Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PIEQ 4.35%
2 QLTI 3.88%
3 DIVS 2.53%
4 EXUS 2.11%
5 BIDD 1.89%
6 FPXI 1.50%
7 FLGB 1.48%
8 FEOE 1.40%
9 EWU 1.16%
10 FEGE 1.02%
11 JIG 0.97%
12 FPXE 0.96%
13 KXI 0.80%
14 ILOW 0.79%
15 UIVM 0.71%
16 SROI 0.68%
17 RINT 0.61%
18 RCGE 0.55%
19 FMIL 0.54%
20 UMMA 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 155.47M (1.73%) -13.68M
Decreased by -8.80%
Jun 30, 25
2 FMR Inc 111.76M (1.24%) 304.44K
Increased by +0.27%
Jun 30, 25
3 ClearBridge Advisors, LLC 31.45M (0.35%) -1.15M
Decreased by -3.65%
Jun 30, 25
4 Harding Loevner L.P. 22.55M (0.25%) -520.88K
Decreased by -2.31%
Jun 30, 25
5 Morgan Stanley - Brokerage Accounts 17.73M (0.20%) 7.46M
Increased by +42.04%
Jun 30, 25
6 Wellington Management Company LLP 16.69M (0.19%) -2.01M
Decreased by -12.07%
Jun 30, 25
7 Fisher Asset Management, LLC 13.68M (0.15%) -285.05K
Decreased by -2.08%
Sep 30, 24
8 Bank of America Corp 12.38M (0.14%) 6.67M
Increased by +53.86%
Jun 30, 25
9 AllianceBernstein L.P. 10.77M (0.12%) -165.83K
Decreased by -1.54%
Mar 31, 24
10 OZ Management LLC 9.95M (0.11%) -900.00K
Decreased by -9.05%
Jun 30, 25
11 JPMorgan Chase & Co 8.78M (0.10%) 1.17M
Increased by +13.39%
Jun 30, 25
12 Southpoint Capital Advisors LP 8.20M (0.09%) 600.00K
Increased by +7.32%
Sep 30, 23
13 Aristotle Capital Management LLC 8.20M (0.09%) -241.03K
Decreased by -2.94%
Jun 30, 25
14 Douglas Lane & Associates, LLC 8.18M (0.09%) -431.27K
Decreased by -5.27%
Jun 30, 25
15 Altshuler Shaham Ltd 7.94M (0.09%) 0.00
Increased by 0.00%
Jun 30, 25
16 Envestnet Asset Management Inc 7.86M (0.09%) 476.82K
Increased by +6.07%
Jun 30, 25
17 Renaissance Technologies Corp 7.79M (0.09%) 6.55M
Increased by +84.08%
Jun 30, 25
18 Goldman Sachs Group Inc 7.76M (0.09%) 1.66M
Increased by +21.39%
Jun 30, 25
19 VOLORIDGE INVESTMENT MANAGEMENT, LLC 7.07M (0.08%) 1.63M
Increased by +23.10%
Jun 30, 25
20 Point72 Asset Management, L.P. 6.60M (0.07%) 1.87M
Increased by +28.39%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 113.55M (1.26%) -9.50M
Decreased by -8.36%
Jun 30, 25
2 Fidelity Series Large Cap Stock 13.97M (0.16%) -213.20K
Decreased by -1.53%
Jul 31, 25
3 Dodge & Cox Balanced Composite 12.21M (0.14%) -1.15M
Decreased by -9.44%
Jun 30, 25
4 Dodge & Cox Balanced I 12.21M (0.14%) -1.15M
Decreased by -9.44%
Jun 30, 25
5 Strategic Advisers Fidelity US TtlStk 11.39M (0.13%) 624.20K
Increased by +5.48%
Jul 31, 25
6 Fidelity® Series Large Cap Stock 11.04M (0.12%) 367.30K
Increased by +3.33%
Nov 30, 23
7 Fidelity Growth & Income 8.89M (0.10%) 192.30K
Increased by +2.16%
Jul 31, 25
8 Strategic Advisers® Fidelity US TtlStk 6.30M (0.07%) 390.60K
Increased by +6.20%
Nov 30, 23
9 Fidelity® Growth & Income 6.08M (0.07%) 219.70K
Increased by +3.61%
Nov 30, 23
10 Hartford Dividend and Growth Y 5.76M (0.06%) 0.00
Increased by 0.00%
Jul 31, 25
11 Douglas C. Lane & Assoc. Core Equity 3.75M (0.04%) -7.02K
Decreased by -0.19%
Mar 31, 24
12 Fidelity Large Cap Stock 3.65M (0.04%) 177.10K
Increased by +4.85%
Jul 31, 25
13 ClearBridge Large Cap Value 3.62M (0.04%) -46.90K
Decreased by -1.30%
Jul 31, 25
14 ClearBridge Large Cap Value I 3.62M (0.04%) -46.90K
Decreased by -1.30%
Jul 31, 25
15 Fidelity Advisor Capital Development O 3.52M (0.04%) 28.90K
Increased by +0.82%
Jul 31, 25
16 Fidelity Advisor® Capital Development O 2.90M (0.03%) 95.70K
Increased by +3.31%
Nov 30, 23
17 Dodge & Cox Worldwide US Stock A EUR 2.52M (0.03%) -350.00K
Decreased by -13.90%
Jun 30, 25
18 Fidelity® Large Cap Stock 2.34M (0.03%) 78.30K
Increased by +3.35%
Nov 30, 23
19 CREF Stock R3 2.29M (0.03%) 0.00
Increased by 0.00%
Jul 31, 25
20 Fidelity Mega Cap Stock 2.19M (0.02%) 203.90K
Increased by +9.32%
Jul 31, 25