Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVAL 4.46%
2 LGHT 4.36%
3 UTRN 4.05%
4 LBAY 3.86%
5 MOTE 2.65%
6 MOAT 2.48%
7 FXH 2.47%
8 IHI 2.41%
9 FLV 2.31%
10 POWA 2.17%
11 XHE 2.03%
12 MDEV 1.88%
13 RSPH 1.86%
14 LNGR 1.84%
15 CZA 1.72%
16 RYJ 1.71%
17 LYLD 1.71%
18 RYH 1.59%
19 AGNG 1.58%
20 CGVIC 1.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.25M (11.77%) 198.37K
Increased by +0.85%
Jun 30, 25
2 Dodge & Cox 22.10M (11.19%) 2.53M
Increased by +11.46%
Jun 30, 25
3 BlackRock Inc 15.95M (8.08%) -179.08K
Decreased by -1.12%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 14.80M (7.49%) 339.74K
Increased by +2.30%
Jun 30, 25
5 State Street Corporation 9.31M (4.71%) -5.69K
Decreased by -0.06%
Mar 31, 24
6 State Street Corp 8.75M (4.43%) -229.25K
Decreased by -2.62%
Mar 31, 25
7 Capital Research & Mgmt Co - Division 3 6.77M (3.43%) 6.77M
Increased by +100.00%
Jun 30, 25
8 American Century Companies Inc 5.71M (2.89%) 458.90K
Increased by +8.04%
Jun 30, 25
9 Geode Capital Management, LLC 5.06M (2.56%) 178.23K
Increased by +3.53%
Mar 31, 25
10 PRIMECAP Management Company 4.71M (2.38%) 27.86K
Increased by +0.59%
Jun 30, 25
11 Franklin Resources Inc 4.67M (2.37%) 615.01K
Increased by +13.16%
Jun 30, 25
12 Ameriprise Financial Inc 4.57M (2.31%) 3.21M
Increased by +70.24%
Mar 31, 25
13 Amvescap Plc. 4.13M (2.09%) -133.06K
Decreased by -3.22%
Mar 31, 25
14 Harris Associates L.P. 3.73M (1.89%) 3.73M
Increased by +100.00%
Jun 30, 25
15 Van Eck Associates Corporation 3.65M (1.85%) -303.06K
Decreased by -8.30%
Mar 31, 25
16 Victory Capital Management Inc. 3.18M (1.61%) -183.10K
Decreased by -5.76%
Sep 30, 24
17 Capital Research Global Investors 2.49M (1.26%) 135.00K
Increased by +5.41%
Sep 30, 23
18 NORGES BANK 2.48M (1.25%) 429.36K
Increased by +17.34%
Jun 30, 25
19 Goldman Sachs Group Inc 2.45M (1.24%) 158.53K
Increased by +6.48%
Jun 30, 24
20 Northern Trust Corp 2.30M (1.17%) -68.78K
Decreased by -2.99%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 14.62M (7.40%) 1.79M
Increased by +12.24%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 6.46M (3.27%) -55.36K
Decreased by -0.86%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 6.22M (3.15%) -148.80K
Decreased by -2.39%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 5.66M (2.87%) 35.76K
Increased by +0.63%
May 31, 25
5 Vanguard 500 Index Investor 4.90M (2.48%) -717.44K
Decreased by -14.65%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 4.41M (2.23%) 47.66K
Increased by +1.08%
Jul 31, 25
7 American Funds Washington Mutual A 3.60M (1.82%) 3.60M
Increased by +100.00%
Jun 30, 25
8 Capital Group Wash Mutual Invtrs Comp 3.60M (1.82%) 3.60M
Increased by +100.00%
Jun 30, 25
9 VanEck Morningstar Wide Moat 3.08M (1.56%) -302.98K
Decreased by -9.83%
Jun 30, 25
10 VanEck Morningstar Wide Moat ETF 3.00M (1.52%) -1.14K
Decreased by -0.04%
Jul 31, 25
11 T. Rowe Price Mid-Cap Value 2.82M (1.43%) 78.01K
Increased by +2.76%
Jun 30, 25
12 T. Rowe Price US Mid-Cap Value Equity 2.82M (1.43%) -24.68K
Decreased by -0.87%
Jun 30, 25
13 Oakmark Investor 2.59M (1.31%) 2.59M
Increased by +100.00%
Jun 30, 25
14 SPDR® S&P 500 ETF Trust 2.52M (1.28%) -19.59K
Decreased by -0.78%
Mar 31, 24
15 Fidelity 500 Index 2.51M (1.27%) -4.65K
Decreased by -0.19%
Jun 30, 25
16 SPDR® S&P 500 ETF 2.48M (1.25%) -36.27K
Decreased by -1.46%
Mar 31, 25
17 SPDR® S&P 500® ETF 2.44M (1.23%) 10.32K
Increased by +0.42%
Jul 31, 25
18 Fidelity® 500 Index 2.44M (1.23%) 15.50K
Increased by +0.64%
Nov 30, 23
19 SPDR® S&P 500® ETF Trust 2.41M (1.22%) -12.64K
Decreased by -0.52%
Mar 31, 25
20 T. Rowe Price Equity Income 2.40M (1.22%) 0.00
Increased by 0.00%
Jun 30, 25