Street Corporation 13.97M (2.10%) 193.69K
Increased by +1.39%
Mar 31, 24
15 Geode Capital Management, LLC 11.80M (1.78%) 564.11K
Increased by +4.78%
Mar 31, 25
16 Amvescap Plc. 11.67M (1.76%) 1.88M
Increased by +16.15%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 10.90M (1.64%) 5.34M
Increased by +48.98%
Jun 30, 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 HHG PLC 9.69M (1.46%) -9.02M
Decreased by -93.04%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 74.87M (11.28%) 8.03M
Increased by +10.73%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 22.21M (3.34%) -39.93K
Decreased by -0.18%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 20.46M (3.08%) -1.03M
Decreased by -5.05%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 20.36M (3.07%) -486.06K
Decreased by -2.39%
Jul 31, 25
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 15.71M (2.37%) -105.20K
Decreased by -0.67%
Jul 31, 25
8 UBS: Global Equity 15.16M (2.28%) 0.00
Increased by 0.00%
Sep 30, 24
9 T. Rowe Price Capital Appreciation 12.06M (1.82%) -5.40M
Decreased by -44.79%
Oct 31, 24
10 Vanguard Small Cap Value Index Inv 10.08M (1.52%) -8.89K
Decreased by -0.09%
Jul 31, 25
11 Clarkston Capital SMID Composite 9.11M (1.37%) 2.97M
Increased by +32.62%
Jun 30, 25
12 RobecoSAM Sustainable Water B EUR 8.53M (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
13 Dodge & Cox Global Stock I 7.76M (1.17%) 2.60M
Increased by +33.49%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 7.33M (1.10%) -3.18M
Decreased by -43.40%
Jul 31, 25
15 Janus Henderson Enterprise D 7.10M (1.07%) -3.19M
Decreased by -44.94%
Jun 30, 25
16 Janus Inst Mid Cap Growth CF 7.10M (1.07%) -5.36M
Decreased by -75.49%
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 (1.05%) 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