Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCUS 2.10%
2 OCFS 1.95%
3 FXH 1.94%
4 SYNB 1.79%
5 LSEQ 1.66%
6 VNMC 1.24%
7 SYG 1.22%
8 JHAC 1.12%
9 XMHQ 0.99%
10 EQWM 0.99%
11 BLCR 0.99%
12 ILDR 0.97%
13 PINK 0.91%
14 FTA 0.89%
15 TMVE 0.88%
16 BKWO 0.85%
17 EPSB 0.83%
18 NUMV 0.79%
19 TSNF 0.72%
20 FNK 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 117.07M (17.63%) -681.75K
Decreased by -0.58%
Dec 31, 25
2 Vanguard Group Inc 64.90M (9.78%) -1.08M
Decreased by -1.67%
Dec 31, 25
3 BlackRock Inc 60.72M (9.15%) -11.19M
Decreased by -18.43%
Sep 30, 25
4 T. Rowe Price Investment Management,Inc. 53.37M (8.04%) 20.44M
Increased by +38.30%
Dec 31, 25
5 Barrow Hanley Mewhinney & Strauss LLC 33.29M (5.01%) -1.26M
Decreased by -3.79%
Dec 31, 25
6 Wellington Management Company LLP 23.44M (3.53%) 23.44M
Increased by +100.00%
Dec 31, 25
7 Canada Pension Plan Investment Board 21.04M (3.17%) 112.64K
Increased by +0.54%
Dec 31, 24
8 Greenhaven Associates Inc 20.50M (3.09%) 2.19M
Increased by +10.68%
Dec 31, 25
9 State Street Corp 20.37M (3.07%) -3.12M
Decreased by -15.31%
Sep 30, 25
10 T. Rowe Price Associates, Inc. 19.54M (2.94%) -3.76M
Decreased by -19.23%
Dec 31, 23
11 Boston Partners Global Investors, Inc 19.13M (2.88%) -104.57K
Decreased by -0.55%
Sep 30, 24
12 1832 Asset Management L.P 18.13M (2.73%) 8.58M
Increased by +47.32%
Mar 31, 25
13 UBS Group AG 16.73M (2.52%) 11.61M
Increased by +69.39%
Mar 31, 25
14 Amvescap Plc. 16.05M (2.42%) 119.51K
Increased by +0.74%
Sep 30, 25
15 Clarkston Capital Partners, LLC 15.11M (2.28%) 84.74K
Increased by +0.56%
Dec 31, 25
16 Dimensional Fund Advisors, Inc. 14.61M (2.20%) 1.22M
Increased by +8.37%
Dec 31, 25
17 New Mountain Capital, L.L.C. 14.00M (2.11%) 0.00
Increased by 0.00%
Dec 31, 25
18 State Street Corporation 13.97M (2.10%) 193.69K
Increased by +1.39%
Mar 31, 24
19 Geode Capital Management, LLC 11.98M (1.80%) -317.13K
Decreased by -2.65%
Dec 31, 25
20 London Company of Virginia 11.94M (1.80%) -857.43K
Decreased by -7.18%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 74.87M (11.28%) 0.00
Increased by 0.00%
Dec 31, 25
2 iShares Core S&P Mid-Cap ETF 22.01M (3.32%) 464.26K
Increased by +2.11%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 21.63M (3.26%) 39.55K
Increased by +0.18%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 20.46M (3.08%) -1.03M
Decreased by -5.05%
Sep 30, 24
5 Vanguard Health Care Inv 18.80M (2.83%) 18.80M
Increased by +100.00%
Dec 31, 25
6 Vanguard Small Cap Index 15.49M (2.33%) 41.45K
Increased by +0.27%
Feb 28, 26
7 T. Rowe Price US Mid-Cap Growth Equity 15.41M (2.32%) 139.40K
Increased by +0.90%
Dec 31, 25
8 UBS: Global Equity 15.16M (2.28%) 0.00
Increased by 0.00%
Sep 30, 24
9 T. Rowe Price Mid-Cap Growth 13.35M (2.01%) -2.06M
Decreased by -15.41%
Jan 31, 26
10 T. Rowe Price Capital Appreciation 12.06M (1.82%) -5.40M
Decreased by -44.79%
Oct 31, 24
11 Touchstone Mid Cap Y 11.22M (1.69%) -757.84K
Decreased by -6.75%
Dec 31, 25
12 Vanguard Small Cap Value Index Inv 9.94M (1.50%) 28.42K
Increased by +0.29%
Feb 28, 26
13 Clarkston Capital SMID Composite 9.44M (1.42%) 4.06M
Increased by +42.96%
Dec 31, 25
14 Invesco Small Cap Value A 8.66M (1.30%) 0.00
Increased by 0.00%
Dec 31, 25
15 Dodge & Cox Global Stock I 7.76M (1.17%) 0.00
Increased by 0.00%
Dec 31, 25
16 Bridge Builder Large Cap Value 7.61M (1.15%) 0.00
Increased by 0.00%
Feb 28, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 7.43M (1.12%) 69.13K
Increased by +0.93%
Feb 28, 26
18 Janus Henderson Enterprise D 7.10M (1.07%) -3.19M
Decreased by -44.94%
Jun 30, 25
19 Janus Inst Mid Cap Growth CF 7.10M (1.07%) -5.36M
Decreased by -75.49%
Jun 30, 25
20 RobecoSAM Sustainable Water B EUR 7.03M (1.06%) 7.03M
Increased by +100.00%
Jan 31, 26