Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 4.60%
2 UTRN 4.05%
3 IVEG 4.03%
4 DIET 3.91%
5 JHMA 3.49%
6 RSPM 3.14%
7 RTM 3.14%
8 EATV 2.99%
9 IWTR 2.99%
10 IYM 2.73%
11 XLB 2.66%
12 YUMY 2.61%
13 SBM 2.28%
14 SMN 2.28%
15 ABEQ 2.25%
16 UYM 1.98%
17 ANEW 1.88%
18 FTIF 1.83%
19 QDIV 1.82%
20 PYZ 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.05M (11.78%) 106.95K
Increased by +0.36%
Sep 30, 24
2 Dodge & Cox 28.08M (11.01%) -124.22K
Decreased by -0.44%
Sep 30, 24
3 Winder Investment Pte Ltd 25.36M (9.94%) 0.00
Increased by 0.00%
Jun 30, 23
4 Winder Pte Ltd 25.36M (9.94%) 0.00
Increased by 0.00%
Sep 30, 24
5 BlackRock Inc 21.48M (8.42%) -834.30K
Decreased by -3.88%
Jun 30, 24
6 State Street Corp 10.47M (4.10%) 196.70K
Increased by +1.88%
Sep 30, 24
7 State Street Corporation 10.29M (4.03%) -5.44M
Decreased by -52.88%
Mar 31, 24
8 Geode Capital Management, LLC 6.01M (2.36%) 77.52K
Increased by +1.29%
Sep 30, 24
9 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 5.00M (1.96%) 2.31M
Increased by +46.08%
Sep 30, 24
10 Massachusetts Financial Services Company 4.65M (1.82%) -688.96K
Decreased by -14.80%
Sep 30, 24
11 Van Eck Associates Corporation 4.45M (1.74%) -329.51K
Decreased by -7.41%
Jun 30, 24
12 Nordea Investment Mgmt Bank Demark A/s 4.37M (1.71%) 220.93K
Increased by +5.06%
Sep 30, 24
13 First Pacific Advisors, LP 4.01M (1.57%) -4.53K
Decreased by -0.11%
Sep 30, 24
14 State Farm Mutual Automobile Ins Co 3.82M (1.50%) 0.00
Increased by 0.00%
Sep 30, 24
15 ICAHN CARL C 3.75M (1.47%) 0.00
Increased by 0.00%
Sep 30, 24
16 Nuveen Asset Management, LLC 3.42M (1.34%) 1.03M
Increased by +30.09%
Sep 30, 23
17 Sachem Head Capital Management LP 3.29M (1.29%) -1.50M
Decreased by -45.51%
Mar 31, 24
18 UBS Asset Mgmt Americas Inc 3.25M (1.27%) -331.33K
Decreased by -10.19%
Sep 30, 24
19 Millennium Management LLC 2.94M (1.15%) -1.38M
Decreased by -46.87%
Sep 30, 24
20 Northern Trust Corp 2.84M (1.11%) -83.68K
Decreased by -2.94%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 13.89M (5.44%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.07M (3.16%) -30.26K
Decreased by -0.37%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 6.77M (2.66%) 77.90K
Increased by +1.15%
Oct 31, 24
4 UBS: Global Equity 6.57M (2.58%) 0.00
Increased by 0.00%
Jun 30, 24
5 Dodge & Cox International Stock I 5.73M (2.25%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Mid Cap Index Institutional 5.42M (2.13%) 9.79K
Increased by +0.18%
Oct 31, 24
7 VanEck Morningstar Wide Moat 3.70M (1.45%) -471.45K
Decreased by -12.72%
Sep 30, 24
8 VanEck Morningstar Wide Moat ETF 3.68M (1.44%) -1.11K
Decreased by -0.03%
Nov 28, 24
9 SPDR® S&P Dividend ETF 3.59M (1.41%) -83.85K
Decreased by -2.34%
Jan 31, 24
10 SPDR® S&P 500® ETF Trust 3.14M (1.23%) -17.52K
Decreased by -0.56%
Nov 27, 24
11 Fidelity 500 Index 3.14M (1.23%) -3.05K
Decreased by -0.10%
Sep 30, 24
12 SPDR® S&P 500 ETF Trust 3.02M (1.19%) 6.84K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 2.97M (1.17%) 18.93K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 2.89M (1.13%) 8.91K
Increased by +0.31%
Nov 27, 24
15 FPA Contrarian Value 2.60M (1.02%) 0.00
Increased by 0.00%
Jun 30, 24
16 FPA Crescent 2.60M (1.02%) 0.00
Increased by 0.00%
Sep 30, 24
17 Vanguard Value Index Inv 2.17M (0.85%) 5.51K
Increased by +0.25%
Oct 31, 24
18 American Funds New Perspective A 2.03M (0.79%) 0.00
Increased by 0.00%
Dec 31, 23
19 Capital Group New Perspective Comp 2.03M (0.79%) 0.00
Increased by 0.00%
Dec 31, 23
20 American Funds Income Fund of Amer A 1.91M (0.75%) -440.11K
Decreased by -23.09%
Sep 30, 23