Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XPH 3.73%
2 IHE 3.63%
3 PILL 2.59%
4 LSEQ 2.57%
5 FXH 2.39%
6 FTXH 2.37%
7 BSMC 2.13%
8 PTH 1.91%
9 MOO 1.56%
10 BTEC 1.29%
11 DVLU 1.22%
12 LSAF 0.91%
13 AUSF 0.77%
14 FLCV 0.74%
15 FNK 0.60%
16 FBCV 0.60%
17 DFSV 0.54%
18 JHAC 0.50%
19 FLCC 0.50%
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 Nuveen, LLC 10.97M (2.23%) 10.97M
Increased by +100.00%
Mar 31, 25
14 Ancora Advisors LLC 10.50M (2.13%) 7.19M
Increased by +68.48%
Dec 31, 23
15 State Street Corporation 10.15M (2.06%) -329.97K
Decreased by -3.25%
Mar 31, 24
16 State Street Corp 9.25M (1.88%) -1.17M
Decreased by -12.64%
Mar 31, 25
17 Millennium Management LLC 8.99M (1.82%) -427.00K
Decreased by -4.75%
Sep 30, 24
18 Geode Capital Management, LLC 8.35M (1.69%) 170.23K
Increased by +2.04%
Mar 31, 25
19 Barrow Hanley Mewhinney & Strauss LLC 7.56M (1.53%) 7.56M
Increased by +100.00%
Mar 31, 25
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 15.85M (3.22%) 10.79K
Increased by +0.07%
May 31, 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 14.69M (2.98%) -487.17K
Decreased by -3.32%
May 31, 25
6 Vanguard Small Cap Index 12.48M (2.53%) 61.23K
Increased by +0.49%
May 31, 25
7 Strategic Advisers Fidelity US TtlStk 10.31M (2.09%) 1.04M
Increased by +10.07%
Apr 30, 25
8 Vanguard Capital Opportunity Inv 10.12M (2.05%) 0.00
Increased by 0.00%
Mar 31, 25
9 Lord Abbett Short Duration Income SMA 9.34M (1.90%) 9.34M
Increased by +100.00%
Dec 31, 24
10 Vanguard Small Cap Value Index Inv 8.02M (1.63%) -6.78K
Decreased by -0.08%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 7.70M (1.56%) 70.00K
Increased by +0.91%
May 31, 25
12 Vanguard PRIMECAP Core Inv 7.67M (1.56%) -1.17K
Decreased by -0.02%
Mar 31, 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 Small-Cap Stock 5.83M (1.18%) 311.10K
Increased by +5.34%
Sep 30, 24
15 T. Rowe Price US Small-Cap Core Equity 5.83M (1.18%) 3.60M
Increased by +61.75%
Sep 30, 24
16 Dodge & Cox Balanced Composite 5.76M (1.17%) 0.00
Increased by 0.00%
Mar 31, 25
17 Dodge & Cox Balanced I 5.76M (1.17%) 0.00
Increased by 0.00%
Mar 31, 25
18 Fidelity Low-Priced Stock 5.67M (1.15%) 1.31M
Increased by +23.02%
Mar 31, 25
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 5.53M (1.12%) 679.70K
Increased by +12.30%
Apr 30, 25