Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 9.37%
2 UTRN 3.84%
3 RSPM 3.29%
4 RTM 3.29%
5 SMN 2.25%
6 SBM 2.25%
7 FLCV 2.00%
8 HCOW 1.84%
9 PYZ 1.82%
10 COWS 1.80%
11 CWS 1.57%
12 SPDV 1.46%
13 FLCC 1.40%
14 GDIV 1.34%
15 PXLG 1.23%
16 RPV 1.15%
17 DVLU 1.13%
18 SPGP 1.06%
19 IYM 1.04%
20 FLCG 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 15.39M (15.34%) 1.77M
Increased by +11.52%
Mar 31, 25
2 BlackRock Inc 12.88M (12.85%) 5.29M
Increased by +41.02%
Mar 31, 25
3 Vanguard Group Inc 12.00M (11.97%) -1.19M
Decreased by -9.89%
Mar 31, 25
4 Capital Research Global Investors 4.98M (4.96%) 431.48K
Increased by +8.67%
Mar 31, 25
5 Capital World Investors 4.60M (4.59%) -1.56M
Decreased by -33.89%
Jun 30, 24
6 Turtle Creek Asset Management Inc. 4.51M (4.49%) 998.92K
Increased by +22.17%
Mar 31, 25
7 State Street Corporation 4.40M (4.39%) 66.84K
Increased by +1.52%
Mar 31, 24
8 Amvescap Plc. 3.97M (3.96%) 2.03M
Increased by +51.22%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 3.80M (3.79%) 1.91M
Increased by +50.24%
Mar 31, 25
10 State Street Corp 3.71M (3.70%) -774.78K
Decreased by -20.89%
Mar 31, 25
11 T. Rowe Price Associates, Inc. 3.57M (3.56%) 2.04M
Increased by +57.33%
Mar 31, 25
12 Capital Research & Mgmt Co - Division 3 3.32M (3.31%) -4.04M
Decreased by -121.69%
Mar 31, 25
13 NORGES BANK 3.22M (3.21%) 2.94M
Increased by +91.17%
Dec 31, 24
14 Fuller & Thaler Asset Management Inc 3.16M (3.15%) 819.49K
Increased by +25.90%
Mar 31, 25
15 FMR Inc 2.63M (2.63%) -693.15K
Decreased by -26.31%
Sep 30, 24
16 Harris Associates L.P. 2.25M (2.25%) 30.96K
Increased by +1.37%
Mar 31, 25
17 Nuveen Asset Management, LLC 2.00M (2.00%) 421.77K
Increased by +21.05%
Sep 30, 24
18 Geode Capital Management, LLC 1.85M (1.85%) -826.20K
Decreased by -44.58%
Mar 31, 25
19 Millennium Management LLC 1.85M (1.84%) 1.85M
Increased by +100.00%
Dec 31, 24
20 Federated Hermes Inc 1.80M (1.80%) 1.78M
Increased by +98.92%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 10.13M (10.10%) 1.27M
Increased by +12.49%
Mar 31, 25
2 iShares Core S&P Small-Cap ETF 6.63M (6.61%) -5.70K
Decreased by -0.09%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 3.51M (3.50%) 40.55K
Increased by +1.16%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 3.46M (3.45%) 2.40K
Increased by +0.07%
Sep 30, 24
5 American Funds Invmt Co of Amer A 3.31M (3.30%) 372.91K
Increased by +11.26%
Mar 31, 25
6 Capital Group Investment Co of Amer Comp 3.31M (3.30%) 372.91K
Increased by +11.26%
Mar 31, 25
7 Vanguard Institutional 500 Index Trust 3.03M (3.02%) 18.70K
Increased by +0.62%
Feb 28, 25
8 Vanguard Equity-Income Inv 3.00M (2.99%) 1.04M
Increased by +34.79%
Sep 30, 24
9 American Funds SMALLCAP World A 2.76M (2.75%) 2.76M
Increased by +100.00%
Mar 31, 25
10 Vanguard Small Cap Index 2.74M (2.74%) 15.39K
Increased by +0.56%
Apr 30, 25
11 FullerThaler Behavioral Small-Cap Value 2.72M (2.71%) 692.91K
Increased by +25.52%
Mar 31, 25
12 Undiscovered Managers Behavioral Val L 2.59M (2.58%) -169.46K
Decreased by -6.55%
Mar 31, 25
13 Invesco S&P 500® Equal Weight ETF 2.24M (2.24%) 2.54K
Increased by +0.11%
Feb 28, 25
14 T. Rowe Price Mid-Cap Value 2.04M (2.04%) 59.90K
Increased by +2.93%
Mar 31, 25
15 T. Rowe Price US Mid-Cap Value Equity 2.04M (2.04%) 2.04M
Increased by +100.00%
Mar 31, 25
16 Oakmark Investor 1.80M (1.79%) 1.11K
Increased by +0.06%
Mar 31, 25
17 Vanguard Small Cap Value Index Inv 1.77M (1.77%) 5.55K
Increased by +0.31%
Apr 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 1.69M (1.68%) 1.97K
Increased by +0.12%
Apr 30, 25
19 American Funds Washington Mutual A 1.55M (1.55%) -1.95M
Decreased by -125.84%
Mar 31, 25
20 Capital Group Wash Mutual Invtrs Comp 1.55M (1.55%) -1.95M
Decreased by -125.84%
Mar 31, 25