Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PIEQ 4.12%
2 QLTI 3.88%
3 DIVS 2.39%
4 XEML 2.15%
5 EXUS 2.11%
6 FPXI 1.50%
7 BIDD 1.48%
8 EWU 1.39%
9 FPXE 1.21%
10 FLGB 1.21%
11 FEOE 1.10%
12 NUDM 0.99%
13 JIG 0.96%
14 FEGE 0.95%
15 KXI 0.80%
16 QLVD 0.77%
17 ILOW 0.77%
18 SROI 0.77%
19 EAFG 0.75%
20 JDIV 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 146.54M (3.31%) -5.22M
Decreased by -3.56%
Mar 31, 26
2 FMR Inc 113.97M (2.57%) 6.03M
Increased by +5.29%
Mar 31, 26
3 ClearBridge Advisors, LLC 31.72M (0.72%) 295.45K
Increased by +0.93%
Mar 31, 26
4 Morgan Stanley - Brokerage Accounts 19.17M (0.43%) -2.33M
Decreased by -12.15%
Mar 31, 26
5 NORGES BANK 16.18M (0.37%) 15.90M
Increased by +98.30%
Dec 31, 25
6 Harding Loevner L.P. 15.71M (0.35%) -903.14K
Decreased by -5.75%
Mar 31, 26
7 Harris Associates L.P. 15.03M (0.34%) 15.03M
Increased by +100.00%
Mar 31, 26
8 Arrowstreet Capital Limited Partnership 14.67M (0.33%) 6.65M
Increased by +45.30%
Mar 31, 26
9 Fisher Asset Management, LLC 13.68M (0.31%) -285.05K
Decreased by -2.08%
Sep 30, 24
10 Bank of America Corp 10.93M (0.25%) 1.59M
Increased by +14.51%
Mar 31, 26
11 AllianceBernstein L.P. 10.77M (0.24%) -165.83K
Decreased by -1.54%
Mar 31, 24
12 Natixis Advisors, LLC. 9.20M (0.21%) -805.64K
Decreased by -8.76%
Mar 31, 26
13 JONES FINANCIAL COMPANIES LLLP 9.09M (0.21%) 8.73M
Increased by +96.09%
Mar 31, 26
14 Nuveen, LLC 8.70M (0.20%) 2.53M
Increased by +29.08%
Mar 31, 26
15 BMO Capital Markets Corp. 8.50M (0.19%) 6.97M
Increased by +81.95%
Dec 31, 25
16 Bank of Montreal 8.50M (0.19%) 6.97M
Increased by +81.95%
Dec 31, 25
17 JPMorgan Chase & Co 8.28M (0.19%) 179.25K
Increased by +2.17%
Mar 31, 26
18 Southpoint Capital Advisors LP 8.20M (0.19%) 600.00K
Increased by +7.32%
Sep 30, 23
19 Altshuler Shaham Ltd 7.94M (0.18%) 0.00
Increased by 0.00%
Sep 30, 25
20 Envestnet Asset Management Inc 7.86M (0.18%) 476.82K
Increased by +6.07%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 107.25M (2.42%) -4.35M
Decreased by -4.06%
Mar 31, 26
2 Fidelity Series Large Cap Stock 18.24M (0.41%) 1.96M
Increased by +10.75%
Apr 30, 26
3 Strategic Advisers Fidelity US TtlStk 14.71M (0.33%) 1.31M
Increased by +8.89%
Apr 30, 26
4 Harris International Equity 11.93M (0.27%) 11.93M
Increased by +100.00%
Mar 31, 26
5 Oakmark International Investor 11.93M (0.27%) 11.93M
Increased by +100.00%
Mar 31, 26
6 Fidelity Growth & Income 11.85M (0.27%) 847.50K
Increased by +7.15%
Apr 30, 26
7 Dodge & Cox Balanced Composite 11.69M (0.26%) 0.00
Increased by 0.00%
Mar 31, 26
8 Dodge & Cox Balanced I 11.69M (0.26%) 0.00
Increased by 0.00%
Mar 31, 26
9 Fidelity® Series Large Cap Stock 11.04M (0.25%) 367.30K
Increased by +3.33%
Nov 30, 23
10 Fidelity Large Cap Stock 6.73M (0.15%) 722.00K
Increased by +10.74%
Apr 30, 26
11 Strategic Advisers® Fidelity US TtlStk 6.30M (0.14%) 390.60K
Increased by +6.20%
Nov 30, 23
12 Capital Group Global Composite 6.19M (0.14%) 6.19M
Increased by +100.00%
Dec 31, 25
13 Fidelity® Growth & Income 6.08M (0.14%) 219.70K
Increased by +3.61%
Nov 30, 23
14 Hartford Dividend and Growth Y 5.76M (0.13%) 0.00
Increased by 0.00%
Jul 31, 25
15 CREF Total Global Stock Account R3 4.41M (0.10%) 0.00
Increased by 0.00%
Apr 30, 26
16 Fidelity Advisor Capital Development O 4.15M (0.09%) 256.30K
Increased by +6.18%
Apr 30, 26
17 Fidelity Mega Cap Stock 3.73M (0.08%) 479.60K
Increased by +12.86%
Apr 30, 26
18 ClearBridge Large Cap Value 3.20M (0.07%) 0.00
Increased by 0.00%
Apr 30, 26
19 ClearBridge Large Cap Value I 3.20M (0.07%) 0.00
Increased by 0.00%
Apr 30, 26
20 VanEck Pharmaceutical ETF 3.01M (0.07%) -33.51K
Decreased by -1.11%
May 30, 26