Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWA 10.47%
2 CRIT 9.53%
3 FLAU 8.90%
4 ICOP 8.12%
5 DVYA 7.28%
6 BATT 7.05%
7 HAUD 6.89%
8 EPP 6.73%
9 EV 6.63%
10 BATT 6.06%
11 MXI 5.65%
12 COPX 4.83%
13 GUNR 4.76%
14 GNR 4.55%
15 HDEF 4.25%
16 COAL 4.11%
17 GRES 4.02%
18 NRES 3.71%
19 TPMN 3.60%
20 SCHY 3.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fisher Asset Management, LLC 22.23M (0.46%) 280.26K
Increased by +1.26%
Dec 31, 24
2 Harding Loevner L.P. 8.29M (0.17%) -547.74K
Decreased by -6.61%
Dec 31, 24
3 Wellington Management Company LLP 5.52M (0.12%) -88.20K
Decreased by -1.60%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 4.40M (0.09%) -466.81K
Decreased by -10.60%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 4.11M (0.09%) -34.46K
Decreased by -0.84%
Dec 31, 24
6 Goldman Sachs Group Inc 3.53M (0.07%) 94.63K
Increased by +2.68%
Dec 31, 24
7 NORGES BANK 2.81M (0.06%) 0.00
Increased by 0.00%
Jun 30, 24
8 Bank of America Corp 2.68M (0.06%) -1.28M
Decreased by -47.68%
Dec 31, 24
9 BlackRock Inc 2.44M (0.05%) -168.39K
Decreased by -6.91%
Dec 31, 24
10 Northern Trust Corp 2.29M (0.05%) 846.96K
Increased by +36.91%
Dec 31, 24
11 UBS Group AG 1.89M (0.04%) 1.34M
Increased by +71.10%
Dec 31, 24
12 Neuberger Berman Group LLC 1.79M (0.04%) -700.19K
Decreased by -39.15%
Mar 31, 24
13 BMO Capital Markets Corp. 1.50M (0.03%) -857.34K
Decreased by -57.31%
Sep 30, 24
14 Bank of Montreal 1.50M (0.03%) -857.34K
Decreased by -57.31%
Sep 30, 24
15 Westwood Global Investments LLC 1.46M (0.03%) 237.79K
Increased by +16.31%
Sep 30, 24
16 FMR Inc 1.44M (0.03%) 9.68K
Increased by +0.67%
Dec 31, 24
17 State Farm Mutual Automobile Ins Co 1.35M (0.03%) 0.00
Increased by 0.00%
Dec 31, 24
18 JPMorgan Chase & Co 1.20M (0.03%) 110.19K
Increased by +9.18%
Sep 30, 24
19 Royal Bank of Canada 1.12M (0.02%) -58.38K
Decreased by -5.22%
Dec 31, 24
20 Lord, Abbett & Co LLC 962.03K (0.02%) 506.80K
Increased by +52.68%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Harding Loevner International Eq Instl 3.70M (0.08%) -148.95K
Decreased by -4.03%
Feb 28, 25
2 Hartford Dividend and Growth Y 3.51M (0.07%) 0.00
Increased by 0.00%
Feb 28, 25
3 Neuberger Berman Large Cap Value Inv 1.48M (0.03%) 1.48M
Increased by +100.00%
Dec 31, 23
4 DFA International Core Equity I 1.18M (0.02%) 0.00
Increased by 0.00%
Feb 28, 25
5 Harding Loevner International Equity K 803.22K (0.02%) -28.25K
Decreased by -3.52%
Feb 28, 25
6 Pacer Global Cash Cows Dividend ETF 780.27K (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
7 Hartford Dividend and Growth HLS IA 643.37K (0.01%) 0.00
Increased by 0.00%
Feb 28, 25
8 Wellington Quality Equity 643.37K (0.01%) -28.00K
Decreased by -4.35%
Dec 31, 24
9 Lord Abbett Affiliated A 561.65K (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
10 Avantis International Equity ETF 505.86K (0.01%) 0.00
Increased by 0.00%
Mar 29, 25
11 Dimensional International High Pbly ETF 467.13K (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
12 Vanguard Global Capital Cycles Investor 461.62K (0.01%) 167.75K
Increased by +36.34%
Dec 31, 24
13 Dimensional International Core Eq 2 ETF 459.72K (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
14 Hartford Capital Appreciation Y 421.65K (0.01%) 9.59K
Increased by +2.27%
Feb 28, 25
15 Dimensional International Cr Eq Mkt ETF 402.71K (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
16 DFA Intl Hi Relatv Profitability Instl 365.91K (0.01%) 0.00
Increased by 0.00%
Feb 28, 25
17 GAMCO Glb Gold Natural Res & Income 348.10K (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
18 BlackRock Resources & Commdty 326.98K (0.01%) -187.43K
Decreased by -57.32%
Dec 31, 24
19 iShares S&P/TSX Global Base Metals ETF 322.34K (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
20 DFA Large Cap International I 300.26K (0.01%) 0.00
Increased by 0.00%
Feb 28, 25