Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PPH 4.44%
2 ADRU 3.57%
3 MEDI 3.55%
4 ADRD 2.90%
5 PVAL 2.53%
6 GMOI 2.15%
7 PID 2.03%
8 BLCR 1.78%
9 DIVD 1.74%
10 PINK 1.56%
11 GDIV 1.55%
12 IBBQ 1.54%
13 QQQN 1.51%
14 BMED 1.45%
15 BIS 1.29%
16 ZBIO 1.29%
17 TEQI 1.18%
18 BIB 1.14%
19 FLV 1.14%
20 QQJG 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 73.19M (6.48%) -2.03M
Decreased by -2.77%
Mar 31, 25
2 Fisher Asset Management, LLC 13.57M (1.20%) 1.06M
Increased by +7.78%
Mar 31, 25
3 Amvescap Plc. 12.06M (1.07%) 408.75K
Increased by +3.39%
Dec 31, 24
4 T. Rowe Price Associates, Inc. 11.04M (0.98%) 193.20K
Increased by +1.75%
Mar 31, 25
5 Bank of America Corp 10.41M (0.92%) -1.61M
Decreased by -15.46%
Mar 31, 25
6 Capital World Investors 8.32M (0.74%) 8.32M
Increased by +100.00%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 8.01M (0.71%) -2.07M
Decreased by -25.89%
Mar 31, 25
8 Barrow Hanley Mewhinney & Strauss LLC 7.35M (0.65%) -347.84K
Decreased by -4.73%
Mar 31, 25
9 BlackRock Inc 6.55M (0.58%) -1.14M
Decreased by -17.43%
Mar 31, 25
10 FMR Inc 4.69M (0.42%) -269.36K
Decreased by -5.74%
Mar 31, 25
11 Wellington Management Company LLP 4.43M (0.39%) -56.88K
Decreased by -1.28%
Mar 31, 25
12 Boston Partners Global Investors, Inc 4.09M (0.36%) -1.31M
Decreased by -31.97%
Mar 31, 25
13 Federated Hermes Inc 3.95M (0.35%) 1.46M
Increased by +36.89%
Mar 31, 25
14 Franklin Resources Inc 3.89M (0.34%) 112.53K
Increased by +2.89%
Mar 31, 25
15 Nuveen Asset Management, LLC 3.68M (0.33%) 34.66K
Increased by +0.94%
Dec 31, 24
16 Mondrian Investment Partners Ltd 3.44M (0.30%) -10.43K
Decreased by -0.30%
Mar 31, 25
17 Magnetar Financial LLC 3.34M (0.30%) 1.71M
Increased by +51.05%
Dec 31, 24
18 Millennium Management LLC 3.15M (0.28%) 613.32K
Increased by +19.45%
Jun 30, 24
19 Envestnet Asset Management Inc 3.07M (0.27%) -24.27K
Decreased by -0.79%
Dec 31, 24
20 Natixis Advisors, LLC. 2.94M (0.26%) 34.96K
Increased by +1.19%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 56.02M (4.96%) -1.33M
Decreased by -2.38%
Mar 31, 25
2 American Funds Washington Mutual A 7.74M (0.69%) 7.74M
Increased by +100.00%
Mar 31, 25
3 Capital Group Wash Mutual Invtrs Comp 7.74M (0.69%) 7.74M
Increased by +100.00%
Mar 31, 25
4 Vanguard Windsor Investor Shares 3.99M (0.35%) -104.77K
Decreased by -2.63%
Mar 31, 25
5 Invesco Comstock A 3.96M (0.35%) 0.00
Increased by 0.00%
Mar 31, 25
6 Invesco Large Cap Value 3.96M (0.35%) 0.00
Increased by 0.00%
Mar 31, 25
7 Dodge & Cox Balanced Composite 3.12M (0.28%) -168.30K
Decreased by -5.39%
Mar 31, 25
8 Dodge & Cox Balanced I 3.12M (0.28%) -168.30K
Decreased by -5.39%
Mar 31, 25
9 Fidelity® Series Value Discovery 3.11M (0.28%) 32.80K
Increased by +1.05%
Nov 30, 23
10 T. Rowe Price Health Sciences 2.68M (0.24%) 287.25K
Increased by +10.71%
Mar 31, 25
11 Strategic Advisers® Fidelity US TtlStk 2.52M (0.22%) -16.30K
Decreased by -0.65%
Nov 30, 23
12 JHancock Disciplined Value I 2.44M (0.22%) -446.54K
Decreased by -18.32%
May 31, 24
13 BlackRock Large Cap Core (SMA) 2.31M (0.20%) 0.00
Increased by 0.00%
Dec 31, 24
14 Strategic Advisers Fidelity US TtlStk 2.19M (0.19%) 20.50K
Increased by +0.94%
Aug 31, 24
15 Robeco BP US Premium Equities IH € 2.17M (0.19%) -5.48K
Decreased by -0.25%
Mar 31, 25
16 Fidelity Series Value Discovery 2.12M (0.19%) -139.00K
Decreased by -6.55%
Aug 31, 24
17 Invesco - Diversified Dividend 2.06M (0.18%) -210.26K
Decreased by -10.19%
Mar 31, 25
18 Invesco Diversified Dividend A 2.06M (0.18%) 0.00
Increased by 0.00%
Mar 31, 25
19 Bridge Builder Large Cap Value 1.89M (0.17%) -42.65K
Decreased by -2.26%
Apr 30, 25
20 BNY Mellon Dynamic Value Fund A 1.65M (0.15%) 209.10K
Increased by +12.63%
Sep 30, 24