Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.40%
2 FXG 4.39%
3 FOANC 3.93%
4 VICE 3.80%
5 MDPL 3.56%
6 FTXG 3.41%
7 EATV 2.97%
8 KEAT 2.80%
9 BAD 2.71%
10 RHS 2.64%
11 RSPS 2.64%
12 PBJ 2.56%
13 MVFD 2.26%
14 DVLU 2.23%
15 COWS 2.02%
16 SMRI 1.99%
17 PXLG 1.99%
18 HCOW 1.98%
19 DVOL 1.77%
20 RYJ 1.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.35M (12.09%) 14.25K
Increased by +0.07%
Dec 31, 25
2 Dodge & Cox 18.52M (11.01%) -87.88K
Decreased by -0.47%
Mar 31, 26
3 BlackRock Inc 10.89M (6.47%) -3.69M
Decreased by -33.90%
Dec 31, 25
4 State Street Corp 8.85M (5.26%) -1.67M
Decreased by -18.87%
Dec 31, 25
5 Dimensional Fund Advisors, Inc. 8.36M (4.97%) 790.31K
Increased by +9.45%
Mar 31, 26
6 State Street Corporation 8.33M (4.95%) -227.03K
Decreased by -2.73%
Mar 31, 24
7 LSV Asset Management 5.92M (3.52%) -69.90K
Decreased by -1.18%
Mar 31, 26
8 Amvescap Plc. 5.21M (3.09%) 720.06K
Increased by +13.83%
Mar 31, 26
9 Geode Capital Management, LLC 4.48M (2.66%) -30.01K
Decreased by -0.67%
Dec 31, 25
10 Pacer Advisors, INC. 4.45M (2.65%) -734.29K
Decreased by -16.49%
Dec 31, 24
11 Clarkston Capital Partners, LLC 3.35M (1.99%) -12.35K
Decreased by -0.37%
Dec 31, 25
12 Bank of New York Mellon Corp 3.33M (1.98%) 469.61K
Increased by +14.12%
Mar 31, 26
13 Citadel Advisors Llc 3.32M (1.97%) 2.06M
Increased by +62.01%
Sep 30, 25
14 JPMorgan Chase & Co 3.28M (1.95%) 2.24M
Increased by +68.41%
Sep 30, 25
15 The Goldman Sachs Group Inc 2.92M (1.74%) 2.12M
Increased by +72.62%
Dec 31, 25
16 Marshall Wace Asset Management Ltd 2.88M (1.71%) -892.22K
Decreased by -31.01%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 2.87M (1.71%) -722.54K
Decreased by -25.14%
Dec 31, 25
18 AQR Capital Management LLC 2.76M (1.64%) 495.08K
Increased by +17.92%
Dec 31, 25
19 NORGES BANK 2.69M (1.60%) -98.46K
Decreased by -3.65%
Dec 31, 25
20 Deutsche Bank AG 2.54M (1.51%) 205.10K
Increased by +8.08%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 13.94M (8.28%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 5.48M (3.26%) -154.56K
Decreased by -2.82%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.04M (3.00%) -208.35K
Decreased by -4.13%
Mar 31, 26
4 Vanguard Institutional 500 Index Trust 4.89M (2.91%) 31.11K
Increased by +0.64%
May 31, 25
5 Pacer US Cash Cows 100 ETF 4.40M (2.62%) 6.50K
Increased by +0.15%
Feb 28, 25
6 Vanguard 500 Index Investor 4.31M (2.56%) -41.45K
Decreased by -0.96%
Mar 31, 26
7 Invesco S&P 500® Equal Weight ETF 3.75M (2.23%) -1.13K
Decreased by -0.03%
Apr 30, 26
8 Vanguard Small Cap Index 3.64M (2.17%) -143.04K
Decreased by -3.92%
Mar 31, 26
9 American Funds Growth Fund of Amer A 2.37M (1.41%) 0.00
Increased by 0.00%
Mar 31, 24
10 Capital Group Growth Fnd of Amer Comp 2.37M (1.41%) 0.00
Increased by 0.00%
Mar 31, 24
11 Vanguard Small Cap Value Index Inv 2.32M (1.38%) -110.46K
Decreased by -4.76%
Mar 31, 26
12 Clarkston Capital SMID Composite 2.31M (1.37%) -417.57K
Decreased by -18.09%
Dec 31, 25
13 American Funds IS® Growth-Income 1 2.26M (1.34%) -35.62K
Decreased by -1.58%
Mar 31, 24
14 Capital Group Core Equity Composite 2.26M (1.34%) -35.62K
Decreased by -1.58%
Mar 31, 24
15 SPDR® S&P 500 ETF Trust 2.22M (1.32%) 15.40K
Increased by +0.69%
May 30, 24
16 iShares Core S&P 500 ETF 2.19M (1.30%) 6.43K
Increased by +0.29%
Apr 30, 26
17 Fidelity® 500 Index 2.16M (1.29%) 13.76K
Increased by +0.64%
Nov 30, 23
18 Fidelity 500 Index 2.16M (1.28%) 7.56K
Increased by +0.35%
Mar 31, 26
19 SPDR® S&P 500 ETF 2.14M (1.27%) -64.46K
Decreased by -3.01%
Mar 31, 25
20 SPDR® S&P 500® ETF Trust 2.08M (1.24%) -10.91K
Decreased by -0.52%
Mar 31, 25