Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LNGR 3.30%
2 EWL 2.83%
3 AGNG 2.72%
4 FLSW 2.62%
5 FSZ 2.17%
6 FPXE 1.92%
7 RUNN 1.91%
8 PPIE 1.88%
9 BKDV 1.87%
10 RNDM 1.21%
11 CEFA 1.19%
12 KLDW 1.11%
13 BKWO 1.03%
14 CACG 0.88%
15 BMED 0.67%
16 SHRT 0.64%
17 NUGO 0.61%
18 IXJ 0.58%
19 UMMA 0.52%
20 DMXF 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.08M (4.06%) 510.37K
Increased by +2.54%
Mar 31, 25
2 FMR Inc 17.16M (3.47%) 2.19M
Increased by +12.77%
Mar 31, 25
3 NORGES BANK 12.62M (2.55%) 276.47K
Increased by +2.19%
Dec 31, 24
4 Aristotle Capital Management LLC 12.22M (2.47%) 398.29K
Increased by +3.26%
Mar 31, 25
5 UBS Asset Mgmt Americas Inc 11.73M (2.37%) -228.51K
Decreased by -1.95%
Mar 31, 25
6 Bank of New York Mellon Corp 9.65M (1.95%) 1.04M
Increased by +10.81%
Mar 31, 25
7 Zurcher Kantonalbank 8.51M (1.72%) -417.07K
Decreased by -4.90%
Mar 31, 25
8 Mackenzie Investments 7.70M (1.56%) 3.78M
Increased by +49.13%
Dec 31, 24
9 Harding Loevner L.P. 7.12M (1.44%) -1.35M
Decreased by -18.96%
Mar 31, 25
10 Ako Capital Llp 7.12M (1.44%) 1.24M
Increased by +17.42%
Mar 31, 25
11 Vontobel Holding Ltd. 6.78M (1.37%) -1.07M
Decreased by -15.85%
Mar 31, 25
12 T. Rowe Price Investment Management,Inc. 6.41M (1.30%) 45.31K
Increased by +0.71%
Mar 31, 25
13 Barclays PLC 6.36M (1.29%) 6.36M
Increased by +100.00%
Jun 30, 24
14 JPMorgan Chase & Co 6.14M (1.24%) 101.39K
Increased by +1.65%
Sep 30, 24
15 UBS Group AG 5.80M (1.17%) 215.49K
Increased by +3.71%
Dec 31, 24
16 Select Equity Group LP 5.48M (1.11%) -1.04M
Decreased by -18.98%
Mar 31, 25
17 ClearBridge Advisors, LLC 5.18M (1.05%) -2.08M
Decreased by -40.15%
Dec 31, 24
18 T. Rowe Price Associates, Inc. 4.92M (1.00%) 4.84M
Increased by +98.27%
Mar 31, 25
19 Amundi 4.49M (0.91%) 9.98K
Increased by +0.22%
Mar 31, 25
20 BlackRock Inc 4.13M (0.83%) -930.19K
Decreased by -22.53%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Intl Stock Index Inv 7.01M (1.42%) 29.61K
Increased by +0.42%
Apr 30, 25
2 UBS: Global Equity 4.90M (0.99%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Developed Markets Index Admiral 4.36M (0.88%) 18.15K
Increased by +0.42%
Apr 30, 25
4 Vanguard Health Care Inv 4.02M (0.81%) 627.23K
Increased by +15.60%
Mar 31, 24
5 Impax Global Opportunities Strategy Comp 3.77M (0.76%) -649.72K
Decreased by -17.23%
Jan 31, 25
6 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 3.60M (0.73%) 17.72K
Increased by +0.49%
Mar 31, 25
7 iShares Core MSCI EAFE ETF 3.18M (0.64%) 0.00
Increased by 0.00%
Apr 30, 25
8 T. Rowe Price Mid-Cap Growth 3.07M (0.62%) -3.80K
Decreased by -0.12%
Mar 31, 25
9 T. Rowe Price US Mid-Cap Growth Equity 3.07M (0.62%) -5.10K
Decreased by -0.17%
Mar 31, 25
10 UBS(CH)IF Equities CH All NSL I-B-acc 3.06M (0.62%) 31.90K
Increased by +1.04%
Apr 30, 25
11 CSIF (CH) Equity Swtzl Tt Mrkt B DB 2.95M (0.60%) 0.00
Increased by 0.00%
Aug 31, 24
12 Vanguard Windsor™ II Inv 2.92M (0.59%) 0.00
Increased by 0.00%
Mar 31, 25
13 Comgest Growth Europe EUR Acc 2.90M (0.59%) 3.90K
Increased by +0.13%
Apr 30, 25
14 SWC (CH) IEF Switzerland Ttl Resp GT CHF 2.49M (0.50%) 77.52K
Increased by +3.12%
Apr 30, 25
15 Harding Loevner International Eq Instl 2.32M (0.47%) -53.31K
Decreased by -2.30%
Apr 30, 25
16 T. Rowe Price U.S. Value Equity Tr-D 2.28M (0.46%) 2.28M
Increased by +100.00%
Mar 31, 25
17 T. Rowe Price U.S. Value Equity Tr-Z 2.28M (0.46%) 2.28M
Increased by +100.00%
Mar 31, 25
18 Fidelity Series Overseas 2.27M (0.46%) 88.43K
Increased by +3.89%
Mar 31, 25
19 EAFE Equity Index Fund T 2.26M (0.46%) 5.66K
Increased by +0.25%
Mar 31, 25
20 EAFE Equity Index Fund F 2.12M (0.43%) 69.57K
Increased by +3.28%
Sep 30, 24