Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 5.14%
2 PID 5.01%
3 FORH 4.33%
4 DIVZ 3.66%
5 ACT_old 3.00%
6 IDVO 2.47%
7 DSTX 2.42%
8 GCOW 2.42%
9 AADR 2.40%
10 ICOW 2.31%
11 DIVD 2.28%
12 CGXU 2.27%
13 CGCV 1.51%
14 ALFI 1.49%
15 VWI 1.32%
16 BLCV 1.13%
17 SDIV 1.09%
18 EHLS 1.05%
19 APIE 0.86%
20 JUNE_old 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 62.17M (3.36%) 815.89K
Increased by +1.31%
Jun 30, 25
2 Capital Research Global Investors 21.51M (1.16%) 3.20M
Increased by +14.88%
Jun 30, 25
3 BlackRock Inc 12.78M (0.69%) -842.88K
Decreased by -6.60%
Mar 31, 25
4 Orbis Allan Gray Ltd 12.02M (0.65%) 2.04M
Increased by +16.97%
Mar 31, 25
5 GQG Partners LLC 9.60M (0.52%) 3.59M
Increased by +37.41%
Mar 31, 25
6 FMR Inc 9.09M (0.49%) -1.14M
Decreased by -12.55%
Mar 31, 25
7 Mondrian Investment Partners Ltd 5.46M (0.29%) 774.95K
Increased by +14.19%
Mar 31, 25
8 Citadel Advisors Llc 4.87M (0.26%) -489.52K
Decreased by -10.06%
Mar 31, 25
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 (0.21%) 434.14K
Increased by +10.95%
Mar 31, 25
12 Goldman Sachs Group Inc 3.78M (0.20%) 22.19K
Increased by +0.59%
Jun 30, 25
13 Arrowstreet Capital Limited Partnership 3.62M (0.20%) -2.47M
Decreased by -68.35%
Mar 31, 25
14 Bridgewater Associates Inc 3.41M (0.18%) 174.93K
Increased by +5.13%
Jun 30, 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 Envestnet Asset Management Inc 2.79M (0.15%) 1.35M
Increased by +48.18%
Jun 30, 25
19 Newport Trust Co. 2.74M (0.15%) -35.07K
Decreased by -1.28%
Jun 30, 25
20 Northern Trust Corp 2.47M (0.13%) 35.93K
Increased by +1.45%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 32.52M (1.76%) 0.00
Increased by 0.00%
Jun 30, 25
2 Capital Group Wash Mutual Invtrs Comp 32.52M (1.76%) 0.00
Increased by 0.00%
Jun 30, 25
3 American Funds American Mutual A 26.56M (1.43%) 1.56M
Increased by +5.86%
Jun 30, 25
4 Capital Group American Mutual Comp 26.56M (1.43%) 1.56M
Increased by +5.86%
Jun 30, 25
5 Goldman Sachs GQG Ptnrs Intl Opps Instl 13.23M (0.71%) 0.00
Increased by 0.00%
Jun 30, 25
6 American Funds American Balanced A 10.95M (0.59%) 0.00
Increased by 0.00%
Jun 30, 25
7 BlackRock Equity Dividend Instl 4.00M (0.22%) -36.16K
Decreased by -0.90%
Jun 30, 25
8 Orbis Global Equity Investor 3.78M (0.20%) 173.86K
Increased by +4.60%
Jun 30, 25
9 American Funds Capital Income Bldr A 3.04M (0.16%) 0.00
Increased by 0.00%
Jun 30, 25
10 GQG Partners US Select Quality Eq Instl 2.69M (0.15%) 2.69M
Increased by +100.00%
Sep 30, 24
11 Orbis SICAV Intl Eq Inv 2.43M (0.13%) 1.13M
Increased by +46.32%
Jun 30, 25
12 Invesco OFI Large Cap Core 2.02M (0.11%) 36.88K
Increased by +1.83%
Sep 30, 23
13 American Funds® IS Washington Mut Inv 2 1.90M (0.10%) 1.44K
Increased by +0.08%
Jun 30, 25
14 Mondrian Int Eq Delivered Strategy 1.79M (0.10%) -108.00K
Decreased by -6.02%
Jun 30, 25
15 Capital Group International Focus Eq ETF 1.57M (0.08%) 110.34K
Increased by +7.03%
Jul 31, 25
16 American Funds Invmt Co of Amer A 1.45M (0.08%) 0.00
Increased by 0.00%
Jun 30, 25
17 Capital Group Investment Co of Amer Comp 1.45M (0.08%) 0.00
Increased by 0.00%
Jun 30, 25
18 ICICI Pru Value Discovery Gr 1.30M (0.07%) 0.00
Increased by 0.00%
Jan 31, 25
19 Orbis Global Equity Fund Retail Class 1.20M (0.06%) -501.83K
Decreased by -41.90%
Sep 30, 24
20 GQG Partners US Select Quality Eq CIT C 1.18M (0.06%) 248.55K
Increased by +21.10%
Sep 30, 24