Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PIEQ 2.69%
2 EXUS 2.51%
3 DIVS 2.39%
4 FPXE 1.89%
5 BIDD 1.80%
6 FPXI 1.53%
7 FLGB 1.45%
8 EWU 1.16%
9 JIG 0.98%
10 SROI 0.81%
11 KXI 0.80%
12 ILOW 0.78%
13 UIVM 0.71%
14 FMIL 0.54%
15 IMFL 0.54%
16 FFLC 0.54%
17 HDMV 0.54%
18 UMMA 0.52%
19 RINT 0.52%
20 IDLV 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 155.47M (1.74%) -13.68M
Decreased by -8.80%
Jun 30, 25
2 FMR Inc 111.46M (1.24%) 2.63M
Increased by +2.36%
Mar 31, 25
3 ClearBridge Advisors, LLC 32.59M (0.36%) -208.31K
Decreased by -0.64%
Mar 31, 25
4 Harding Loevner L.P. 22.55M (0.25%) -520.88K
Decreased by -2.31%
Jun 30, 25
5 Wellington Management Company LLP 16.69M (0.19%) -2.01M
Decreased by -12.07%
Jun 30, 25
6 UBS Group AG 14.36M (0.16%) 7.63M
Increased by +53.14%
Mar 31, 25
7 Fisher Asset Management, LLC 13.68M (0.15%) -285.05K
Decreased by -2.08%
Sep 30, 24
8 OZ Management LLC 10.85M (0.12%) 1.96M
Increased by +18.09%
Mar 31, 25
9 AllianceBernstein L.P. 10.77M (0.12%) -165.83K
Decreased by -1.54%
Mar 31, 24
10 Morgan Stanley - Brokerage Accounts 10.28M (0.11%) 387.83K
Increased by +3.77%
Mar 31, 25
11 Southpoint Capital Advisors LP 8.20M (0.09%) 600.00K
Increased by +7.32%
Sep 30, 23
12 Aristotle Capital Management LLC 8.20M (0.09%) -241.03K
Decreased by -2.94%
Jun 30, 25
13 Douglas Lane & Associates, LLC 8.18M (0.09%) -431.27K
Decreased by -5.27%
Jun 30, 25
14 Altshuler Shaham Ltd 7.94M (0.09%) 7.80M
Increased by +98.25%
Mar 31, 25
15 Envestnet Asset Management Inc 7.86M (0.09%) 476.82K
Increased by +6.07%
Jun 30, 25
16 Goldman Sachs Group Inc 7.76M (0.09%) 1.66M
Increased by +21.39%
Jun 30, 25
17 JPMorgan Chase & Co 7.60M (0.08%) 1.59M
Increased by +20.88%
Mar 31, 25
18 VOLORIDGE INVESTMENT MANAGEMENT, LLC 7.07M (0.08%) 1.63M
Increased by +23.10%
Jun 30, 25
19 Point72 Asset Management, L.P. 6.60M (0.07%) 1.87M
Increased by +28.39%
Mar 31, 25
20 Citadel Advisors Llc 5.98M (0.07%) -125.74K
Decreased by -2.10%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 113.55M (1.27%) -9.50M
Decreased by -8.36%
Jun 30, 25
2 Fidelity Series Large Cap Stock 14.19M (0.16%) 0.00
Increased by 0.00%
Jun 30, 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 Fidelity® Series Large Cap Stock 11.04M (0.12%) 367.30K
Increased by +3.33%
Nov 30, 23
6 Strategic Advisers Fidelity US TtlStk 10.76M (0.12%) 0.00
Increased by 0.00%
Jun 30, 25
7 Fidelity Growth & Income 8.70M (0.10%) 0.00
Increased by 0.00%
Jun 30, 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%
Jun 30, 25
11 Douglas C. Lane & Assoc. Core Equity 3.75M (0.04%) -7.02K
Decreased by -0.19%
Mar 31, 24
12 ClearBridge Large Cap Value 3.62M (0.04%) -46.90K
Decreased by -1.30%
Jul 31, 25
13 ClearBridge Large Cap Value I 3.62M (0.04%) -46.90K
Decreased by -1.30%
Jul 31, 25
14 Fidelity Advisor Capital Development O 3.50M (0.04%) 0.00
Increased by 0.00%
Jun 30, 25
15 Fidelity Large Cap Stock 3.47M (0.04%) -1.55K
Decreased by -0.04%
Jun 30, 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 Pacific Select Large-Cap Value I 2.37M (0.03%) -37.70K
Decreased by -1.59%
Oct 31, 24
19 Fidelity® Large Cap Stock 2.34M (0.03%) 78.30K
Increased by +3.35%
Nov 30, 23
20 CREF Stock R3 2.29M (0.03%) 0.00
Increased by 0.00%
Jun 30, 25