Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCP 0.93%
2 VTWV 0.22%
3 IEUS 0.20%
4 AVDS 0.15%
5 FDTS 0.13%
6 IWO 0.11%
7 VTWO 0.10%
8 SCZ 0.10%
9 ESML 0.10%
10 JKK 0.09%
11 ISCG 0.09%
12 RSSL 0.09%
13 IWM 0.09%
14 UWM 0.07%
15 VFVA 0.07%
16 IWN 0.07%
17 URTY 0.05%
18 ISCB 0.04%
19 JKJ 0.04%
20 VFH 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.05M (5.55%) -128.27K
Decreased by -1.16%
Mar 31, 25
2 Mithaq Capital SPC 10.54M (5.30%) 0.00
Increased by 0.00%
Mar 31, 25
3 Ameriprise Financial Inc 9.47M (4.76%) -182.50K
Decreased by -1.93%
Mar 31, 25
4 Pictet Asset Management SA (Junked) 7.65M (3.84%) 0.00
Increased by 0.00%
Mar 31, 25
5 Pictet North America Advisors Sa 7.65M (3.84%) 0.00
Increased by 0.00%
Mar 31, 25
6 Orbis Allan Gray Ltd 7.24M (3.64%) 677.27K
Increased by +9.36%
Mar 31, 25
7 Teacher Retirement System Of Texas 5.92M (2.98%) -450.00K
Decreased by -7.60%
Mar 31, 25
8 Amvescap Plc. 4.53M (2.28%) 34.23K
Increased by +0.76%
Mar 31, 25
9 Barrow Hanley Mewhinney & Strauss LLC 3.76M (1.89%) 32.90K
Increased by +0.87%
Mar 31, 25
10 State Street Corp 3.21M (1.62%) -67.69K
Decreased by -2.11%
Mar 31, 25
11 BMO Capital Markets Corp. 3.15M (1.58%) 310.59K
Increased by +9.87%
Mar 31, 25
12 Bank of Montreal 3.15M (1.58%) 310.59K
Increased by +9.87%
Mar 31, 25
13 CI Investments Inc 2.87M (1.44%) 119.56K
Increased by +4.17%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 2.64M (1.33%) 863.58K
Increased by +32.70%
Mar 31, 25
15 Contrarian Capital Management LLC 2.47M (1.24%) 2.47M
Increased by +100.00%
Mar 31, 25
16 Geode Capital Management, LLC 2.44M (1.23%) 48.66K
Increased by +1.99%
Mar 31, 25
17 Cooke & Bieler LP 1.87M (0.94%) 1.87M
Increased by +100.00%
Mar 31, 25
18 Sycale Advisors (NY) LLC 1.81M (0.91%) -350.96K
Decreased by -19.42%
Mar 31, 25
19 Bandera Partners LLC 1.77M (0.89%) 0.00
Increased by 0.00%
Mar 31, 25
20 Susquehanna International Group, LLP 1.62M (0.82%) 788.44K
Increased by +48.54%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Orbis SICAV Global Bal Instl Inv 6.73M (3.38%) 0.00
Increased by 0.00%
Mar 31, 25
2 ODIN Global C NOK 4.18M (2.10%) 40.02K
Increased by +0.96%
May 31, 25
3 BMO Global Equity F 3.43M (1.73%) 572.26K
Increased by +16.66%
May 31, 25
4 Invesco Small Cap Value A 3.41M (1.71%) 69.16K
Increased by +2.03%
Apr 30, 25
5 Invesco UK Eq High Inc UK Inc 3.03M (1.52%) 0.00
Increased by 0.00%
Aug 31, 24
6 Columbia EAFE Core 2.93M (1.47%) -172.32K
Decreased by -5.88%
Mar 31, 25
7 Columbia EAFE Value 2.74M (1.38%) 209.29K
Increased by +7.65%
Mar 31, 25
8 Columbia Overseas Value SMA Cmp 2.74M (1.38%) 2.74M
Increased by +100.00%
Mar 31, 25
9 Orbis SICAV Intl Eq Inv 2.23M (1.12%) 0.00
Increased by 0.00%
Sep 30, 24
10 Fidelity Small Cap Index 2.00M (1.01%) 15.63K
Increased by +0.78%
Mar 31, 25
11 Orbis OEIC Global Balanced Fixed Fee 1.53M (0.77%) 115.85K
Increased by +7.59%
Apr 30, 25
12 Invesco UK Equity Inc UK Inc 1.46M (0.73%) -38.64K
Decreased by -2.66%
Apr 30, 24
13 American Beacon Small Cp Val R5 1.43M (0.72%) 0.00
Increased by 0.00%
Apr 30, 25
14 Onex Global Special Situations F 1.25M (0.63%) 49.55K
Increased by +3.96%
Mar 31, 24
15 State St Russell Sm/Mid Cp® Indx SL Cl I 1.19M (0.60%) 56.10K
Increased by +4.72%
May 31, 25
16 iShares Core MSCI EAFE ETF 1.18M (0.59%) 1.18M
Increased by +100.00%
Jul 25, 24
17 CT UK Capital and Income Ord 1.17M (0.59%) 0.00
Increased by 0.00%
Apr 30, 25
18 State St Russell Sm/Mid Cp® Indx NL Cl C 1.13M (0.57%) 0.00
Increased by 0.00%
Apr 30, 25
19 UWS Invesco Perpetual Income B 1.12M (0.56%) -52.19K
Decreased by -4.68%
Feb 28, 25
20 Holberg Global A 1.11M (0.56%) 0.00
Increased by 0.00%
May 31, 25