Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVAL 4.16%
2 UTRN 4.05%
3 LBAY 3.42%
4 FLV 3.05%
5 LGHT 2.82%
6 MOTE 2.47%
7 MOAT 2.29%
8 IHI 2.10%
9 POWA 1.94%
10 LNGR 1.84%
11 XHE 1.81%
12 CZA 1.72%
13 RYJ 1.71%
14 LYLD 1.71%
15 MDEV 1.64%
16 RSPH 1.64%
17 TEQI 1.64%
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 12.83M (6.51%) 309.10K
Increased by +2.41%
Mar 31, 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 6.39M (3.24%) 86.45K
Increased by +1.35%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 5.62M (2.85%) 90.13K
Increased by +1.60%
Apr 30, 25
5 Vanguard Mid Cap Index Institutional 4.33M (2.19%) 41.66K
Increased by +0.96%
Apr 30, 25
6 VanEck Morningstar Wide Moat 3.39M (1.72%) -299.82K
Decreased by -8.86%
Mar 31, 25
7 VanEck Morningstar Wide Moat ETF 3.12M (1.58%) -8.87K
Decreased by -0.28%
May 31, 25
8 T. Rowe Price Mid-Cap Value 2.85M (1.44%) -701.00
Decreased by -0.02%
Mar 31, 25
9 T. Rowe Price US Mid-Cap Value Equity 2.85M (1.44%) 158.29K
Increased by +5.56%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 2.52M (1.28%) -19.59K
Decreased by -0.78%
Mar 31, 24
11 Fidelity 500 Index 2.50M (1.27%) 3.09K
Increased by +0.12%
Apr 30, 25
12 SPDR® S&P 500 ETF 2.48M (1.26%) -36.27K
Decreased by -1.46%
Mar 31, 25
13 T. Rowe Price Equity Income 2.44M (1.24%) -25.00K
Decreased by -1.02%
Mar 31, 25
14 T. Rowe Price US Lg-Cp Equity Inc Comp 2.44M (1.24%) 9.21K
Increased by +0.38%
Mar 31, 25
15 Fidelity® 500 Index 2.44M (1.23%) 15.50K
Increased by +0.64%
Nov 30, 23
16 SPDR® S&P 500® ETF Trust 2.41M (1.22%) -12.64K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 2.38M (1.21%) -10.65K
Decreased by -0.45%
May 31, 25
18 iShares Core S&P 500 ETF 2.31M (1.17%) 0.00
Increased by 0.00%
May 31, 25
19 Victory Sycamore Established Value R 2.25M (1.14%) -25.00K
Decreased by -1.11%
Sep 30, 24
20 Vanguard PRIMECAP Inv 2.19M (1.11%) -1.04K
Decreased by -0.05%
Mar 31, 25