Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFV 1.96%
2 KIE 1.92%
3 HAPS 1.04%
4 EES 0.97%
5 FWDD 0.63%
6 AVUV 0.62%
7 USVM 0.44%
8 IAK 0.39%
9 DFSV 0.34%
10 SMDY 0.33%
11 PAMC 0.31%
12 OPTZ 0.30%
13 RWK 0.29%
14 EZM 0.28%
15 IJJ 0.25%
16 AVSC 0.25%
17 FYC 0.24%
18 IVOV 0.24%
19 CSML 0.20%
20 MDYV 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 6.67M (11.63%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Group Inc 5.88M (10.26%) -106.28K
Decreased by -1.81%
Dec 31, 24
3 BlackRock Inc 5.78M (10.09%) 21.36K
Increased by +0.37%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 3.40M (5.93%) 5.95K
Increased by +0.17%
Dec 31, 24
5 Greenlight Capital, Inc 3.04M (5.31%) -99.12K
Decreased by -3.26%
Dec 31, 23
6 State Street Corp 2.32M (4.05%) 8.12K
Increased by +0.35%
Dec 31, 24
7 State Street Corporation 2.21M (3.86%) 62.50K
Increased by +2.83%
Mar 31, 24
8 Canada Pension Plan Investment Board 1.82M (3.18%) 1.19M
Increased by +65.20%
Dec 31, 24
9 American Century Companies Inc 1.68M (2.93%) 181.98K
Increased by +10.82%
Dec 31, 24
10 UBS Group AG 1.42M (2.48%) 390.70K
Increased by +27.48%
Dec 31, 24
11 Geode Capital Management, LLC 1.05M (1.83%) -42.24K
Decreased by -4.03%
Dec 31, 24
12 Victory Capital Management Inc. 884.16K (1.54%) 851.81K
Increased by +96.34%
Dec 31, 24
13 NORGES BANK 772.92K (1.35%) 38.42K
Increased by +4.97%
Dec 31, 24
14 Jacobs Levy Equity Management, Inc. 732.69K (1.28%) 24.66K
Increased by +3.37%
Dec 31, 24
15 Royal Bank of Canada 698.61K (1.22%) -171.07K
Decreased by -24.49%
Dec 31, 24
16 Northern Trust Corp 678.92K (1.18%) 26.81K
Increased by +3.95%
Dec 31, 24
17 AQR Capital Management LLC 656.46K (1.14%) 400.92K
Increased by +61.07%
Dec 31, 24
18 D. E. Shaw & Co LP 554.89K (0.97%) -68.72K
Decreased by -12.38%
Sep 30, 24
19 Bank of New York Mellon Corp 525.39K (0.92%) 9.50K
Increased by +1.81%
Dec 31, 24
20 Assenagon Asset Management SA 517.18K (0.90%) -167.00
Decreased by -0.03%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 5.07M (8.84%) -5.10K
Decreased by -0.10%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 1.93M (3.37%) 1.45K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 1.87M (3.26%) 1.48K
Increased by +0.08%
Feb 28, 25
4 Avantis US Small Cap Value ETF 1.53M (2.67%) 3.87K
Increased by +0.25%
Feb 28, 25
5 Vanguard Small Cap Index 1.52M (2.64%) 1.24K
Increased by +0.08%
Feb 28, 25
6 Vanguard Small Cap Value Index Inv 998.44K (1.74%) -3.17K
Decreased by -0.32%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 905.18K (1.58%) -14.97K
Decreased by -1.65%
Feb 28, 25
8 DFA US Small Cap Value I 851.33K (1.48%) 0.00
Increased by 0.00%
Jan 31, 25
9 DFA US Targeted Value I 492.90K (0.86%) 0.00
Increased by 0.00%
Jan 31, 25
10 SPDR® S&P MIDCAP 400 ETF Trust 479.51K (0.84%) 4.56K
Increased by +0.95%
Feb 28, 25
11 Dodge & Cox Balanced Composite 467.99K (0.82%) 0.00
Increased by 0.00%
Dec 31, 24
12 Dodge & Cox Balanced I 467.99K (0.82%) 0.00
Increased by 0.00%
Dec 31, 24
13 Dimensional US Targeted Value ETF 364.63K (0.64%) 354.00
Increased by +0.10%
Feb 28, 25
14 State St Russell Sm/Mid Cp® Indx NL Cl C 364.17K (0.64%) 0.00
Increased by 0.00%
Feb 28, 25
15 SPDR® S&P Insurance ETF 358.24K (0.62%) -23.92K
Decreased by -6.68%
Feb 28, 25
16 iShares S&P Mid-Cap 400 Value ETF 354.22K (0.62%) -259.00
Decreased by -0.07%
Feb 28, 25
17 Fidelity® Extended Market Index 351.32K (0.61%) 0.00
Increased by 0.00%
Nov 30, 23
18 DFA US Small Cap I 330.73K (0.58%) 0.00
Increased by 0.00%
Jan 31, 25
19 Fidelity Extended Market Index 323.65K (0.56%) -4.38K
Decreased by -1.35%
Jan 31, 25
20 Schwab US Small-Cap ETF™ 285.72K (0.50%) 0.00
Increased by 0.00%
Feb 28, 25