Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FPXE 1.88%
2 FLGB 1.24%
3 EWU 1.16%
4 KXI 0.80%
5 UIVM 0.71%
6 HDMV 0.70%
7 FEDM 0.64%
8 IDLV 0.54%
9 JPIN 0.45%
10 TPIF 0.41%
11 CEFA 0.37%
12 DBEU 0.32%
13 FEU 0.30%
14 FLEE 0.30%
15 SPEU 0.30%
16 AIVI 0.29%
17 CIZ 0.28%
18 CIL 0.28%
19 IEV 0.28%
20 VGK 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 176.95M (2.66%) 66.29M
Increased by +37.46%
Mar 31, 24
2 FMR Inc 83.81M (1.26%) 19.91M
Increased by +23.76%
Mar 31, 24
3 ClearBridge Advisors, LLC 38.45M (0.58%) 11.87M
Increased by +30.86%
Mar 31, 24
4 Harding Loevner L.P. 22.37M (0.34%) -111.00K
Decreased by -0.50%
Dec 31, 23
5 Fisher Asset Management, LLC 14.38M (0.22%) -361.47K
Decreased by -2.51%
Mar 31, 24
6 Wellington Management Company LLP 13.39M (0.20%) -150.17K
Decreased by -1.12%
Mar 31, 24
7 AllianceBernstein L.P. 10.77M (0.16%) -165.83K
Decreased by -1.54%
Mar 31, 24
8 Bank of America Corp 10.50M (0.16%) 2.20M
Increased by +20.95%
Mar 31, 24
9 Aristotle Capital Management LLC 8.89M (0.13%) -17.48K
Decreased by -0.20%
Mar 31, 24
10 Douglas Lane & Associates, LLC 8.40M (0.13%) 175.08K
Increased by +2.08%
Mar 31, 24
11 Southpoint Capital Advisors LP 8.20M (0.12%) 600.00K
Increased by +7.32%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 6.94M (0.10%) 469.60K
Increased by +6.77%
Mar 31, 24
13 Envestnet Asset Management Inc 5.97M (0.09%) 5.90M
Increased by +98.75%
Dec 31, 23
14 OZ Management LLC 5.30M (0.08%) 0.00
Increased by 0.00%
Mar 31, 24
15 Bain Capital Public Equity Management II, LLC 4.77M (0.07%) -2.91M
Decreased by -60.87%
Mar 31, 24
16 Goldman Sachs Group Inc 4.74M (0.07%) -4.89M
Decreased by -103.13%
Mar 31, 24
17 Martin Investment Management, LLC 4.46M (0.07%) 4.43M
Increased by +99.17%
Mar 31, 24
18 Northern Trust Corp 4.05M (0.06%) 595.87K
Increased by +14.70%
Mar 31, 24
19 Equity Investment Corp 3.91M (0.06%) 10.35K
Increased by +0.26%
Sep 30, 23
20 Renaissance Technologies Corp 3.84M (0.06%) 692.40K
Increased by +18.05%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 130.11M (1.96%) 0.00
Increased by 0.00%
Jun 30, 24
2 Dodge & Cox Balanced Composite 14.87M (0.22%) 0.00
Increased by 0.00%
Jun 30, 24
3 Dodge & Cox Balanced I 14.87M (0.22%) 0.00
Increased by 0.00%
Jun 30, 24
4 Fidelity Series Large Cap Stock 14.03M (0.21%) -104.70K
Decreased by -0.75%
May 31, 24
5 Fidelity® Series Large Cap Stock 11.04M (0.17%) 367.30K
Increased by +3.33%
Nov 30, 23
6 Strategic Advisers Fidelity US TtlStk 10.07M (0.15%) 429.10K
Increased by +4.26%
May 31, 24
7 Fidelity Growth & Income 7.86M (0.12%) 0.00
Increased by 0.00%
May 31, 24
8 Strategic Advisers® Fidelity US TtlStk 6.30M (0.09%) 390.60K
Increased by +6.20%
Nov 30, 23
9 Fidelity® Growth & Income 6.08M (0.09%) 219.70K
Increased by +3.61%
Nov 30, 23
10 ClearBridge Large Cap Value 4.85M (0.07%) 0.00
Increased by 0.00%
Jun 30, 24
11 ClearBridge Large Cap Value I 4.85M (0.07%) 0.00
Increased by 0.00%
Jun 30, 24
12 Douglas C. Lane & Assoc. Core Equity 3.75M (0.06%) -7.02K
Decreased by -0.19%
Mar 31, 24
13 Fidelity Advisor Capital Development O 3.51M (0.05%) 0.00
Increased by 0.00%
May 31, 24
14 Dodge & Cox Worldwide US Stock A EUR 3.42M (0.05%) 272.00K
Increased by +7.94%
Jun 30, 24
15 Fidelity Large Cap Stock 3.26M (0.05%) 25.20K
Increased by +0.77%
May 31, 24
16 VanEck Pharmaceutical ETF 3.25M (0.05%) 0.00
Increased by 0.00%
Jun 29, 24
17 Fidelity Advisor® Capital Development O 2.90M (0.04%) 95.70K
Increased by +3.31%
Nov 30, 23
18 Pacific Select Large-Cap Value I 2.41M (0.04%) 231.44K
Increased by +9.60%
Jun 30, 24
19 Fidelity® Large Cap Stock 2.34M (0.04%) 78.30K
Increased by +3.35%
Nov 30, 23
20 Brighthouse/Wellington Large Cap Rsrch A 2.11M (0.03%) -124.76K
Decreased by -5.92%
Mar 31, 24