Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IDNA 5.90%
2 PPH 4.30%
3 DNL 3.90%
4 ADRU 3.77%
5 SDEI 3.65%
6 SCHY 3.62%
7 ZGBR 3.45%
8 IQDG 3.42%
9 IHDG 3.40%
10 KEAT 3.29%
11 DIVY 3.26%
12 UDI 3.19%
13 ADRD 3.06%
14 EWU 2.83%
15 FPXI 2.65%
16 FLGB 2.55%
17 MEDX 2.54%
18 BINV 2.45%
19 MOTI 2.35%
20 DIVD 2.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 78.65M (2.01%) 10.21M
Increased by +12.98%
Mar 31, 25
2 FMR Inc 60.12M (1.54%) 7.30M
Increased by +12.14%
Mar 31, 25
3 Fisher Asset Management, LLC 30.03M (0.77%) 11.20M
Increased by +37.28%
Mar 31, 25
4 PRIMECAP Management Company 25.71M (0.66%) 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 UBS Group AG 7.87M (0.20%) 1.39M
Increased by +17.64%
Mar 31, 25
8 T. Rowe Price Associates, Inc. 7.72M (0.20%) 155.39K
Increased by +2.01%
Mar 31, 25
9 Royal Bank of Canada 7.58M (0.19%) 411.87K
Increased by +5.43%
Mar 31, 25
10 State Street Corp 6.97M (0.18%) -52.09K
Decreased by -0.75%
Mar 31, 25
11 State Street Corporation 6.96M (0.18%) -94.04K
Decreased by -1.35%
Mar 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 (0.14%) -411.47K
Decreased by -7.74%
Mar 31, 25
14 Holocene Advisors, LP 5.31M (0.14%) 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 Acadian Asset Management LLC 3.98M (0.10%) 2.96M
Increased by +74.22%
Mar 31, 25
19 Provident Trust Company 3.95M (0.10%) 66.77K
Increased by +1.69%
Sep 30, 24
20 Arrowstreet Capital Limited Partnership 3.87M (0.10%) 1.29M
Increased by +33.36%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 58.41M (1.49%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard PRIMECAP Inv 19.89M (0.51%) 1.77M
Increased by +8.91%
Jun 30, 25
3 Strategic Advisers Fidelity US TtlStk 7.41M (0.19%) 42.40K
Increased by +0.57%
Jun 30, 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 5.42M (0.14%) -90.00K
Decreased by -1.66%
Jun 30, 25
6 Dodge & Cox Balanced I 5.42M (0.14%) -90.00K
Decreased by -1.66%
Jun 30, 25
7 Fidelity Series Value Discovery 4.38M (0.11%) 0.00
Increased by 0.00%
Jun 30, 25
8 T. Rowe Price International Val Eq Tr- A 4.16M (0.11%) 137.06K
Increased by +3.29%
Jun 30, 25
9 Fidelity Equity Dividend Income 4.04M (0.10%) 927.80K
Increased by +22.94%
Jun 30, 25
10 Fidelity Series Large Cap Stock 3.81M (0.10%) 0.00
Increased by 0.00%
Jun 30, 25
11 T. Rowe Price International Val Eq Tr-D 3.77M (0.10%) 106.38K
Increased by +2.82%
Jun 30, 24
12 Vanguard PRIMECAP Core Inv 3.58M (0.09%) 125.18K
Increased by +3.50%
Jun 30, 25
13 T. Rowe Price International Value Eq 3.28M (0.08%) 77.96K
Increased by +2.37%
Jun 30, 25
14 T. Rowe Price International Value Equity 3.28M (0.08%) 141.30K
Increased by +4.30%
Jun 30, 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%) 0.00
Increased by 0.00%
Jun 30, 25
18 Vanguard Windsor™ II Inv 2.13M (0.05%) 0.00
Increased by 0.00%
Jun 30, 25
19 Mondrian Int Eq Delivered Strategy 1.95M (0.05%) 96.00K
Increased by +4.92%
Jun 30, 25
20 Clark Navigator International Equity/ADR 1.80M (0.05%) 3.86K
Increased by +0.21%
Jun 30, 25