Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 7.46%
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 PYZ 1.47%
11 SPDV 1.46%
12 GDIV 1.34%
13 PXLG 1.23%
14 RPV 1.15%
15 DVLU 1.13%
16 SPGP 1.06%
17 VIOV 0.98%
18 BUL 0.96%
19 SPYD 0.84%
20 ROE 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 13.62M (13.56%) 6.82M
Increased by +50.07%
Dec 31, 24
2 Vanguard Group Inc 13.19M (13.13%) -238.16K
Decreased by -1.81%
Dec 31, 24
3 BlackRock Inc 7.60M (7.57%) 64.79K
Increased by +0.85%
Dec 31, 24
4 Capital Research & Mgmt Co - Division 3 7.37M (7.34%) -3.80M
Decreased by -51.55%
Dec 31, 24
5 Capital World Investors 4.60M (4.58%) -1.56M
Decreased by -33.89%
Jun 30, 24
6 Capital Research Global Investors 4.55M (4.53%) -11.09M
Decreased by -243.96%
Dec 31, 24
7 State Street Corp 4.48M (4.46%) -17.50K
Decreased by -0.39%
Dec 31, 24
8 State Street Corporation 4.40M (4.38%) 66.84K
Increased by +1.52%
Mar 31, 24
9 Amvescap Plc. 3.97M (3.95%) 2.03M
Increased by +51.22%
Dec 31, 24
10 Turtle Creek Asset Management Inc. 3.51M (3.49%) 2.55M
Increased by +72.73%
Dec 31, 24
11 NORGES BANK 3.22M (3.21%) 2.94M
Increased by +91.17%
Dec 31, 24
12 Geode Capital Management, LLC 2.68M (2.67%) 73.50K
Increased by +2.74%
Dec 31, 24
13 FMR Inc 2.63M (2.62%) -693.15K
Decreased by -26.31%
Sep 30, 24
14 Fuller & Thaler Asset Management Inc 2.34M (2.33%) 2.29M
Increased by +97.83%
Dec 31, 24
15 Harris Associates L.P. 2.22M (2.21%) -15.04K
Decreased by -0.68%
Dec 31, 24
16 Nuveen Asset Management, LLC 2.00M (1.99%) 421.77K
Increased by +21.05%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 1.89M (1.88%) 737.17K
Increased by +39.01%
Dec 31, 24
18 Millennium Management LLC 1.85M (1.84%) 1.85M
Increased by +100.00%
Dec 31, 24
19 D. E. Shaw & Co LP 1.74M (1.74%) 1.74M
Increased by +100.00%
Dec 31, 24
20 JPMorgan Chase & Co 1.69M (1.68%) -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 8.86M (8.82%) 4.42M
Increased by +49.88%
Dec 31, 24
2 iShares Core S&P Small-Cap ETF 6.76M (6.73%) 3.82K
Increased by +0.06%
Mar 31, 25
3 American Funds Washington Mutual A 3.51M (3.49%) -1.59M
Decreased by -45.48%
Dec 31, 24
4 Capital Group Wash Mutual Invtrs Comp 3.51M (3.49%) -1.59M
Decreased by -45.48%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 3.45M (3.44%) 5.16K
Increased by +0.15%
Feb 28, 25
6 Vanguard Institutional 500 Index Trust 3.03M (3.02%) 18.70K
Increased by +0.62%
Feb 28, 25
7 Vanguard Equity-Income Inv 3.00M (2.98%) 1.04M
Increased by +34.79%
Sep 30, 24
8 American Funds Invmt Co of Amer A 2.94M (2.92%) -4.65M
Decreased by -158.27%
Dec 31, 24
9 Capital Group Investment Co of Amer Comp 2.94M (2.92%) -4.65M
Decreased by -158.27%
Dec 31, 24
10 Undiscovered Managers Behavioral Val L 2.76M (2.74%) 671.79K
Increased by +24.37%
Feb 28, 25
11 Invesco S&P 500® Equal Weight ETF 2.24M (2.23%) 2.54K
Increased by +0.11%
Feb 28, 25
12 FullerThaler Behavioral Small-Cap Value 2.02M (2.01%) 890.50K
Increased by +44.03%
Dec 31, 24
13 T. Rowe Price Mid-Cap Value 1.98M (1.97%) 561.00K
Increased by +28.29%
Feb 28, 25
14 American Funds Growth Fund of Amer A 1.84M (1.83%) -5.06M
Decreased by -275.33%
Dec 31, 24
15 Capital Group Growth Fnd of Amer Comp 1.84M (1.83%) -5.06M
Decreased by -275.33%
Dec 31, 24
16 Oakmark Investor 1.80M (1.79%) 0.00
Increased by 0.00%
Dec 31, 24
17 Vanguard Wellesley® Income Inv 1.55M (1.54%) 520.04K
Increased by +33.65%
Sep 30, 24
18 Vanguard Small Cap Index 1.39M (1.39%) 1.13K
Increased by +0.08%
Feb 28, 25
19 Fidelity 500 Index 1.37M (1.36%) 6.10K
Increased by +0.45%
Feb 28, 25
20 Capital Group Dividend Value ETF 1.36M (1.36%) 60.11K
Increased by +4.41%
Nov 30, 24