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 3.61%
6 RTM 3.61%
7 JHMA 3.49%
8 IWTR 2.99%
9 IYM 2.80%
10 YUMY 2.61%
11 XLB 2.48%
12 SMN 2.28%
13 SBM 2.28%
14 EATV 1.97%
15 ANEW 1.96%
16 PYZ 1.89%
17 FXZ 1.88%
18 UYM 1.83%
19 QDIV 1.82%
20 FTIF 1.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 33.77M (13.23%) 2.34M
Increased by +6.92%
Mar 31, 25
2 Vanguard Group Inc 30.39M (11.91%) 171.28K
Increased by +0.56%
Mar 31, 25
3 Freemont Capital Pte Ltd 25.36M (9.93%) 0.00
Increased by 0.00%
Mar 31, 25
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 23.07M (9.04%) 994.83K
Increased by +4.31%
Mar 31, 25
7 State Street Corp 10.50M (4.12%) 45.48K
Increased by +0.43%
Mar 31, 25
8 State Street Corporation 10.29M (4.03%) -5.44M
Decreased by -52.88%
Mar 31, 24
9 Geode Capital Management, LLC 6.34M (2.48%) 168.83K
Increased by +2.66%
Mar 31, 25
10 Nordea Investment Mgmt Bank Demark A/s 6.04M (2.37%) 551.29K
Increased by +9.13%
Mar 31, 25
11 Van Eck Associates Corporation 5.80M (2.27%) 139.62K
Increased by +2.41%
Mar 31, 25
12 NORGES BANK 5.35M (2.10%) 2.85M
Increased by +53.28%
Dec 31, 24
13 First Pacific Advisors, LP 4.06M (1.59%) 32.30K
Increased by +0.80%
Mar 31, 25
14 State Farm Mutual Automobile Ins Co 3.82M (1.50%) 0.00
Increased by 0.00%
Mar 31, 25
15 ICAHN CARL C 3.75M (1.47%) 0.00
Increased by 0.00%
Mar 31, 25
16 Massachusetts Financial Services Company 3.68M (1.44%) -818.47K
Decreased by -22.22%
Mar 31, 25
17 Nuveen Asset Management, LLC 3.42M (1.34%) 1.03M
Increased by +30.09%
Sep 30, 23
18 Northern Trust Corp 3.41M (1.33%) 565.77K
Increased by +16.60%
Dec 31, 24
19 Sachem Head Capital Management LP 3.29M (1.29%) -1.50M
Decreased by -45.51%
Mar 31, 24
20 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 2.99M (1.17%) -1.32M
Decreased by -44.29%
Mar 31, 25

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 Total Stock Mkt Idx Inv 8.21M (3.22%) 123.99K
Increased by +1.51%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 8.10M (3.17%) 6.25K
Increased by +0.08%
Sep 30, 24
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 7.22M (2.83%) 115.20K
Increased by +1.60%
Apr 30, 25
6 UBS: Global Equity 6.57M (2.58%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Mid Cap Index Institutional 5.56M (2.18%) 53.29K
Increased by +0.96%
Apr 30, 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 Trust 3.10M (1.21%) -16.20K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 3.08M (1.21%) -18.45K
Decreased by -0.60%
Apr 30, 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 First Eagle Global A 2.92M (1.14%) 1.12M
Increased by +38.29%
Apr 30, 25
19 FPA Contrarian Value 2.60M (1.02%) 0.00
Increased by 0.00%
Sep 30, 24
20 FPA Crescent 2.60M (1.02%) 0.00
Increased by 0.00%
Mar 31, 25