Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVZ 5.76%
2 VICE 4.52%
3 PID 4.38%
4 FORH 4.33%
5 ACT_old 3.00%
6 DIVD 2.50%
7 DSTX 2.22%
8 ALFI 1.49%
9 VWI 1.32%
10 CGCV 1.24%
11 SDIV 1.09%
12 BLCV 1.02%
13 APIE 0.89%
14 JUNE_old 0.85%
15 FENI 0.75%
16 FVD 0.45%
17 FTHI 0.39%
18 ERNZ 0.34%
19 PTIN 0.32%
20 DXIV 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 61.35M (3.37%) 22.48M
Increased by +36.64%
Mar 31, 25
2 Capital Research Global Investors 18.31M (1.01%) 2.71M
Increased by +14.83%
Mar 31, 25
3 BlackRock Inc 12.78M (0.70%) -842.88K
Decreased by -6.60%
Mar 31, 25
4 Orbis Allan Gray Ltd 12.02M (0.66%) 2.04M
Increased by +16.97%
Mar 31, 25
5 GQG Partners LLC 9.60M (0.53%) 3.59M
Increased by +37.41%
Mar 31, 25
6 FMR Inc 9.09M (0.50%) -1.14M
Decreased by -12.55%
Mar 31, 25
7 Mondrian Investment Partners Ltd 5.46M (0.30%) 774.95K
Increased by +14.19%
Mar 31, 25
8 Citadel Advisors Llc 5.36M (0.29%) 1.26M
Increased by +23.45%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 4.76M (0.26%) -829.39K
Decreased by -17.44%
Mar 31, 25
10 Raymond James & Associates 4.36M (0.24%) 2.08M
Increased by +47.71%
Sep 30, 24
11 Bank of America Corp 3.96M (0.22%) 434.14K
Increased by +10.95%
Mar 31, 25
12 Goldman Sachs Group Inc 3.76M (0.21%) 792.94K
Increased by +21.09%
Mar 31, 25
13 Arrowstreet Capital Limited Partnership 3.62M (0.20%) -2.47M
Decreased by -68.35%
Mar 31, 25
14 Bridgewater Associates Inc 3.23M (0.18%) 552.78K
Increased by +17.09%
Mar 31, 25
15 JPMorgan Chase & Co 3.18M (0.17%) 320.54K
Increased by +10.09%
Dec 31, 24
16 Natixis Advisors, LLC. 2.99M (0.16%) -16.38K
Decreased by -0.55%
Mar 31, 25
17 Capital World Investors 2.96M (0.16%) -874.50K
Decreased by -29.53%
Jun 30, 24
18 Newport Trust Co. 2.77M (0.15%) 31.20K
Increased by +1.12%
Mar 31, 25
19 Grantham, Mayo, Van Otterloo & Co., LLC 2.45M (0.13%) 1.08M
Increased by +44.00%
Mar 31, 25
20 Northern Trust Corp 2.44M (0.13%) 612.91K
Increased by +25.14%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 32.52M (1.79%) 9.97M
Increased by +30.66%
Mar 31, 25
2 Capital Group Wash Mutual Invtrs Comp 32.52M (1.79%) 9.97M
Increased by +30.66%
Mar 31, 25
3 American Funds American Mutual A 25.00M (1.37%) 8.88M
Increased by +35.50%
Mar 31, 25
4 Capital Group American Mutual Comp 25.00M (1.37%) 8.88M
Increased by +35.50%
Mar 31, 25
5 American Funds American Balanced A 10.95M (0.60%) 5.02M
Increased by +45.81%
Mar 31, 25
6 Goldman Sachs GQG Ptnrs Intl Opps Instl 5.70M (0.31%) 523.62K
Increased by +9.18%
Dec 31, 24
7 BlackRock Equity Dividend Instl 4.28M (0.24%) -467.42K
Decreased by -10.91%
Apr 30, 25
8 Orbis Global Equity Investor 3.61M (0.20%) 269.39K
Increased by +7.46%
Mar 31, 25
9 American Funds Capital Income Bldr A 3.04M (0.17%) 0.00
Increased by 0.00%
Mar 31, 25
10 GQG Partners US Select Quality Eq Instl 2.69M (0.15%) 2.69M
Increased by +100.00%
Sep 30, 24
11 Invesco OFI Large Cap Core 2.02M (0.11%) 36.88K
Increased by +1.83%
Sep 30, 23
12 Mondrian Int Eq Delivered Strategy 1.90M (0.10%) 263.00K
Increased by +13.83%
Mar 31, 25
13 American Funds® IS Washington Mut Inv 2 1.90M (0.10%) 583.09K
Increased by +30.70%
Mar 31, 25
14 American Funds Invmt Co of Amer A 1.45M (0.08%) -2.45K
Decreased by -0.17%
Mar 31, 25
15 Capital Group Investment Co of Amer Comp 1.45M (0.08%) -2.45K
Decreased by -0.17%
Mar 31, 25
16 ICICI Pru Value Discovery Gr 1.30M (0.07%) 0.00
Increased by 0.00%
Jan 31, 25
17 Orbis Global Equity Fund Retail Class 1.20M (0.07%) -501.83K
Decreased by -41.90%
Sep 30, 24
18 GQG Partners US Select Quality Eq CIT C 1.18M (0.06%) 248.55K
Increased by +21.10%
Sep 30, 24
19 Pacer Global Cash Cows Dividend ETF 1.13M (0.06%) 3.06K
Increased by +0.27%
May 28, 25
20 BlackRock Equity Dividend F 1.11M (0.06%) -444.88K
Decreased by -40.24%
Sep 30, 24