Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 4.17%
2 UTRN 4.02%
3 NLSI 3.97%
4 OAKM 3.51%
5 TLCI 3.39%
6 MDPL 3.30%
7 BASV 3.19%
8 MVFD 2.52%
9 OAKG 2.39%
10 GRNY 2.30%
11 PCIG 2.08%
12 PCGG 2.01%
13 KIE 1.94%
14 USFE 1.78%
15 BUSA 1.78%
16 FEMD 1.69%
17 BMVP 1.55%
18 NUMV 1.55%
19 EQOP 1.47%
20 RYF 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.22M (12.12%) -155.06K
Decreased by -1.38%
Dec 31, 25
2 BlackRock Inc 8.11M (8.77%) -354.04K
Decreased by -4.36%
Mar 31, 26
3 Mizuho Securities USA Inc 7.58M (8.19%) 7.57M
Increased by +99.90%
Sep 30, 24
4 Dodge & Cox 7.33M (7.92%) 406.89K
Increased by +5.55%
Mar 31, 26
5 Vanguard Capital Management, LLC 6.16M (6.66%) 6.16M
Increased by +100.00%
Mar 31, 26
6 Harris Associates L.P. 6.02M (6.50%) 404.59K
Increased by +6.72%
Mar 31, 26
7 T. Rowe Price Investment Management,Inc. 5.87M (6.34%) 3.03M
Increased by +51.60%
Dec 31, 25
8 Massachusetts Financial Services Company 5.87M (6.34%) -110.28K
Decreased by -1.88%
Mar 31, 26
9 Arnhold & S. Bleichroeder Advisers, LLC 4.34M (4.69%) 88.56K
Increased by +2.04%
Mar 31, 26
10 State Street Corporation 4.29M (4.64%) 12.38K
Increased by +0.29%
Mar 31, 24
11 State Street Corp 4.22M (4.56%) -10.20K
Decreased by -0.24%
Mar 31, 26
12 Vanguard Portfolio Management, LLC 4.06M (4.38%) 4.06M
Increased by +100.00%
Mar 31, 26
13 Artisan Partners Limited Partnership 3.79M (4.09%) 324.97K
Increased by +8.58%
Mar 31, 26
14 Geode Capital Management, LLC 2.59M (2.80%) 43.11K
Increased by +1.66%
Mar 31, 26
15 Amvescap Plc. 2.33M (2.51%) 114.53K
Increased by +4.92%
Mar 31, 26
16 FMR Inc 2.15M (2.33%) -60.85K
Decreased by -2.83%
Mar 31, 26
17 Cantillon Capital Management LLC 1.88M (2.03%) -7.32K
Decreased by -0.39%
Sep 30, 23
18 NORGES BANK 1.56M (1.68%) 59.09K
Increased by +3.80%
Dec 31, 25
19 Victory Capital Management Inc. 1.36M (1.47%) 97.69K
Increased by +7.18%
Mar 31, 26
20 Baupost Group LLC 1.36M (1.47%) 268.54K
Increased by +19.78%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 3.78M (4.08%) 272.00K
Increased by +7.20%
Jun 30, 26
2 Vanguard US Total Market Shares ETF 3.22M (3.48%) -14.78K
Decreased by -0.46%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.00M (3.24%) -12.10K
Decreased by -0.40%
Jun 30, 26
4 Artisan International Value 2.99M (3.23%) 268.49K
Increased by +8.98%
Mar 31, 26
5 Artisan International Value Investor 2.99M (3.23%) 268.49K
Increased by +8.98%
Mar 31, 26
6 Vanguard Institutional 500 Index Trust 2.80M (3.03%) -15.52K
Decreased by -0.55%
May 31, 25
7 First Eagle Global A 2.51M (2.71%) 0.00
Increased by 0.00%
Jun 30, 26
8 Vanguard 500 Index Investor 2.45M (2.65%) -32.27K
Decreased by -1.31%
Jun 30, 26
9 Dodge & Cox International Stock I 2.09M (2.26%) 124.80K
Increased by +5.97%
Jun 30, 26
10 Vanguard Mid Cap Index Institutional 2.05M (2.21%) -4.46K
Decreased by -0.22%
Jun 30, 26
11 Oakmark Investor 1.94M (2.10%) -99.00K
Decreased by -5.11%
Jun 30, 26
12 T. Rowe Price Capital Appreciation 1.65M (1.79%) -273.32K
Decreased by -16.54%
Jan 31, 26
13 Vanguard Windsor II Inv 1.36M (1.47%) 152.70K
Increased by +11.19%
Mar 31, 26
14 iShares Core S&P 500 ETF 1.30M (1.41%) 4.13K
Increased by +0.32%
Jun 30, 26
15 SPDR® S&P 500 ETF Trust 1.25M (1.35%) -9.64K
Decreased by -0.77%
Mar 31, 24
16 SPDR® S&P 500 ETF 1.24M (1.34%) -30.19K
Decreased by -2.43%
Mar 31, 25
17 Fidelity® 500 Index 1.22M (1.32%) 7.77K
Increased by +0.64%
Nov 30, 23
18 Fidelity 500 Index 1.22M (1.31%) -1.70K
Decreased by -0.14%
May 31, 26
19 SPDR® S&P 500® ETF Trust 1.21M (1.31%) -6.37K
Decreased by -0.53%
Mar 31, 25
20 SPDR® S&P 500® ETF 1.20M (1.29%) 14.67K
Increased by +1.23%
Aug 31, 25