Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LNGR 3.30%
2 AGNG 3.02%
3 EWL 2.81%
4 FLSW 2.58%
5 FSZ 2.38%
6 FPXE 1.94%
7 PPIE 1.86%
8 RUNN 1.54%
9 CEFA 1.36%
10 RNDM 1.21%
11 KLDW 1.14%
12 LRGE 1.14%
13 BKWO 0.95%
14 CACG 0.88%
15 IXJ 0.58%
16 UMMA 0.55%
17 JHMD 0.54%
18 EASG 0.52%
19 DMXF 0.50%
20 ESGD 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.37M (3.92%) 252.46K
Increased by +1.30%
Sep 30, 24
2 FMR Inc 14.37M (2.91%) 3.25M
Increased by +22.63%
Sep 30, 24
3 NORGES BANK 12.35M (2.50%) -264.68K
Decreased by -2.14%
Jun 30, 24
4 UBS Asset Mgmt Americas Inc 12.05M (2.44%) -2.11M
Decreased by -17.52%
Sep 30, 24
5 Aristotle Capital Management LLC 12.01M (2.43%) -140.02K
Decreased by -1.17%
Jun 30, 24
6 Harding Loevner L.P. 9.66M (1.96%) 1.27M
Increased by +13.12%
Jun 30, 24
7 ClearBridge Advisors, LLC 9.04M (1.83%) -438.56K
Decreased by -4.85%
Jun 30, 24
8 Zurcher Kantonalbank 8.53M (1.73%) 360.46K
Increased by +4.22%
Jun 30, 24
9 Vontobel Holding Ltd. 7.91M (1.60%) 4.33M
Increased by +54.71%
Jun 30, 24
10 Bank of New York Mellon Corp 6.89M (1.40%) 1.23M
Increased by +17.92%
Jun 30, 24
11 T. Rowe Price Investment Management,Inc. 6.39M (1.29%) -66.50K
Decreased by -1.04%
Sep 30, 24
12 Barclays PLC 6.36M (1.29%) 6.36M
Increased by +100.00%
Jun 30, 24
13 Ako Capital Llp 6.16M (1.25%) -213.49K
Decreased by -3.47%
Sep 30, 24
14 Legal & General Group PLC 6.15M (1.25%) 6.09M
Increased by +99.01%
Jun 30, 24
15 Select Equity Group LP 5.38M (1.09%) 5.38M
Increased by +100.00%
Sep 30, 24
16 UBS Group AG 5.07M (1.03%) 1.06M
Increased by +20.84%
Jun 30, 24
17 Bank of America Corp 4.89M (0.99%) -37.75K
Decreased by -0.77%
Jun 30, 24
18 Deutsche Bank AG 4.53M (0.92%) 747.61K
Increased by +16.49%
Jun 30, 24
19 Amundi 4.53M (0.92%) -780.12K
Decreased by -17.22%
Jun 30, 24
20 BlackRock Inc 4.13M (0.84%) -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 6.88M (1.39%) -29.33K
Decreased by -0.43%
Sep 30, 24
2 Impax Global Opportunities Strategy Comp 5.20M (1.05%) 37.87K
Increased by +0.73%
Sep 30, 24
3 UBS: Global Equity 4.90M (0.99%) -796.58K
Decreased by -16.25%
Jun 30, 24
4 Vanguard Developed Markets Index Admiral 4.25M (0.86%) 27.89K
Increased by +0.66%
Oct 31, 24
5 Vanguard Health Care Inv 4.02M (0.81%) 627.23K
Increased by +15.60%
Mar 31, 24
6 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 3.44M (0.70%) -360.00
Decreased by -0.01%
Sep 30, 24
7 iShares Core MSCI EAFE ETF 3.12M (0.63%) 4.05K
Increased by +0.13%
Oct 31, 24
8 T. Rowe Price Mid-Cap Growth 3.09M (0.63%) -6.50K
Decreased by -0.21%
Sep 30, 24
9 T. Rowe Price US Mid-Cap Growth Equity 3.09M (0.63%) -8.50K
Decreased by -0.27%
Sep 30, 24
10 UBS(CH)IF Equities CH All NSL I-B-acc 2.97M (0.60%) -17.38K
Decreased by -0.58%
Oct 31, 24
11 Comgest Growth Europe EUR Acc 2.96M (0.60%) -57.17K
Decreased by -1.93%
Oct 31, 24
12 CSIF (CH) Equity Swtzl Tt Mrkt B DB 2.95M (0.60%) 0.00
Increased by 0.00%
Aug 31, 24
13 Vanguard Windsor™ II Inv 2.92M (0.59%) 0.00
Increased by 0.00%
Sep 30, 24
14 Harding Loevner International Eq Instl 2.69M (0.54%) -221.48K
Decreased by -8.24%
Sep 30, 24
15 SWC (CH) IEF Switzerland Ttl Resp GT CHF 2.32M (0.47%) 99.76K
Increased by +4.31%
Oct 31, 24
16 Fidelity Series Overseas 2.26M (0.46%) -14.04K
Decreased by -0.62%
Sep 30, 24
17 EAFE Equity Index Fund F 2.12M (0.43%) 69.57K
Increased by +3.28%
Sep 30, 24
18 T. Rowe Price International Gr Eq Tr-D 2.11M (0.43%) -8.14K
Decreased by -0.39%
Dec 31, 23
19 T. Rowe Price International Growth Eq 2.08M (0.42%) -582.78K
Decreased by -28.04%
Mar 31, 24
20 T. Rowe Price International Stock 2.08M (0.42%) -582.78K
Decreased by -28.04%
Mar 31, 24