Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.04%
2 BAMV 3.36%
3 BUL 3.35%
4 STNC 2.96%
5 AIVL 2.64%
6 XKST 2.55%
7 CZAR 2.32%
8 BOTT 2.09%
9 BLCR 1.81%
10 CALF 1.63%
11 NUMV 1.36%
12 FTIF 1.36%
13 RGI 1.34%
14 RSPN 1.34%
15 FLOW 1.28%
16 GAST 1.26%
17 FLM 1.15%
18 PAVE 1.15%
19 MADE 1.09%
20 SRHQ 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 39.41M (13.19%) 839.32K
Increased by +2.13%
Jun 30, 25
2 Dodge & Cox 33.17M (11.10%) 11.27M
Increased by +33.98%
Jun 30, 25
3 BlackRock Inc 31.40M (10.51%) 1.55M
Increased by +4.93%
Jun 30, 25
4 T. Rowe Price Investment Management,Inc. 16.21M (5.42%) -20.80M
Decreased by -128.29%
Jun 30, 25
5 Viking Global Investors LP 15.91M (5.32%) 2.96M
Increased by +18.62%
Jun 30, 25
6 Wellington Management Company LLP 15.00M (5.02%) -567.93K
Decreased by -3.79%
Jun 30, 24
7 T. Rowe Price Associates, Inc. 14.33M (4.79%) 1.22M
Increased by +8.50%
Jun 30, 25
8 State Street Corp 14.16M (4.74%) 92.22K
Increased by +0.65%
Jun 30, 25
9 State Street Corporation 13.78M (4.61%) -98.72K
Decreased by -0.72%
Mar 31, 24
10 Flossbach von Storch AG 12.04M (4.03%) 189.03K
Increased by +1.57%
Jun 30, 25
11 Royal Bank of Canada 10.59M (3.54%) -584.78K
Decreased by -5.52%
Sep 30, 24
12 Geode Capital Management, LLC 8.69M (2.91%) 211.69K
Increased by +2.44%
Jun 30, 25
13 Amvescap Plc. 7.01M (2.35%) 1.38M
Increased by +19.73%
Jun 30, 25
14 NORGES BANK 6.86M (2.30%) 1.36M
Increased by +19.83%
Jun 30, 25
15 HHG PLC 6.69M (2.24%) -1.32M
Decreased by -19.79%
Jun 30, 25
16 Barrow Hanley Mewhinney & Strauss LLC 5.61M (1.88%) 1.68M
Increased by +29.99%
Jun 30, 25
17 Select Equity Group LP 4.51M (1.51%) 212.03K
Increased by +4.70%
Mar 31, 25
18 UBS Asset Mgmt Americas Inc 4.31M (1.44%) 563.80K
Increased by +13.09%
Jun 30, 25
19 Brown Advisory Holdings Inc 4.22M (1.41%) -5.19M
Decreased by -123.10%
Dec 31, 24
20 Mizuho Securities USA Inc 4.02M (1.35%) 4.00M
Increased by +99.33%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 21.34M (7.14%) 6.46M
Increased by +30.27%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 11.07M (3.71%) -60.06K
Decreased by -0.54%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 10.68M (3.57%) -255.44K
Decreased by -2.39%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 9.71M (3.25%) 67.73K
Increased by +0.70%
May 31, 25
5 Vanguard 500 Index Investor 8.42M (2.82%) -1.23M
Decreased by -14.65%
Jul 31, 25
6 Vanguard Wellington™ Inv 8.39M (2.81%) -261.67K
Decreased by -3.12%
Jun 30, 24
7 Vanguard Mid Cap Index Institutional 7.58M (2.54%) 81.86K
Increased by +1.08%
Jul 31, 25
8 FvS SICAV Multiple Opportunities F 5.70M (1.91%) 0.00
Increased by 0.00%
May 31, 25
9 Janus Henderson Enterprise D 4.98M (1.67%) -1.03M
Decreased by -20.62%
Jun 30, 25
10 Janus Inst Mid Cap Growth CF 4.98M (1.67%) -1.03M
Decreased by -20.62%
Jun 30, 25
11 Fidelity 500 Index 4.31M (1.44%) 1.85K
Increased by +0.04%
Jul 31, 25
12 SPDR® S&P 500 ETF 4.24M (1.42%) -136.93K
Decreased by -3.23%
Mar 31, 25
13 T. Rowe Price US Mid-Cap Growth Equity 4.20M (1.40%) -779.00K
Decreased by -18.56%
Jun 30, 25
14 T. Rowe Price Capital Appreciation 4.19M (1.40%) -355.76K
Decreased by -8.49%
Jul 31, 25
15 SPDR® S&P 500 ETF Trust 4.14M (1.39%) -8.94K
Decreased by -0.22%
Apr 30, 24
16 SPDR® S&P 500® ETF Trust 4.13M (1.38%) -21.71K
Decreased by -0.53%
Mar 31, 25
17 SPDR® S&P 500® ETF 4.12M (1.38%) 50.60K
Increased by +1.23%
Aug 31, 25
18 Fidelity® 500 Index 4.10M (1.37%) 26.10K
Increased by +0.64%
Nov 30, 23
19 iShares Core S&P 500 ETF 4.09M (1.37%) 0.00
Increased by 0.00%
Aug 31, 25
20 JNL/T. Rowe Price Capital Appreciation A 3.78M (1.26%) -1.01M
Decreased by -26.88%
Mar 31, 25