Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PPH 4.76%
2 IDNA 4.45%
3 SCHY 4.22%
4 DIVY 3.62%
5 SDEI 3.61%
6 EWU 3.58%
7 FPXE 3.34%
8 FLGB 3.33%
9 FPXI 2.97%
10 IHDG 2.59%
11 IDHQ 2.36%
12 DIVD 2.19%
13 FICS 2.19%
14 JHID 2.03%
15 IDOG 2.01%
16 RFEU 1.94%
17 EUDG 1.75%
18 DTH 1.72%
19 KLDW 1.49%
20 IQDF 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 69.03M (1.76%) -254.39K
Decreased by -0.37%
Dec 31, 23
2 FMR Inc 19.37M (0.49%) 1.27M
Increased by +6.54%
Dec 31, 23
3 Fisher Asset Management, LLC 15.04M (0.38%) 1.44M
Increased by +9.55%
Dec 31, 23
4 T. Rowe Price Associates, Inc. 12.82M (0.33%) 52.13K
Increased by +0.41%
Dec 31, 23
5 JTC Employer Solutions Trustee Ltd 12.34M (0.31%) -104.27K
Decreased by -0.84%
Dec 31, 23
6 PRIMECAP Management Company 12.09M (0.31%) 30.60K
Increased by +0.25%
Dec 31, 23
7 Morgan Stanley - Brokerage Accounts 8.55M (0.22%) 1.00M
Increased by +11.70%
Dec 31, 23
8 Royal Bank of Canada 8.29M (0.21%) 206.59K
Increased by +2.49%
Dec 31, 23
9 Goldman Sachs Group Inc 8.03M (0.20%) 2.80M
Increased by +34.89%
Dec 31, 23
10 State Street Corporation 7.05M (0.18%) -5.05K
Decreased by -0.07%
Dec 31, 23
11 Holocene Advisors, LP 5.01M (0.13%) 2.10M
Increased by +41.81%
Sep 30, 23
12 Arrowstreet Capital Limited Partnership 4.82M (0.12%) -2.98M
Decreased by -61.88%
Dec 31, 23
13 Deutsche Bank AG 4.43M (0.11%) 4.42M
Increased by +99.81%
Sep 30, 23
14 Mondrian Investment Partners Ltd 4.00M (0.10%) 2.15M
Increased by +53.84%
Dec 31, 23
15 Provident Trust Company 3.72M (0.09%) 1.30M
Increased by +34.91%
Dec 31, 23
16 Equity Investment Corp 3.24M (0.08%) -34.10K
Decreased by -1.05%
Dec 31, 23
17 Eversept Partners, LLC 2.97M (0.08%) -286.39K
Decreased by -9.63%
Dec 31, 23
18 Camber Capital Management LLC 2.85M (0.07%) -1.25M
Decreased by -43.86%
Sep 30, 23
19 Renaissance Technologies Corp 2.77M (0.07%) -146.80K
Decreased by -5.31%
Dec 31, 23
20 Hotchkis & Wiley Capital Management LLC 2.75M (0.07%) -82.57K
Decreased by -3.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 50.05M (1.27%) 0.00
Increased by 0.00%
Mar 31, 24
2 Vanguard PRIMECAP Inv 8.65M (0.22%) 24.00K
Increased by +0.28%
Dec 31, 23
3 Dodge & Cox Balanced Composite 5.41M (0.14%) -100.80K
Decreased by -1.86%
Mar 31, 24
4 Dodge & Cox Balanced I 5.41M (0.14%) -100.80K
Decreased by -1.86%
Mar 31, 24
5 T. Rowe Price International Val Eq Tr-D 3.66M (0.09%) 409.68K
Increased by +11.18%
Mar 31, 24
6 T. Rowe Price International Value Eq 3.22M (0.08%) 113.84K
Increased by +3.54%
Mar 31, 24
7 T. Rowe Price International Value Equity 3.22M (0.08%) 113.84K
Increased by +3.54%
Mar 31, 24
8 T. Rowe Price International Core Eq SMA 3.05M (0.08%) 3.05M
Increased by +99.99%
Dec 31, 23
9 Fidelity Series Large Cap Stock 2.92M (0.07%) 83.40K
Increased by +2.85%
Feb 29, 24
10 Fidelity® Series Large Cap Stock 2.84M (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
11 T. Rowe Price International Core Eq Comp 1.94M (0.05%) -1.11M
Decreased by -57.19%
Mar 31, 24
12 T. Rowe Price Overseas Stock 1.94M (0.05%) -1.11M
Decreased by -57.19%
Mar 31, 24
13 Strategic Advisers Fidelity US TtlStk 1.85M (0.05%) 423.30K
Increased by +22.82%
Feb 29, 24
14 Clark Navigator International Equity/ADR 1.82M (0.05%) 17.98K
Increased by +0.99%
Mar 31, 24
15 Capital Group American Mutual Comp 1.73M (0.04%) -582.00
Decreased by -0.03%
Dec 31, 23
16 American Funds American Mutual A 1.73M (0.04%) -2.53K
Decreased by -0.15%
Mar 31, 24
17 Fidelity Equity Dividend Income 1.73M (0.04%) 77.90K
Increased by +4.52%
Feb 29, 24
18 Fidelity Growth & Income 1.71M (0.04%) 47.90K
Increased by +2.80%
Feb 29, 24
19 Vanguard PRIMECAP Core Inv 1.70M (0.04%) 48.20K
Increased by +2.83%
Dec 31, 23
20 Fidelity® Growth & Income 1.67M (0.04%) 0.00
Increased by 0.00%
Nov 30, 23