Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EQTY 3.30%
2 OAKI 3.23%
3 OAKG 2.99%
4 CCFE 2.70%
5 TMFG 1.93%
6 AVIV 1.16%
7 FXR 1.11%
8 FIVA 1.02%
9 LOHA 0.99%
10 EWU 0.98%
11 FLGB 0.91%
12 DIHP 0.69%
13 PABD 0.38%
14 IYJ 0.37%
15 VXF 0.35%
16 VOT 0.34%
17 DMXF 0.30%
18 VO 0.30%
19 EFG 0.30%
20 IWS 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 53.10M (13.15%) 53.10M
Increased by +100.00%
Mar 31, 26
2 Vanguard Capital Management, LLC 26.10M (6.46%) 26.10M
Increased by +100.00%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 19.73M (4.88%) 19.73M
Increased by +100.00%
Mar 31, 26
4 Abrams Bison Investments, LLC 12.56M (3.11%) 12.56M
Increased by +100.00%
Mar 31, 26
5 Harris Associates L.P. 11.65M (2.88%) 11.65M
Increased by +100.00%
Mar 31, 26
6 Wellington Management Company LLP 11.22M (2.78%) 11.22M
Increased by +100.00%
Mar 31, 26
7 Amvescap Plc. 10.11M (2.50%) 10.11M
Increased by +100.00%
Mar 31, 26
8 Rothschild & Co Wealth Management UK Ltd 8.51M (2.11%) 8.51M
Increased by +100.00%
Mar 31, 26
9 Royal Bank of Canada 7.14M (1.77%) 7.14M
Increased by +100.00%
Mar 31, 26
10 Principal Financial Group Inc 6.61M (1.64%) 6.61M
Increased by +100.00%
Mar 31, 26
11 Gardner Russo & Gardner 6.05M (1.50%) 6.05M
Increased by +100.00%
Mar 31, 26
12 Capital World Investors 5.69M (1.41%) 5.69M
Increased by +100.00%
Mar 31, 26
13 Ruane, Cunniff & Goldfarb L.P. 5.49M (1.36%) 5.49M
Increased by +100.00%
Mar 31, 26
14 Metropolis Capital Ltd 4.91M (1.22%) 4.91M
Increased by +100.00%
Mar 31, 26
15 Rathbone Brothers PLC 4.59M (1.14%) 4.59M
Increased by +100.00%
Mar 31, 26
16 Amundi 4.21M (1.04%) 4.21M
Increased by +100.00%
Mar 31, 26
17 Vanguard Fiduciary Trust Co 3.98M (0.99%) 3.98M
Increased by +100.00%
Mar 31, 26
18 Beck, Mack & Oliver LLC 3.38M (0.84%) 3.38M
Increased by +100.00%
Mar 31, 26
19 Ako Capital Llp 3.19M (0.79%) 3.19M
Increased by +100.00%
Mar 31, 26
20 Baillie Gifford & Co Limited. 3.11M (0.77%) 3.11M
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 26.50M (6.56%) 26.50M
Increased by +100.00%
Mar 31, 26
2 Dodge & Cox International Stock I 13.62M (3.37%) 13.62M
Increased by +100.00%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 13.12M (3.25%) -120.61K
Decreased by -0.92%
Jun 30, 26
4 Vanguard Mid Cap Index Institutional 8.96M (2.22%) -70.77K
Decreased by -0.79%
Jun 30, 26
5 Vanguard Equity-Income Inv 6.18M (1.53%) 6.18M
Increased by +100.00%
Mar 31, 26
6 Vanguard Total Intl Stock Index Inv 6.03M (1.49%) -48.55K
Decreased by -0.81%
Jun 30, 26
7 Oakmark International Investor 5.31M (1.32%) 5.31M
Increased by +100.00%
Mar 31, 26
8 American Funds EUPAC A 4.72M (1.17%) 0.00
Increased by 0.00%
Jun 30, 26
9 Capital Group EUPAC Composite 4.72M (1.17%) 4.72M
Increased by +100.00%
Mar 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 4.71M (1.17%) 4.71M
Increased by +100.00%
Jun 30, 26
11 Harris International Equity 4.57M (1.13%) -738.50K
Decreased by -16.14%
Jun 30, 26
12 Vanguard Developed Markets Index Admiral 4.01M (0.99%) -36.20K
Decreased by -0.90%
Jun 30, 26
13 Principal Aligned MidCap Equity 3.88M (0.96%) 3.88M
Increased by +100.00%
Mar 31, 26
14 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 3.04M (0.75%) -23.83K
Decreased by -0.78%
Jun 30, 26
15 Vanguard Growth Index Investor 2.96M (0.73%) 14.67K
Increased by +0.50%
Jun 30, 26
16 Vanguard Wellesley® Income Inv 2.75M (0.68%) 2.75M
Increased by +100.00%
Mar 31, 26
17 Dodge & Cox Global Stock I 2.68M (0.66%) 2.68M
Increased by +100.00%
Mar 31, 26
18 State St Russell Sm/Mid Cp® Indx SL Cl I 2.33M (0.58%) 2.33M
Increased by +100.00%
Jun 30, 26
19 Vanguard Dividend Appreciation ETF 2.32M (0.57%) -12.04K
Decreased by -0.52%
Jun 30, 26
20 Dorsey Global Moat 2.20M (0.55%) 2.20M
Increased by +100.00%
Mar 31, 26