Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XMVM 2.57%
2 RFV 1.96%
3 KIE 1.86%
4 FXO 1.19%
5 BOUT 1.19%
6 HAPS 1.08%
7 LSAF 0.98%
8 MYLD 0.98%
9 EES 0.89%
10 VAMO 0.83%
11 VUSB 0.70%
12 FWDD 0.63%
13 AVUV 0.63%
14 USVM 0.44%
15 IAK 0.36%
16 SMDY 0.33%
17 DFSV 0.32%
18 SEIV 0.31%
19 PAMC 0.31%
20 OPTZ 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 6.67M (11.76%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Group Inc 5.85M (10.31%) -35.74K
Decreased by -0.61%
Mar 31, 25
3 BlackRock Inc 5.48M (9.67%) -300.22K
Decreased by -5.47%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 3.38M (5.96%) -22.62K
Decreased by -0.67%
Mar 31, 25
5 Greenlight Capital, Inc 3.04M (5.37%) -99.12K
Decreased by -3.26%
Dec 31, 23
6 State Street Corp 2.24M (3.94%) -86.75K
Decreased by -3.88%
Mar 31, 25
7 State Street Corporation 2.21M (3.90%) 62.50K
Increased by +2.83%
Mar 31, 24
8 American Century Companies Inc 1.84M (3.24%) 155.94K
Increased by +8.48%
Mar 31, 25
9 Canada Pension Plan Investment Board 1.82M (3.21%) 1.19M
Increased by +65.20%
Dec 31, 24
10 Balyasny Asset Management LLC 1.65M (2.91%) 1.58M
Increased by +95.61%
Mar 31, 25
11 UBS Group AG 1.42M (2.51%) 390.70K
Increased by +27.48%
Dec 31, 24
12 Marshall Wace Asset Management Ltd 1.09M (1.92%) 887.40K
Increased by +81.62%
Mar 31, 25
13 Geode Capital Management, LLC 1.07M (1.88%) 18.63K
Increased by +1.74%
Mar 31, 25
14 Royal Bank of Canada 985.22K (1.74%) 286.61K
Increased by +29.09%
Mar 31, 25
15 Victory Capital Management Inc. 912.24K (1.61%) 28.08K
Increased by +3.08%
Mar 31, 25
16 NORGES BANK 772.92K (1.36%) 38.42K
Increased by +4.97%
Dec 31, 24
17 Northern Trust Corp 720.24K (1.27%) 41.32K
Increased by +5.74%
Mar 31, 25
18 Jacobs Levy Equity Management, Inc. 646.67K (1.14%) -86.02K
Decreased by -13.30%
Mar 31, 25
19 AQR Capital Management LLC 631.33K (1.11%) -25.14K
Decreased by -3.98%
Mar 31, 25
20 Freestone Grove Partners LP 621.73K (1.10%) 621.73K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 5.07M (8.94%) -5.10K
Decreased by -0.10%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 1.90M (3.36%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.90M (3.35%) 20.70K
Increased by +1.09%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.88M (3.32%) -114.45K
Decreased by -6.08%
Sep 30, 24
5 Avantis US Small Cap Value ETF 1.64M (2.90%) 3.30K
Increased by +0.20%
May 31, 25
6 Vanguard Small Cap Index 1.49M (2.63%) 7.84K
Increased by +0.53%
Apr 30, 25
7 Vanguard Small Cap Value Index Inv 963.25K (1.70%) 3.02K
Increased by +0.31%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 903.87K (1.59%) 3.60K
Increased by +0.40%
Apr 30, 25
9 DFA US Small Cap Value I 842.52K (1.49%) 0.00
Increased by 0.00%
Apr 30, 25
10 Strategic Advisers Fidelity US TtlStk 660.30K (1.16%) 482.97K
Increased by +73.14%
Apr 30, 25
11 First Trust Financials AlphaDEX® ETF 469.75K (0.83%) 0.00
Increased by 0.00%
May 29, 25
12 Dodge & Cox Balanced Composite 467.99K (0.83%) 0.00
Increased by 0.00%
Dec 31, 24
13 Dodge & Cox Balanced I 467.99K (0.83%) 0.00
Increased by 0.00%
Dec 31, 24
14 SPDR® S&P MIDCAP 400 ETF Trust 462.97K (0.82%) -5.15K
Decreased by -1.11%
Apr 30, 25
15 DFA US Targeted Value I 447.91K (0.79%) 0.00
Increased by 0.00%
Apr 30, 25
16 Dimensional US Targeted Value ETF 381.70K (0.67%) -288.00
Decreased by -0.08%
May 30, 25
17 Fidelity® Extended Market Index 351.32K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
18 State St Russell Sm/Mid Cp® Indx SL Cl I 342.68K (0.60%) 4.10K
Increased by +1.20%
May 31, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 338.58K (0.60%) 3.21K
Increased by +0.95%
Apr 30, 25
20 iShares S&P Mid-Cap 400 Value ETF 326.57K (0.58%) 0.00
Increased by 0.00%
May 31, 25