Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XPH 5.15%
2 PILL 3.59%
3 IHE 3.05%
4 FXH 2.92%
5 LSEQ 2.57%
6 FTXH 2.21%
7 PTH 1.91%
8 MOO 1.60%
9 PPH 1.38%
10 BTEC 1.29%
11 DVLU 1.22%
12 FNK 0.96%
13 LSAF 0.91%
14 FLCV 0.76%
15 AUSF 0.69%
16 JHAC 0.50%
17 DFSV 0.49%
18 FLCC 0.48%
19 FNX 0.46%
20 SHRT 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 82.92M (16.82%) -260.08K
Decreased by -0.31%
Mar 31, 25
2 FMR Inc 53.86M (10.93%) 13.63M
Increased by +25.30%
Mar 31, 25
3 PRIMECAP Management Company 50.22M (10.19%) -941.63K
Decreased by -1.87%
Mar 31, 25
4 Vanguard Group Inc 48.32M (9.80%) -437.73K
Decreased by -0.91%
Mar 31, 25
5 T. Rowe Price Associates, Inc. 28.07M (5.69%) 5.93M
Increased by +21.12%
Jun 30, 24
6 BlackRock Inc 23.72M (4.81%) -1.15M
Decreased by -4.86%
Mar 31, 25
7 Black Creek Investment Management Inc 22.04M (4.47%) 1.61M
Increased by +7.29%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 20.46M (4.15%) 2.56M
Increased by +12.53%
Mar 31, 25
9 T. Rowe Price Investment Management,Inc. 15.98M (3.24%) 292.65K
Increased by +1.83%
Mar 31, 25
10 Shapiro Capital Management Co Inc 12.33M (2.50%) -24.38K
Decreased by -0.20%
Mar 31, 25
11 Magnetar Financial LLC 12.03M (2.44%) 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 (2.13%) 7.19M
Increased by +68.48%
Dec 31, 23
14 State Street Corporation 10.15M (2.06%) -329.97K
Decreased by -3.25%
Mar 31, 24
15 State Street Corp 9.25M (1.88%) -1.17M
Decreased by -12.64%
Mar 31, 25
16 Millennium Management LLC 8.99M (1.82%) -427.00K
Decreased by -4.75%
Sep 30, 24
17 Geode Capital Management, LLC 8.35M (1.69%) 170.23K
Increased by +2.04%
Mar 31, 25
18 Barrow Hanley Mewhinney & Strauss LLC 7.56M (1.53%) 7.56M
Increased by +100.00%
Mar 31, 25
19 Citadel Advisors Llc 7.49M (1.52%) -5.29M
Decreased by -70.53%
Sep 30, 24
20 JPMorgan Chase & Co 7.46M (1.51%) -12.66M
Decreased by -169.70%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 55.34M (11.23%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard PRIMECAP Inv 18.91M (3.84%) -65.00K
Decreased by -0.34%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 15.84M (3.21%) 252.75K
Increased by +1.60%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 15.60M (3.17%) 12.86K
Increased by +0.08%
Sep 30, 24
5 CI Global Leaders Fund D 15.18M (3.08%) 1.03M
Increased by +6.77%
Apr 30, 25
6 Vanguard Small Cap Index 12.42M (2.52%) 70.24K
Increased by +0.57%
Apr 30, 25
7 Vanguard Capital Opportunity Inv 10.12M (2.05%) 0.00
Increased by 0.00%
Mar 31, 25
8 Lord Abbett Short Duration Income SMA 9.34M (1.90%) 9.34M
Increased by +100.00%
Dec 31, 24
9 Strategic Advisers Fidelity US TtlStk 9.27M (1.88%) 1.15M
Increased by +12.44%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 8.03M (1.63%) 25.21K
Increased by +0.31%
Apr 30, 25
11 Vanguard PRIMECAP Core Inv 7.67M (1.56%) -1.17K
Decreased by -0.02%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 7.63M (1.55%) 32.03K
Increased by +0.42%
Apr 30, 25
13 T. Rowe Price US Mid-Cap Value Equity 6.94M (1.41%) 279.14K
Increased by +4.02%
Jun 30, 24
14 T. Rowe Price US Smlr Cm Eq A USD 5.96M (1.21%) -81.16K
Decreased by -1.36%
Mar 31, 25
15 T. Rowe Price Small-Cap Stock 5.83M (1.18%) 311.10K
Increased by +5.34%
Sep 30, 24
16 T. Rowe Price US Small-Cap Core Equity 5.83M (1.18%) 3.60M
Increased by +61.75%
Sep 30, 24
17 Dodge & Cox Balanced Composite 5.76M (1.17%) 0.00
Increased by 0.00%
Mar 31, 25
18 Dodge & Cox Balanced I 5.76M (1.17%) 0.00
Increased by 0.00%
Mar 31, 25
19 Bridge Builder Large Cap Value 5.25M (1.06%) 112.33K
Increased by +2.14%
Apr 30, 25
20 T. Rowe Price Mid-Cap Value 5.07M (1.03%) -1.87M
Decreased by -36.82%
Aug 31, 24