Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMTM 2.95%
2 PEZ 2.41%
3 TOGA_old 2.40%
4 AZTD 2.35%
5 UDI 2.21%
6 COWS 2.07%
7 HCOW 2.02%
8 TOGA 1.95%
9 LSEQ 1.93%
10 ATFV 1.92%
11 QVAL 1.88%
12 XRT 1.40%
13 FXD 1.35%
14 CVY 1.26%
15 RNIN 1.24%
16 CALF 1.23%
17 VMAX 1.17%
18 PAMC 1.16%
19 HGRO 1.16%
20 YLDW 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 28.97M (15.00%) -7.16M
Decreased by -24.72%
Jun 30, 24
2 Vanguard Group Inc 23.89M (12.36%) -861.67K
Decreased by -3.61%
Dec 31, 25
3 BlackRock Inc 21.48M (11.12%) -160.08K
Decreased by -0.75%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 14.25M (7.38%) 683.98K
Increased by +4.80%
Mar 31, 26
5 Ameriprise Financial Inc 12.12M (6.27%) 3.42M
Increased by +28.19%
Mar 31, 26
6 AQR Capital Management LLC 9.51M (4.92%) 144.12K
Increased by +1.52%
Dec 31, 25
7 State Street Corp 7.70M (3.99%) 101.34K
Increased by +1.32%
Mar 31, 26
8 FMR Inc 6.93M (3.58%) -2.25M
Decreased by -32.45%
Mar 31, 26
9 State Street Corporation 6.65M (3.44%) 235.31K
Increased by +3.54%
Mar 31, 24
10 Morgan Stanley - Brokerage Accounts 6.37M (3.30%) 3.75M
Increased by +58.80%
Mar 31, 26
11 Victory Capital Management Inc. 5.44M (2.82%) 3.18M
Increased by +58.54%
Mar 31, 26
12 Franklin Resources Inc 5.35M (2.77%) -2.85M
Decreased by -53.34%
Mar 31, 26
13 Arrowstreet Capital Limited Partnership 4.54M (2.35%) 2.49M
Increased by +54.70%
Mar 31, 26
14 JPMorgan Chase & Co 4.53M (2.34%) 3.46M
Increased by +76.40%
Mar 31, 26
15 Two Sigma Advisers, LLC 4.21M (2.18%) 282.70K
Increased by +6.71%
Jun 30, 24
16 Geode Capital Management, LLC 4.18M (2.16%) -110.36K
Decreased by -2.64%
Mar 31, 26
17 Squarepoint Ops LLC 4.08M (2.11%) -2.30M
Decreased by -56.32%
Dec 31, 25
18 Two Sigma Investments LLC 3.99M (2.07%) -790.58K
Decreased by -19.79%
Mar 31, 26
19 Gilder Gagnon Howe & CO LLC 3.74M (1.93%) -81.46K
Decreased by -2.18%
Dec 31, 25
20 LSV Asset Management 3.52M (1.82%) 52.91K
Increased by +1.51%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 22.29M (11.54%) -4.59M
Decreased by -20.57%
Jun 30, 24
2 Pacer US Cash Cows 100 ETF 9.20M (4.76%) 14.87K
Increased by +0.16%
Jul 31, 24
3 Vanguard Total Stock Mkt Idx Inv 7.73M (4.00%) 19.37K
Increased by +0.25%
Apr 30, 26
4 iShares Core S&P Mid-Cap ETF 7.66M (3.97%) -3.86K
Decreased by -0.05%
Apr 30, 26
5 Vanguard Small Cap Index 5.57M (2.88%) -10.54K
Decreased by -0.19%
Apr 30, 26
6 UniGlobal 3.71M (1.92%) -187.25K
Decreased by -5.04%
Mar 31, 26
7 Fidelity Contrafund 3.58M (1.86%) 920.40K
Increased by +25.68%
Jun 30, 24
8 Vanguard Small Cap Value Index Inv 3.58M (1.85%) 26.87K
Increased by +0.75%
Apr 30, 26
9 DFA US Targeted Value I 2.96M (1.53%) 0.00
Increased by 0.00%
Mar 31, 26
10 Hennessy Cornerstone Mid Cap 30 Inv 2.72M (1.41%) 417.00K
Increased by +15.32%
Jun 30, 24
11 Dimensional US Targeted Value ETF 2.70M (1.40%) 0.00
Increased by 0.00%
Apr 30, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 2.56M (1.33%) 25.87K
Increased by +1.01%
Apr 30, 26
13 Victory Sycamore Small Company Opp R 2.48M (1.29%) 1.05M
Increased by +42.45%
Mar 31, 26
14 Columbia Cornerstone Growth 2.27M (1.18%) 501.60K
Increased by +22.06%
Mar 31, 26
15 Columbia Cornerstone Growth Inst 2.25M (1.17%) -22.16K
Decreased by -0.98%
Apr 30, 26
16 Columbia VP Cornerstone Equity Fund 1 2.05M (1.06%) 647.99K
Increased by +31.54%
Apr 30, 26
17 UniGlobal -net- 1.92M (0.99%) -98.50K
Decreased by -5.13%
Mar 31, 26
18 BlackRock Systematic Multi-Strat Instl 1.85M (0.96%) -111.39K
Decreased by -6.01%
Apr 30, 26
19 Franklin Small Cap Value A 1.84M (0.95%) 0.00
Increased by 0.00%
Apr 30, 26
20 Franklin Small Cap Value SMA Composite 1.84M (0.95%) 1.84M
Increased by +99.99%
Mar 31, 26