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 VICE 2.93%
6 FWDI 2.30%
7 IDVO 1.98%
8 ALFI 1.62%
9 JHAC 1.50%
10 GQGU 1.49%
11 FLV 1.20%
12 FVD 0.47%
13 JSTC 0.45%
14 APIE 0.43%
15 FTLS 0.26%
16 PTIN 0.21%
17 AVSD 0.12%
18 AVDE 0.11%
19 DFAX 0.01%
20 DFIV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 29.68M (0.51%) -3.43M
Decreased by -11.55%
Mar 31, 26
2 Fisher Asset Management, LLC 11.92M (0.21%) 535.29K
Increased by +4.49%
Mar 31, 26
3 Manufacturers Life Insurance Co 6.90M (0.12%) -322.35K
Decreased by -4.67%
Jun 30, 25
4 Morgan Stanley - Brokerage Accounts 3.87M (0.07%) -338.53K
Decreased by -8.75%
Mar 31, 26
5 FMR Inc 2.69M (0.05%) 340.37K
Increased by +12.67%
Mar 31, 26
6 GQG Partners LLC 2.34M (0.04%) 2.34M
Increased by +100.00%
Dec 31, 25
7 D. E. Shaw & Co LP 2.32M (0.04%) 277.96K
Increased by +12.01%
Mar 31, 26
8 Bank of America Corp 2.13M (0.04%) -1.11M
Decreased by -52.12%
Mar 31, 26
9 Goldman Sachs Group Inc 2.03M (0.04%) 715.88K
Increased by +35.19%
Jun 30, 25
10 Davenport & Company LLC 1.83M (0.03%) -253.43K
Decreased by -13.87%
Mar 31, 26
11 Arrowstreet Capital Limited Partnership 1.82M (0.03%) 1.82M
Increased by +100.00%
Mar 31, 25
12 The Goldman Sachs Group Inc 1.79M (0.03%) -2.22M
Decreased by -123.62%
Mar 31, 26
13 Gates Bill & Melinda Foundation 1.70M (0.03%) 0.00
Increased by 0.00%
Mar 31, 26
14 Hotchkis & Wiley Capital Management LLC 1.50M (0.03%) -9.95K
Decreased by -0.66%
Dec 31, 25
15 Capital Research & Mgmt Co - Division 3 1.49M (0.03%) -95.64K
Decreased by -6.42%
Mar 31, 26
16 Holocene Advisors, LP 1.36M (0.02%) 320.59K
Increased by +23.56%
Mar 31, 26
17 Armistice Capital, LLC 1.36M (0.02%) 267.00K
Increased by +19.65%
Dec 31, 24
18 Balyasny Asset Management LLC 1.31M (0.02%) 807.39K
Increased by +61.50%
Mar 31, 26
19 Douglass Winthrop Advisors, LLC 1.29M (0.02%) 35.76K
Increased by +2.78%
Sep 30, 24
20 Artisan Partners Limited Partnership 1.26M (0.02%) 120.00K
Increased by +9.56%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 22.15M (0.38%) -2.60M
Decreased by -11.73%
Mar 31, 26
2 JHancock Fundamental Large Cap Core A 2.50M (0.04%) 87.39K
Increased by +3.49%
Jul 31, 25
3 Manulife IM US Large Cap Core 2.42M (0.04%) -39.73K
Decreased by -1.64%
Jun 30, 25
4 Dodge & Cox Balanced Composite 1.97M (0.03%) -267.10K
Decreased by -13.54%
Mar 31, 26
5 Dodge & Cox Balanced I 1.97M (0.03%) -267.10K
Decreased by -13.54%
Mar 31, 26
6 Vanguard Windsor II Inv 1.24M (0.02%) 0.00
Increased by 0.00%
Dec 31, 25
7 CREF Stock R1 1.05M (0.02%) -61.19K
Decreased by -5.81%
Dec 31, 24
8 Vanguard Windsor™ II Inv 997.00K (0.02%) -1.26M
Decreased by -126.33%
Jun 30, 25
9 Seafarer Overseas Gr and Income Instl 980.00K (0.02%) 0.00
Increased by 0.00%
Mar 31, 26
10 Fidelity Contrafund Commingled Pl S 898.75K (0.02%) -4.33K
Decreased by -0.48%
Jul 31, 25
11 Victory Pioneer Multi-Asset Income Y 855.79K (0.01%) 0.00
Increased by 0.00%
Jan 31, 26
12 GQG Partners US Select Quality Eq Instl 670.36K (0.01%) 670.36K
Increased by +100.00%
Dec 31, 25
13 Invesco Global Companies Series SC 655.56K (0.01%) 0.00
Increased by 0.00%
Jun 30, 23
14 JHVIT Fundamental All Cap Core I 528.37K (0.01%) 7.57K
Increased by +1.43%
Jul 31, 25
15 Artisan International Investor 502.74K (0.01%) 47.61K
Increased by +9.47%
Mar 31, 25
16 Artisan Non-U.S. Growth 502.74K (0.01%) 47.61K
Increased by +9.47%
Mar 31, 25
17 Fidelity Contrafund K6 485.94K (0.01%) -40.11K
Decreased by -8.25%
Jul 31, 25
18 Davenport Value & Income 451.23K (0.01%) 0.00
Increased by 0.00%
Apr 30, 26
19 Arrowstreet Capital Intl Eq Strat EAFE 409.16K (0.01%) 409.16K
Increased by +100.00%
Mar 31, 25
20 Arrowstreet Intl Eq EAFE CL M 409.16K (0.01%) 409.16K
Increased by +100.00%
Mar 31, 25