Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAIL 1.70%
2 AVIV 0.57%
3 FVL 0.56%
4 FVD 0.47%
5 PTIN 0.33%
6 AVSD 0.33%
7 GQRE 0.27%
8 SPRE 0.25%
9 AVDE 0.24%
10 DFIV 0.24%
11 HAUZ 0.16%
12 DFAI 0.14%
13 GWX 0.14%
14 WPS 0.13%
15 VNQI 0.11%
16 DLS 0.10%
17 AVRE 0.09%
18 KOMP 0.07%
19 DFAX 0.05%
20 SCHC 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 41.32M (0.84%) -2.90M
Decreased by -7.03%
Sep 30, 23
2 Fisher Asset Management, LLC 9.41M (0.19%) 431.98K
Increased by +4.59%
Sep 30, 23
3 Arrowstreet Capital Limited Partnership 4.40M (0.09%) 464.42K
Increased by +10.56%
Sep 30, 23
4 Morgan Stanley - Brokerage Accounts 3.08M (0.06%) 141.73K
Increased by +4.61%
Sep 30, 23
5 Mondrian Investment Partners Ltd 2.05M (0.04%) -183.00
Decreased by -0.01%
Sep 30, 23
6 Equity Investment Corp 2.02M (0.04%) -49.71K
Decreased by -2.47%
Sep 30, 23
7 Macquarie Group Ltd 1.96M (0.04%) -37.66K
Decreased by -1.92%
Sep 30, 23
8 Goldman Sachs Group Inc 1.67M (0.03%) 115.47K
Increased by +6.89%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 1.55M (0.03%) 29.95K
Increased by +1.93%
Sep 30, 23
10 Bank of America Corp 1.54M (0.03%) 72.48K
Increased by +4.70%
Sep 30, 23
11 BlackRock Inc 1.36M (0.03%) -234.32K
Decreased by -17.22%
Sep 30, 23
12 Renaissance Technologies Corp 1.30M (0.03%) -409.30K
Decreased by -31.58%
Sep 30, 23
13 Grantham, Mayo, Van Otterloo & Co., LLC 847.61K (0.02%) 122.41K
Increased by +14.44%
Sep 30, 23
14 FMR Inc 783.04K (0.02%) 41.00K
Increased by +5.24%
Sep 30, 23
15 Amundi 695.96K (0.01%) 55.00
Increased by +0.01%
Sep 30, 23
16 Auto-Owners Insurance Co 655.65K (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
17 Northern Trust Corp 622.98K (0.01%) 3.27K
Increased by +0.52%
Sep 30, 23
18 JANE STREET GROUP, LLC 597.10K (0.01%) 382.13K
Increased by +64.00%
Jun 30, 23
19 Brandes Investment Partners & Co 595.94K (0.01%) -87.27K
Decreased by -14.64%
Jun 30, 23
20 Pacer Advisors, INC. 514.26K (0.01%) 57.20K
Increased by +11.12%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 30.59M (0.62%) 30.43M
Increased by +99.48%
Sep 30, 23
2 Dodge & Cox Balanced Composite 4.19M (0.09%) -1.46M
Decreased by -34.87%
Sep 30, 23
3 Dodge & Cox Balanced I 4.19M (0.09%) -1.46M
Decreased by -34.87%
Sep 30, 23
4 Pacer Dev Mkts Intl Csh Cows 100 ETF 650.36K (0.01%) 0.00
Increased by 0.00%
Nov 30, 23
5 Pioneer US Dividend Equity 501.23K (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
6 Dimensional International Value ETF 478.33K (0.01%) 0.00
Increased by 0.00%
Dec 29, 23
7 DFA International Core Equity I 460.63K (0.01%) 0.00
Increased by 0.00%
Nov 30, 23
8 Schwab Instl Lrg Cap Value Tr Fd-Ret 416.25K (0.01%) -60.16K
Decreased by -14.45%
Jun 30, 23
9 Pioneer Equity Income A 362.12K (0.01%) -139.11K
Decreased by -38.42%
Nov 30, 23
10 Avantis International Equity ETF 281.93K (0.01%) 0.00
Increased by 0.00%
Dec 30, 23
11 Dimensional International Cr Eq Mkt ETF 220.74K (0.00%) 0.00
Increased by 0.00%
Dec 29, 23
12 Manning & Napier Disciplined Value - Unr 180.28K (0.00%) 620.00
Increased by +0.34%
Sep 30, 23
13 Arrowstreet IntlEqWldxUS Alpha Ext CIT D 173.84K (0.00%) 173.84K
Increased by +100.00%
Jun 30, 23
14 Dimensional International Core Eq 2 ETF 161.99K (0.00%) 0.00
Increased by 0.00%
Dec 29, 23
15 Polaris Global Growth 160.75K (0.00%) -17.11K
Decreased by -10.64%
Sep 30, 23
16 PMC Diversified Equity 154.35K (0.00%) 48.92K
Increased by +31.69%
Sep 30, 23
17 GMO International Opportunistic Val III 153.27K (0.00%) 55.40K
Increased by +36.14%
Aug 31, 23
18 LSV Asset Management Managed Volatility 145.24K (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
19 SEI US Managed Volatility F (SIMT) 145.24K (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
20 SGI Global Equity 137.40K (0.00%) -1.90K
Decreased by -1.38%
Jun 30, 23