Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHF 5.94%
2 UTRN 3.95%
3 MVFD 3.61%
4 EAGL 3.31%
5 ACSI 3.01%
6 MEDI 2.87%
7 DUSA 2.82%
8 GBLO 2.66%
9 XHS 2.54%
10 SMRI 2.42%
11 GDOC 2.41%
12 VFLO 2.25%
13 SAGP 2.19%
14 VETS 2.13%
15 RSPH 2.10%
16 FXH 2.08%
17 VTRN 1.93%
18 RPV 1.91%
19 SRHQ 1.79%
20 BLCR 1.77%

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 11.05M (9.20%) -640.76K
Decreased by -5.80%
Mar 31, 25
4 State Street Corporation 5.61M (4.67%) -221.12K
Decreased by -3.94%
Mar 31, 24
5 State Street Corp 5.32M (4.43%) 41.03K
Increased by +0.77%
Mar 31, 25
6 Eagle Capital Management LLC 3.95M (3.29%) 806.19K
Increased by +20.41%
Jun 30, 25
7 Pzena Investment Management, LLC 3.83M (3.19%) 219.54K
Increased by +5.73%
Mar 31, 25
8 Geode Capital Management, LLC 3.07M (2.56%) 189.95K
Increased by +6.18%
Mar 31, 25
9 JPMorgan Chase & Co 2.85M (2.37%) 535.40K
Increased by +18.81%
Mar 31, 25
10 FMR Inc 2.56M (2.13%) -695.38K
Decreased by -27.18%
Mar 31, 25
11 Wellington Management Company LLP 2.52M (2.10%) -53.18K
Decreased by -2.11%
Mar 31, 25
12 Amvescap Plc. 2.25M (1.87%) -148.57K
Decreased by -6.61%
Mar 31, 25
13 T. Rowe Price Associates, Inc. 2.15M (1.79%) -90.10K
Decreased by -4.18%
Dec 31, 24
14 Davis Selected Advisers 1.65M (1.38%) -678.61K
Decreased by -41.06%
Jun 30, 25
15 NORGES BANK 1.62M (1.35%) -16.29K
Decreased by -1.00%
Jun 30, 25
16 T. Rowe Price Investment Management,Inc. 1.61M (1.34%) 160.95K
Increased by +10.02%
Dec 31, 24
17 Franklin Resources Inc 1.58M (1.31%) 663.23K
Increased by +42.02%
Mar 31, 24
18 Goldman Sachs Group Inc 1.57M (1.31%) 686.34K
Increased by +43.77%
Dec 31, 23
19 Ameriprise Financial Inc 1.57M (1.31%) 43.14K
Increased by +2.75%
Dec 31, 23
20 Marshall Wace Asset Management Ltd 1.43M (1.19%) 774.09K
Increased by +54.31%
Jun 30, 24

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%) 7.27K
Increased by +0.48%
Jun 30, 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 1.47M (1.23%) 6.32K
Increased by +0.43%
Jul 31, 25
11 SPDR® S&P 500® ETF Trust 1.46M (1.22%) -7.67K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 1.46M (1.21%) 3.29K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 1.44M (1.20%) 9.19K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 1.44M (1.20%) 6.53K
Increased by +0.45%
Jul 31, 25
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