Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IDNA 5.49%
2 PPH 5.02%
3 DNL 4.19%
4 SCHY 3.95%
5 ADRU 3.77%
6 DIVY 3.70%
7 IHDG 3.70%
8 SDEI 3.65%
9 KEAT 3.55%
10 UDI 3.54%
11 ZGBR 3.45%
12 ADRD 3.06%
13 MEDX 3.01%
14 EWU 3.00%
15 FPXE 2.93%
16 FLGB 2.79%
17 FPXI 2.65%
18 JDOC 2.26%
19 EUDG 2.21%
20 FICS 2.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 78.65M (1.99%) 10.21M
Increased by +12.98%
Mar 31, 25
2 FMR Inc 60.12M (1.52%) 7.30M
Increased by +12.14%
Mar 31, 25
3 Fisher Asset Management, LLC 30.03M (0.76%) 11.20M
Increased by +37.28%
Mar 31, 25
4 PRIMECAP Management Company 25.71M (0.65%) 446.36K
Increased by +1.74%
Mar 31, 25
5 JTC Employer Solutions Trustee Ltd 15.26M (0.39%) -5.02M
Decreased by -32.88%
Mar 31, 25
6 Goldman Sachs Group Inc 9.06M (0.23%) -620.28K
Decreased by -6.84%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 7.72M (0.20%) 155.39K
Increased by +2.01%
Mar 31, 25
8 Royal Bank of Canada 7.58M (0.19%) 411.87K
Increased by +5.43%
Mar 31, 25
9 State Street Corp 6.97M (0.18%) -52.09K
Decreased by -0.75%
Mar 31, 25
10 State Street Corporation 6.96M (0.18%) -94.04K
Decreased by -1.35%
Mar 31, 24
11 UBS Group AG 6.48M (0.16%) 5.82M
Increased by +89.76%
Dec 31, 24
12 Mondrian Investment Partners Ltd 5.82M (0.15%) -17.11K
Decreased by -0.29%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 5.32M (0.13%) -411.47K
Decreased by -7.74%
Mar 31, 25
14 Holocene Advisors, LP 5.31M (0.13%) 4.79M
Increased by +90.35%
Mar 31, 25
15 Hotchkis & Wiley Capital Management LLC 4.64M (0.12%) -3.24K
Decreased by -0.07%
Mar 31, 25
16 Deutsche Bank AG 4.43M (0.11%) 4.42M
Increased by +99.81%
Sep 30, 23
17 Equity Investment Corp 4.17M (0.11%) 211.61K
Increased by +5.07%
Mar 31, 25
18 Provident Trust Company 3.95M (0.10%) 66.77K
Increased by +1.69%
Sep 30, 24
19 Arrowstreet Capital Limited Partnership 3.87M (0.10%) 1.29M
Increased by +33.36%
Sep 30, 24
20 LMR Partners LLP 3.33M (0.08%) 2.10M
Increased by +63.01%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 58.41M (1.48%) 8.41M
Increased by +14.41%
Mar 31, 25
2 Vanguard PRIMECAP Inv 18.12M (0.46%) 202.00K
Increased by +1.11%
Mar 31, 25
3 Strategic Advisers Fidelity US TtlStk 7.37M (0.19%) 178.90K
Increased by +2.43%
Mar 31, 25
4 GMO Intl Op Value Composite 7.03M (0.18%) 7.03M
Increased by +100.00%
Nov 30, 24
5 Dodge & Cox Balanced Composite 5.51M (0.14%) 704.62K
Increased by +12.80%
Mar 31, 25
6 Dodge & Cox Balanced I 5.51M (0.14%) 704.62K
Increased by +12.80%
Mar 31, 25
7 Fidelity Series Value Discovery 4.41M (0.11%) -33.90K
Decreased by -0.77%
Mar 31, 25
8 T. Rowe Price International Val Eq Tr- A 4.02M (0.10%) 139.48K
Increased by +3.47%
Mar 31, 25
9 Fidelity Series Large Cap Stock 3.81M (0.10%) 0.00
Increased by 0.00%
Mar 31, 25
10 T. Rowe Price International Val Eq Tr-D 3.77M (0.10%) 106.38K
Increased by +2.82%
Jun 30, 24
11 Vanguard PRIMECAP Core Inv 3.45M (0.09%) 10.90K
Increased by +0.32%
Mar 31, 25
12 T. Rowe Price International Value Eq 3.14M (0.08%) -2.03K
Decreased by -0.06%
Mar 31, 25
13 T. Rowe Price International Value Equity 3.14M (0.08%) -8.89K
Decreased by -0.28%
Mar 31, 25
14 Fidelity Equity Dividend Income 3.12M (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
15 T. Rowe Price International Core Eq SMA 3.05M (0.08%) 3.05M
Increased by +99.99%
Dec 31, 23
16 Fidelity® Series Large Cap Stock 2.84M (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity Growth & Income 2.80M (0.07%) 292.65K
Increased by +10.44%
Mar 31, 25
18 Vanguard Windsor™ II Inv 2.13M (0.05%) 0.00
Increased by 0.00%
Mar 31, 25
19 Mondrian Int Eq Delivered Strategy 1.86M (0.05%) 0.00
Increased by 0.00%
Mar 31, 25
20 Fidelity Select Pharmaceuticals Port 1.73M (0.04%) 41.70K
Increased by +2.41%
Mar 31, 25