Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ORFN 3.97%
2 EATV 3.11%
3 ACT_old 3.00%
4 BAD 3.00%
5 FWDI 2.30%
6 FLV 1.76%
7 ALFI 1.62%
8 JHAC 1.50%
9 APIE 1.13%
10 JSTC 0.45%
11 FTLS 0.31%
12 PTIN 0.21%
13 AVSD 0.12%
14 AVDE 0.11%
15 DFAX 0.01%
16 DFIV 0.00%
17 DFSI 0.00%
18 TFPN -0.44%
19 HDGE -1.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 41.12M (4.31%) 1.12M
Increased by +2.72%
Mar 31, 25
2 Fisher Asset Management, LLC 10.21M (1.07%) 124.51K
Increased by +1.22%
Mar 31, 25
3 Manufacturers Life Insurance Co 7.22M (0.76%) -345.63K
Decreased by -4.78%
Mar 31, 25
4 Holocene Advisors, LP 4.33M (0.45%) 803.26K
Increased by +18.54%
Sep 30, 24
5 Royal Bank of Canada 3.95M (0.41%) -338.84K
Decreased by -8.57%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 2.84M (0.30%) 98.83K
Increased by +3.48%
Mar 31, 25
7 Hotchkis & Wiley Capital Management LLC 2.79M (0.29%) 190.83K
Increased by +6.84%
Mar 31, 25
8 Bank of America Corp 2.70M (0.28%) 1.08M
Increased by +40.10%
Mar 31, 25
9 Capital Research & Mgmt Co - Division 3 2.36M (0.25%) -237.64K
Decreased by -10.08%
Mar 31, 25
10 Davenport & Company LLC 2.16M (0.23%) 223.68K
Increased by +10.35%
Mar 31, 25
11 Arrowstreet Capital Limited Partnership 1.82M (0.19%) 1.82M
Increased by +100.00%
Mar 31, 25
12 Gates Bill & Melinda Foundation 1.70M (0.18%) 0.00
Increased by 0.00%
Mar 31, 25
13 Citadel Advisors Llc 1.69M (0.18%) 1.13M
Increased by +66.80%
Sep 30, 23
14 FMR Inc 1.55M (0.16%) 950.51K
Increased by +61.30%
Mar 31, 25
15 Clarkston Capital Partners, LLC 1.50M (0.16%) 4.46K
Increased by +0.30%
Mar 31, 25
16 Armistice Capital, LLC 1.36M (0.14%) 267.00K
Increased by +19.65%
Dec 31, 24
17 Goldman Sachs Group Inc 1.32M (0.14%) 265.78K
Increased by +20.16%
Mar 31, 25
18 Douglass Winthrop Advisors, LLC 1.29M (0.13%) 35.76K
Increased by +2.78%
Sep 30, 24
19 Artisan Partners Limited Partnership 1.26M (0.13%) 120.00K
Increased by +9.56%
Mar 31, 25
20 UBS Group AG 1.14M (0.12%) 800.37K
Increased by +70.01%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 30.86M (3.24%) 982.17K
Increased by +3.18%
Mar 31, 25
2 Dodge & Cox Balanced Composite 2.81M (0.30%) -50.60K
Decreased by -1.80%
Mar 31, 25
3 Dodge & Cox Balanced I 2.81M (0.30%) -50.60K
Decreased by -1.80%
Mar 31, 25
4 JHancock Fundamental Large Cap Core A 2.45M (0.26%) -46.43K
Decreased by -1.89%
Mar 31, 25
5 Manulife IM US Large Cap Core 2.45M (0.26%) -46.43K
Decreased by -1.89%
Mar 31, 25
6 Vanguard Windsor™ II Inv 2.26M (0.24%) 0.00
Increased by 0.00%
Mar 31, 25
7 CREF Stock R1 1.05M (0.11%) -61.19K
Decreased by -5.81%
Dec 31, 24
8 Seafarer Overseas Gr and Income Instl 980.00K (0.10%) 0.00
Increased by 0.00%
Mar 31, 25
9 Invesco Global Companies Series SC 655.56K (0.07%) 0.00
Increased by 0.00%
Jun 30, 23
10 Clarkston Capital Mid Cap Composite 636.25K (0.07%) 15.26K
Increased by +2.40%
Mar 31, 25
11 Clarkston Founders Institutional 605.00K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
12 Douglas C. Lane & Assoc. Core Equity 566.15K (0.06%) -17.39K
Decreased by -3.07%
Mar 31, 24
13 Dodge & Cox Worldwide US Stock A EUR 561.70K (0.06%) -125.00K
Decreased by -22.25%
Mar 31, 25
14 JHVIT Fundamental All Cap Core I 533.75K (0.06%) -27.50K
Decreased by -5.15%
Mar 31, 25
15 Davenport Value & Income 504.13K (0.05%) 0.00
Increased by 0.00%
Mar 31, 25
16 Artisan International Investor 502.74K (0.05%) 47.61K
Increased by +9.47%
Mar 31, 25
17 Artisan Non-U.S. Growth 502.74K (0.05%) 47.61K
Increased by +9.47%
Mar 31, 25
18 Fidelity Equity Dividend Income 362.80K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity® Equity Dividend Income 362.80K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
20 Manulife US All Cap Equity F 310.66K (0.03%) -18.38K
Decreased by -5.92%
Mar 31, 25