Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GMOI 1.68%
2 HAIL 1.54%
3 INAU 0.67%
4 CARD 0.62%
5 CARU 0.62%
6 FVL 0.56%
7 SPRE 0.49%
8 GINX 0.45%
9 FVD 0.45%
10 APIE 0.43%
11 AVIV 0.39%
12 IQRA 0.32%
13 WBAT 0.30%
14 PTIN 0.29%
15 HAUZ 0.27%
16 GQRE 0.27%
17 AVSD 0.22%
18 AVDE 0.20%
19 DLS 0.17%
20 DFIV 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 21.02M (0.48%) -1.05M
Decreased by -5.02%
Mar 31, 25
2 Fisher Asset Management, LLC 10.13M (0.23%) -11.09K
Decreased by -0.11%
Mar 31, 25
3 Mondrian Investment Partners Ltd 4.50M (0.10%) -7.04K
Decreased by -0.16%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 3.54M (0.08%) 494.08K
Increased by +13.97%
Mar 31, 25
5 Bank of America Corp 3.16M (0.07%) 1.91M
Increased by +60.28%
Mar 31, 25
6 Equity Investment Corp 2.20M (0.05%) 96.23K
Increased by +4.38%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 1.69M (0.04%) 6.12K
Increased by +0.36%
Mar 31, 25
8 Goldman Sachs Group Inc 1.59M (0.04%) 100.02K
Increased by +6.28%
Mar 31, 25
9 Grantham, Mayo, Van Otterloo & Co., LLC 1.54M (0.04%) -11.74K
Decreased by -0.76%
Mar 31, 25
10 FMR Inc 1.44M (0.03%) 432.27K
Increased by +30.03%
Mar 31, 25
11 First Trust Advisors L.P. 1.39M (0.03%) -205.61K
Decreased by -14.81%
Mar 31, 25
12 Clark Capital Management Group Inc 1.21M (0.03%) 1.21M
Increased by +100.00%
Sep 30, 24
13 BlackRock Inc 1.20M (0.03%) 7.27K
Increased by +0.61%
Mar 31, 25
14 Northern Trust Corp 1.11M (0.03%) 11.11K
Increased by +1.00%
Mar 31, 25
15 Macquarie Group Ltd 962.09K (0.02%) -352.83K
Decreased by -36.67%
Mar 31, 24
16 Arrowstreet Capital Limited Partnership 815.12K (0.02%) 815.12K
Increased by +100.00%
Dec 31, 24
17 Brandes Investment Partners & Co 808.62K (0.02%) 238.46K
Increased by +29.49%
Mar 31, 25
18 Auto-Owners Insurance Co 778.65K (0.02%) 123.00K
Increased by +15.80%
Dec 31, 24
19 Renaissance Technologies Corp 698.60K (0.02%) -155.20K
Decreased by -22.22%
Mar 31, 25
20 Amundi 695.96K (0.02%) 55.00
Increased by +0.01%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 15.13M (0.35%) -904.30K
Decreased by -5.98%
Mar 31, 25
2 GMO Intl Op Value Composite 4.41M (0.10%) 4.41M
Increased by +100.00%
Nov 30, 24
3 Dodge & Cox Balanced Composite 2.66M (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
4 Dodge & Cox Balanced I 2.66M (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
5 Mondrian Int Eq Delivered Strategy 1.52M (0.03%) 0.00
Increased by 0.00%
Mar 31, 25
6 First Trust Value Line® Dividend ETF 1.36M (0.03%) 14.27K
Increased by +1.05%
May 29, 25
7 Clark Navigator International Equity/ADR 1.22M (0.03%) 6.88K
Increased by +0.56%
Oct 31, 24
8 Pioneer US Dividend Equity 501.23K (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
9 Dimensional International Value ETF 478.33K (0.01%) 0.00
Increased by 0.00%
May 30, 25
10 DFA International Core Equity 2 I 460.63K (0.01%) 0.00
Increased by 0.00%
Apr 30, 25
11 DFA International Core Equity I 460.63K (0.01%) 0.00
Increased by 0.00%
Feb 28, 25
12 Avantis International Equity ETF 435.27K (0.01%) 753.00
Increased by +0.17%
May 31, 25
13 Pioneer Equity Income A 362.12K (0.01%) -139.11K
Decreased by -38.42%
Nov 30, 23
14 Dimensional International Cr Eq Mkt ETF 220.74K (0.01%) 0.00
Increased by 0.00%
May 30, 25
15 PMC Diversified Equity 201.80K (0.00%) 47.45K
Increased by +23.51%
Dec 31, 23
16 GMO Equity Dislocation Composite 199.41K (0.00%) -61.00K
Decreased by -30.59%
Mar 31, 25
17 GMO International Equity III 181.34K (0.00%) 0.00
Increased by 0.00%
Feb 28, 25
18 Arrowstreet IntlEqWldxUS Alpha Ext CIT D 173.84K (0.00%) 173.84K
Increased by +100.00%
Jun 30, 23
19 GMO International Opportunistic Val III 170.42K (0.00%) 0.00
Increased by 0.00%
Feb 28, 25
20 Manning & Napier Disciplined Value - Unr 164.88K (0.00%) -9.27K
Decreased by -5.62%
Mar 31, 24