Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRID 7.34%
2 CCSO 5.46%
3 PKB 4.56%
4 UTRN 4.49%
5 MID 4.06%
6 VOLT 3.61%
7 XKII 3.41%
8 BLCR 3.40%
9 LOPP 3.10%
10 RUFF 3.07%
11 SIMS 2.97%
12 XHB 2.95%
13 DFRA 2.68%
14 CSTK 2.64%
15 SNSR 2.44%
16 GAST 2.38%
17 FLLV 2.24%
18 INCE 2.24%
19 FTDS 2.08%
20 POWA 2.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 70.82M (10.86%) -9.55M
Decreased by -13.49%
Mar 31, 25
2 Vanguard Group Inc 68.44M (10.50%) 288.58K
Increased by +0.42%
Mar 31, 25
3 BlackRock Inc 52.30M (8.02%) -333.02K
Decreased by -0.64%
Mar 31, 25
4 State Street Corporation 27.95M (4.29%) -101.14K
Decreased by -0.36%
Mar 31, 24
5 State Street Corp 27.84M (4.27%) -205.30K
Decreased by -0.74%
Mar 31, 25
6 Franklin Resources Inc 22.55M (3.46%) -796.33K
Decreased by -3.53%
Mar 31, 25
7 Bank of America Corp 18.88M (2.90%) 2.99M
Increased by +15.82%
Mar 31, 25
8 Wellington Management Company LLP 17.72M (2.72%) -1.38M
Decreased by -7.81%
Mar 31, 25
9 Amvescap Plc. 16.82M (2.58%) -1.59M
Decreased by -9.43%
Mar 31, 25
10 Fisher Asset Management, LLC 16.17M (2.48%) 431.53K
Increased by +2.67%
Mar 31, 25
11 Geode Capital Management, LLC 14.16M (2.17%) 346.16K
Increased by +2.44%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 13.44M (2.06%) 2.51M
Increased by +18.64%
Mar 31, 25
13 Bank of New York Mellon Corp 10.51M (1.61%) -1.40M
Decreased by -13.35%
Mar 31, 25
14 FMR Inc 9.92M (1.52%) 1.19M
Increased by +12.00%
Mar 31, 25
15 Capital World Investors 8.45M (1.30%) -6.88M
Decreased by -81.41%
Mar 31, 25
16 Pictet Asset Manangement SA 7.57M (1.16%) 7.57M
Increased by +100.00%
Sep 30, 23
17 NORGES BANK 7.10M (1.09%) -138.75K
Decreased by -1.95%
Dec 31, 24
18 Putnam Investments LLC 6.84M (1.05%) -2.01M
Decreased by -29.35%
Dec 31, 23
19 Putnam Investments, LLC., a Franklin Templeton company 6.84M (1.05%) -2.01M
Decreased by -29.35%
Dec 31, 23
20 Barrow Hanley Mewhinney & Strauss LLC 6.74M (1.03%) -386.26K
Decreased by -5.73%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 33.60M (5.15%) -1.71M
Decreased by -5.09%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 21.15M (3.25%) -50.42K
Decreased by -0.24%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 21.15M (3.24%) -195.91K
Decreased by -0.93%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 18.78M (2.88%) 131.25K
Increased by +0.70%
May 31, 25
5 Vanguard 500 Index Investor 18.67M (2.86%) -100.75K
Decreased by -0.54%
Jun 30, 25
6 Dodge & Cox International Stock I 17.05M (2.62%) -320.00K
Decreased by -1.88%
Jun 30, 25
7 Fidelity 500 Index 8.34M (1.28%) 9.33K
Increased by +0.11%
Jun 30, 25
8 SPDR® S&P 500 ETF 8.21M (1.26%) -224.65K
Decreased by -2.74%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 8.21M (1.26%) -63.99K
Decreased by -0.78%
Mar 31, 24
10 SPDR® S&P 500® ETF 8.05M (1.24%) 34.44K
Increased by +0.43%
Jul 31, 25
11 SPDR® S&P 500® ETF Trust 7.99M (1.23%) -41.90K
Decreased by -0.52%
Mar 31, 25
12 Fidelity® 500 Index 7.93M (1.22%) 50.45K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 7.86M (1.21%) 35.70K
Increased by +0.45%
Jul 31, 25
14 Vanguard Mid Cap Index Institutional 7.26M (1.11%) 15.12K
Increased by +0.21%
Jun 30, 25
15 MFS Large Cap Value Equity 6.34M (0.97%) -151.91K
Decreased by -2.39%
Mar 31, 24
16 MFS Value A 6.34M (0.97%) -29.77K
Decreased by -0.47%
Mar 31, 24
17 Putnam Large Cap Value A 5.85M (0.90%) 0.00
Increased by 0.00%
Jun 30, 25
18 Putnam US Large Cap Value Equity 5.85M (0.90%) 0.00
Increased by 0.00%
Jun 30, 25
19 Vanguard Value Index Inv 5.84M (0.90%) 39.13K
Increased by +0.67%
Jun 30, 25
20 Vanguard Wellington™ Inv 5.40M (0.83%) -581.14K
Decreased by -10.76%
Jun 30, 25