Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.62%
2 FORH 4.33%
3 DIVZ 3.70%
4 PID 3.58%
5 ACT_old 3.00%
6 GENW 2.97%
7 BLCV 2.60%
8 GCOW 2.42%
9 AADR 2.35%
10 CGXU 2.32%
11 ICOW 2.31%
12 IDVO 2.24%
13 DIVD 2.15%
14 DSTX 2.04%
15 TIIV 1.93%
16 CGCV 1.61%
17 FFDI 1.53%
18 ALFI 1.49%
19 VWI 1.32%
20 MFSI 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 64.06M (3.14%) 1.89M
Increased by +2.95%
Sep 30, 25
2 FMR Inc 31.10M (1.52%) 10.68M
Increased by +34.33%
Dec 31, 25
3 GQG Partners LLC 28.06M (1.37%) -492.12K
Decreased by -1.75%
Dec 31, 25
4 Capital Research Global Investors 22.07M (1.08%) 559.19K
Increased by +2.53%
Sep 30, 25
5 BlackRock Inc 10.89M (0.53%) -976.60K
Decreased by -8.96%
Sep 30, 25
6 Capital World Investors 9.47M (0.46%) 9.40M
Increased by +99.23%
Sep 30, 25
7 Orbis Allan Gray Ltd 9.30M (0.46%) -220.23K
Decreased by -2.37%
Dec 31, 25
8 Bank of America Corp 6.93M (0.34%) 1.58M
Increased by +22.77%
Sep 30, 25
9 JPMorgan Chase & Co 5.45M (0.27%) 2.70M
Increased by +49.56%
Sep 30, 25
10 Morgan Stanley - Brokerage Accounts 5.26M (0.26%) 22.79K
Increased by +0.43%
Sep 30, 25
11 Citadel Advisors Llc 4.87M (0.24%) -489.52K
Decreased by -10.06%
Mar 31, 25
12 Raymond James & Associates 4.36M (0.21%) 2.08M
Increased by +47.71%
Sep 30, 24
13 Mondrian Investment Partners Ltd 4.19M (0.20%) -1.28M
Decreased by -30.49%
Sep 30, 25
14 Two Sigma Advisers, LLC 3.88M (0.19%) 2.82M
Increased by +72.56%
Jun 30, 25
15 Goldman Sachs Group Inc 3.78M (0.19%) 22.19K
Increased by +0.59%
Jun 30, 25
16 Federated Hermes Inc 3.78M (0.19%) 303.14K
Increased by +8.02%
Sep 30, 25
17 Wells Fargo & Co 3.59M (0.18%) 282.31K
Increased by +7.86%
Sep 30, 25
18 Arrowstreet Capital Limited Partnership 3.34M (0.16%) -275.84K
Decreased by -8.25%
Jun 30, 25
19 The Goldman Sachs Group Inc 3.33M (0.16%) -447.91K
Decreased by -13.43%
Sep 30, 25
20 Natixis Advisors, LLC. 3.10M (0.15%) 76.02K
Increased by +2.45%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 42.53M (2.08%) 0.00
Increased by 0.00%
Dec 31, 25
2 Capital Group Wash Mutual Invtrs Comp 42.53M (2.08%) 0.00
Increased by 0.00%
Dec 31, 25
3 American Funds American Mutual A 26.56M (1.30%) 0.00
Increased by 0.00%
Dec 31, 25
4 Capital Group American Mutual Comp 26.56M (1.30%) 0.00
Increased by 0.00%
Dec 31, 25
5 Goldman Sachs GQG Ptnrs Intl Opps Instl 13.82M (0.68%) -480.75K
Decreased by -3.48%
Dec 31, 25
6 American Funds American Balanced A 10.95M (0.54%) 0.00
Increased by 0.00%
Dec 31, 25
7 Strategic Advisers Fidelity US TtlStk 3.53M (0.17%) 0.00
Increased by 0.00%
Jan 31, 26
8 BlackRock Equity Dividend Instl 3.21M (0.16%) 3.21M
Increased by +100.00%
Jan 31, 26
9 American Funds Capital Income Bldr A 3.04M (0.15%) 0.00
Increased by 0.00%
Dec 31, 25
10 Fidelity Series Large Cap Stock 2.72M (0.13%) 0.00
Increased by 0.00%
Jan 31, 26
11 GQG Partners US Select Quality Eq Instl 2.69M (0.13%) 2.69M
Increased by +100.00%
Sep 30, 24
12 American Funds® IS Washington Mut Inv 2 2.46M (0.12%) -17.80K
Decreased by -0.72%
Dec 31, 25
13 Orbis Global Equity Investor 2.38M (0.12%) -1.40M
Decreased by -58.75%
Sep 30, 25
14 Invesco OFI Large Cap Core 2.02M (0.10%) 36.88K
Increased by +1.83%
Sep 30, 23
15 Capital Group International Focus Eq ETF 1.95M (0.10%) 59.36K
Increased by +3.05%
Feb 28, 26
16 Fidelity Growth & Income 1.82M (0.09%) 0.00
Increased by 0.00%
Jan 31, 26
17 Mondrian Int Eq Delivered Strategy 1.79M (0.09%) -108.00K
Decreased by -6.02%
Jun 30, 25
18 Fidelity Series Value Discovery 1.63M (0.08%) 0.00
Increased by 0.00%
Jan 31, 26
19 Orbis SICAV Intl Eq Inv 1.62M (0.08%) 333.65K
Increased by +20.55%
Dec 31, 25
20 American Funds Invmt Co of Amer A 1.45M (0.07%) 0.00
Increased by 0.00%
Dec 31, 25