Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SYNB 2.81%
2 BCUS 2.10%
3 FXH 1.76%
4 OCFS 1.50%
5 VNMC 1.24%
6 BKWO 1.24%
7 SYG 1.22%
8 JHAC 1.12%
9 BLCR 0.99%
10 ILDR 0.97%
11 PINK 0.91%
12 MDYV 0.86%
13 IJJ 0.82%
14 IVOV 0.79%
15 FTA 0.76%
16 ABCS 0.72%
17 LSEQ 0.54%
18 QVMM 0.46%
19 FEX 0.44%
20 MDYG 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 99.15M (14.63%) 30.73M
Increased by +30.99%
Dec 31, 24
2 BlackRock Inc 70.90M (10.46%) -1.98M
Decreased by -2.80%
Dec 31, 24
3 Vanguard Group Inc 63.97M (9.44%) 1.21M
Increased by +1.89%
Dec 31, 24
4 T. Rowe Price Investment Management,Inc. 41.36M (6.10%) -25.74M
Decreased by -62.24%
Dec 31, 24
5 Barrow Hanley Mewhinney & Strauss LLC 30.53M (4.50%) 8.94M
Increased by +29.27%
Dec 31, 24
6 State Street Corp 23.31M (3.44%) 939.14K
Increased by +4.03%
Dec 31, 24
7 Canada Pension Plan Investment Board 21.04M (3.10%) 112.64K
Increased by +0.54%
Dec 31, 24
8 T. Rowe Price Associates, Inc. 19.54M (2.88%) -3.76M
Decreased by -19.23%
Dec 31, 23
9 Boston Partners Global Investors, Inc 19.13M (2.82%) -104.57K
Decreased by -0.55%
Sep 30, 24
10 HHG PLC 18.14M (2.68%) 443.50K
Increased by +2.45%
Dec 31, 24
11 New Mountain Capital, L.L.C. 14.00M (2.07%) 0.00
Increased by 0.00%
Dec 31, 24
12 State Street Corporation 13.97M (2.06%) 193.69K
Increased by +1.39%
Mar 31, 24
13 Geode Capital Management, LLC 11.23M (1.66%) 81.54K
Increased by +0.73%
Dec 31, 24
14 Millennium Management LLC 10.18M (1.50%) 2.85M
Increased by +27.95%
Dec 31, 23
15 Amvescap Plc. 9.79M (1.44%) 317.28K
Increased by +3.24%
Dec 31, 24
16 1832 Asset Management L.P 9.55M (1.41%) 497.69K
Increased by +5.21%
Dec 31, 24
17 Manufacturers Life Insurance Co 9.16M (1.35%) 2.98M
Increased by +32.58%
Dec 31, 24
18 Artemis Investment Management LLP 9.12M (1.35%) 1.18M
Increased by +12.95%
Mar 31, 24
19 Wellington Management Company LLP 9.03M (1.33%) -3.55M
Decreased by -39.28%
Sep 30, 23
20 Meritage Group LP 8.90M (1.31%) -2.37M
Decreased by -26.61%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 66.84M (9.86%) 21.36M
Increased by +31.95%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 22.13M (3.27%) 16.61K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 20.39M (3.01%) 11.03K
Increased by +0.05%
Feb 28, 25
4 T. Rowe Price US Mid-Cap Growth Equity 20.00M (2.95%) 169.90K
Increased by +0.85%
Dec 31, 24
5 T. Rowe Price Mid-Cap Growth 19.99M (2.95%) -8.30K
Decreased by -0.04%
Jan 31, 25
6 UBS: Global Equity 15.16M (2.24%) 0.00
Increased by 0.00%
Sep 30, 24
7 Janus Henderson Enterprise D 12.45M (1.84%) 0.00
Increased by 0.00%
Jan 31, 25
8 Janus Inst Mid Cap Growth CF 12.45M (1.84%) 0.00
Increased by 0.00%
Dec 31, 24
9 T. Rowe Price Capital Appreciation 12.06M (1.78%) -5.40M
Decreased by -44.79%
Oct 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 10.35M (1.53%) 44.31K
Increased by +0.43%
Feb 28, 25
11 Vanguard Small Cap Index 8.25M (1.22%) 6.73K
Increased by +0.08%
Feb 28, 25
12 RobecoSAM Sustainable Water B EUR 7.43M (1.10%) -20.00K
Decreased by -0.27%
Jan 31, 25
13 Vanguard Mid Cap Index Institutional 6.98M (1.03%) 26.64K
Increased by +0.38%
Feb 28, 25
14 Parnassus Mid-Cap 6.94M (1.02%) 0.00
Increased by 0.00%
Dec 31, 23
15 T. Rowe Price Growth Stock 6.19M (0.91%) -927.96K
Decreased by -15.00%
Dec 31, 23
16 T. Rowe Price U.S. Growth Stock SMA 6.19M (0.91%) 6.19M
Increased by +100.00%
Dec 31, 23
17 T. Rowe Price US Growth Stock Composite 6.19M (0.91%) -927.96K
Decreased by -15.00%
Dec 31, 23
18 JHancock Disciplined Value I 5.74M (0.85%) 0.00
Increased by 0.00%
May 31, 24
19 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 5.56M (0.82%) 231.50K
Increased by +4.17%
Dec 31, 24
20 Vanguard Value Index Inv 5.52M (0.81%) 37.54K
Increased by +0.68%
Nov 30, 24