Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 7.07%
2 UTRN 3.84%
3 RTM 3.29%
4 RSPM 3.29%
5 PYZ 2.26%
6 SBM 2.25%
7 SMN 2.25%
8 COWS 2.03%
9 HCOW 1.98%
10 TMVE 1.57%
11 CWS 1.57%
12 FLOW 1.46%
13 SPDV 1.46%
14 GDIV 1.34%
15 MKTN 1.31%
16 PXLG 1.23%
17 RPV 1.15%
18 DVLU 1.13%
19 SPGP 1.06%
20 BUL 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 15.35M (15.02%) 41.86K
Increased by +0.27%
Mar 31, 26
2 BlackRock Inc 13.09M (12.81%) 354.09K
Increased by +2.71%
Mar 31, 26
3 Vanguard Group Inc 11.84M (11.59%) 90.43K
Increased by +0.76%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 6.27M (6.14%) 6.27M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 4.95M (4.84%) 4.95M
Increased by +100.00%
Mar 31, 26
6 Capital Research Global Investors 4.70M (4.60%) -868.64K
Decreased by -18.49%
Mar 31, 26
7 State Street Corporation 4.40M (4.31%) 66.84K
Increased by +1.52%
Mar 31, 24
8 Amvescap Plc. 3.97M (3.89%) 2.03M
Increased by +51.22%
Dec 31, 24
9 State Street Corp 3.96M (3.88%) 11.45K
Increased by +0.29%
Mar 31, 26
10 Federated Hermes Inc 3.78M (3.70%) 67.63K
Increased by +1.79%
Mar 31, 26
11 Fuller & Thaler Asset Management Inc 3.72M (3.64%) -4.47M
Decreased by -120.22%
Mar 31, 26
12 T. Rowe Price Associates, Inc. 3.57M (3.49%) 2.04M
Increased by +57.33%
Mar 31, 25
13 Harris Associates L.P. 3.40M (3.33%) -35.84K
Decreased by -1.05%
Dec 31, 25
14 Capital Research & Mgmt Co - Division 3 3.32M (3.25%) -4.04M
Decreased by -121.69%
Mar 31, 25
15 Capital World Investors 3.05M (2.99%) 1.77M
Increased by +57.88%
Mar 31, 26
16 Turtle Creek Asset Management Inc. 2.55M (2.49%) 391.20K
Increased by +15.35%
Mar 31, 26
17 Citadel Advisors Llc 2.25M (2.20%) 1.08M
Increased by +47.96%
Dec 31, 25
18 Dimensional Fund Advisors, Inc. 2.19M (2.14%) 993.19K
Increased by +45.41%
Mar 31, 26
19 Royal Bank of Canada 2.13M (2.09%) 2.00M
Increased by +93.90%
Dec 31, 25
20 NORGES BANK 2.08M (2.03%) -1.14M
Decreased by -54.98%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 10.13M (9.92%) 0.00
Increased by 0.00%
Mar 31, 26
2 American Funds SMALLCAP World A 6.81M (6.67%) 843.64K
Increased by +12.39%
Mar 31, 26
3 iShares Core S&P Small-Cap ETF 6.64M (6.50%) 2.33K
Increased by +0.03%
May 29, 26
4 Vanguard Total Stock Mkt Idx Inv 3.52M (3.44%) 9.24K
Increased by +0.26%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 3.46M (3.39%) 2.40K
Increased by +0.07%
Sep 30, 24
6 FullerThaler Behavioral Small-Cap Value 3.09M (3.02%) 37.53K
Increased by +1.22%
Mar 31, 26
7 Vanguard Institutional 500 Index Trust 3.03M (2.97%) 18.70K
Increased by +0.62%
Feb 28, 25
8 Vanguard Equity-Income Inv 3.00M (2.93%) 1.04M
Increased by +34.79%
Sep 30, 24
9 Undiscovered Managers Behavioral Val L 2.83M (2.77%) -69.50K
Decreased by -2.46%
Apr 30, 26
10 Oakmark Investor 2.70M (2.64%) 0.00
Increased by 0.00%
Dec 31, 25
11 Vanguard Small Cap Index 2.52M (2.47%) -5.55K
Decreased by -0.22%
Apr 30, 26
12 Invesco S&P 500® Equal Weight ETF 2.24M (2.20%) 2.54K
Increased by +0.11%
Feb 28, 25
13 American Funds Invmt Co of Amer A 2.13M (2.08%) -1.18M
Decreased by -55.45%
Jun 30, 25
14 Capital Group Investment Co of Amer Comp 2.13M (2.08%) -1.18M
Decreased by -55.45%
Jun 30, 25
15 T. Rowe Price Mid-Cap Value 2.04M (2.00%) 59.90K
Increased by +2.93%
Mar 31, 25
16 T. Rowe Price US Mid-Cap Value Equity 2.04M (2.00%) 2.04M
Increased by +100.00%
Mar 31, 25
17 Vanguard Small Cap Value Index Inv 1.62M (1.59%) 11.86K
Increased by +0.73%
Apr 30, 26
18 American Funds Washington Mutual A 1.55M (1.52%) -1.95M
Decreased by -125.84%
Mar 31, 25
19 Capital Group Wash Mutual Invtrs Comp 1.55M (1.52%) -1.95M
Decreased by -125.84%
Mar 31, 25
20 Vanguard Wellesley® Income Inv 1.55M (1.51%) 520.04K
Increased by +33.65%
Sep 30, 24