Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 LGHT 7.57%
3 CSD 7.42%
4 FDHT 4.76%
5 EDOC 4.61%
6 IHI 4.39%
7 HEAL 4.31%
8 LBAY 3.79%
9 UTRN 3.73%
10 MVAL 2.65%
11 MOTE 2.51%
12 OCFS 2.32%
13 ABEQ 2.19%
14 PJFV 2.06%
15 MOAT 2.05%
16 MID 2.02%
17 QVAL 2.00%
18 OAKM 1.90%
19 MGRO 1.84%
20 MDEV 1.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 52.28M (11.53%) 267.06K
Increased by +0.51%
Dec 31, 25
2 BlackRock Inc 35.98M (7.94%) -954.40K
Decreased by -2.65%
Mar 31, 26
3 Dodge & Cox 31.31M (6.91%) 100.83K
Increased by +0.32%
Mar 31, 26
4 Vanguard Capital Management, LLC 28.86M (6.37%) 28.86M
Increased by +100.00%
Mar 31, 26
5 Capital Research Global Investors 21.11M (4.66%) -4.25M
Decreased by -20.15%
Mar 31, 26
6 State Street Corp 20.54M (4.53%) 488.80K
Increased by +2.38%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 19.18M (4.23%) 19.18M
Increased by +100.00%
Mar 31, 26
8 Harris Associates L.P. 15.59M (3.44%) -259.66K
Decreased by -1.67%
Mar 31, 26
9 Geode Capital Management, LLC 12.40M (2.73%) 287.13K
Increased by +2.32%
Mar 31, 26
10 Barrow Hanley Mewhinney & Strauss LLC 11.88M (2.62%) 5.38M
Increased by +45.25%
Mar 31, 26
11 Hotchkis & Wiley Capital Management LLC 9.97M (2.20%) 935.13K
Increased by +9.38%
Mar 31, 26
12 JPMorgan Chase & Co 8.96M (1.98%) 2.97M
Increased by +33.13%
Mar 31, 26
13 Amvescap Plc. 7.74M (1.71%) 735.14K
Increased by +9.50%
Mar 31, 26
14 NORGES BANK 7.27M (1.60%) 946.83K
Increased by +13.03%
Dec 31, 25
15 Morgan Stanley - Brokerage Accounts 6.64M (1.46%) -246.52K
Decreased by -3.71%
Mar 31, 26
16 Dimensional Fund Advisors, Inc. 5.40M (1.19%) 106.00K
Increased by +1.96%
Mar 31, 26
17 Boston Partners Global Investors, Inc 5.10M (1.12%) 438.14K
Increased by +8.59%
Mar 31, 26
18 Canada Pension Plan Investment Board 4.98M (1.10%) 78.22K
Increased by +1.57%
Mar 31, 26
19 Van Eck Associates Corporation 4.31M (0.95%) -87.02K
Decreased by -2.02%
Mar 31, 26
20 Bank of America Corp 4.13M (0.91%) -266.48K
Decreased by -6.45%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 21.10M (4.65%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 13.79M (3.04%) 52.07K
Increased by +0.38%
Apr 30, 26
3 American Funds Invmt Co of Amer A 12.63M (2.79%) 1.26M
Increased by +9.97%
Mar 31, 26
4 Capital Group Investment Co of Amer Comp 12.63M (2.79%) 1.26M
Increased by +9.97%
Mar 31, 26
5 Vanguard 500 Index Investor 11.82M (2.61%) 212.27K
Increased by +1.80%
Apr 30, 26
6 Invesco QQQ Trust 9.90M (2.18%) 46.62K
Increased by +0.47%
May 29, 26
7 Vanguard Windsor II Inv 9.51M (2.10%) 724.10K
Increased by +7.62%
Mar 31, 26
8 Vanguard Mid Cap Index Institutional 9.37M (2.07%) 21.59K
Increased by +0.23%
Apr 30, 26
9 Oakmark Investor 6.18M (1.36%) 0.00
Increased by 0.00%
Mar 31, 26
10 iShares Core S&P 500 ETF 6.00M (1.32%) 18.35K
Increased by +0.31%
May 29, 26
11 Fidelity 500 Index 5.84M (1.29%) 20.12K
Increased by +0.34%
Apr 30, 26
12 State Street® SPDR® S&P 500® ETF 5.52M (1.22%) 5.83K
Increased by +0.11%
May 31, 26
13 American Funds American Mutual A 4.20M (0.93%) 0.00
Increased by 0.00%
Mar 31, 26
14 Capital Group American Mutual Comp 4.20M (0.93%) 0.00
Increased by 0.00%
Mar 31, 26
15 Vanguard Value Index Inv 4.01M (0.89%) 11.44K
Increased by +0.29%
Apr 30, 26
16 VanEck Morningstar Wide Moat 3.90M (0.86%) -81.94K
Decreased by -2.10%
Mar 31, 26
17 VanEck Morningstar Wide Moat ETF 3.71M (0.82%) -4.88K
Decreased by -0.13%
May 30, 26
18 State Street®HlthCrSelSectSPDR®ETF 3.17M (0.70%) -52.46K
Decreased by -1.65%
May 31, 26
19 Barrow Hanley Global Value Equity 2.84M (0.63%) 1.49M
Increased by +52.48%
Mar 31, 26
20 Vanguard Mid-Cap Value ETF 2.82M (0.62%) 4.91K
Increased by +0.17%
Apr 30, 26