Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.04%
2 BUL 3.35%
3 STNC 2.96%
4 AIVL 2.68%
5 BAMV 2.66%
6 XKST 2.55%
7 CZAR 2.32%
8 BOTT 2.09%
9 GAST 2.08%
10 BLCR 1.81%
11 MADE 1.37%
12 FTIF 1.36%
13 CZA 1.29%
14 NUMV 1.22%
15 PAVE 1.19%
16 FLM 1.15%
17 RSPN 1.13%
18 RGI 1.13%
19 SRHQ 1.13%
20 RPG 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.57M (12.07%) -388.78K
Decreased by -1.01%
Mar 31, 25
2 T. Rowe Price Investment Management,Inc. 37.01M (11.58%) -5.93M
Decreased by -16.03%
Mar 31, 25
3 BlackRock Inc 29.85M (9.34%) 433.98K
Increased by +1.45%
Mar 31, 25
4 Dodge & Cox 21.90M (6.85%) 14.12M
Increased by +64.48%
Mar 31, 25
5 Wellington Management Company LLP 15.00M (4.69%) -567.93K
Decreased by -3.79%
Jun 30, 24
6 State Street Corp 14.06M (4.40%) -109.37K
Decreased by -0.78%
Mar 31, 25
7 State Street Corporation 13.78M (4.31%) -98.72K
Decreased by -0.72%
Mar 31, 24
8 T. Rowe Price Associates, Inc. 13.11M (4.10%) 4.38M
Increased by +33.42%
Mar 31, 25
9 Viking Global Investors LP 12.95M (4.05%) -243.25K
Decreased by -1.88%
Mar 31, 25
10 Flossbach von Storch AG 11.85M (3.71%) -48.82K
Decreased by -0.41%
Mar 31, 25
11 Royal Bank of Canada 10.59M (3.31%) -584.78K
Decreased by -5.52%
Sep 30, 24
12 Geode Capital Management, LLC 8.48M (2.65%) 183.06K
Increased by +2.16%
Mar 31, 25
13 HHG PLC 8.01M (2.51%) 464.89K
Increased by +5.80%
Mar 31, 25
14 Boston Partners Global Investors, Inc 7.09M (2.22%) -815.13K
Decreased by -11.50%
Mar 31, 25
15 Amvescap Plc. 5.63M (1.76%) 2.76M
Increased by +49.13%
Mar 31, 25
16 NORGES BANK 5.50M (1.72%) 406.45K
Increased by +7.39%
Dec 31, 24
17 UBS Group AG 4.71M (1.47%) -1.40M
Decreased by -29.76%
Mar 31, 25
18 Select Equity Group LP 4.51M (1.41%) 212.03K
Increased by +4.70%
Mar 31, 25
19 Brown Advisory Holdings Inc 4.22M (1.32%) -5.19M
Decreased by -123.10%
Dec 31, 24
20 Northern Trust Corp 4.07M (1.27%) 109.31K
Increased by +2.69%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 21.34M (6.68%) 6.46M
Increased by +30.27%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 11.07M (3.47%) -60.06K
Decreased by -0.54%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 10.92M (3.42%) 6.40K
Increased by +0.06%
May 31, 25
4 Vanguard Institutional 500 Index Trust 9.71M (3.04%) 67.73K
Increased by +0.70%
May 31, 25
5 Vanguard Wellington™ Inv 8.39M (2.63%) -261.67K
Decreased by -3.12%
Jun 30, 24
6 Vanguard Mid Cap Index Institutional 7.47M (2.34%) 70.59K
Increased by +0.94%
May 31, 25
7 Janus Henderson Enterprise D 6.01M (1.88%) 0.00
Increased by 0.00%
Apr 30, 25
8 Janus Inst Mid Cap Growth CF 6.01M (1.88%) 265.21K
Increased by +4.42%
Mar 31, 25
9 FvS SICAV Multiple Opportunities F 5.70M (1.78%) 0.00
Increased by 0.00%
Mar 31, 25
10 T. Rowe Price Capital Appreciation 4.55M (1.42%) -68.44K
Decreased by -1.51%
Jun 30, 25
11 Fidelity 500 Index 4.30M (1.35%) 18.69K
Increased by +0.43%
May 31, 25
12 SPDR® S&P 500 ETF 4.24M (1.33%) -136.93K
Decreased by -3.23%
Mar 31, 25
13 T. Rowe Price Mid-Cap Growth 4.20M (1.31%) -3.10K
Decreased by -0.07%
Jun 30, 25
14 T. Rowe Price US Mid-Cap Growth Equity 4.20M (1.31%) -779.00K
Decreased by -18.56%
Jun 30, 25
15 SPDR® S&P 500 ETF Trust 4.14M (1.30%) -8.94K
Decreased by -0.22%
Apr 30, 24
16 SPDR® S&P 500® ETF Trust 4.13M (1.29%) -21.71K
Decreased by -0.53%
Mar 31, 25
17 SPDR® S&P 500® ETF 4.11M (1.29%) -14.40K
Decreased by -0.35%
Jun 30, 25
18 Fidelity® 500 Index 4.10M (1.28%) 26.10K
Increased by +0.64%
Nov 30, 23
19 iShares Core S&P 500 ETF 4.03M (1.26%) 0.00
Increased by 0.00%
Jun 30, 25
20 JNL/T. Rowe Price Capital Appreciation A 3.78M (1.18%) -1.01M
Decreased by -26.88%
Mar 31, 25