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 COWS 2.07%
6 HCOW 2.02%
7 TOGA 1.95%
8 ATFV 1.92%
9 QVAL 1.90%
10 UDI 1.80%
11 LSEQ 1.73%
12 FXD 1.58%
13 CVY 1.26%
14 XRT 1.26%
15 RNIN 1.24%
16 PAMC 1.16%
17 HGRO 1.16%
18 PXMV 1.10%
19 XMVM 1.10%
20 HELS 1.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 28.97M (15.72%) -7.16M
Decreased by -24.72%
Jun 30, 24
2 Vanguard Group Inc 23.89M (12.96%) -861.67K
Decreased by -3.61%
Dec 31, 25
3 BlackRock Inc 21.99M (11.93%) 508.31K
Increased by +2.31%
Mar 31, 26
4 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 14.28M (7.75%) 14.28M
Increased by +100.00%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 14.25M (7.73%) 683.98K
Increased by +4.80%
Mar 31, 26
6 Ameriprise Financial Inc 12.12M (6.58%) 3.42M
Increased by +28.19%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 11.59M (6.29%) 11.59M
Increased by +100.00%
Mar 31, 26
8 AQR Capital Management LLC 11.56M (6.27%) 2.04M
Increased by +17.68%
Mar 31, 26
9 Vanguard Capital Management, LLC 10.67M (5.79%) 10.67M
Increased by +100.00%
Mar 31, 26
10 State Street Corp 7.70M (4.18%) 101.34K
Increased by +1.32%
Mar 31, 26
11 FMR Inc 6.93M (3.76%) -2.25M
Decreased by -32.45%
Mar 31, 26
12 State Street Corporation 6.65M (3.61%) 235.31K
Increased by +3.54%
Mar 31, 24
13 Morgan Stanley - Brokerage Accounts 6.37M (3.46%) 3.75M
Increased by +58.80%
Mar 31, 26
14 Victory Capital Management Inc. 5.44M (2.95%) 3.18M
Increased by +58.54%
Mar 31, 26
15 Franklin Resources Inc 5.35M (2.90%) -2.85M
Decreased by -53.34%
Mar 31, 26
16 Arrowstreet Capital Limited Partnership 4.54M (2.47%) 2.49M
Increased by +54.70%
Mar 31, 26
17 JPMorgan Chase & Co 4.53M (2.46%) 3.46M
Increased by +76.40%
Mar 31, 26
18 Two Sigma Advisers, LLC 4.21M (2.29%) 282.70K
Increased by +6.71%
Jun 30, 24
19 Geode Capital Management, LLC 4.18M (2.27%) -110.36K
Decreased by -2.64%
Mar 31, 26
20 Squarepoint Ops LLC 4.08M (2.22%) -2.30M
Decreased by -56.32%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 22.29M (12.10%) -4.59M
Decreased by -20.57%
Jun 30, 24
2 Pacer US Cash Cows 100 ETF 9.20M (4.99%) 14.87K
Increased by +0.16%
Jul 31, 24
3 iShares Core S&P Mid-Cap ETF 7.59M (4.12%) -45.79K
Decreased by -0.60%
Jun 30, 26
4 Vanguard Total Stock Mkt Idx Inv 7.54M (4.09%) -171.75K
Decreased by -2.28%
Jun 30, 26
5 Vanguard Small Cap Index 5.45M (2.96%) -114.46K
Decreased by -2.10%
Jun 30, 26
6 UniGlobal 3.66M (1.98%) -57.80K
Decreased by -1.58%
Apr 30, 26
7 Fidelity Contrafund 3.58M (1.94%) 920.40K
Increased by +25.68%
Jun 30, 24
8 Vanguard Small Cap Value Index Inv 3.46M (1.88%) -125.83K
Decreased by -3.64%
Jun 30, 26
9 DFA US Targeted Value I 3.05M (1.66%) 0.00
Increased by 0.00%
May 31, 26
10 First Trust SMID Cp Rising Div Achv ETF 2.81M (1.53%) 0.00
Increased by 0.00%
Jun 30, 26
11 JPMorgan Large Cap Value I 2.74M (1.49%) 907.32K
Increased by +33.12%
May 31, 26
12 Hennessy Cornerstone Mid Cap 30 Inv 2.72M (1.48%) 417.00K
Increased by +15.32%
Jun 30, 24
13 Victory Sycamore Small Company Opp R 2.71M (1.47%) 223.00K
Increased by +8.23%
Jun 30, 26
14 Dimensional US Targeted Value ETF 2.70M (1.47%) 0.00
Increased by 0.00%
Jun 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 2.56M (1.39%) -9.84K
Decreased by -0.38%
Jun 30, 26
16 Columbia Cornerstone Growth 2.27M (1.23%) 501.60K
Increased by +22.06%
Mar 31, 26
17 Columbia Cornerstone Growth Inst 2.25M (1.22%) -22.16K
Decreased by -0.98%
Apr 30, 26
18 Columbia VP Cornerstone Equity Fund 1 2.05M (1.11%) 647.99K
Increased by +31.54%
Apr 30, 26
19 UniGlobal -net- 2.01M (1.09%) 87.28K
Increased by +4.35%
Apr 30, 26
20 BlackRock Systematic Multi-Strat Instl 1.85M (1.01%) 1.04M
Increased by +56.24%
Apr 30, 26