Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PRVS 4.08%
2 UTRN 3.96%
3 TPMN 3.34%
4 IBLN 3.32%
5 MDEV 2.79%
6 BLCV 2.20%
7 DIVP 1.96%
8 ACTX_old 1.95%
9 XHE 1.87%
10 QDIV 1.84%
11 RSPH 1.84%
12 IHI 1.83%
13 OAKM 1.55%
14 FPAG 1.53%
15 RYH 1.53%
16 UPGD 1.48%
17 RYJ 1.48%
18 MPAY 1.15%
19 KOOL 1.14%
20 SHRT 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 79.40M (15.45%) -5.38M
Decreased by -6.78%
Mar 31, 26
2 Pzena Investment Management, LLC 64.53M (12.55%) -5.52M
Decreased by -8.55%
Mar 31, 26
3 Vanguard Group Inc 62.64M (12.19%) 109.50K
Increased by +0.17%
Dec 31, 25
4 Dodge & Cox 57.25M (11.14%) 254.60K
Increased by +0.44%
Mar 31, 26
5 FMR Inc 46.26M (9.00%) 11.45M
Increased by +24.76%
Mar 31, 26
6 Vanguard Capital Management, LLC 33.51M (6.52%) 33.51M
Increased by +100.00%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 23.99M (4.67%) 23.99M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 21.34M (4.15%) -14.37K
Decreased by -0.07%
Mar 31, 24
9 State Street Corp 19.98M (3.89%) -2.56M
Decreased by -12.81%
Mar 31, 26
10 Greenhaven Associates Inc 14.31M (2.78%) 3.61M
Increased by +25.26%
Mar 31, 26
11 Geode Capital Management, LLC 13.76M (2.68%) 252.76K
Increased by +1.84%
Mar 31, 26
12 T. Rowe Price Associates, Inc. 13.45M (2.62%) -8.51M
Decreased by -63.26%
Sep 30, 25
13 Bank of New York Mellon Corp 13.19M (2.57%) -1.01M
Decreased by -7.68%
Jun 30, 25
14 Amvescap Plc. 13.12M (2.55%) 1.26M
Increased by +9.60%
Mar 31, 26
15 Generation Investment Management LLP 8.98M (1.75%) 654.61K
Increased by +7.29%
Mar 31, 24
16 Harris Associates L.P. 8.45M (1.64%) -26.64K
Decreased by -0.32%
Dec 31, 25
17 Ameriprise Financial Inc 7.64M (1.49%) 97.69K
Increased by +1.28%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 7.35M (1.43%) -1.27M
Decreased by -17.26%
Mar 31, 26
19 Nordea Investment Mgmt Bank Demark A/s 7.10M (1.38%) 1.03M
Increased by +14.53%
Dec 31, 24
20 First Pacific Advisors, LP 6.70M (1.30%) 6.70M
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 38.62M (7.51%) 0.00
Increased by 0.00%
Jun 30, 26
2 BlackRock Equity Dividend Instl 19.53M (3.80%) -199.47K
Decreased by -1.02%
Jun 30, 26
3 Vanguard Total Stock Mkt Idx Inv 16.40M (3.19%) -12.44K
Decreased by -0.08%
Jun 30, 26
4 Vanguard US Total Market Shares ETF 16.18M (3.15%) 11.54K
Increased by +0.07%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 14.52M (2.82%) 91.39K
Increased by +0.63%
May 31, 25
6 Vanguard 500 Index Investor 13.42M (2.61%) -48.30K
Decreased by -0.36%
Jun 30, 26
7 Vanguard Small Cap Index 11.84M (2.30%) 3.48K
Increased by +0.03%
Jun 30, 26
8 Vanguard Mid Cap Index Institutional 11.45M (2.23%) 122.19K
Increased by +1.07%
Jul 31, 25
9 Pzena Large Cap Value 10.44M (2.03%) 0.00
Increased by 0.00%
Jun 30, 26
10 Vanguard Windsor Investor Shares 10.44M (2.03%) 0.00
Increased by 0.00%
Mar 31, 26
11 Fidelity Series Large Cap Stock 8.97M (1.75%) 1.10M
Increased by +12.22%
May 31, 26
12 Invesco S&P 500® Equal Weight ETF 8.96M (1.74%) 27.81K
Increased by +0.31%
Jun 30, 26
13 T. Rowe Price US Mid-Cap Value Equity 7.86M (1.53%) 374.20K
Increased by +4.76%
Jun 30, 25
14 T. Rowe Price Mid-Cap Value 7.84M (1.53%) -11.83K
Decreased by -0.15%
Jul 31, 25
15 Vanguard Small Cap Value Index Inv 7.52M (1.46%) -109.59K
Decreased by -1.46%
Jun 30, 26
16 Strategic Advisers Fidelity US TtlStk 7.15M (1.39%) 726.36K
Increased by +10.15%
May 31, 26
17 iShares Core S&P 500 ETF 7.13M (1.39%) 22.50K
Increased by +0.32%
Jun 30, 26
18 Fidelity 500 Index 6.58M (1.28%) -9.14K
Decreased by -0.14%
May 31, 26
19 SPDR® S&P 500 ETF 6.37M (1.24%) -93.00K
Decreased by -1.46%
Mar 31, 25
20 Oakmark Investor 6.30M (1.23%) 0.00
Increased by 0.00%
Dec 31, 25