Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZSB 1.01%
2 DMAT 0.30%
3 EBIT 0.25%
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 IWO 0.02%
16 RSSL 0.02%
17 FAB 0.02%
18 BBSC 0.02%
19 UWM 0.01%
20 IWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Marathon Asset Management LLC 19.31M (11.37%) 17.56M
Increased by +90.94%
Mar 31, 25
2 BlackRock Inc 16.99M (10.00%) -575.27K
Decreased by -3.39%
Mar 31, 25
3 Vanguard Group Inc 12.44M (7.32%) -191.02K
Decreased by -1.54%
Mar 31, 25
4 Grantham, Mayo, Van Otterloo & Co., LLC 11.26M (6.63%) -6.67M
Decreased by -59.21%
Mar 31, 25
5 Yacktman Asset Management Co 10.70M (6.30%) 59.22K
Increased by +0.55%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 10.59M (6.23%) 9.18M
Increased by +86.74%
Mar 31, 25
7 FMR Inc 5.38M (3.17%) -30.47M
Decreased by -566.14%
Mar 31, 25
8 State Street Corp 5.15M (3.03%) -83.21K
Decreased by -1.62%
Mar 31, 25
9 Ameriprise Financial Inc 5.13M (3.02%) -854.55K
Decreased by -16.67%
Mar 31, 25
10 Geode Capital Management, LLC 5.10M (3.00%) -1.25K
Decreased by -0.02%
Mar 31, 25
11 Charles Schwab Investment Management Inc 4.62M (2.72%) 1.18M
Increased by +25.54%
Mar 31, 25
12 Franklin Resources Inc 4.54M (2.67%) -136.43K
Decreased by -3.01%
Mar 31, 25
13 New York State Common Retirement Fund 4.42M (2.60%) 4.13M
Increased by +93.44%
Dec 31, 23
14 State Street Corporation 4.40M (2.59%) 107.43K
Increased by +2.44%
Mar 31, 24
15 Hotchkis & Wiley Capital Management LLC 3.38M (1.99%) 1.28M
Increased by +37.88%
Dec 31, 23
16 Mackenzie Investments 3.30M (1.94%) -875.00K
Decreased by -26.51%
Sep 30, 23
17 Spears Abacus Advisors LLC 2.75M (1.62%) 2.69M
Increased by +97.82%
Jun 30, 24
18 Amvescap Plc. 2.64M (1.55%) -115.17K
Decreased by -4.37%
Mar 31, 25
19 Northern Trust Corp 2.59M (1.52%) 410.85K
Increased by +15.89%
Mar 31, 25
20 Brookfield Corp 2.28M (1.34%) -8.84M
Decreased by -387.75%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 18.29M (10.77%) -19.04K
Decreased by -0.10%
Oct 31, 23
2 Fidelity Low-Priced Stock 13.77M (8.11%) -2.10M
Decreased by -15.25%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 7.14M (4.21%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 7.14M (4.21%) 0.00
Increased by 0.00%
Sep 30, 24
5 AMG Yacktman I 7.00M (4.12%) 0.00
Increased by 0.00%
Mar 31, 25
6 iShares Russell 2000 ETF 6.32M (3.72%) 0.00
Increased by 0.00%
May 31, 25
7 Schwab Fundamental US Small Company ETF 5.31M (3.13%) 0.00
Increased by 0.00%
Apr 30, 24
8 Fidelity® Value 4.84M (2.85%) 0.00
Increased by 0.00%
Nov 30, 23
9 GMO Climate Change Investment A GBP Acc 4.69M (2.76%) 0.00
Increased by 0.00%
Sep 30, 24
10 Fidelity Global Value Growth Eq MF 4.57M (2.69%) 0.00
Increased by 0.00%
Feb 20, 24
11 Fidelity Value 4.30M (2.53%) 0.00
Increased by 0.00%
Apr 30, 25
12 GMO Climate Change Composite 3.75M (2.21%) -1.08M
Decreased by -28.77%
Mar 31, 25
13 GMO Climate Change III 3.75M (2.21%) -507.60K
Decreased by -13.54%
Mar 31, 25
14 Vanguard Small Cap Value Index Inv 3.38M (1.99%) -14.02K
Decreased by -0.41%
Jan 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 3.06M (1.80%) 0.00
Increased by 0.00%
Apr 30, 25
16 Mackenzie Grnchp Glbl Envr All Cap F5 2.95M (1.74%) 0.00
Increased by 0.00%
Oct 31, 23
17 GMO Climate Change Trsn Invm A GBP Acc 2.87M (1.69%) -111.90K
Decreased by -3.90%
Mar 31, 25
18 Vanguard Small Cap Index 2.78M (1.64%) -2.19M
Decreased by -78.67%
Mar 31, 24
19 Invesco FTSE RAFI US 1500 Small-Mid ETF 2.69M (1.58%) 0.00
Increased by 0.00%
Jan 31, 25
20 Fidelity LowPriced Stock Commingled Pl A 2.61M (1.54%) -376.01K
Decreased by -14.40%
Jan 31, 25