Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.35%
2 FORH 4.33%
3 DIVZ 3.82%
4 IDVZ 3.16%
5 PID 3.07%
6 PAYR 3.07%
7 ACT_old 3.00%
8 BLCV 2.89%
9 GENW 2.80%
10 IDVO 2.79%
11 DIVP 2.71%
12 BAIV 2.70%
13 GCOW 2.42%
14 AADR 2.34%
15 ICOW 2.31%
16 DIVD 2.23%
17 DSTX 2.01%
18 TIIV 1.84%
19 HELS 1.77%
20 AQEC 1.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 48.82M (0.49%) -15.57M
Decreased by -31.90%
Mar 31, 26
2 FMR Inc 36.69M (0.37%) 5.59M
Increased by +15.24%
Mar 31, 26
3 Capital Research Global Investors 30.96M (0.31%) 8.63M
Increased by +27.87%
Mar 31, 26
4 GQG Partners LLC 27.68M (0.28%) -379.41K
Decreased by -1.37%
Mar 31, 26
5 BlackRock Inc 19.15M (0.19%) 8.52M
Increased by +44.49%
Mar 31, 26
6 Bank of America Corp 9.74M (0.10%) 2.49M
Increased by +25.62%
Mar 31, 26
7 Capital World Investors 9.69M (0.10%) 169.74K
Increased by +1.75%
Mar 31, 26
8 Orbis Allan Gray Ltd 7.71M (0.08%) -1.59M
Decreased by -20.70%
Mar 31, 26
9 JPMorgan Chase & Co 5.82M (0.06%) 3.17M
Increased by +54.59%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 5.20M (0.05%) 386.67K
Increased by +7.44%
Mar 31, 26
11 Wells Fargo & Co 4.65M (0.05%) 801.56K
Increased by +17.24%
Mar 31, 26
12 Raymond James & Associates 4.36M (0.04%) 2.08M
Increased by +47.71%
Sep 30, 24
13 Two Sigma Investments LLC 4.22M (0.04%) 1.86M
Increased by +43.97%
Mar 31, 26
14 Natixis Advisors, LLC. 4.15M (0.04%) 879.20K
Increased by +21.21%
Mar 31, 26
15 JONES FINANCIAL COMPANIES LLLP 3.89M (0.04%) 3.77M
Increased by +96.89%
Mar 31, 26
16 Two Sigma Advisers, LLC 3.88M (0.04%) 2.82M
Increased by +72.56%
Jun 30, 25
17 Northern Trust Corp 3.84M (0.04%) 1.36M
Increased by +35.41%
Mar 31, 26
18 Goldman Sachs Group Inc 3.78M (0.04%) 22.19K
Increased by +0.59%
Jun 30, 25
19 Mondrian Investment Partners Ltd 3.71M (0.04%) -36.13K
Decreased by -0.97%
Mar 31, 26
20 Federated Hermes Inc 3.70M (0.04%) -79.54K
Decreased by -2.15%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 49.25M (0.50%) 6.72M
Increased by +13.64%
Mar 31, 26
2 Capital Group Wash Mutual Invtrs Comp 49.25M (0.50%) 6.72M
Increased by +13.64%
Mar 31, 26
3 American Funds American Mutual A 22.64M (0.23%) -3.91M
Decreased by -17.28%
Mar 31, 26
4 Capital Group American Mutual Comp 22.64M (0.23%) -3.91M
Decreased by -17.28%
Mar 31, 26
5 Goldman Sachs GQG Ptnrs Intl Opps Instl 13.82M (0.14%) 0.00
Increased by 0.00%
Mar 31, 26
6 American Funds American Balanced A 10.95M (0.11%) 0.00
Increased by 0.00%
Dec 31, 25
7 BlackRock Equity Dividend Instl 7.07M (0.07%) -67.33K
Decreased by -0.95%
Apr 30, 26
8 Strategic Advisers Fidelity US TtlStk 4.40M (0.04%) 869.00K
Increased by +19.74%
Apr 30, 26
9 American Funds Capital Income Bldr A 3.04M (0.03%) 0.00
Increased by 0.00%
Mar 31, 26
10 Fidelity Series Large Cap Stock 2.86M (0.03%) 136.50K
Increased by +4.78%
Apr 30, 26
11 American Funds® IS Washington Mut Inv 2 2.81M (0.03%) 356.81K
Increased by +12.69%
Mar 31, 26
12 GQG Partners US Select Quality Eq Instl 2.69M (0.03%) 2.69M
Increased by +100.00%
Sep 30, 24
13 Contrarius Global Equity Institutional 2.63M (0.03%) 1.13M
Increased by +42.73%
Mar 31, 26
14 Fidelity Series Value Discovery 2.26M (0.02%) 632.60K
Increased by +27.94%
Apr 30, 26
15 Orbis Global Equity Investor 2.12M (0.02%) -261.24K
Decreased by -12.31%
Dec 31, 25
16 Capital Group International Focus Eq ETF 2.08M (0.02%) 61.88K
Increased by +2.97%
Apr 30, 26
17 Fidelity Growth & Income 2.02M (0.02%) 116.60K
Increased by +5.77%
Apr 30, 26
18 Invesco OFI Large Cap Core 2.02M (0.02%) 36.88K
Increased by +1.83%
Sep 30, 23
19 Mondrian Int Eq Delivered Strategy 1.79M (0.02%) -108.00K
Decreased by -6.02%
Jun 30, 25
20 Capital Group Washington Mut Inv Tr U0 1.59M (0.02%) 320.60K
Increased by +20.21%
Mar 31, 26