Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSD 5.94%
2 PSCT 2.69%
3 ARWG 2.56%
4 ABLD 1.45%
5 DFRA 1.45%
6 LGRO 1.45%
7 KDVD 1.39%
8 CAFG 1.30%
9 JPSV 1.06%
10 TMVE 1.02%
11 DSMC 0.84%
12 FXR 0.67%
13 TMAT 0.67%
14 AUSF 0.61%
15 CALF 0.57%
16 XOUT 0.53%
17 DRUP 0.53%
18 NUSC 0.49%
19 QVMS 0.47%
20 TEQI 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.24M (12.78%) -352.26K
Decreased by -2.47%
Dec 31, 25
2 Dodge & Cox 13.75M (12.34%) 1.53M
Increased by +11.15%
Mar 31, 26
3 BlackRock Inc 13.54M (12.16%) -531.56K
Decreased by -3.92%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 8.46M (7.59%) 8.46M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 5.07M (4.55%) 5.07M
Increased by +100.00%
Mar 31, 26
6 Millennium Management LLC 4.36M (3.92%) -611.32K
Decreased by -14.02%
Mar 31, 26
7 Flossbach von Storch AG 3.71M (3.33%) 681.46K
Increased by +18.38%
Mar 31, 26
8 State Street Corp 3.68M (3.30%) 59.90K
Increased by +1.63%
Mar 31, 26
9 T. Rowe Price Associates, Inc. 3.21M (2.89%) 538.99K
Increased by +16.77%
Mar 31, 26
10 NORGES BANK 2.45M (2.20%) 212.56K
Increased by +8.68%
Dec 31, 25
11 T. Rowe Price Investment Management,Inc. 2.45M (2.20%) -2.86M
Decreased by -116.84%
Mar 31, 26
12 Viking Global Investors LP 2.13M (1.92%) -1.03M
Decreased by -48.14%
Mar 31, 26
13 Point72 Asset Management, L.P. 2.08M (1.87%) 785.11K
Increased by +37.76%
Mar 31, 26
14 Geode Capital Management, LLC 1.92M (1.73%) 50.61K
Increased by +2.63%
Mar 31, 26
15 Irenic Capital Management LP 1.74M (1.56%) 1.41M
Increased by +80.92%
Mar 31, 26
16 Capital World Investors 1.65M (1.48%) 0.00
Increased by 0.00%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 1.59M (1.43%) -94.77K
Decreased by -5.97%
Mar 31, 26
18 Amvescap Plc. 1.57M (1.41%) -2.49M
Decreased by -159.30%
Mar 31, 26
19 Arrowstreet Capital Limited Partnership 1.46M (1.31%) -265.50K
Decreased by -18.14%
Mar 31, 26
20 Gates Capital Management Inc 1.39M (1.25%) -865.36K
Decreased by -62.25%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 9.15M (8.21%) 1.25M
Increased by +13.70%
Mar 31, 26
2 iShares Core S&P Small-Cap ETF 6.84M (6.15%) 2.38K
Increased by +0.03%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 3.60M (3.23%) 10.95K
Increased by +0.30%
Apr 30, 26
4 Vanguard Information Technology ETF 2.68M (2.40%) -100.96K
Decreased by -3.77%
Apr 30, 26
5 Vanguard Small Cap Index 2.57M (2.31%) -8.49K
Decreased by -0.33%
Apr 30, 26
6 Vanguard Small Cap Value Index Inv 1.65M (1.49%) 12.67K
Increased by +0.77%
Apr 30, 26
7 American Funds SMALLCAP World A 1.65M (1.48%) 0.00
Increased by 0.00%
Mar 31, 26
8 T. Rowe Price Equity Income 1.56M (1.41%) 0.00
Increased by 0.00%
Apr 30, 26
9 T. Rowe Price US Lg-Cp Equity Inc Comp 1.56M (1.41%) 215.00K
Increased by +13.74%
Mar 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 1.27M (1.14%) 9.87K
Increased by +0.78%
Apr 30, 26
11 T. Rowe Price US Mid-Cap Growth Equity 1.10M (0.99%) -261.30K
Decreased by -23.77%
Mar 31, 26
12 T. Rowe Price Mid-Cap Growth 1.10M (0.99%) -477.00
Decreased by -0.04%
Apr 30, 26
13 State Street SPDR Port S&P 600 Sm CpETF 1.04M (0.93%) 0.00
Increased by 0.00%
May 29, 26
14 Fidelity Global Small Cap Opps F 912.20K (0.82%) -214.02K
Decreased by -23.46%
Mar 31, 26
15 Dodge & Cox Global Stock I 775.73K (0.70%) 0.00
Increased by 0.00%
Mar 31, 26
16 American Century Mid Cap Value Inv 749.07K (0.67%) 0.00
Increased by 0.00%
Mar 31, 26
17 American Century U.S. Mid Cap Value 749.07K (0.67%) 0.00
Increased by 0.00%
Mar 31, 26
18 Vanguard Tax-Managed Small Cap Adm 728.31K (0.65%) 0.00
Increased by 0.00%
Apr 30, 26
19 State St Russell Sm/Mid Cp® Indx SL Cl I 701.80K (0.63%) 0.00
Increased by 0.00%
May 31, 26
20 Victory Sycamore Small Company Opp R 680.00K (0.61%) -155.00K
Decreased by -22.79%
Mar 31, 26