Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.02%
2 KBWP 4.00%
3 BASV 3.36%
4 OAKM 3.35%
5 MDPL 3.29%
6 TLCI 2.98%
7 MVFD 2.56%
8 PCIG 2.53%
9 GRNY 2.30%
10 PCGG 2.01%
11 USFE 1.97%
12 KIE 1.85%
13 BUSA 1.70%
14 NUMV 1.63%
15 FEMD 1.63%
16 CZA 1.55%
17 BMVP 1.54%
18 OAKG 1.50%
19 EQOP 1.47%
20 RYF 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.22M (11.92%) -155.06K
Decreased by -1.38%
Dec 31, 25
2 BlackRock Inc 9.26M (9.84%) -453.73K
Decreased by -4.90%
Sep 30, 25
3 Mizuho Securities USA Inc 7.58M (8.05%) 7.57M
Increased by +99.90%
Sep 30, 24
4 Dodge & Cox 6.93M (7.36%) 3.29M
Increased by +47.55%
Dec 31, 25
5 Massachusetts Financial Services Company 5.98M (6.35%) -205.89K
Decreased by -3.44%
Dec 31, 25
6 T. Rowe Price Investment Management,Inc. 5.87M (6.24%) 3.03M
Increased by +51.60%
Dec 31, 25
7 Harris Associates L.P. 5.61M (5.96%) 1.32M
Increased by +23.49%
Dec 31, 25
8 State Street Corporation 4.29M (4.56%) 12.38K
Increased by +0.29%
Mar 31, 24
9 State Street Corp 4.27M (4.54%) -34.47K
Decreased by -0.81%
Sep 30, 25
10 Arnhold & S. Bleichroeder Advisers, LLC 4.25M (4.52%) -14.31K
Decreased by -0.34%
Dec 31, 25
11 Artisan Partners Limited Partnership 3.46M (3.68%) -83.19K
Decreased by -2.40%
Dec 31, 25
12 Geode Capital Management, LLC 2.55M (2.71%) -32.38K
Decreased by -1.27%
Dec 31, 25
13 FMR Inc 2.21M (2.35%) -1.12M
Decreased by -50.53%
Dec 31, 25
14 Amvescap Plc. 2.16M (2.29%) -123.71K
Decreased by -5.74%
Sep 30, 25
15 Cantillon Capital Management LLC 1.88M (1.99%) -7.32K
Decreased by -0.39%
Sep 30, 23
16 NORGES BANK 1.56M (1.65%) 59.09K
Increased by +3.80%
Dec 31, 25
17 Baupost Group LLC 1.36M (1.44%) 268.54K
Increased by +19.78%
Dec 31, 25
18 Victory Capital Management Inc. 1.26M (1.34%) -63.83K
Decreased by -5.05%
Dec 31, 25
19 Bank of New York Mellon Corp 1.17M (1.24%) -562.78K
Decreased by -48.27%
Sep 30, 24
20 Northern Trust Corp 1.15M (1.22%) -7.02K
Decreased by -0.61%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 3.38M (3.59%) 1.99M
Increased by +58.84%
Dec 31, 25
2 Vanguard US Total Market Shares ETF 3.22M (3.42%) -14.78K
Decreased by -0.46%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.03M (3.22%) 13.03K
Increased by +0.43%
Feb 28, 26
4 Vanguard Institutional 500 Index Trust 2.80M (2.98%) -15.52K
Decreased by -0.55%
May 31, 25
5 Artisan International Value 2.72M (2.89%) -63.45K
Decreased by -2.33%
Dec 31, 25
6 Artisan International Value Investor 2.72M (2.89%) -63.45K
Decreased by -2.33%
Dec 31, 25
7 First Eagle Global A 2.51M (2.67%) 0.00
Increased by 0.00%
Feb 28, 26
8 Vanguard 500 Index Investor 2.46M (2.62%) 23.69K
Increased by +0.96%
Feb 28, 26
9 Vanguard Mid Cap Index Institutional 2.08M (2.21%) 7.23K
Increased by +0.35%
Feb 28, 26
10 Oakmark Investor 2.01M (2.13%) 47.00K
Increased by +2.34%
Dec 31, 25
11 Dodge & Cox International Stock I 1.81M (1.92%) 596.73K
Increased by +33.05%
Dec 31, 25
12 T. Rowe Price Capital Appreciation 1.65M (1.76%) -273.32K
Decreased by -16.54%
Jan 31, 26
13 SPDR® S&P 500 ETF Trust 1.25M (1.32%) -9.64K
Decreased by -0.77%
Mar 31, 24
14 SPDR® S&P 500 ETF 1.24M (1.32%) -30.19K
Decreased by -2.43%
Mar 31, 25
15 Fidelity® 500 Index 1.22M (1.30%) 7.77K
Increased by +0.64%
Nov 30, 23
16 iShares Core S&P 500 ETF 1.22M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
17 Fidelity 500 Index 1.22M (1.29%) 5.64K
Increased by +0.46%
Jan 31, 26
18 Vanguard Windsor II Inv 1.21M (1.29%) 1.21M
Increased by +100.00%
Dec 31, 25
19 SPDR® S&P 500® ETF Trust 1.21M (1.28%) -6.37K
Decreased by -0.53%
Mar 31, 25
20 SPDR® S&P 500® ETF 1.20M (1.27%) 14.67K
Increased by +1.23%
Aug 31, 25