Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PIEQ 4.23%
2 QLTI 3.88%
3 DIVS 2.83%
4 EXUS 2.11%
5 FPXE 1.54%
6 FPXI 1.50%
7 BIDD 1.48%
8 FLGB 1.37%
9 FEOE 1.22%
10 EWU 1.16%
11 NUDM 1.14%
12 JIG 1.11%
13 FEGE 0.99%
14 KXI 0.80%
15 QLVD 0.79%
16 ILOW 0.77%
17 SROI 0.76%
18 EAFG 0.76%
19 PBPH 0.72%
20 JDIV 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 151.76M (1.71%) -2.63M
Decreased by -1.73%
Dec 31, 25
2 FMR Inc 107.94M (1.22%) 3.94M
Increased by +3.65%
Dec 31, 25
3 ClearBridge Advisors, LLC 31.42M (0.35%) -1.92M
Decreased by -6.12%
Dec 31, 25
4 JPMorgan Chase & Co 23.97M (0.27%) 15.19M
Increased by +63.38%
Sep 30, 25
5 Morgan Stanley - Brokerage Accounts 18.53M (0.21%) 797.59K
Increased by +4.30%
Sep 30, 25
6 Harding Loevner L.P. 16.62M (0.19%) -1.29M
Decreased by -7.79%
Dec 31, 25
7 NORGES BANK 16.18M (0.18%) 15.90M
Increased by +98.30%
Dec 31, 25
8 Fisher Asset Management, LLC 13.68M (0.15%) -285.05K
Decreased by -2.08%
Sep 30, 24
9 AllianceBernstein L.P. 10.77M (0.12%) -165.83K
Decreased by -1.54%
Mar 31, 24
10 Bank of America Corp 10.71M (0.12%) -1.68M
Decreased by -15.67%
Sep 30, 25
11 OZ Management LLC 10.45M (0.12%) 505.00K
Increased by +4.83%
Dec 31, 25
12 The Goldman Sachs Group Inc 10.44M (0.12%) 1.59M
Increased by +15.22%
Dec 31, 25
13 Natixis Advisors, LLC. 10.00M (0.11%) 8.12M
Increased by +81.12%
Dec 31, 25
14 Southpoint Capital Advisors LP 8.20M (0.09%) 600.00K
Increased by +7.32%
Sep 30, 23
15 Arrowstreet Capital Limited Partnership 8.03M (0.09%) 7.85M
Increased by +97.74%
Dec 31, 25
16 Altshuler Shaham Ltd 7.94M (0.09%) 0.00
Increased by 0.00%
Sep 30, 25
17 Envestnet Asset Management Inc 7.86M (0.09%) 476.82K
Increased by +6.07%
Jun 30, 25
18 Aristotle Capital Management LLC 7.83M (0.09%) -235.93K
Decreased by -3.01%
Dec 31, 25
19 Renaissance Technologies Corp 7.79M (0.09%) 6.55M
Increased by +84.08%
Jun 30, 25
20 Goldman Sachs Group Inc 7.76M (0.09%) 1.66M
Increased by +21.39%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 111.61M (1.26%) -1.95M
Decreased by -1.75%
Dec 31, 25
2 Fidelity Series Large Cap Stock 14.87M (0.17%) 0.00
Increased by 0.00%
Jan 31, 26
3 Strategic Advisers Fidelity US TtlStk 12.09M (0.14%) 0.00
Increased by 0.00%
Jan 31, 26
4 Dodge & Cox Balanced Composite 11.69M (0.13%) -527.60K
Decreased by -4.51%
Dec 31, 25
5 Dodge & Cox Balanced I 11.69M (0.13%) -527.60K
Decreased by -4.51%
Dec 31, 25
6 Fidelity® Series Large Cap Stock 11.04M (0.12%) 367.30K
Increased by +3.33%
Nov 30, 23
7 Fidelity Growth & Income 9.52M (0.11%) 0.00
Increased by 0.00%
Jan 31, 26
8 Strategic Advisers® Fidelity US TtlStk 6.30M (0.07%) 390.60K
Increased by +6.20%
Nov 30, 23
9 Capital Group Global Composite 6.19M (0.07%) 6.19M
Increased by +100.00%
Dec 31, 25
10 Fidelity® Growth & Income 6.08M (0.07%) 219.70K
Increased by +3.61%
Nov 30, 23
11 Hartford Dividend and Growth Y 5.76M (0.07%) 0.00
Increased by 0.00%
Jul 31, 25
12 Fidelity Large Cap Stock 5.34M (0.06%) 0.00
Increased by 0.00%
Jan 31, 26
13 Fidelity Advisor Capital Development O 3.74M (0.04%) 0.00
Increased by 0.00%
Jan 31, 26
14 VanEck Pharmaceutical ETF 3.60M (0.04%) 0.00
Increased by 0.00%
Feb 28, 26
15 CREF Total Global Stock Account R3 3.49M (0.04%) 1.20M
Increased by +34.42%
Jan 31, 26
16 ClearBridge Large Cap Value 3.31M (0.04%) -57.50K
Decreased by -1.74%
Jan 31, 26
17 ClearBridge Large Cap Value I 3.30M (0.04%) -9.50K
Decreased by -0.29%
Feb 28, 26
18 Douglas C. Lane & Assoc. Core Equity 2.97M (0.03%) -867.90K
Decreased by -29.18%
Dec 31, 25
19 Fidelity Advisor® Capital Development O 2.90M (0.03%) 95.70K
Increased by +3.31%
Nov 30, 23
20 Fidelity Mega Cap Stock 2.82M (0.03%) 0.00
Increased by 0.00%
Jan 31, 26