Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PIEQ 4.15%
2 QLTI 3.88%
3 DIVS 2.45%
4 XEML 2.21%
5 EXUS 2.11%
6 FPXI 1.50%
7 BIDD 1.48%
8 EWU 1.27%
9 FPXE 1.24%
10 FLGB 1.23%
11 FEOE 1.10%
12 NUDM 0.98%
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 (1.65%) -5.22M
Decreased by -3.56%
Mar 31, 26
2 FMR Inc 107.94M (1.22%) 3.94M
Increased by +3.65%
Dec 31, 25
3 ClearBridge Advisors, LLC 31.72M (0.36%) 295.45K
Increased by +0.93%
Mar 31, 26
4 Morgan Stanley - Brokerage Accounts 21.50M (0.24%) 2.96M
Increased by +13.78%
Dec 31, 25
5 NORGES BANK 16.18M (0.18%) 15.90M
Increased by +98.30%
Dec 31, 25
6 Harding Loevner L.P. 15.71M (0.18%) -903.14K
Decreased by -5.75%
Mar 31, 26
7 Harris Associates L.P. 15.03M (0.17%) 15.03M
Increased by +100.00%
Mar 31, 26
8 Fisher Asset Management, LLC 13.68M (0.15%) -285.05K
Decreased by -2.08%
Sep 30, 24
9 AllianceBernstein L.P. 10.77M (0.12%) -165.83K
Decreased by -1.54%
Mar 31, 24
10 OZ Management LLC 10.45M (0.12%) 505.00K
Increased by +4.83%
Dec 31, 25
11 The Goldman Sachs Group Inc 10.44M (0.12%) 1.59M
Increased by +15.22%
Dec 31, 25
12 Natixis Advisors, LLC. 10.00M (0.11%) 8.12M
Increased by +81.12%
Dec 31, 25
13 Bank of America Corp 9.35M (0.11%) -1.36M
Decreased by -14.53%
Dec 31, 25
14 BMO Capital Markets Corp. 8.50M (0.10%) 6.97M
Increased by +81.95%
Dec 31, 25
15 Bank of Montreal 8.50M (0.10%) 6.97M
Increased by +81.95%
Dec 31, 25
16 JPMorgan Chase & Co 8.28M (0.09%) 179.25K
Increased by +2.17%
Mar 31, 26
17 Southpoint Capital Advisors LP 8.20M (0.09%) 600.00K
Increased by +7.32%
Sep 30, 23
18 Arrowstreet Capital Limited Partnership 8.03M (0.09%) 7.85M
Increased by +97.74%
Dec 31, 25
19 Altshuler Shaham Ltd 7.94M (0.09%) 0.00
Increased by 0.00%
Sep 30, 25
20 Envestnet Asset Management Inc 7.86M (0.09%) 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 (1.21%) -4.35M
Decreased by -4.06%
Mar 31, 26
2 Fidelity Series Large Cap Stock 16.28M (0.18%) 893.20K
Increased by +5.49%
Mar 31, 26
3 Strategic Advisers Fidelity US TtlStk 13.40M (0.15%) 702.10K
Increased by +5.24%
Mar 31, 26
4 Harris International Equity 11.93M (0.13%) 11.93M
Increased by +100.00%
Mar 31, 26
5 Oakmark International Investor 11.93M (0.13%) 11.93M
Increased by +100.00%
Mar 31, 26
6 Dodge & Cox Balanced Composite 11.69M (0.13%) 0.00
Increased by 0.00%
Mar 31, 26
7 Dodge & Cox Balanced I 11.69M (0.13%) 0.00
Increased by 0.00%
Mar 31, 26
8 Fidelity® Series Large Cap Stock 11.04M (0.12%) 367.30K
Increased by +3.33%
Nov 30, 23
9 Fidelity Growth & Income 11.00M (0.12%) 972.60K
Increased by +8.84%
Mar 31, 26
10 Strategic Advisers® Fidelity US TtlStk 6.30M (0.07%) 390.60K
Increased by +6.20%
Nov 30, 23
11 Capital Group Global Composite 6.19M (0.07%) 6.19M
Increased by +100.00%
Dec 31, 25
12 Fidelity® Growth & Income 6.08M (0.07%) 219.70K
Increased by +3.61%
Nov 30, 23
13 Fidelity Large Cap Stock 6.00M (0.07%) 329.90K
Increased by +5.50%
Mar 31, 26
14 Hartford Dividend and Growth Y 5.76M (0.07%) 0.00
Increased by 0.00%
Jul 31, 25
15 CREF Total Global Stock Account R3 4.41M (0.05%) 0.00
Increased by 0.00%
Mar 31, 26
16 Fidelity Advisor Capital Development O 3.89M (0.04%) 118.60K
Increased by +3.05%
Mar 31, 26
17 Fidelity Mega Cap Stock 3.25M (0.04%) 272.20K
Increased by +8.38%
Mar 31, 26
18 ClearBridge Large Cap Value 3.20M (0.04%) -101.50K
Decreased by -3.17%
Mar 31, 26
19 ClearBridge Large Cap Value I 3.20M (0.04%) -101.50K
Decreased by -3.17%
Mar 31, 26
20 VanEck Pharmaceutical ETF 3.16M (0.04%) 0.00
Increased by 0.00%
Apr 30, 26