Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 AGNG 3.41%
2 AVDE 0.16%
3 ACWX 0.16%
4 ACWI 0.06%
5 ACWF 0.06%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Bank of New York Mellon Corp 3.65M (0.74%) -361.75K
Decreased by -9.92%
Sep 30, 23
2 Liontrust Investment Partners LLP 2.06M (0.42%) -126.2K
Decreased by -6.14%
Dec 31, 23
3 ADVISOR PARTNERS II, LLC 17.38K (0%) 6.07K
Increased by +34.9%
Jun 30, 23
4 JKO Asset Management Co., Ltd. 15.21K (0%) -700
Decreased by -4.6%
Sep 30, 23
5 Baird Financial Group, Inc. 0 (0%) -7.05K
Decreased by N/A%
Dec 31, 23
6 Bessemer Group Inc 0 (0%) -292
Decreased by N/A%
Sep 30, 23
7 Comerica Bank 0 (0%) -37.87K
Decreased by N/A%
Jun 30, 23
8 Gabelli Funds LLC 0 (0%) -19.4K
Decreased by N/A%
Sep 30, 23
9 Hall Laurie J Trustee 0 (0%) -40
Decreased by N/A%
Jun 30, 23
10 Park National Corp 0 (0%) -3.49K
Decreased by N/A%
Jun 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Intl Stock Index Inv 6.72M (1.37%) 28.26K
Increased by +0.42%
Jan 31, 24
2 UBS: Global Equity 5.7M (1.16%) 0
Increased by 0%
Sep 30, 23
3 Impax Global Opportunities Strategy Comp 5.25M (1.07%) 15.41K
Increased by +0.29%
Dec 31, 23
4 Vanguard Developed Markets Index Admiral 4.02M (0.82%) 15.95K
Increased by +0.4%
Jan 31, 24
5 Vanguard Health Care Inv 3.39M (0.69%) 0
Increased by 0%
Dec 31, 23
6 Allspring Special US Mid Cap Value Eq 3.3M (0.67%) -26.5K
Decreased by -0.8%
Dec 31, 23
7 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 3.23M (0.66%) 32.35K
Increased by +1%
Jan 31, 24
8 T. Rowe Price Mid-Cap Growth 3.11M (0.63%) -7.5K
Decreased by -0.24%
Dec 31, 23
9 T. Rowe Price US Mid-Cap Growth Equity 3.11M (0.63%) -7.5K
Decreased by -0.24%
Dec 31, 23
10 Harding Loevner International Eq Instl 3.07M (0.62%) -170.79K
Decreased by -5.57%
Dec 31, 23
11 CSIF (CH) Equity Swtzl Tt Mrkt B DB 3.04M (0.62%) 6.37K
Increased by +0.21%
Jan 31, 24
12 Vanguard Windsor™ II Inv 2.92M (0.59%) 0
Increased by 0%
Dec 31, 23
13 Allspring Special Mid Cap Value Inst 2.92M (0.59%) -386.9K
Decreased by -13.27%
Jan 31, 24
14 iShares Core MSCI EAFE ETF 2.84M (0.58%) 0
Increased by 0%
Jan 31, 24
15 Comgest Growth Europe EUR Acc 2.79M (0.57%) 88.15K
Increased by +3.16%
Oct 31, 23
16 T. Rowe Price International Growth Eq 2.66M (0.54%) -83.45K
Decreased by -3.14%
Dec 31, 23
17 T. Rowe Price International Stock 2.66M (0.54%) -83.45K
Decreased by -3.14%
Dec 31, 23
18 BlackRock Mid-Cap Growth Equity Instl 2.35M (0.48%) -316.56K
Decreased by -13.5%
Jan 31, 24
19 BGF World Healthscience A2 2.19M (0.44%) 0
Increased by 0%
Oct 31, 23
20 T. Rowe Price International Gr Eq Tr-D 2.11M (0.43%) -8.14K
Decreased by -0.39%
Dec 31, 23