Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BAMV 5.79%
2 CZAR 4.40%
3 UTRN 4.04%
4 BUL 3.35%
5 LSAT 3.33%
6 HVAC 3.17%
7 STNC 2.96%
8 AIVL 2.71%
9 XKST 2.55%
10 BOTT 2.09%
11 LYLD 2.07%
12 BLCR 1.81%
13 CALF 1.73%
14 NUMV 1.56%
15 GURU 1.51%
16 TCAL 1.43%
17 FTIF 1.36%
18 FLOW 1.32%
19 RSPN 1.30%
20 RGI 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 43.16M (15.38%) -1.00M
Decreased by -2.32%
Mar 31, 26
2 Vanguard Group Inc 37.09M (13.22%) -2.02M
Decreased by -5.46%
Dec 31, 25
3 BlackRock Inc 31.63M (11.27%) 298.26K
Increased by +0.94%
Mar 31, 26
4 T. Rowe Price Associates, Inc. 23.72M (8.46%) 3.68M
Increased by +15.50%
Mar 31, 26
5 Viking Global Investors LP 22.48M (8.01%) 3.25M
Increased by +14.46%
Mar 31, 26
6 Vanguard Capital Management, LLC 20.21M (7.20%) 20.21M
Increased by +100.00%
Mar 31, 26
7 Wellington Management Company LLP 15.00M (5.35%) -567.93K
Decreased by -3.79%
Jun 30, 24
8 State Street Corporation 13.78M (4.91%) -98.72K
Decreased by -0.72%
Mar 31, 24
9 State Street Corp 13.61M (4.85%) -41.53K
Decreased by -0.31%
Mar 31, 26
10 Vanguard Portfolio Management, LLC 13.15M (4.69%) 13.15M
Increased by +100.00%
Mar 31, 26
11 Flossbach von Storch AG 11.90M (4.24%) 597.46K
Increased by +5.02%
Mar 31, 26
12 Royal Bank of Canada 10.59M (3.77%) -584.78K
Decreased by -5.52%
Sep 30, 24
13 Geode Capital Management, LLC 9.25M (3.30%) 460.95K
Increased by +4.98%
Mar 31, 26
14 Barrow Hanley Mewhinney & Strauss LLC 9.18M (3.27%) 906.18K
Increased by +9.87%
Mar 31, 26
15 NORGES BANK 8.91M (3.18%) 2.05M
Increased by +23.01%
Dec 31, 25
16 Amvescap Plc. 7.76M (2.77%) 603.51K
Increased by +7.78%
Mar 31, 26
17 HHG PLC 6.69M (2.38%) -1.32M
Decreased by -19.79%
Jun 30, 25
18 T. Rowe Price Investment Management,Inc. 6.13M (2.19%) 2.15M
Increased by +35.07%
Dec 31, 25
19 Manufacturers Life Insurance Co 5.55M (1.98%) -77.58K
Decreased by -1.40%
Mar 31, 26
20 UBS Group AG 4.39M (1.56%) -2.47M
Decreased by -56.34%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 28.21M (10.05%) -359.20K
Decreased by -1.27%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 11.07M (3.95%) -60.06K
Decreased by -0.54%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 9.81M (3.50%) 34.89K
Increased by +0.36%
Apr 30, 26
4 Vanguard Institutional 500 Index Trust 9.71M (3.46%) 67.73K
Increased by +0.70%
May 31, 25
5 Vanguard Wellington™ Inv 8.39M (2.99%) -261.67K
Decreased by -3.12%
Jun 30, 24
6 Vanguard 500 Index Investor 8.13M (2.90%) 146.12K
Increased by +1.80%
Apr 30, 26
7 Vanguard Mid Cap Index Institutional 6.67M (2.38%) 15.38K
Increased by +0.23%
Apr 30, 26
8 FvS SICAV Multiple Opportunities F 6.20M (2.21%) 537.80K
Increased by +8.67%
Feb 28, 26
9 Janus Henderson Enterprise D 4.98M (1.77%) -1.03M
Decreased by -20.62%
Jun 30, 25
10 Janus Inst Mid Cap Growth CF 4.98M (1.77%) -1.03M
Decreased by -20.62%
Jun 30, 25
11 SPDR® S&P 500 ETF 4.24M (1.51%) -136.93K
Decreased by -3.23%
Mar 31, 25
12 T. Rowe Price US Mid-Cap Growth Equity 4.20M (1.50%) -779.00K
Decreased by -18.56%
Jun 30, 25
13 T. Rowe Price Capital Appreciation 4.19M (1.49%) -355.76K
Decreased by -8.49%
Jul 31, 25
14 SPDR® S&P 500 ETF Trust 4.14M (1.48%) -8.94K
Decreased by -0.22%
Apr 30, 24
15 SPDR® S&P 500® ETF Trust 4.13M (1.47%) -21.71K
Decreased by -0.53%
Mar 31, 25
16 iShares Core S&P 500 ETF 4.13M (1.47%) 12.63K
Increased by +0.31%
May 29, 26
17 SPDR® S&P 500® ETF 4.12M (1.47%) 50.60K
Increased by +1.23%
Aug 31, 25
18 Fidelity® 500 Index 4.10M (1.46%) 26.10K
Increased by +0.64%
Nov 30, 23
19 Fidelity 500 Index 4.02M (1.43%) 13.84K
Increased by +0.34%
Apr 30, 26
20 T. Rowe Price US Mid-Cap Value Equity 3.85M (1.37%) 675.67K
Increased by +17.53%
Mar 31, 26