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 JHMA 3.49%
6 RSPM 3.22%
7 RTM 3.22%
8 FPAG 3.22%
9 IWTR 2.99%
10 YUMY 2.61%
11 MVAL 2.57%
12 IYM 2.40%
13 XLB 2.35%
14 SMN 2.28%
15 SBM 2.28%
16 MOTE 2.01%
17 EATV 1.97%
18 MOAT 1.94%
19 QDIV 1.82%
20 FTIF 1.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 35.05M (13.71%) 1.27M
Increased by +3.63%
Jun 30, 25
2 Vanguard Group Inc 30.88M (12.08%) 490.16K
Increased by +1.59%
Jun 30, 25
3 Freemont Capital Pte Ltd 25.36M (9.92%) 0.00
Increased by 0.00%
Jun 30, 25
4 Winder Investment Pte Ltd 25.36M (9.92%) 0.00
Increased by 0.00%
Jun 30, 23
5 Winder Pte Ltd 25.36M (9.92%) 0.00
Increased by 0.00%
Sep 30, 24
6 BlackRock Inc 23.07M (9.02%) 994.83K
Increased by +4.31%
Mar 31, 25
7 State Street Corp 10.50M (4.11%) 45.48K
Increased by +0.43%
Mar 31, 25
8 State Street Corporation 10.29M (4.02%) -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 Van Eck Associates Corporation 5.80M (2.27%) 139.62K
Increased by +2.41%
Mar 31, 25
11 Arnhold & S. Bleichroeder Advisers, LLC 5.44M (2.13%) 2.99M
Increased by +54.98%
Jun 30, 25
12 NORGES BANK 5.35M (2.09%) 2.85M
Increased by +53.28%
Dec 31, 24
13 First Pacific Advisors, LP 4.11M (1.61%) 49.45K
Increased by +1.20%
Jun 30, 25
14 State Farm Mutual Automobile Ins Co 3.82M (1.49%) 0.00
Increased by 0.00%
Jun 30, 25
15 ICAHN CARL C 3.75M (1.47%) 0.00
Increased by 0.00%
Mar 31, 25
16 Massachusetts Financial Services Company 3.51M (1.37%) -168.59K
Decreased by -4.80%
Jun 30, 25
17 Nuveen Asset Management, LLC 3.42M (1.34%) 1.03M
Increased by +30.09%
Sep 30, 23
18 Sachem Head Capital Management LP 3.29M (1.29%) -1.50M
Decreased by -45.51%
Mar 31, 24
19 Northern Trust Corp 3.11M (1.22%) -295.44K
Decreased by -9.49%
Mar 31, 25
20 UBS Asset Mgmt Americas Inc 3.11M (1.22%) 306.53K
Increased by +9.86%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 16.28M (6.37%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 8.24M (3.22%) 29.95K
Increased by +0.36%
Jun 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%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Institutional 500 Index Trust 7.27M (2.84%) 52.50K
Increased by +0.72%
May 31, 25
6 Vanguard 500 Index Investor 7.26M (2.84%) -9.39K
Decreased by -0.13%
Jun 30, 25
7 UBS: Global Equity 6.57M (2.57%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Mid Cap Index Institutional 5.64M (2.21%) 32.09K
Increased by +0.57%
Jun 30, 25
9 First Eagle Global A 4.09M (1.60%) 1.17M
Increased by +28.63%
Jun 30, 25
10 VanEck Morningstar Wide Moat 3.81M (1.49%) -401.80K
Decreased by -10.55%
Jun 30, 25
11 VanEck Morningstar Wide Moat ETF 3.70M (1.45%) -1.41K
Decreased by -0.04%
Jul 31, 25
12 SPDR® S&P Dividend ETF 3.59M (1.40%) -83.85K
Decreased by -2.34%
Jan 31, 24
13 Fidelity 500 Index 3.24M (1.27%) 15.59K
Increased by +0.48%
Jun 30, 25
14 SPDR® S&P 500 ETF 3.18M (1.24%) -46.50K
Decreased by -1.46%
Mar 31, 25
15 SPDR® S&P 500® ETF 3.13M (1.22%) 13.35K
Increased by +0.43%
Jul 31, 25
16 SPDR® S&P 500® ETF Trust 3.10M (1.21%) -16.20K
Decreased by -0.52%
Mar 31, 25
17 iShares Core S&P 500 ETF 3.06M (1.19%) 13.89K
Increased by +0.45%
Jul 31, 25
18 SPDR® S&P 500 ETF Trust 3.02M (1.18%) 6.84K
Increased by +0.23%
Apr 30, 24
19 Fidelity® 500 Index 2.97M (1.16%) 18.93K
Increased by +0.64%
Nov 30, 23
20 Dodge & Cox Global Stock I 2.61M (1.02%) 592.20K
Increased by +22.70%
Jun 30, 25