Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVAL 4.39%
2 LGHT 4.35%
3 UTRN 4.05%
4 LBAY 2.93%
5 MOTE 2.68%
6 MOAT 2.60%
7 OAKM 2.57%
8 IHI 2.39%
9 BSMC 2.11%
10 POWA 2.09%
11 MDEV 2.08%
12 MOTG 2.02%
13 UPGD 1.92%
14 RYJ 1.92%
15 FXH 1.91%
16 LNGR 1.84%
17 CZA 1.72%
18 LYLD 1.71%
19 XHE 1.67%
20 FLV 1.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 23.51M (12.05%) 290.68K
Increased by +1.24%
Dec 31, 25
2 Vanguard Group Inc 23.48M (12.04%) 192.52K
Increased by +0.82%
Dec 31, 25
3 BlackRock Inc 16.15M (8.28%) 34.45K
Increased by +0.21%
Sep 30, 25
4 T. Rowe Price Associates, Inc. 15.08M (7.73%) 285.83K
Increased by +1.90%
Sep 30, 25
5 Harris Associates L.P. 12.26M (6.29%) 7.51M
Increased by +61.27%
Dec 31, 25
6 State Street Corporation 9.31M (4.77%) -5.69K
Decreased by -0.06%
Mar 31, 24
7 State Street Corp 8.63M (4.43%) -116.49K
Decreased by -1.35%
Sep 30, 25
8 Capital Research & Mgmt Co - Division 3 7.13M (3.65%) -422.84K
Decreased by -5.93%
Dec 31, 25
9 Geode Capital Management, LLC 5.23M (2.68%) 36.61K
Increased by +0.70%
Dec 31, 25
10 American Century Companies Inc 4.92M (2.52%) -261.46K
Decreased by -5.32%
Dec 31, 25
11 Franklin Resources Inc 4.67M (2.39%) -5.73K
Decreased by -0.12%
Sep 30, 25
12 PRIMECAP Management Company 4.00M (2.05%) -251.22K
Decreased by -6.28%
Dec 31, 25
13 Ameriprise Financial Inc 3.79M (1.94%) 58.34K
Increased by +1.54%
Sep 30, 25
14 Van Eck Associates Corporation 3.61M (1.85%) 136.52K
Increased by +3.78%
Dec 31, 25
15 Amvescap Plc. 3.04M (1.56%) -1.57M
Decreased by -51.61%
Sep 30, 25
16 Capital Research Global Investors 2.49M (1.28%) 135.00K
Increased by +5.41%
Sep 30, 23
17 Victory Capital Management Inc. 2.48M (1.27%) 551.00K
Increased by +22.26%
Dec 31, 25
18 NORGES BANK 2.46M (1.26%) -16.00K
Decreased by -0.65%
Dec 31, 25
19 Goldman Sachs Group Inc 2.45M (1.25%) 158.53K
Increased by +6.48%
Jun 30, 24
20 Camber Capital Management LLC 2.25M (1.15%) 645.00K
Increased by +28.67%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 15.55M (7.97%) 0.00
Increased by 0.00%
Dec 31, 25
2 Vanguard US Total Market Shares ETF 6.46M (3.31%) -55.36K
Decreased by -0.86%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 6.27M (3.21%) 17.88K
Increased by +0.29%
Feb 28, 26
4 Oakmark Investor 5.69M (2.92%) 2.58M
Increased by +45.38%
Dec 31, 25
5 Vanguard Institutional 500 Index Trust 5.66M (2.90%) 35.76K
Increased by +0.63%
May 31, 25
6 Vanguard 500 Index Investor 5.10M (2.61%) 48.28K
Increased by +0.95%
Feb 28, 26
7 Vanguard Windsor II Inv 4.50M (2.31%) 3.61M
Increased by +80.22%
Dec 31, 25
8 Vanguard Mid Cap Index Institutional 4.31M (2.21%) 14.61K
Increased by +0.34%
Feb 28, 26
9 American Funds Washington Mutual A 3.87M (1.99%) -412.51K
Decreased by -10.65%
Dec 31, 25
10 Capital Group Wash Mutual Invtrs Comp 3.87M (1.99%) -412.51K
Decreased by -10.65%
Dec 31, 25
11 VanEck Morningstar Wide Moat 3.24M (1.66%) 80.05K
Increased by +2.47%
Dec 31, 25
12 VanEck Morningstar Wide Moat ETF 3.17M (1.62%) -3.90K
Decreased by -0.12%
Feb 28, 26
13 iShares Core S&P 500 ETF 2.53M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
14 SPDR® S&P 500 ETF Trust 2.52M (1.29%) -19.59K
Decreased by -0.78%
Mar 31, 24
15 Fidelity 500 Index 2.52M (1.29%) 10.58K
Increased by +0.42%
Jan 31, 26
16 SPDR® S&P 500 ETF 2.48M (1.27%) -36.27K
Decreased by -1.46%
Mar 31, 25
17 Fidelity® 500 Index 2.44M (1.25%) 15.50K
Increased by +0.64%
Nov 30, 23
18 SPDR® S&P 500® ETF Trust 2.41M (1.24%) -12.64K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500® ETF 2.38M (1.22%) 29.35K
Increased by +1.23%
Aug 31, 25
20 State Street® SPDR® S&P 500® ETF 2.33M (1.20%) -17.59K
Decreased by -0.75%
Feb 28, 26