Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 4.60%
2 IVEG 4.11%
3 RTM 4.02%
4 RSPM 4.02%
5 UTRN 4.01%
6 DIET 3.91%
7 FPAG 3.81%
8 JHMA 3.49%
9 IWTR 2.99%
10 BSMC 2.64%
11 YUMY 2.61%
12 ANEW 2.50%
13 XLB 2.32%
14 SBM 2.28%
15 SMN 2.28%
16 IYM 2.15%
17 MOTE 1.99%
18 EATV 1.97%
19 AMID 1.91%
20 QDIV 1.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 36.40M (14.28%) -571.60K
Decreased by -1.57%
Dec 31, 25
2 Vanguard Group Inc 30.35M (11.91%) -778.43K
Decreased by -2.56%
Dec 31, 25
3 Freemont Capital Pte Ltd 25.36M (9.95%) 0.00
Increased by 0.00%
Dec 31, 25
4 Winder Investment Pte Ltd 25.36M (9.95%) 0.00
Increased by 0.00%
Jun 30, 23
5 Winder Pte Ltd 25.36M (9.95%) 0.00
Increased by 0.00%
Sep 30, 24
6 BlackRock Inc 18.47M (7.25%) -3.62M
Decreased by -19.62%
Sep 30, 25
7 State Street Corp 10.97M (4.31%) 86.13K
Increased by +0.79%
Sep 30, 25
8 State Street Corporation 10.29M (4.04%) -5.44M
Decreased by -52.88%
Mar 31, 24
9 Arnhold & S. Bleichroeder Advisers, LLC 8.83M (3.47%) 1.90M
Increased by +21.57%
Dec 31, 25
10 Amvescap Plc. 7.17M (2.81%) 4.07M
Increased by +56.77%
Sep 30, 25
11 Geode Capital Management, LLC 6.77M (2.66%) 172.78K
Increased by +2.55%
Dec 31, 25
12 NORGES BANK 5.35M (2.10%) 2.85M
Increased by +53.28%
Dec 31, 24
13 First Pacific Advisors, LP 5.33M (2.09%) 422.18K
Increased by +7.93%
Dec 31, 25
14 ICAHN CARL C 4.75M (1.86%) 1.00M
Increased by +21.05%
Sep 30, 25
15 UBS Asset Mgmt Americas Inc 4.71M (1.85%) 1.60M
Increased by +33.96%
Sep 30, 25
16 Millennium Management LLC 4.40M (1.73%) 4.22M
Increased by +95.89%
Dec 31, 25
17 State Farm Mutual Automobile Ins Co 3.82M (1.50%) 0.00
Increased by 0.00%
Dec 31, 25
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 Dodge & Cox Stock I 17.51M (6.87%) 0.00
Increased by 0.00%
Dec 31, 25
2 Vanguard US Total Market Shares ETF 8.10M (3.18%) 6.25K
Increased by +0.08%
Sep 30, 24
3 Dodge & Cox International Stock I 7.74M (3.04%) 0.00
Increased by 0.00%
Dec 31, 25
4 Vanguard Total Stock Mkt Idx Inv 7.68M (3.01%) 22.02K
Increased by +0.29%
Feb 28, 26
5 UBS: Global Equity 7.68M (3.01%) 1.89M
Increased by +24.64%
Sep 30, 25
6 Vanguard Institutional 500 Index Trust 7.27M (2.85%) 52.50K
Increased by +0.72%
May 31, 25
7 Vanguard 500 Index Investor 6.59M (2.59%) 62.86K
Increased by +0.95%
Feb 28, 26
8 First Eagle Global A 6.47M (2.54%) 0.00
Increased by 0.00%
Feb 28, 26
9 Vanguard Mid Cap Index Institutional 5.29M (2.08%) 18.39K
Increased by +0.35%
Feb 28, 26
10 VanEck Morningstar Wide Moat 3.81M (1.49%) -401.80K
Decreased by -10.55%
Jun 30, 25
11 VanEck Morningstar Wide Moat ETF 3.66M (1.44%) -2.83K
Decreased by -0.08%
Aug 30, 25
12 SPDR® S&P Dividend ETF 3.59M (1.41%) -83.85K
Decreased by -2.34%
Jan 31, 24
13 iShares Core S&P 500 ETF 3.26M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
14 Fidelity 500 Index 3.25M (1.28%) 15.08K
Increased by +0.46%
Jan 31, 26
15 SPDR® S&P 500 ETF 3.18M (1.25%) -46.50K
Decreased by -1.46%
Mar 31, 25
16 FPA Contrarian Value 3.16M (1.24%) 165.38K
Increased by +5.23%
Dec 31, 25
17 FPA Crescent 3.16M (1.24%) 165.38K
Increased by +5.23%
Dec 31, 25
18 SPDR® S&P 500® ETF Trust 3.10M (1.22%) -16.20K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500® ETF 3.09M (1.21%) 37.95K
Increased by +1.23%
Aug 31, 25
20 SPDR® S&P 500 ETF Trust 3.02M (1.19%) 6.84K
Increased by +0.23%
Apr 30, 24