Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVEG 4.68%
2 RTM 4.16%
3 RSPM 3.83%
4 IYM 3.47%
5 EATV 3.32%
6 ABEQ 2.63%
7 YUMY 2.61%
8 XLB 2.38%
9 SDOG 2.37%
10 ANEW 2.32%
11 SMN 2.28%
12 PYZ 2.07%
13 FMAT 1.84%
14 QDIV 1.81%
15 UYM 1.76%
16 VAW 1.68%
17 GURU 1.61%
18 CZA 1.59%
19 EQUL 1.54%
20 SDY 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.65M (12.43%) -151.76K
Decreased by -0.48%
Dec 31, 23
2 Winder Investment Pte Ltd 25.36M (9.95%) 0.00
Increased by 0.00%
Jun 30, 23
3 Winder Pte Ltd 25.36M (9.95%) 0.00
Increased by 0.00%
Dec 31, 23
4 BlackRock Inc 22.47M (8.82%) -828.00K
Decreased by -3.68%
Dec 31, 23
5 State Street Corporation 15.73M (6.17%) -1.13M
Decreased by -7.20%
Dec 31, 23
6 Dodge & Cox 15.44M (6.06%) 15.44M
Increased by +100.00%
Dec 31, 23
7 Massachusetts Financial Services Company 5.79M (2.27%) -125.65K
Decreased by -2.17%
Dec 31, 23
8 Geode Capital Management, LLC 5.62M (2.21%) 88.90K
Increased by +1.58%
Dec 31, 23
9 Sachem Head Capital Management LP 4.79M (1.88%) -3.94M
Decreased by -82.37%
Dec 31, 23
10 Van Eck Associates Corporation 4.78M (1.88%) 344.38K
Increased by +7.21%
Mar 31, 24
11 Nordea Investment Mgmt Bank Demark A/s 4.28M (1.68%) -945.77K
Decreased by -22.10%
Mar 31, 24
12 First Pacific Advisors, LP 3.93M (1.54%) -49.56K
Decreased by -1.26%
Mar 31, 24
13 State Farm Mutual Automobile Ins Co 3.82M (1.50%) -144.68K
Decreased by -3.79%
Dec 31, 23
14 Capital Research Global Investors 3.70M (1.45%) -1.32M
Decreased by -35.81%
Dec 31, 23
15 Nuveen Asset Management, LLC 3.42M (1.34%) 1.03M
Increased by +30.09%
Sep 30, 23
16 Northern Trust Corp 3.00M (1.18%) -117.84K
Decreased by -3.93%
Dec 31, 23
17 UBS Asset Mgmt Americas Inc 2.88M (1.13%) 1.12M
Increased by +38.77%
Dec 31, 23
18 Goldman Sachs Group Inc 2.73M (1.07%) 1.19M
Increased by +43.74%
Dec 31, 23
19 Morgan Stanley - Brokerage Accounts 2.55M (1.00%) -183.72K
Decreased by -7.20%
Dec 31, 23
20 Capital Research & Mgmt Co - Division 3 2.38M (0.93%) 33.55K
Increased by +1.41%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 13.89M (5.45%) 8.56M
Increased by +61.61%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 8.03M (3.15%) 28.34K
Increased by +0.35%
Mar 31, 24
3 Vanguard Institutional 500 Index Trust 6.43M (2.53%) 61.52K
Increased by +0.96%
Mar 31, 24
4 UBS: Global Equity 5.92M (2.32%) 5.92M
Increased by +100.00%
Dec 31, 23
5 Dodge & Cox International Stock I 5.73M (2.25%) 538.30K
Increased by +9.39%
Mar 31, 24
6 Vanguard Mid Cap Index Institutional 5.55M (2.18%) -158.47K
Decreased by -2.86%
Mar 31, 24
7 VanEck Morningstar Wide Moat ETF 4.58M (1.80%) 1.36K
Increased by +0.03%
Apr 30, 24
8 VanEck Morningstar Wide Moat 4.57M (1.79%) 323.71K
Increased by +7.09%
Mar 31, 24
9 SPDR® S&P Dividend ETF 3.59M (1.41%) -83.85K
Decreased by -2.34%
Jan 31, 24
10 Fidelity 500 Index 3.09M (1.21%) 23.54K
Increased by +0.76%
Mar 31, 24
11 SPDR® S&P 500 ETF Trust 3.02M (1.19%) 6.84K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 2.97M (1.17%) 18.93K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 2.63M (1.03%) 2.28K
Increased by +0.09%
Apr 30, 24
14 FPA Contrarian Value 2.60M (1.02%) 0.00
Increased by 0.00%
Mar 31, 24
15 FPA Crescent 2.60M (1.02%) 0.00
Increased by 0.00%
Mar 31, 24
16 Vanguard Value Index Inv 2.12M (0.83%) -10.06K
Decreased by -0.47%
Mar 31, 24
17 American Funds New Perspective A 2.03M (0.80%) 0.00
Increased by 0.00%
Dec 31, 23
18 Capital Group New Perspective Comp 2.03M (0.80%) 0.00
Increased by 0.00%
Dec 31, 23
19 American Funds Income Fund of Amer A 1.91M (0.75%) -440.11K
Decreased by -23.09%
Sep 30, 23
20 Vanguard Institutional Index I 1.68M (0.66%) -2.19K
Decreased by -0.13%
Mar 31, 24