Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LNGR 3.30%
2 AGNG 3.12%
3 FLSW 3.04%
4 EWL 2.83%
5 FSZ 2.53%
6 BKDV 1.98%
7 FPXE 1.92%
8 RUNN 1.91%
9 PPIE 1.88%
10 CEFA 1.37%
11 BKWO 1.25%
12 RNDM 1.21%
13 KLDW 1.11%
14 CACG 0.88%
15 NUGO 0.76%
16 BMED 0.75%
17 SHRT 0.64%
18 UMMA 0.61%
19 IXJ 0.58%
20 JHMD 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.57M (3.97%) 204.55K
Increased by +1.05%
Dec 31, 24
2 FMR Inc 14.97M (3.03%) 602.30K
Increased by +4.02%
Dec 31, 24
3 NORGES BANK 12.62M (2.56%) 276.47K
Increased by +2.19%
Dec 31, 24
4 UBS Asset Mgmt Americas Inc 11.95M (2.42%) -95.07K
Decreased by -0.80%
Dec 31, 24
5 Aristotle Capital Management LLC 11.82M (2.40%) -43.81K
Decreased by -0.37%
Dec 31, 24
6 Zurcher Kantonalbank 8.93M (1.81%) 306.70K
Increased by +3.43%
Dec 31, 24
7 Bank of New York Mellon Corp 8.61M (1.74%) 804.50K
Increased by +9.35%
Dec 31, 24
8 Harding Loevner L.P. 8.48M (1.72%) -795.85K
Decreased by -9.39%
Dec 31, 24
9 Mackenzie Investments 7.70M (1.56%) 3.78M
Increased by +49.13%
Dec 31, 24
10 Vontobel Holding Ltd. 6.78M (1.37%) -1.07M
Decreased by -15.85%
Mar 31, 25
11 Select Equity Group LP 6.52M (1.32%) 1.13M
Increased by +17.40%
Dec 31, 24
12 T. Rowe Price Investment Management,Inc. 6.37M (1.29%) -21.86K
Decreased by -0.34%
Dec 31, 24
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 Ako Capital Llp 5.88M (1.19%) -281.54K
Decreased by -4.79%
Dec 31, 24
16 UBS Group AG 5.80M (1.18%) 215.49K
Increased by +3.71%
Dec 31, 24
17 ClearBridge Advisors, LLC 5.18M (1.05%) -2.08M
Decreased by -40.15%
Dec 31, 24
18 Deutsche Bank AG 4.53M (0.92%) 747.61K
Increased by +16.49%
Jun 30, 24
19 Amundi 4.48M (0.91%) -403.45K
Decreased by -9.00%
Dec 31, 24
20 Pictet Asset Manangement SA 4.16M (0.84%) 738.77K
Increased by +17.77%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Intl Stock Index Inv 6.98M (1.41%) 41.70K
Increased by +0.60%
Mar 31, 25
2 UBS: Global Equity 4.90M (0.99%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Developed Markets Index Admiral 4.34M (0.88%) 38.63K
Increased by +0.89%
Mar 31, 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 (0.65%) 0.00
Increased by 0.00%
Apr 29, 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 3.02M (0.61%) -11.33K
Decreased by -0.37%
Mar 31, 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%) -45.76K
Decreased by -1.58%
Mar 31, 25
14 SWC (CH) IEF Switzerland Ttl Resp GT CHF 2.41M (0.49%) 30.16K
Increased by +1.25%
Mar 31, 25
15 Harding Loevner International Eq Instl 2.37M (0.48%) -32.44K
Decreased by -1.37%
Mar 31, 25
16 T. Rowe Price U.S. Value Equity Tr-Z 2.28M (0.46%) 2.28M
Increased by +100.00%
Mar 31, 25
17 Fidelity Series Overseas 2.27M (0.46%) 88.43K
Increased by +3.89%
Mar 31, 25
18 EAFE Equity Index Fund T 2.26M (0.46%) 5.66K
Increased by +0.25%
Mar 31, 25
19 EAFE Equity Index Fund F 2.12M (0.43%) 69.57K
Increased by +3.28%
Sep 30, 24
20 T. Rowe Price International Gr Eq Tr-D 2.11M (0.43%) -8.14K
Decreased by -0.39%
Dec 31, 23