Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 5.59%
2 UTRN 3.84%
3 RSPM 3.29%
4 RTM 3.29%
5 SBM 2.25%
6 SMN 2.25%
7 MKTN 2.03%
8 COWS 2.03%
9 HCOW 1.98%
10 FLCV 1.95%
11 CWS 1.57%
12 SPDV 1.46%
13 FLCC 1.39%
14 FLOW 1.35%
15 GDIV 1.34%
16 PYZ 1.27%
17 PXLG 1.23%
18 RPV 1.15%
19 DVLU 1.13%
20 SPGP 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 15.30M (14.04%) -57.55K
Decreased by -0.38%
Dec 31, 25
2 BlackRock Inc 12.92M (11.86%) 160.33K
Increased by +1.24%
Sep 30, 25
3 Vanguard Group Inc 11.84M (10.86%) 90.43K
Increased by +0.76%
Dec 31, 25
4 Turtle Creek Asset Management Inc. 5.12M (4.69%) 887.60K
Increased by +17.35%
Sep 30, 25
5 Federated Hermes Inc 4.60M (4.22%) -485.33K
Decreased by -10.56%
Sep 30, 25
6 Capital Research Global Investors 4.49M (4.12%) -98.84K
Decreased by -2.20%
Sep 30, 25
7 State Street Corporation 4.40M (4.04%) 66.84K
Increased by +1.52%
Mar 31, 24
8 Amvescap Plc. 3.97M (3.64%) 2.03M
Increased by +51.22%
Dec 31, 24
9 State Street Corp 3.87M (3.55%) 40.24K
Increased by +1.04%
Sep 30, 25
10 T. Rowe Price Associates, Inc. 3.57M (3.27%) 2.04M
Increased by +57.33%
Mar 31, 25
11 Fuller & Thaler Asset Management Inc 3.54M (3.24%) 385.16K
Increased by +10.89%
Sep 30, 25
12 Harris Associates L.P. 3.40M (3.12%) -35.84K
Decreased by -1.05%
Dec 31, 25
13 Capital Research & Mgmt Co - Division 3 3.32M (3.05%) -4.04M
Decreased by -121.69%
Mar 31, 25
14 FMR Inc 2.63M (2.42%) -693.15K
Decreased by -26.31%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 2.49M (2.29%) -279.58K
Decreased by -11.21%
Sep 30, 25
16 NORGES BANK 2.08M (1.91%) -1.14M
Decreased by -54.98%
Jun 30, 25
17 Nuveen Asset Management, LLC 2.00M (1.84%) 421.77K
Increased by +21.05%
Sep 30, 24
18 Point72 Asset Management, L.P. 1.73M (1.59%) 1.73M
Increased by +100.00%
Jun 30, 25
19 Millennium Management LLC 1.70M (1.56%) 389.45K
Increased by +22.97%
Sep 30, 25
20 JPMorgan Chase & Co 1.69M (1.55%) -1.53M
Decreased by -90.60%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 10.13M (9.29%) 0.00
Increased by 0.00%
Dec 31, 25
2 iShares Core S&P Small-Cap ETF 6.63M (6.09%) 6.63M
Increased by +100.00%
Feb 28, 26
3 American Funds SMALLCAP World A 5.97M (5.47%) 956.73K
Increased by +16.03%
Dec 31, 25
4 Vanguard Total Stock Mkt Idx Inv 3.48M (3.19%) 9.73K
Increased by +0.28%
Jan 31, 26
5 Vanguard US Total Market Shares ETF 3.46M (3.17%) 2.40K
Increased by +0.07%
Sep 30, 24
6 FullerThaler Behavioral Small-Cap Value 3.42M (3.13%) -219.05K
Decreased by -6.41%
Dec 31, 25
7 Vanguard Institutional 500 Index Trust 3.03M (2.78%) 18.70K
Increased by +0.62%
Feb 28, 25
8 Vanguard Equity-Income Inv 3.00M (2.75%) 1.04M
Increased by +34.79%
Sep 30, 24
9 Undiscovered Managers Behavioral Val L 2.87M (2.63%) -373.10K
Decreased by -12.99%
Jan 31, 26
10 Oakmark Investor 2.70M (2.48%) 0.00
Increased by 0.00%
Dec 31, 25
11 Vanguard Small Cap Index 2.48M (2.28%) -476.00
Decreased by -0.02%
Jan 31, 26
12 Invesco S&P 500® Equal Weight ETF 2.24M (2.06%) 2.54K
Increased by +0.11%
Feb 28, 25
13 American Funds Invmt Co of Amer A 2.13M (1.95%) -1.18M
Decreased by -55.45%
Jun 30, 25
14 Capital Group Investment Co of Amer Comp 2.13M (1.95%) -1.18M
Decreased by -55.45%
Jun 30, 25
15 T. Rowe Price Mid-Cap Value 2.04M (1.87%) 59.90K
Increased by +2.93%
Mar 31, 25
16 T. Rowe Price US Mid-Cap Value Equity 2.04M (1.87%) 2.04M
Increased by +100.00%
Mar 31, 25
17 Vanguard Small Cap Value Index Inv 1.59M (1.46%) -10.50K
Decreased by -0.66%
Jan 31, 26
18 American Funds Washington Mutual A 1.55M (1.42%) -1.95M
Decreased by -125.84%
Mar 31, 25
19 Capital Group Wash Mutual Invtrs Comp 1.55M (1.42%) -1.95M
Decreased by -125.84%
Mar 31, 25
20 Vanguard Wellesley® Income Inv 1.55M (1.42%) 520.04K
Increased by +33.65%
Sep 30, 24