Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XPH 3.68%
2 PILL 3.10%
3 LSEQ 2.57%
4 IHE 2.01%
5 FXH 1.95%
6 PTH 1.91%
7 FTXH 1.52%
8 BTEC 1.29%
9 MOO 1.25%
10 DVLU 1.22%
11 PPH 0.97%
12 LSAF 0.91%
13 FNK 0.71%
14 FLCV 0.59%
15 JHAC 0.50%
16 AUSF 0.42%
17 BKSE 0.41%
18 FLCC 0.38%
19 SHRT 0.36%
20 GVLU 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 83.18M (16.93%) -134.88K
Decreased by -0.16%
Dec 31, 24
2 PRIMECAP Management Company 51.17M (10.41%) -1.41M
Decreased by -2.76%
Dec 31, 24
3 Vanguard Group Inc 48.76M (9.92%) -184.51K
Decreased by -0.38%
Dec 31, 24
4 FMR Inc 40.23M (8.19%) 37.02M
Increased by +92.02%
Dec 31, 24
5 T. Rowe Price Associates, Inc. 28.07M (5.71%) 5.93M
Increased by +21.12%
Jun 30, 24
6 BlackRock Inc 24.87M (5.06%) 566.15K
Increased by +2.28%
Dec 31, 24
7 Black Creek Investment Management Inc 20.43M (4.16%) -865.56K
Decreased by -4.24%
Dec 31, 24
8 Dimensional Fund Advisors, Inc. 17.90M (3.64%) 1.07M
Increased by +6.00%
Dec 31, 24
9 T. Rowe Price Investment Management,Inc. 15.69M (3.19%) -5.35M
Decreased by -34.11%
Dec 31, 24
10 Shapiro Capital Management Co Inc 12.36M (2.51%) 862.90K
Increased by +6.98%
Dec 31, 24
11 Magnetar Financial LLC 12.03M (2.45%) 1.45M
Increased by +12.08%
Dec 31, 24
12 Nuveen Asset Management, LLC 11.75M (2.39%) -871.52K
Decreased by -7.41%
Dec 31, 24
13 Ancora Advisors LLC 10.50M (2.14%) 7.19M
Increased by +68.48%
Dec 31, 23
14 State Street Corp 10.42M (2.12%) 509.38K
Increased by +4.89%
Dec 31, 24
15 State Street Corporation 10.15M (2.07%) -329.97K
Decreased by -3.25%
Mar 31, 24
16 Millennium Management LLC 8.99M (1.83%) -427.00K
Decreased by -4.75%
Sep 30, 24
17 Geode Capital Management, LLC 8.18M (1.66%) 312.17K
Increased by +3.82%
Dec 31, 24
18 Citadel Advisors Llc 7.49M (1.53%) -5.29M
Decreased by -70.53%
Sep 30, 24
19 JPMorgan Chase & Co 7.46M (1.52%) -12.66M
Decreased by -169.70%
Dec 31, 24
20 Manufacturers Life Insurance Co 6.92M (1.41%) 538.63K
Increased by +7.78%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 55.34M (11.26%) -55.20K
Decreased by -0.10%
Dec 31, 24
2 Vanguard PRIMECAP Inv 18.98M (3.86%) -37.50K
Decreased by -0.20%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 15.53M (3.16%) 9.64K
Increased by +0.06%
Feb 28, 25
4 CI Global Leaders Fund D 13.77M (2.80%) 229.50K
Increased by +1.67%
Feb 28, 25
5 Vanguard Small Cap Index 12.62M (2.57%) 10.31K
Increased by +0.08%
Feb 28, 25
6 Vanguard Capital Opportunity Inv 10.12M (2.06%) -500.10K
Decreased by -4.94%
Dec 31, 24
7 Vanguard Small Cap Value Index Inv 8.32M (1.69%) -25.69K
Decreased by -0.31%
Feb 28, 25
8 Vanguard PRIMECAP Core Inv 7.71M (1.57%) -167.50K
Decreased by -2.17%
Dec 31, 24
9 Strategic Advisers Fidelity US TtlStk 7.51M (1.53%) 742.40K
Increased by +9.88%
Jan 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 7.51M (1.53%) 19.29K
Increased by +0.26%
Feb 28, 25
11 T. Rowe Price US Mid-Cap Value Equity 6.94M (1.41%) 279.14K
Increased by +4.02%
Jun 30, 24
12 T. Rowe Price US Smlr Cm Eq A USD 6.04M (1.23%) 675.60K
Increased by +11.18%
Feb 28, 25
13 T. Rowe Price Small-Cap Stock 5.83M (1.19%) 311.10K
Increased by +5.34%
Sep 30, 24
14 T. Rowe Price US Small-Cap Core Equity 5.83M (1.19%) 3.60M
Increased by +61.75%
Sep 30, 24
15 Dodge & Cox Balanced Composite 5.76M (1.17%) 0.00
Increased by 0.00%
Dec 31, 24
16 Dodge & Cox Balanced I 5.76M (1.17%) 0.00
Increased by 0.00%
Dec 31, 24
17 Bridge Builder Large Cap Value 5.13M (1.04%) 2.65M
Increased by +51.66%
Feb 28, 25
18 T. Rowe Price Mid-Cap Value 5.07M (1.03%) -1.87M
Decreased by -36.82%
Aug 31, 24
19 CREF Stock R1 4.85M (0.99%) 242.56K
Increased by +5.00%
Jan 31, 25
20 DFA US Small Cap Value I 4.68M (0.95%) 200.09K
Increased by +4.28%
Jan 31, 25