Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PPH 4.91%
2 ADRU 3.57%
3 MEDI 3.55%
4 ADRD 2.90%
5 PVAL 2.47%
6 PID 2.27%
7 GMOI 2.15%
8 DIVD 1.93%
9 BLCR 1.78%
10 IBBQ 1.76%
11 GDIV 1.74%
12 PINK 1.59%
13 QQQN 1.51%
14 BMED 1.45%
15 ZBIO 1.29%
16 BIS 1.29%
17 BIB 1.21%
18 QQJG 1.21%
19 TEQI 1.18%
20 FLV 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 75.22M (6.66%) -1.08M
Decreased by -1.43%
Dec 31, 24
2 Fisher Asset Management, LLC 12.51M (1.11%) -848.08K
Decreased by -6.78%
Dec 31, 24
3 Amvescap Plc. 12.06M (1.07%) 408.75K
Increased by +3.39%
Dec 31, 24
4 Bank of America Corp 12.02M (1.06%) 441.64K
Increased by +3.68%
Dec 31, 24
5 T. Rowe Price Associates, Inc. 10.84M (0.96%) 5.09M
Increased by +46.95%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 10.08M (0.89%) -7.69M
Decreased by -76.26%
Dec 31, 24
7 Barrow Hanley Mewhinney & Strauss LLC 7.70M (0.68%) -140.54K
Decreased by -1.83%
Dec 31, 24
8 BlackRock Inc 7.69M (0.68%) -2.65M
Decreased by -34.43%
Dec 31, 24
9 Boston Partners Global Investors, Inc 5.40M (0.48%) 2.50M
Increased by +46.35%
Dec 31, 24
10 FMR Inc 4.96M (0.44%) -3.65M
Decreased by -73.63%
Dec 31, 24
11 Wellington Management Company LLP 4.48M (0.40%) -166.02K
Decreased by -3.70%
Dec 31, 24
12 Franklin Resources Inc 3.78M (0.33%) 369.53K
Increased by +9.78%
Dec 31, 24
13 Nuveen Asset Management, LLC 3.68M (0.33%) 34.66K
Increased by +0.94%
Dec 31, 24
14 Mondrian Investment Partners Ltd 3.45M (0.31%) -25.55K
Decreased by -0.74%
Dec 31, 24
15 Magnetar Financial LLC 3.34M (0.30%) 1.71M
Increased by +51.05%
Dec 31, 24
16 Millennium Management LLC 3.15M (0.28%) 613.32K
Increased by +19.45%
Jun 30, 24
17 Envestnet Asset Management Inc 3.07M (0.27%) -24.27K
Decreased by -0.79%
Dec 31, 24
18 Wells Fargo & Co 2.92M (0.26%) 237.54K
Increased by +8.14%
Jun 30, 24
19 Natixis Advisors, LLC. 2.91M (0.26%) 35.83K
Increased by +1.23%
Dec 31, 24
20 Goldman Sachs Group Inc 2.86M (0.25%) -795.51K
Decreased by -27.83%
Dec 31, 24

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