Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PPH 4.68%
2 BASV 3.92%
3 ADRU 3.57%
4 MEDI 3.55%
5 PID 2.92%
6 ADRD 2.90%
7 BUSA 1.97%
8 PVAL 1.96%
9 GCOW 1.82%
10 BLCR 1.78%
11 DIVD 1.70%
12 QQQN 1.51%
13 GDIV 1.49%
14 IBBQ 1.49%
15 BMED 1.45%
16 FLV 1.32%
17 BIS 1.29%
18 ZBIO 1.29%
19 GMOI 1.27%
20 BIB 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 73.19M (6.68%) -2.03M
Decreased by -2.77%
Mar 31, 25
2 Fisher Asset Management, LLC 13.57M (1.24%) 1.06M
Increased by +7.78%
Mar 31, 25
3 Amvescap Plc. 11.86M (1.08%) -199.74K
Decreased by -1.68%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 11.04M (1.01%) 193.20K
Increased by +1.75%
Mar 31, 25
5 Bank of America Corp 10.41M (0.95%) -1.61M
Decreased by -15.46%
Mar 31, 25
6 Capital World Investors 8.32M (0.76%) 8.32M
Increased by +100.00%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 8.01M (0.73%) -2.07M
Decreased by -25.89%
Mar 31, 25
8 Barrow Hanley Mewhinney & Strauss LLC 7.35M (0.67%) -347.84K
Decreased by -4.73%
Mar 31, 25
9 BlackRock Inc 6.55M (0.60%) -1.14M
Decreased by -17.43%
Mar 31, 25
10 FMR Inc 4.69M (0.43%) -269.36K
Decreased by -5.74%
Mar 31, 25
11 Wellington Management Company LLP 4.43M (0.40%) -56.88K
Decreased by -1.28%
Mar 31, 25
12 Boston Partners Global Investors, Inc 4.09M (0.37%) -1.31M
Decreased by -31.97%
Mar 31, 25
13 Federated Hermes Inc 3.95M (0.36%) 1.46M
Increased by +36.89%
Mar 31, 25
14 Franklin Resources Inc 3.89M (0.35%) 112.53K
Increased by +2.89%
Mar 31, 25
15 Nuveen Asset Management, LLC 3.68M (0.34%) 34.66K
Increased by +0.94%
Dec 31, 24
16 Mondrian Investment Partners Ltd 3.44M (0.31%) -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 Envestnet Asset Management Inc 3.28M (0.30%) 211.64K
Increased by +6.46%
Mar 31, 25
19 Nuveen, LLC 3.21M (0.29%) 3.21M
Increased by +100.00%
Mar 31, 25
20 Millennium Management LLC 3.15M (0.29%) 613.32K
Increased by +19.45%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 55.13M (5.03%) -891.50K
Decreased by -1.62%
Jun 30, 25
2 American Funds Washington Mutual A 7.74M (0.71%) 0.00
Increased by 0.00%
Jun 30, 25
3 Capital Group Wash Mutual Invtrs Comp 7.74M (0.71%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard Windsor Investor Shares 3.99M (0.36%) -104.77K
Decreased by -2.63%
Mar 31, 25
5 Invesco Large Cap Value 3.96M (0.36%) 0.00
Increased by 0.00%
Mar 31, 25
6 Invesco Comstock A 3.63M (0.33%) -327.14K
Decreased by -9.01%
May 31, 25
7 Fidelity® Series Value Discovery 3.11M (0.28%) 32.80K
Increased by +1.05%
Nov 30, 23
8 Dodge & Cox Balanced Composite 2.81M (0.26%) -318.60K
Decreased by -11.36%
Jun 30, 25
9 Dodge & Cox Balanced I 2.81M (0.26%) -318.60K
Decreased by -11.36%
Jun 30, 25
10 Strategic Advisers® Fidelity US TtlStk 2.52M (0.23%) -16.30K
Decreased by -0.65%
Nov 30, 23
11 JHancock Disciplined Value I 2.44M (0.22%) -446.54K
Decreased by -18.32%
May 31, 24
12 BlackRock Large Cap Core (SMA) 2.31M (0.21%) 0.00
Increased by 0.00%
Dec 31, 24
13 Robeco BP US Premium Equities IH € 2.19M (0.20%) -13.76K
Decreased by -0.63%
May 31, 25
14 Strategic Advisers Fidelity US TtlStk 2.19M (0.20%) 20.50K
Increased by +0.94%
Aug 31, 24
15 Fidelity Series Value Discovery 2.12M (0.19%) -139.00K
Decreased by -6.55%
Aug 31, 24
16 Invesco - Diversified Dividend 2.06M (0.19%) -210.26K
Decreased by -10.19%
Mar 31, 25
17 Invesco Diversified Dividend A 2.06M (0.19%) 0.00
Increased by 0.00%
Mar 31, 25
18 Bridge Builder Large Cap Value 1.82M (0.17%) -26.53K
Decreased by -1.46%
Jun 30, 25
19 BNY Mellon Dynamic Value Fund A 1.65M (0.15%) 209.10K
Increased by +12.63%
Sep 30, 24
20 Boston Partners Large Cap Value Equity E 1.63M (0.15%) 56.60K
Increased by +3.47%
Mar 31, 24