Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 4.60%
2 IVEG 4.11%
3 UTRN 4.01%
4 DIET 3.91%
5 RSPM 3.64%
6 RTM 3.64%
7 JHMA 3.49%
8 IWTR 2.99%
9 IYM 2.88%
10 YUMY 2.61%
11 XLB 2.50%
12 SMN 2.28%
13 SBM 2.28%
14 EATV 1.97%
15 PYZ 1.95%
16 FXZ 1.88%
17 QDIV 1.82%
18 UYM 1.78%
19 FTIF 1.77%
20 SDOG 1.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 31.44M (12.32%) 3.36M
Increased by +10.67%
Dec 31, 24
2 Vanguard Group Inc 30.22M (11.84%) 164.94K
Increased by +0.55%
Dec 31, 24
3 Freemont Capital Pte Ltd 25.36M (9.93%) 25.36M
Increased by +100.00%
Dec 31, 24
4 Winder Investment Pte Ltd 25.36M (9.93%) 0.00
Increased by 0.00%
Jun 30, 23
5 Winder Pte Ltd 25.36M (9.93%) 0.00
Increased by 0.00%
Sep 30, 24
6 BlackRock Inc 22.07M (8.65%) 340.28K
Increased by +1.54%
Dec 31, 24
7 State Street Corp 10.46M (4.10%) -9.61K
Decreased by -0.09%
Dec 31, 24
8 State Street Corporation 10.29M (4.03%) -5.44M
Decreased by -52.88%
Mar 31, 24
9 Geode Capital Management, LLC 6.17M (2.42%) 157.95K
Increased by +2.56%
Dec 31, 24
10 Van Eck Associates Corporation 5.66M (2.22%) 1.66M
Increased by +29.37%
Dec 31, 24
11 Nordea Investment Mgmt Bank Demark A/s 5.49M (2.15%) 1.12M
Increased by +20.43%
Dec 31, 24
12 NORGES BANK 5.35M (2.10%) 2.85M
Increased by +53.28%
Dec 31, 24
13 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 4.31M (1.69%) -694.30K
Decreased by -16.11%
Dec 31, 24
14 First Pacific Advisors, LP 4.03M (1.58%) 22.99K
Increased by +0.57%
Dec 31, 24
15 State Farm Mutual Automobile Ins Co 3.82M (1.50%) 0.00
Increased by 0.00%
Dec 31, 24
16 ICAHN CARL C 3.75M (1.47%) 0.00
Increased by 0.00%
Dec 31, 24
17 Massachusetts Financial Services Company 3.68M (1.44%) -818.47K
Decreased by -22.22%
Mar 31, 25
18 Nuveen Asset Management, LLC 3.42M (1.34%) 1.03M
Increased by +30.09%
Sep 30, 23
19 Northern Trust Corp 3.41M (1.33%) 565.77K
Increased by +16.60%
Dec 31, 24
20 Sachem Head Capital Management LP 3.29M (1.29%) -1.50M
Decreased by -45.51%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 16.28M (6.38%) 170.40K
Increased by +1.05%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 8.10M (3.17%) 6.25K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 8.08M (3.17%) 29.81K
Increased by +0.37%
Mar 31, 25
4 Dodge & Cox International Stock I 7.74M (3.03%) 1.63M
Increased by +21.11%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 7.10M (2.78%) 10.32K
Increased by +0.15%
Mar 31, 25
6 UBS: Global Equity 6.57M (2.58%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Mid Cap Index Institutional 5.51M (2.16%) -15.86K
Decreased by -0.29%
Mar 31, 25
8 VanEck Morningstar Wide Moat 4.21M (1.65%) 97.31K
Increased by +2.31%
Mar 31, 25
9 VanEck Morningstar Wide Moat ETF 4.01M (1.57%) -4.13K
Decreased by -0.10%
Apr 30, 25
10 SPDR® S&P Dividend ETF 3.59M (1.41%) -83.85K
Decreased by -2.34%
Jan 31, 24
11 Fidelity 500 Index 3.21M (1.26%) 5.54K
Increased by +0.17%
Mar 31, 25
12 SPDR® S&P 500 ETF 3.18M (1.25%) -46.50K
Decreased by -1.46%
Mar 31, 25
13 SPDR® S&P 500® ETF 3.10M (1.22%) 2.55K
Increased by +0.08%
Apr 30, 25
14 SPDR® S&P 500® ETF Trust 3.10M (1.21%) -16.20K
Decreased by -0.52%
Mar 31, 25
15 iShares Core S&P 500 ETF 3.03M (1.19%) -3.17K
Decreased by -0.10%
Apr 30, 25
16 SPDR® S&P 500 ETF Trust 3.02M (1.18%) 6.84K
Increased by +0.23%
Apr 30, 24
17 Fidelity® 500 Index 2.97M (1.17%) 18.93K
Increased by +0.64%
Nov 30, 23
18 FPA Contrarian Value 2.60M (1.02%) 0.00
Increased by 0.00%
Sep 30, 24
19 FPA Crescent 2.60M (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
20 Vanguard Value Index Inv 2.25M (0.88%) 44.33K
Increased by +1.97%
Mar 31, 25