Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRID 8.44%
2 CCSO 5.71%
3 PKB 5.56%
4 UTRN 4.49%
5 XHB 4.48%
6 SIMS 3.90%
7 MID 3.75%
8 BLCR 3.43%
9 XKII 3.41%
10 RUFF 3.07%
11 LOPP 2.65%
12 FTIF 2.63%
13 SNSR 2.48%
14 FLLV 2.27%
15 INCE 2.27%
16 MADE 2.26%
17 GAST 2.11%
18 FTDS 2.08%
19 TUSA 2.01%
20 POWA 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 70.82M (10.80%) -9.55M
Decreased by -13.49%
Mar 31, 25
2 Vanguard Group Inc 68.44M (10.44%) 288.58K
Increased by +0.42%
Mar 31, 25
3 BlackRock Inc 52.30M (7.98%) -333.02K
Decreased by -0.64%
Mar 31, 25
4 State Street Corporation 27.95M (4.26%) -101.14K
Decreased by -0.36%
Mar 31, 24
5 State Street Corp 27.84M (4.25%) -205.30K
Decreased by -0.74%
Mar 31, 25
6 Franklin Resources Inc 22.55M (3.44%) -796.33K
Decreased by -3.53%
Mar 31, 25
7 Bank of America Corp 18.88M (2.88%) 2.99M
Increased by +15.82%
Mar 31, 25
8 Amvescap Plc. 18.41M (2.81%) 2.15M
Increased by +11.68%
Dec 31, 24
9 Wellington Management Company LLP 17.72M (2.70%) -1.38M
Decreased by -7.81%
Mar 31, 25
10 Fisher Asset Management, LLC 16.17M (2.47%) 431.53K
Increased by +2.67%
Mar 31, 25
11 Geode Capital Management, LLC 14.16M (2.16%) 346.16K
Increased by +2.44%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 13.44M (2.05%) 2.51M
Increased by +18.64%
Mar 31, 25
13 Bank of New York Mellon Corp 10.51M (1.60%) -1.40M
Decreased by -13.35%
Mar 31, 25
14 FMR Inc 9.92M (1.51%) 1.19M
Increased by +12.00%
Mar 31, 25
15 Capital World Investors 8.45M (1.29%) -6.88M
Decreased by -81.41%
Mar 31, 25
16 Pictet Asset Manangement SA 7.57M (1.15%) 7.57M
Increased by +100.00%
Sep 30, 23
17 NORGES BANK 7.10M (1.08%) -138.75K
Decreased by -1.95%
Dec 31, 24
18 Putnam Investments LLC 6.84M (1.04%) -2.01M
Decreased by -29.35%
Dec 31, 23
19 Putnam Investments, LLC., a Franklin Templeton company 6.84M (1.04%) -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 35.31M (5.39%) -4.62M
Decreased by -13.08%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 21.18M (3.23%) 328.26K
Increased by +1.55%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 21.15M (3.23%) -195.91K
Decreased by -0.93%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 18.64M (2.84%) 297.20K
Increased by +1.59%
Apr 30, 25
5 Dodge & Cox International Stock I 17.37M (2.65%) -3.00M
Decreased by -17.29%
Mar 31, 25
6 Fidelity 500 Index 8.28M (1.26%) -84.34K
Decreased by -1.02%
Mar 31, 25
7 SPDR® S&P 500 ETF 8.21M (1.25%) -224.65K
Decreased by -2.74%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 8.21M (1.25%) -63.99K
Decreased by -0.78%
Mar 31, 24
9 SPDR® S&P 500® ETF Trust 7.99M (1.22%) -41.90K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 7.93M (1.21%) 29.80K
Increased by +0.38%
May 29, 25
11 Fidelity® 500 Index 7.93M (1.21%) 50.45K
Increased by +0.64%
Nov 30, 23
12 Capital Group Wash Mutual Invtrs Comp 7.81M (1.19%) -1.37M
Decreased by -17.52%
Dec 31, 24
13 iShares Core S&P 500 ETF 7.65M (1.17%) -3.50K
Decreased by -0.05%
May 28, 25
14 Vanguard Mid Cap Index Institutional 7.18M (1.09%) 68.67K
Increased by +0.96%
Apr 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 Vanguard Wellington™ Inv 5.98M (0.91%) 107.00K
Increased by +1.79%
Mar 31, 25
18 Putnam Large Cap Value A 5.85M (0.89%) 0.00
Increased by 0.00%
Apr 30, 25
19 Putnam US Large Cap Value Equity 5.85M (0.89%) 258.14K
Increased by +4.42%
Mar 31, 25
20 Vanguard Value Index Inv 5.79M (0.88%) 5.23K
Increased by +0.09%
Apr 30, 25