Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KIE 2.12%
2 HAPS 0.72%
3 FWDD 0.63%
4 AVUV 0.43%
5 IAK 0.35%
6 USVM 0.35%
7 SMDY 0.33%
8 PAMC 0.29%
9 EZM 0.28%
10 DFSV 0.24%
11 FYC 0.24%
12 AVSC 0.23%
13 OPTZ 0.23%
14 CSML 0.20%
15 IJJ 0.20%
16 MDYV 0.20%
17 RWK 0.19%
18 IVOV 0.19%
19 FAZZ 0.18%
20 RAVI 0.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 6.69M (11.14%) -2.05M
Decreased by -30.66%
Jun 30, 24
2 Vanguard Group Inc 6.20M (10.33%) -140.23K
Decreased by -2.26%
Jun 30, 24
3 BlackRock Inc 5.95M (9.91%) -189.35K
Decreased by -3.18%
Jun 30, 24
4 Dimensional Fund Advisors, Inc. 3.32M (5.53%) -37.48K
Decreased by -1.13%
Jun 30, 24
5 Greenlight Capital, Inc 3.04M (5.07%) -99.12K
Decreased by -3.26%
Dec 31, 23
6 State Street Corp 2.26M (3.77%) 53.48K
Increased by +2.36%
Jun 30, 24
7 State Street Corporation 2.21M (3.68%) 62.50K
Increased by +2.83%
Mar 31, 24
8 Royal Bank of Canada 1.68M (2.79%) -429.42K
Decreased by -25.58%
Jun 30, 24
9 American Century Companies Inc 1.27M (2.12%) 228.81K
Increased by +17.96%
Jun 30, 24
10 Geode Capital Management, LLC 1.08M (1.80%) -9.84K
Decreased by -0.91%
Jun 30, 24
11 UBS Group AG 1.02M (1.70%) 2.73K
Increased by +0.27%
Jun 30, 24
12 NORGES BANK 734.50K (1.22%) 104.08K
Increased by +14.17%
Jun 30, 24
13 Jacobs Levy Equity Management, Inc. 718.46K (1.20%) 68.05K
Increased by +9.47%
Jun 30, 24
14 Northern Trust Corp 686.57K (1.14%) 43.38K
Increased by +6.32%
Jun 30, 24
15 D. E. Shaw & Co LP 623.61K (1.04%) 269.06K
Increased by +43.15%
Jun 30, 24
16 Bank of New York Mellon Corp 572.34K (0.95%) -6.96K
Decreased by -1.22%
Jun 30, 24
17 Morgan Stanley - Brokerage Accounts 532.16K (0.89%) -850.83K
Decreased by -159.88%
Jun 30, 24
18 Assenagon Asset Management SA 517.18K (0.86%) -167.00
Decreased by -0.03%
Sep 30, 23
19 Goldman Sachs Group Inc 489.47K (0.81%) 245.80K
Increased by +50.22%
Dec 31, 23
20 Citadel Advisors Llc 393.28K (0.65%) 227.32K
Increased by +57.80%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 5.08M (8.45%) -1.57M
Decreased by -30.84%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.00M (3.33%) 6.62K
Increased by +0.33%
Aug 31, 24
3 iShares Core S&P Mid-Cap ETF 1.89M (3.15%) -4.93K
Decreased by -0.26%
Sep 30, 24
4 Vanguard Small Cap Index 1.57M (2.62%) 3.78K
Increased by +0.24%
Aug 31, 24
5 Avantis US Small Cap Value ETF 1.28M (2.13%) 1.14K
Increased by +0.09%
Sep 28, 24
6 Vanguard Small Cap Value Index Inv 1.05M (1.76%) -100.00
Decreased by -0.01%
Aug 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 961.73K (1.60%) 1.29K
Increased by +0.13%
Aug 31, 24
8 DFA US Small Cap Value I 844.05K (1.41%) 0.00
Increased by 0.00%
Aug 31, 24
9 SPDR® S&P MIDCAP 400 ETF Trust 495.55K (0.83%) 2.35K
Increased by +0.47%
Aug 31, 24
10 DFA US Targeted Value I 492.90K (0.82%) -34.42K
Decreased by -6.98%
Aug 31, 24
11 Dodge & Cox Balanced Composite 467.99K (0.78%) -135.33K
Decreased by -28.92%
Jun 30, 24
12 Dodge & Cox Balanced I 467.99K (0.78%) -135.33K
Decreased by -28.92%
Jun 30, 24
13 SPDR® S&P Insurance ETF 416.75K (0.69%) -13.75K
Decreased by -3.30%
Sep 30, 24
14 State St Russell Sm/Mid Cp® Indx NL Cl C 397.41K (0.66%) 1.20K
Increased by +0.30%
Sep 30, 24
15 Fidelity Extended Market Index 376.48K (0.63%) 5.46K
Increased by +1.45%
Aug 31, 24
16 DFA US Small Cap I 363.25K (0.60%) -5.04K
Decreased by -1.39%
Aug 31, 24
17 Fidelity® Extended Market Index 351.32K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
18 Dimensional US Targeted Value ETF 341.07K (0.57%) 0.00
Increased by 0.00%
Sep 30, 24
19 iShares S&P Mid-Cap 400 Value ETF 333.22K (0.55%) -2.01K
Decreased by -0.60%
Sep 30, 24
20 Schwab US Small-Cap ETF™ 290.78K (0.48%) 0.00
Increased by 0.00%
Sep 28, 24