Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 4.60%
2 RSPM 4.20%
3 RTM 4.20%
4 IVEG 4.11%
5 UTRN 4.01%
6 DIET 3.91%
7 FPAG 3.52%
8 JHMA 3.49%
9 IWTR 2.99%
10 BSMC 2.65%
11 YUMY 2.61%
12 XLB 2.40%
13 ANEW 2.34%
14 SBM 2.28%
15 SMN 2.28%
16 IYM 2.12%
17 MOTE 1.99%
18 EATV 1.97%
19 AMID 1.85%
20 QDIV 1.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 36.47M (14.33%) 71.90K
Increased by +0.20%
Mar 31, 26
2 Vanguard Group Inc 30.35M (11.92%) -778.43K
Decreased by -2.56%
Dec 31, 25
3 Freemont Capital Pte Ltd 25.36M (9.96%) 0.00
Increased by 0.00%
Mar 31, 26
4 Winder Investment Pte Ltd 25.36M (9.96%) 0.00
Increased by 0.00%
Jun 30, 23
5 Winder Pte Ltd 25.36M (9.96%) 0.00
Increased by 0.00%
Sep 30, 24
6 BlackRock Inc 22.03M (8.65%) 3.57M
Increased by +16.19%
Dec 31, 25
7 State Street Corp 11.09M (4.36%) 121.26K
Increased by +1.09%
Dec 31, 25
8 State Street Corporation 10.29M (4.04%) -5.44M
Decreased by -52.88%
Mar 31, 24
9 Arnhold & S. Bleichroeder Advisers, LLC 9.31M (3.66%) 483.00K
Increased by +5.19%
Mar 31, 26
10 Amvescap Plc. 7.49M (2.94%) -26.97K
Decreased by -0.36%
Mar 31, 26
11 Geode Capital Management, LLC 6.77M (2.66%) 172.78K
Increased by +2.55%
Dec 31, 25
12 UBS Asset Mgmt Americas Inc 6.21M (2.44%) 164.34K
Increased by +2.65%
Mar 31, 26
13 NORGES BANK 5.35M (2.10%) 2.85M
Increased by +53.28%
Dec 31, 24
14 First Pacific Advisors, LP 5.33M (2.09%) 422.18K
Increased by +7.93%
Dec 31, 25
15 Millennium Management LLC 4.40M (1.73%) 4.22M
Increased by +95.89%
Dec 31, 25
16 ICAHN CARL C 4.28M (1.68%) -475.00K
Decreased by -11.11%
Dec 31, 25
17 State Farm Mutual Automobile Ins Co 3.82M (1.50%) 0.00
Increased by 0.00%
Mar 31, 26
18 Nuveen Asset Management, LLC 3.42M (1.34%) 1.03M
Increased by +30.09%
Sep 30, 23
19 Van Eck Associates Corporation 3.32M (1.30%) -2.03M
Decreased by -61.04%
Sep 30, 25
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 Lord Abbett Credit Opportunities Instl 28.00M (11.00%) 28.00M
Increased by +100.00%
Mar 31, 26
2 Dodge & Cox Stock I 17.51M (6.88%) 0.00
Increased by 0.00%
Mar 31, 26
3 UBS: Global Equity 9.67M (3.80%) 1.99M
Increased by +20.58%
Dec 31, 25
4 Vanguard US Total Market Shares ETF 8.10M (3.18%) 6.25K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 7.74M (3.04%) 61.98K
Increased by +0.80%
Mar 31, 26
6 Dodge & Cox International Stock I 7.74M (3.04%) 0.00
Increased by 0.00%
Mar 31, 26
7 Vanguard Institutional 500 Index Trust 7.27M (2.86%) 52.50K
Increased by +0.72%
May 31, 25
8 First Eagle Global A 6.58M (2.58%) 104.14K
Increased by +1.58%
Mar 31, 26
9 Vanguard 500 Index Investor 6.52M (2.56%) -66.93K
Decreased by -1.03%
Mar 31, 26
10 Vanguard Mid Cap Index Institutional 5.26M (2.06%) -31.93K
Decreased by -0.61%
Mar 31, 26
11 VanEck Morningstar Wide Moat 3.81M (1.50%) -401.80K
Decreased by -10.55%
Jun 30, 25
12 VanEck Morningstar Wide Moat ETF 3.66M (1.44%) -2.83K
Decreased by -0.08%
Aug 30, 25
13 SPDR® S&P Dividend ETF 3.59M (1.41%) -83.85K
Decreased by -2.34%
Jan 31, 24
14 iShares Core S&P 500 ETF 3.31M (1.30%) 9.69K
Increased by +0.29%
Apr 30, 26
15 Fidelity 500 Index 3.27M (1.28%) 11.38K
Increased by +0.35%
Mar 31, 26
16 SPDR® S&P 500 ETF 3.18M (1.25%) -46.50K
Decreased by -1.46%
Mar 31, 25
17 FPA Contrarian Value 3.16M (1.24%) 0.00
Increased by 0.00%
Mar 31, 26
18 FPA Crescent 3.16M (1.24%) 0.00
Increased by 0.00%
Mar 31, 26
19 SPDR® S&P 500® ETF Trust 3.10M (1.22%) -16.20K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 3.09M (1.21%) 37.95K
Increased by +1.23%
Aug 31, 25