Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPAY 6.14%
2 FINX 5.82%
3 CWS 4.61%
4 UTRN 4.00%
5 INAU 3.76%
6 PKW 3.54%
7 GKAT 3.50%
8 FNTC 3.45%
9 LEND 3.35%
10 CCOR 3.18%
11 MILN 3.18%
12 SAEF 3.15%
13 DVOL 3.03%
14 INNO 2.85%
15 BOUT 2.67%
16 PRN 2.44%
17 QQJG 2.25%
18 PDP 2.24%
19 GVIP 2.02%
20 TTFS 1.90%

Top 20 institutional holders

Rank Holder Shares Change Date reported
1 Vanguard Group Inc 52.21M 3.70M
Increased by +7.08%
Dec 31, 25
2 Dodge & Cox 50.26M 786.33K
Increased by +1.56%
Mar 31, 26
3 T. Rowe Price Associates, Inc. 44.72M 417.46K
Increased by +0.93%
Mar 31, 24
4 BlackRock Inc 39.86M -2.18M
Decreased by -5.47%
Mar 31, 26
5 Vanguard Capital Management, LLC 33.12M 33.12M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 24.68M 21.40K
Increased by +0.09%
Mar 31, 24
7 State Street Corp 23.68M 25.00K
Increased by +0.11%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 21.18M 21.18M
Increased by +100.00%
Mar 31, 26
9 Harris Associates L.P. 19.74M 4.18M
Increased by +21.19%
Mar 31, 26
10 Capital World Investors 13.90M 9.06M
Increased by +65.15%
Mar 31, 26
11 Bank of America Corp 13.35M 11.71M
Increased by +87.68%
Dec 31, 25
12 Geode Capital Management, LLC 13.15M 380.15K
Increased by +2.89%
Mar 31, 26
13 JPMorgan Chase & Co 10.45M 5.23M
Increased by +50.05%
Mar 31, 24
14 Federated Hermes Inc 8.66M 4.28M
Increased by +49.41%
Mar 31, 26
15 NORGES BANK 8.28M 1.01M
Increased by +12.25%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 7.94M -3.94M
Decreased by -49.69%
Mar 31, 26
17 Arnhold & S. Bleichroeder Advisers, LLC 7.50M 7.50M
Increased by +100.00%
Mar 31, 26
18 Massachusetts Financial Services Company 7.11M -121.59K
Decreased by -1.71%
Mar 31, 24
19 Veritas Asset Management LLP 6.89M -94.53K
Decreased by -1.37%
Mar 31, 24
20 Nuveen Asset Management, LLC 6.60M 348.91K
Increased by +5.29%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 Dodge & Cox Stock I 31.87M 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard Institutional 500 Index Trust 15.40M 134.59K
Increased by +0.87%
May 31, 24
3 Vanguard Total Stock Mkt Idx Inv 15.33M 36.97K
Increased by +0.24%
Apr 30, 26
4 Vanguard 500 Index Investor 13.95M 250.54K
Increased by +1.80%
Apr 30, 26
5 Vanguard Mid Cap Index Institutional 10.41M 14.10K
Increased by +0.14%
Apr 30, 26
6 Oakmark Investor 9.93M 5.07M
Increased by +51.05%
Mar 31, 26
7 Vanguard Windsor II Inv 9.71M 2.02M
Increased by +20.79%
Mar 31, 26
8 American Funds American Balanced A 7.54M 6.12M
Increased by +81.24%
Mar 31, 26
9 SPDR® S&P 500® ETF Trust 7.22M 46.28K
Increased by +0.64%
May 31, 24
10 iShares Core S&P 500 ETF 7.09M 21.67K
Increased by +0.31%
May 29, 26
11 First Eagle Global A 6.89M 1.09M
Increased by +15.77%
May 31, 26
12 Fidelity 500 Index 6.89M 23.75K
Increased by +0.34%
Apr 30, 26
13 State Street® SPDR® S&P 500® ETF 6.51M 6.89K
Increased by +0.11%
May 31, 26
14 American Funds Fundamental Invs A 6.43M 266.08K
Increased by +4.14%
Mar 31, 24
15 Capital Group Fundamental Invtrs Comp 6.43M 266.08K
Increased by +4.14%
Mar 31, 24
16 T. Rowe Price US Value Equity Composite 4.70M 398.28K
Increased by +8.48%
Mar 31, 24
17 T. Rowe Price Value 4.70M 398.28K
Increased by +8.48%
Mar 31, 24
18 Parnassus Core Equity Investor 4.67M -547.76K
Decreased by -11.73%
May 31, 24
19 T. Rowe Price U.S. Value Equity Tr-Z 4.65M 628.46K
Increased by +13.53%
Mar 31, 24
20 Vanguard Value Index Inv 4.46M 14.06K
Increased by +0.32%
Apr 30, 26