Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.05%
2 MVAL 3.94%
3 LGHT 3.86%
4 LBAY 3.43%
5 MOTE 2.37%
6 FXH 2.32%
7 FLV 2.31%
8 MOAT 2.16%
9 IHI 2.14%
10 POWA 1.88%
11 XHE 1.87%
12 LNGR 1.84%
13 CZA 1.72%
14 RYJ 1.71%
15 LYLD 1.71%
16 MDEV 1.67%
17 RSPH 1.67%
18 RYH 1.59%
19 CGVIC 1.51%
20 GDOC 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.05M (11.69%) 166.76K
Increased by +0.72%
Mar 31, 25
2 Dodge & Cox 19.56M (9.92%) 446.02K
Increased by +2.28%
Mar 31, 25
3 BlackRock Inc 15.95M (8.09%) -179.08K
Decreased by -1.12%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 14.46M (7.33%) -303.58K
Decreased by -2.10%
Mar 31, 25
5 State Street Corporation 9.31M (4.72%) -5.69K
Decreased by -0.06%
Mar 31, 24
6 State Street Corp 8.75M (4.44%) -229.25K
Decreased by -2.62%
Mar 31, 25
7 American Century Companies Inc 5.25M (2.66%) -670.93K
Decreased by -12.78%
Mar 31, 25
8 Geode Capital Management, LLC 5.06M (2.56%) 178.23K
Increased by +3.53%
Mar 31, 25
9 PRIMECAP Management Company 4.68M (2.37%) -114.18K
Decreased by -2.44%
Mar 31, 25
10 Ameriprise Financial Inc 4.57M (2.32%) 3.21M
Increased by +70.24%
Mar 31, 25
11 Amvescap Plc. 4.13M (2.09%) -133.06K
Decreased by -3.22%
Mar 31, 25
12 Franklin Resources Inc 4.06M (2.06%) 561.08K
Increased by +13.82%
Mar 31, 25
13 Van Eck Associates Corporation 3.65M (1.85%) -303.06K
Decreased by -8.30%
Mar 31, 25
14 Victory Capital Management Inc. 3.18M (1.61%) -183.10K
Decreased by -5.76%
Sep 30, 24
15 Capital Research Global Investors 2.49M (1.26%) 135.00K
Increased by +5.41%
Sep 30, 23
16 Goldman Sachs Group Inc 2.45M (1.24%) 158.53K
Increased by +6.48%
Jun 30, 24
17 Northern Trust Corp 2.30M (1.17%) -68.78K
Decreased by -2.99%
Mar 31, 25
18 Camber Capital Management LLC 2.25M (1.14%) 645.00K
Increased by +28.67%
Mar 31, 25
19 Neuberger Berman Group LLC 2.18M (1.10%) -265.52K
Decreased by -12.19%
Dec 31, 23
20 Morgan Stanley - Brokerage Accounts 2.09M (1.06%) -66.62K
Decreased by -3.19%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 14.62M (7.41%) 1.79M
Increased by +12.24%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 6.46M (3.28%) -55.36K
Decreased by -0.86%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 6.37M (3.23%) -26.75K
Decreased by -0.42%
Jun 30, 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 5.62M (2.85%) -44.20K
Decreased by -0.79%
Jun 30, 25
6 Vanguard Mid Cap Index Institutional 4.37M (2.21%) -3.67K
Decreased by -0.08%
Jun 30, 25
7 American Funds Washington Mutual A 3.60M (1.83%) 3.60M
Increased by +100.00%
Jun 30, 25
8 Capital Group Wash Mutual Invtrs Comp 3.60M (1.83%) 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 (1.26%) -36.27K
Decreased by -1.46%
Mar 31, 25
17 Fidelity® 500 Index 2.44M (1.23%) 15.50K
Increased by +0.64%
Nov 30, 23
18 SPDR® S&P 500® ETF 2.42M (1.23%) -9.98K
Decreased by -0.41%
Jul 31, 25
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