Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 6.36%
2 UTRN 3.84%
3 RSPM 3.29%
4 RTM 3.29%
5 SMN 2.25%
6 SBM 2.25%
7 HCOW 1.84%
8 COWS 1.80%
9 CWS 1.57%
10 FLCV 1.51%
11 SPDV 1.46%
12 GDIV 1.34%
13 PYZ 1.27%
14 PXLG 1.23%
15 RPV 1.15%
16 DVLU 1.13%
17 SPGP 1.06%
18 FLCC 1.01%
19 BUL 0.96%
20 SPYD 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 15.32M (14.07%) -66.75K
Decreased by -0.44%
Jun 30, 25
2 BlackRock Inc 12.76M (11.72%) -122.39K
Decreased by -0.96%
Jun 30, 25
3 Vanguard Group Inc 11.79M (10.82%) -218.38K
Decreased by -1.85%
Jun 30, 25
4 Federated Hermes Inc 5.08M (4.67%) 3.28M
Increased by +64.55%
Jun 30, 25
5 Capital Research Global Investors 4.59M (4.21%) -390.09K
Decreased by -8.50%
Jun 30, 25
6 State Street Corporation 4.40M (4.04%) 66.84K
Increased by +1.52%
Mar 31, 24
7 Turtle Creek Asset Management Inc. 4.23M (3.88%) -277.60K
Decreased by -6.57%
Jun 30, 25
8 Amvescap Plc. 3.97M (3.65%) 2.03M
Increased by +51.22%
Dec 31, 24
9 State Street Corp 3.83M (3.52%) 120.21K
Increased by +3.14%
Jun 30, 25
10 T. Rowe Price Associates, Inc. 3.57M (3.28%) 2.04M
Increased by +57.33%
Mar 31, 25
11 Harris Associates L.P. 3.56M (3.27%) 1.30M
Increased by +36.61%
Jun 30, 25
12 Capital Research & Mgmt Co - Division 3 3.32M (3.05%) -4.04M
Decreased by -121.69%
Mar 31, 25
13 Fuller & Thaler Asset Management Inc 3.15M (2.89%) -12.92K
Decreased by -0.41%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 2.77M (2.55%) -1.02M
Decreased by -36.90%
Jun 30, 25
15 FMR Inc 2.63M (2.42%) -693.15K
Decreased by -26.31%
Sep 30, 24
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 Geode Capital Management, LLC 1.87M (1.71%) 13.04K
Increased by +0.70%
Jun 30, 25
19 Point72 Asset Management, L.P. 1.73M (1.59%) 1.73M
Increased by +100.00%
Jun 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 (9.30%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Core S&P Small-Cap ETF 6.51M (5.98%) 0.00
Increased by 0.00%
Aug 31, 25
3 American Funds SMALLCAP World A 3.49M (3.20%) 727.33K
Increased by +20.85%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 3.46M (3.18%) 2.40K
Increased by +0.07%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.45M (3.17%) -72.56K
Decreased by -2.10%
Jul 31, 25
6 Vanguard Institutional 500 Index Trust 3.03M (2.78%) 18.70K
Increased by +0.62%
Feb 28, 25
7 Vanguard Equity-Income Inv 3.00M (2.75%) 1.04M
Increased by +34.79%
Sep 30, 24
8 Oakmark Investor 2.70M (2.48%) 900.00K
Increased by +33.33%
Jun 30, 25
9 FullerThaler Behavioral Small-Cap Value 2.69M (2.47%) -1.30K
Decreased by -0.05%
Jun 30, 25
10 Vanguard Small Cap Index 2.66M (2.44%) -17.10K
Decreased by -0.64%
Jul 31, 25
11 Undiscovered Managers Behavioral Val L 2.58M (2.37%) -5.33K
Decreased by -0.21%
Jul 31, 25
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 (1.96%) -1.18M
Decreased by -55.45%
Jun 30, 25
14 Capital Group Investment Co of Amer Comp 2.13M (1.96%) -1.18M
Decreased by -55.45%
Jun 30, 25
15 T. Rowe Price Mid-Cap Value 2.04M (1.88%) 59.90K
Increased by +2.93%
Mar 31, 25
16 T. Rowe Price US Mid-Cap Value Equity 2.04M (1.88%) 2.04M
Increased by +100.00%
Mar 31, 25
17 Vanguard Small Cap Value Index Inv 1.71M (1.57%) 5.63K
Increased by +0.33%
Jul 31, 25
18 American Funds Washington Mutual A 1.55M (1.43%) -1.95M
Decreased by -125.84%
Mar 31, 25
19 Capital Group Wash Mutual Invtrs Comp 1.55M (1.43%) -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