Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OCFS 3.09%
2 SYNB 2.33%
3 BCUS 2.10%
4 FXH 1.51%
5 VNMC 1.24%
6 SYG 1.22%
7 XMHQ 1.19%
8 JHAC 1.12%
9 BLCR 0.99%
10 ILDR 0.97%
11 PINK 0.91%
12 BKWO 0.90%
13 NUMV 0.86%
14 MEDI 0.74%
15 AIEQ 0.69%
16 MDYV 0.66%
17 IJJ 0.66%
18 IVOV 0.65%
19 NIXT 0.61%
20 FTA 0.59%

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 (10.96%) 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 Manufacturers Life Insurance Co 14.03M (2.11%) 4.88M
Increased by +34.75%
Mar 31, 25
13 New Mountain Capital, L.L.C. 14.00M (2.11%) 0.00
Increased by 0.00%
Mar 31, 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 Millennium Management LLC 10.18M (1.53%) 2.85M
Increased by +27.95%
Dec 31, 23
18 Clarkston Capital Partners, LLC 9.59M (1.44%) 1.45M
Increased by +15.08%
Mar 31, 25
19 Bessemer Group Inc 9.23M (1.39%) 363.98K
Increased by +3.94%
Mar 31, 25
20 Artemis Investment Management LLP 9.12M (1.37%) 1.18M
Increased by +12.95%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 66.84M (10.07%) 0.00
Increased by 0.00%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 22.11M (3.33%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 20.82M (3.14%) 339.43K
Increased by +1.63%
Apr 30, 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 19.97M (3.01%) -24.30K
Decreased by -0.12%
Mar 31, 25
6 T. Rowe Price US Mid-Cap Growth Equity 19.97M (3.01%) -32.60K
Decreased by -0.16%
Mar 31, 25
7 Vanguard Small Cap Index 16.24M (2.45%) 94.21K
Increased by +0.58%
Apr 30, 25
8 UBS: Global Equity 15.16M (2.28%) 0.00
Increased by 0.00%
Sep 30, 24
9 Janus Henderson Enterprise D 12.45M (1.88%) 0.00
Increased by 0.00%
Mar 31, 25
10 Janus Inst Mid Cap Growth CF 12.45M (1.88%) 0.00
Increased by 0.00%
Mar 31, 25
11 T. Rowe Price Capital Appreciation 12.06M (1.82%) -5.40M
Decreased by -44.79%
Oct 31, 24
12 Dynamic Premium Yield PLUS F 10.67M (1.61%) 3.75M
Increased by +35.14%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 10.51M (1.58%) 57.27K
Increased by +0.54%
Apr 30, 25
14 Vanguard Small Cap Value Index Inv 10.50M (1.58%) 32.98K
Increased by +0.31%
Apr 30, 25
15 RobecoSAM Sustainable Water B EUR 8.29M (1.25%) 180.00K
Increased by +2.17%
Apr 30, 25
16 Vanguard Mid Cap Index Institutional 6.98M (1.05%) 26.64K
Increased by +0.38%
Feb 28, 25
17 Parnassus Mid-Cap 6.94M (1.05%) 0.00
Increased by 0.00%
Dec 31, 23
18 T. Rowe Price Growth Stock 6.19M (0.93%) -927.96K
Decreased by -15.00%
Dec 31, 23
19 T. Rowe Price U.S. Growth Stock SMA 6.19M (0.93%) 6.19M
Increased by +100.00%
Dec 31, 23
20 T. Rowe Price US Growth Stock Composite 6.19M (0.93%) -927.96K
Decreased by -15.00%
Dec 31, 23