Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZSB 0.90%
2 EBIT 0.25%
3 DMAT 0.23%
4 PRFZ 0.19%
5 JPSE 0.16%
6 FYX 0.13%
7 RNSC 0.10%
8 FYT 0.08%
9 FNDA 0.06%
10 CCSO 0.05%
11 GSSC 0.03%
12 PSC 0.02%
13 RFLR 0.02%
14 VTWG 0.02%
15 RSSL 0.02%
16 FAB 0.02%
17 BBSC 0.02%
18 UWM 0.01%
19 URTY 0.01%
20 AVSC 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Marathon Asset Management LLC 19.31M (11.52%) 17.56M
Increased by +90.94%
Mar 31, 25
2 BlackRock Inc 16.99M (10.14%) -575.27K
Decreased by -3.39%
Mar 31, 25
3 Grantham, Mayo, Van Otterloo & Co., LLC 11.26M (6.72%) -6.67M
Decreased by -59.21%
Mar 31, 25
4 Yacktman Asset Management Co 10.83M (6.46%) 127.49K
Increased by +1.18%
Jun 30, 25
5 Vanguard Group Inc 10.70M (6.38%) -1.75M
Decreased by -16.34%
Jun 30, 25
6 Morgan Stanley - Brokerage Accounts 10.59M (6.32%) 9.18M
Increased by +86.74%
Mar 31, 25
7 Charles Schwab Investment Management Inc 7.49M (4.47%) 2.87M
Increased by +38.32%
Jun 30, 25
8 Franklin Resources Inc 7.13M (4.25%) 2.59M
Increased by +36.38%
Jun 30, 25
9 FMR Inc 5.38M (3.21%) -30.47M
Decreased by -566.14%
Mar 31, 25
10 State Street Corp 5.15M (3.07%) -83.21K
Decreased by -1.62%
Mar 31, 25
11 Ameriprise Financial Inc 5.13M (3.06%) -854.55K
Decreased by -16.67%
Mar 31, 25
12 Geode Capital Management, LLC 5.10M (3.04%) -1.25K
Decreased by -0.02%
Mar 31, 25
13 New York State Common Retirement Fund 4.42M (2.64%) 4.13M
Increased by +93.44%
Dec 31, 23
14 State Street Corporation 4.40M (2.62%) 107.43K
Increased by +2.44%
Mar 31, 24
15 Hotchkis & Wiley Capital Management LLC 3.38M (2.02%) 1.28M
Increased by +37.88%
Dec 31, 23
16 Mackenzie Investments 3.30M (1.97%) -875.00K
Decreased by -26.51%
Sep 30, 23
17 Prescott Group Capital Management LLC 3.15M (1.88%) 1.51M
Increased by +47.99%
Jun 30, 25
18 Spears Abacus Advisors LLC 2.75M (1.64%) 2.69M
Increased by +97.82%
Jun 30, 24
19 Amvescap Plc. 2.64M (1.57%) -115.17K
Decreased by -4.37%
Mar 31, 25
20 Northern Trust Corp 2.59M (1.54%) 410.85K
Increased by +15.89%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 18.29M (10.91%) -19.04K
Decreased by -0.10%
Oct 31, 23
2 Fidelity Low-Priced Stock 13.77M (8.22%) -2.10M
Decreased by -15.25%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 7.14M (4.26%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 7.14M (4.26%) 0.00
Increased by 0.00%
Sep 30, 24
5 AMG Yacktman I 7.00M (4.18%) 0.00
Increased by 0.00%
Jun 30, 25
6 iShares Russell 2000 ETF 6.32M (3.77%) 0.00
Increased by 0.00%
May 31, 25
7 Schwab Fundamental US Small Company ETF 5.31M (3.17%) 0.00
Increased by 0.00%
Apr 30, 24
8 Schwab Fundamental U.S. Small CompanyETF 5.29M (3.16%) 0.00
Increased by 0.00%
Jul 31, 25
9 Fidelity® Value 4.84M (2.89%) 0.00
Increased by 0.00%
Nov 30, 23
10 GMO Climate Change Investment A GBP Acc 4.69M (2.80%) 0.00
Increased by 0.00%
Sep 30, 24
11 Fidelity Global Value Growth Eq MF 4.57M (2.73%) 0.00
Increased by 0.00%
Feb 20, 24
12 Vanguard Small Cap Value Index Inv 3.38M (2.02%) -14.02K
Decreased by -0.41%
Jan 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 3.06M (1.82%) 0.00
Increased by 0.00%
Jun 30, 25
14 Mackenzie Grnchp Glbl Envr All Cap F5 2.95M (1.76%) 0.00
Increased by 0.00%
Oct 31, 23
15 Vanguard Small Cap Index 2.78M (1.66%) -2.19M
Decreased by -78.67%
Mar 31, 24
16 Invesco FTSE RAFI US 1500 Small-Mid ETF 2.69M (1.60%) 0.00
Increased by 0.00%
Jan 31, 25
17 Fidelity LowPriced Stock Commingled Pl A 2.61M (1.56%) -376.01K
Decreased by -14.40%
Jan 31, 25
18 Fidelity Small Cap Index 2.61M (1.56%) 0.00
Increased by 0.00%
May 31, 25
19 GMO Climate Change Composite 2.55M (1.52%) -1.20M
Decreased by -46.82%
Jun 30, 25
20 GMO Climate Change III 2.55M (1.52%) -186.30K
Decreased by -7.30%
Jun 30, 25