Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FILL 1000.00%
2 JKG 1000.00%
3 JKF 1000.00%
4 JKD 1000.00%
5 IYY 1000.00%
6 IYE 1000.00%
7 IWV 1000.00%
8 IWS 1000.00%
9 IWR 1000.00%
10 IWD 1000.00%
11 IWB 1000.00%
12 IUSG 1000.00%
13 ITOT 1000.00%
14 IMCV 1000.00%
15 IMCB 1000.00%
16 ILCV 1000.00%
17 ILCB 1000.00%
18 JKI 1000.00%
19 FXN 4.08%
20 FRAK 4.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 28.31M (11.11%) -1.05M
Decreased by -3.72%
Sep 30, 23
2 BlackRock Inc 27.99M (10.98%) 1.23M
Increased by +4.40%
Sep 30, 23
3 Vanguard Group Inc 27.03M (10.61%) 2.48M
Increased by +9.19%
Sep 30, 23
4 FMR Inc 22.88M (8.98%) 507.56K
Increased by +2.22%
Sep 30, 23
5 State Street Corporation 9.98M (3.92%) 234.70K
Increased by +2.35%
Sep 30, 23
6 EnCap Energy Capital Fund XI, L.P. 7.76M (3.05%) -6.94M
Decreased by -89.40%
Sep 30, 23
7 Smead Capital Management Inc 5.52M (2.17%) 136.02K
Increased by +2.46%
Sep 30, 23
8 Hotchkis & Wiley Capital Management LLC 5.41M (2.12%) -739.72K
Decreased by -13.67%
Sep 30, 23
9 EnCap Energy Capital Fund X, L.P. 5.28M (2.07%) -4.72M
Decreased by -89.40%
Sep 30, 23
10 Geode Capital Management, LLC 3.84M (1.51%) 253.68K
Increased by +6.61%
Sep 30, 23
11 Wellington Management Company LLP 3.78M (1.48%) -1.01M
Decreased by -26.60%
Sep 30, 23
12 EnCap Energy Capital Fund IX, L.P. 3.74M (1.47%) -3.34M
Decreased by -89.40%
Sep 30, 23
13 Citadel Advisors Llc 3.08M (1.21%) 2.39M
Increased by +77.70%
Sep 30, 23
14 Bank of New York Mellon Corp 3.04M (1.19%) 130.22K
Increased by +4.28%
Sep 30, 23
15 Pacer Advisors, INC. 2.62M (1.03%) -1.17M
Decreased by -44.73%
Sep 30, 23
16 Dimensional Fund Advisors, Inc. 2.47M (0.97%) -18.77K
Decreased by -0.76%
Sep 30, 23
17 Amvescap Plc. 2.33M (0.91%) -925.76K
Decreased by -39.81%
Sep 30, 23
18 Northern Trust Corp 2.07M (0.81%) 89.75K
Increased by +4.34%
Sep 30, 23
19 Point72 Asset Management, L.P. 2.05M (0.81%) 2.05M
Increased by +100.00%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 1.95M (0.77%) 447.97K
Increased by +22.95%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox International Stock I 15.51M (6.09%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 8.55M (3.35%) 10.17K
Increased by +0.12%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 7.70M (3.02%) -1.40K
Decreased by -0.02%
Dec 29, 23
4 Vanguard Small Cap Index 7.07M (2.77%) 29.04K
Increased by +0.41%
Nov 30, 23
5 Fidelity® Low-Priced Stock 6.72M (2.64%) 126.40K
Increased by +1.88%
Oct 31, 23
6 Dodge & Cox Global Stock I 5.39M (2.12%) -549.60K
Decreased by -10.19%
Sep 30, 23
7 Vanguard Small Cap Value Index Inv 4.91M (1.93%) 13.25K
Increased by +0.27%
Nov 30, 23
8 Smead US Value Composite 4.90M (1.92%) 0.00
Increased by 0.00%
Dec 31, 23
9 Smead Value Investor 4.90M (1.92%) 0.00
Increased by 0.00%
Nov 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 3.68M (1.44%) 68.09K
Increased by +1.85%
Nov 30, 23
11 Vanguard Windsor™ II Inv 2.92M (1.15%) -262.30K
Decreased by -8.98%
Sep 30, 23
12 Pacer US Cash Cows 100 ETF 2.88M (1.13%) 5.96K
Increased by +0.21%
Nov 30, 23
13 Dodge & Cox Balanced Composite 2.39M (0.94%) 0.00
Increased by 0.00%
Sep 30, 23
14 Dodge & Cox Balanced I 2.39M (0.94%) 0.00
Increased by 0.00%
Sep 30, 23
15 Dodge & Cox Worldwide Global Stk USD Acc 2.33M (0.91%) -130.60K
Decreased by -5.61%
Sep 30, 23
16 SPDR® S&P Oil & Gas Explor & Prodtn ETF 2.05M (0.80%) -23.50K
Decreased by -1.15%
Dec 31, 23
17 SPDR® S&P MIDCAP 400 ETF Trust 2.03M (0.80%) -17.48K
Decreased by -0.86%
Nov 30, 23
18 Strategic Advisers® Fidelity US TtlStk 1.77M (0.70%) 30.90K
Increased by +1.74%
Nov 30, 23
19 iShares S&P Mid-Cap 400 Growth ETF 1.68M (0.66%) -2.35K
Decreased by -0.14%
Dec 29, 23
20 Hartford MidCap Y 1.58M (0.62%) -57.42K
Decreased by -3.64%
Oct 31, 23