Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.95%
2 IHF 3.76%
3 MVFD 3.72%
4 MEDI 2.87%
5 GBLO 2.66%
6 EAGL 2.53%
7 GDOC 2.41%
8 SAGP 2.19%
9 VETS 2.13%
10 SMRI 2.04%
11 VFLO 2.02%
12 ACSI 2.01%
13 VTRN 1.93%
14 RYH 1.61%
15 QVAL 1.55%
16 XHS 1.54%
17 SXQG 1.53%
18 LQPE 1.49%
19 VSMV 1.48%
20 PINK 1.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.20M (11.83%) 226.22K
Increased by +1.59%
Jun 30, 25
2 Dodge & Cox 11.35M (9.46%) 597.71K
Increased by +5.26%
Jun 30, 25
3 BlackRock Inc 10.25M (8.53%) -803.35K
Decreased by -7.84%
Jun 30, 25
4 State Street Corporation 5.61M (4.67%) -221.12K
Decreased by -3.94%
Mar 31, 24
5 State Street Corp 5.38M (4.48%) 58.09K
Increased by +1.08%
Jun 30, 25
6 Pzena Investment Management, LLC 4.08M (3.40%) 247.74K
Increased by +6.08%
Jun 30, 25
7 Eagle Capital Management LLC 3.95M (3.29%) 806.19K
Increased by +20.41%
Jun 30, 25
8 FMR Inc 3.15M (2.62%) 588.19K
Increased by +18.69%
Jun 30, 25
9 Geode Capital Management, LLC 3.13M (2.61%) 57.27K
Increased by +1.83%
Jun 30, 25
10 JPMorgan Chase & Co 3.01M (2.51%) 167.49K
Increased by +5.56%
Jun 30, 25
11 Wellington Management Company LLP 2.52M (2.10%) -53.18K
Decreased by -2.11%
Mar 31, 25
12 T. Rowe Price Associates, Inc. 2.15M (1.79%) -90.10K
Decreased by -4.18%
Dec 31, 24
13 Sessa Capital IM LP 2.12M (1.77%) 1.74M
Increased by +82.09%
Jun 30, 25
14 Amvescap Plc. 2.02M (1.68%) -231.72K
Decreased by -11.49%
Jun 30, 25
15 Davis Selected Advisers 1.65M (1.38%) -678.61K
Decreased by -41.06%
Jun 30, 25
16 NORGES BANK 1.62M (1.35%) -16.29K
Decreased by -1.00%
Jun 30, 25
17 T. Rowe Price Investment Management,Inc. 1.61M (1.34%) 160.95K
Increased by +10.02%
Dec 31, 24
18 Franklin Resources Inc 1.58M (1.31%) 663.23K
Increased by +42.02%
Mar 31, 24
19 Goldman Sachs Group Inc 1.57M (1.31%) 686.34K
Increased by +43.77%
Dec 31, 23
20 Ameriprise Financial Inc 1.57M (1.31%) 43.14K
Increased by +2.75%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 7.55M (6.29%) 371.00K
Increased by +4.91%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 3.82M (3.18%) 2.77K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.79M (3.16%) -86.47K
Decreased by -2.28%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 3.43M (2.86%) 23.94K
Increased by +0.70%
May 31, 25
5 Vanguard 500 Index Investor 2.99M (2.49%) -437.52K
Decreased by -14.64%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 2.69M (2.24%) 29.02K
Increased by +1.08%
Jul 31, 25
7 Vanguard Health Care Inv 1.59M (1.33%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity 500 Index 1.53M (1.27%) 656.00
Increased by +0.04%
Jul 31, 25
9 SPDR® S&P 500 ETF 1.50M (1.25%) -22.01K
Decreased by -1.47%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 1.46M (1.22%) -7.67K
Decreased by -0.53%
Mar 31, 25
11 SPDR® S&P 500® ETF 1.46M (1.21%) 17.96K
Increased by +1.23%
Aug 31, 25
12 SPDR® S&P 500 ETF Trust 1.46M (1.21%) 3.29K
Increased by +0.23%
Apr 30, 24
13 iShares Core S&P 500 ETF 1.45M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
14 Fidelity® 500 Index 1.44M (1.20%) 9.19K
Increased by +0.64%
Nov 30, 23
15 Vanguard Wellington™ Inv 1.42M (1.18%) 33.81K
Increased by +2.38%
Sep 30, 24
16 American Funds Washington Mutual A 1.31M (1.09%) -82.08K
Decreased by -6.26%
Dec 31, 24
17 Capital Group Wash Mutual Invtrs Comp 1.31M (1.09%) -82.08K
Decreased by -6.26%
Dec 31, 24
18 Loomis Sayles Long Dur Government/Credit 1.17M (0.97%) 0.00
Increased by 0.00%
Jun 30, 25
19 American Funds Growth Fund of Amer A 1.13M (0.95%) 1.01M
Increased by +88.99%
Jun 30, 24
20 Capital Group Growth Fnd of Amer Comp 1.13M (0.95%) 1.01M
Increased by +88.99%
Jun 30, 24