Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 3.16%
2 IHE 3.05%
3 BSMC 2.53%
4 XPH 1.69%
5 BCSM 1.68%
6 IWLG 1.51%
7 NWLG 1.47%
8 TMED 1.39%
9 MOO 1.39%
10 XMHQ 1.39%
11 EQWM 1.39%
12 BTEC 1.29%
13 DVLU 1.22%
14 RFV 1.20%
15 XMMO 1.18%
16 PTH 1.14%
17 PILL 1.13%
18 PEXL 1.11%
19 RFG 0.97%
20 LSAF 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 68.94M (13.93%) -10.14M
Decreased by -14.71%
Mar 31, 26
2 FMR Inc 52.20M (10.55%) -13.16M
Decreased by -25.21%
Dec 31, 25
3 T. Rowe Price Investment Management,Inc. 51.96M (10.50%) 20.45M
Increased by +39.36%
Dec 31, 25
4 Vanguard Group Inc 48.06M (9.71%) -526.98K
Decreased by -1.10%
Dec 31, 25
5 BlackRock Inc 46.34M (9.36%) 156.90K
Increased by +0.34%
Dec 31, 25
6 PRIMECAP Management Company 45.84M (9.26%) -373.13K
Decreased by -0.81%
Mar 31, 26
7 T. Rowe Price Associates, Inc. 28.07M (5.67%) 5.93M
Increased by +21.12%
Jun 30, 24
8 Dimensional Fund Advisors, Inc. 24.53M (4.96%) -555.41K
Decreased by -2.26%
Mar 31, 26
9 State Street Corp 15.05M (3.04%) -195.25K
Decreased by -1.30%
Dec 31, 25
10 Citadel Advisors Llc 13.70M (2.77%) 6.83M
Increased by +49.88%
Jun 30, 25
11 Magnetar Financial LLC 12.03M (2.43%) 1.45M
Increased by +12.08%
Dec 31, 24
12 Nuveen Asset Management, LLC 11.75M (2.38%) -871.52K
Decreased by -7.41%
Dec 31, 24
13 Ancora Advisors LLC 10.50M (2.12%) 7.19M
Increased by +68.48%
Dec 31, 23
14 Black Creek Investment Management Inc 10.49M (2.12%) -567.37K
Decreased by -5.41%
Mar 31, 26
15 State Street Corporation 10.15M (2.05%) -329.97K
Decreased by -3.25%
Mar 31, 24
16 Geode Capital Management, LLC 9.43M (1.90%) 640.10K
Increased by +6.79%
Dec 31, 25
17 Shapiro Capital Management Co Inc 9.29M (1.88%) -3.04M
Decreased by -32.74%
Jun 30, 25
18 UBS Group AG 8.57M (1.73%) -100.79K
Decreased by -1.18%
Mar 31, 26
19 Morgan Stanley - Brokerage Accounts 8.29M (1.67%) -1.98M
Decreased by -23.89%
Dec 31, 25
20 Amvescap Plc. 8.14M (1.65%) 3.35M
Increased by +41.18%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Blackstone Private Credit I 75.00M (15.16%) 75.00M
Increased by +100.00%
Sep 30, 25
2 Dodge & Cox Stock I 45.27M (9.15%) -7.85M
Decreased by -17.34%
Mar 31, 26
3 Vanguard PRIMECAP Inv 17.84M (3.60%) -25.70K
Decreased by -0.14%
Mar 31, 26
4 iShares Core S&P Mid-Cap ETF 16.77M (3.39%) -8.45K
Decreased by -0.05%
Apr 30, 26
5 Vanguard Total Stock Mkt Idx Inv 15.83M (3.20%) 113.63K
Increased by +0.72%
Mar 31, 26
6 Vanguard US Total Market Shares ETF 15.60M (3.15%) 12.86K
Increased by +0.08%
Sep 30, 24
7 Vanguard Small Cap Index 11.48M (2.32%) 191.88K
Increased by +1.67%
Mar 31, 26
8 Vanguard Capital Opportunity Inv 10.25M (2.07%) -49.70K
Decreased by -0.48%
Mar 31, 26
9 Lord Abbett Short Duration Income SMA 9.34M (1.89%) 9.34M
Increased by +100.00%
Dec 31, 24
10 Strategic Advisers Fidelity US TtlStk 9.33M (1.89%) 330.24K
Increased by +3.54%
Mar 31, 26
11 T. Rowe Price Mid-Cap Growth 9.02M (1.82%) 0.00
Increased by 0.00%
Mar 31, 26
12 T. Rowe Price US Mid-Cap Growth Equity 9.02M (1.82%) 1.08M
Increased by +11.94%
Mar 31, 26
13 CI Global Leaders Fund D 8.04M (1.62%) 888.11K
Increased by +11.05%
Apr 30, 26
14 Vanguard Small Cap Value Index Inv 7.30M (1.48%) 57.84K
Increased by +0.79%
Mar 31, 26
15 Vanguard PRIMECAP Core Inv 7.19M (1.45%) 0.00
Increased by 0.00%
Mar 31, 26
16 T. Rowe Price US Mid-Cap Value Equity 6.94M (1.40%) 279.14K
Increased by +4.02%
Jun 30, 24
17 DFA US Small Cap Value I 6.57M (1.33%) 0.00
Increased by 0.00%
Mar 31, 26
18 Fidelity Low-Priced Stock 6.56M (1.33%) -1.16M
Decreased by -17.66%
Feb 28, 26
19 T. Rowe Price US Smlr Cm Eq A USD 5.67M (1.15%) -291.05K
Decreased by -5.13%
Apr 30, 25
20 Fidelity Series Value Discovery 5.60M (1.13%) 93.30K
Increased by +1.67%
Jul 31, 25