Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQLV 4.88%
2 EWN 2.01%
3 QQXT 1.98%
4 IWTR 1.26%
5 EUMV 0.31%
6 JPST 0.30%
7 SCID 0.22%
8 ESGD 0.21%
9 DMXF 0.18%
10 IEUR 0.12%
11 ISZE 0.12%
12 IVLU 0.12%
13 IMTM 0.12%
14 EFA 0.09%
15 VUSB 0.08%
16 IDEV 0.07%
17 ACWX 0.06%
18 IXUS 0.05%
19 TOK 0.02%
20 URTH 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.68M (6.92%) -1.27M
Decreased by -8.64%
Mar 31, 25
2 Amvescap Plc. 10.34M (4.87%) 215.97K
Increased by +2.09%
Mar 31, 25
3 Vanguard Group Inc 9.88M (4.66%) 8.13M
Increased by +82.23%
Mar 31, 25
4 Boston Partners Global Investors, Inc 6.86M (3.23%) -212.04K
Decreased by -3.09%
Mar 31, 25
5 Goldman Sachs Group Inc 6.21M (2.92%) 1.21M
Increased by +19.57%
Mar 31, 25
6 FMR Inc 5.87M (2.77%) -1.37M
Decreased by -23.30%
Mar 31, 25
7 State Street Corporation 5.47M (2.58%) 579.85K
Increased by +10.60%
Dec 31, 23
8 State Street Corp 4.49M (2.12%) -232.46K
Decreased by -5.18%
Mar 31, 25
9 Ninety One UK Limited 3.50M (1.65%) -1.27M
Decreased by -36.27%
Mar 31, 24
10 Fidelity International Ltd 3.44M (1.62%) 263.78K
Increased by +7.68%
Mar 31, 25
11 TD Global Investment Solutions – TD Epoch 3.42M (1.61%) -323.03K
Decreased by -9.46%
Dec 31, 23
12 Legal & General Group PLC 3.40M (1.60%) 1.54M
Increased by +45.41%
Mar 31, 25
13 Amundi 3.13M (1.47%) 49.75K
Increased by +1.59%
Mar 31, 25
14 JPMorgan Chase & Co 3.03M (1.43%) 142.02K
Increased by +4.69%
Mar 31, 25
15 Massachusetts Financial Services Company 2.74M (1.29%) -13.48K
Decreased by -0.49%
Mar 31, 25
16 NORGES BANK 2.49M (1.17%) 653.78K
Increased by +26.29%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 2.39M (1.13%) -122.16K
Decreased by -5.11%
Mar 31, 25
18 UBS Asset Mgmt Americas Inc 2.36M (1.11%) -119.21K
Decreased by -5.06%
Mar 31, 25
19 Barrow Hanley Mewhinney & Strauss LLC 2.27M (1.07%) -139.04K
Decreased by -6.13%
Mar 31, 24
20 UBS Group AG 2.21M (1.04%) 492.17K
Increased by +22.29%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Invesco QQQ Trust 9.42M (4.44%) -5.90K
Decreased by -0.06%
Jul 31, 25
2 Invesco World Dev Countries Eq Mother 6.29M (2.97%) 166.75K
Increased by +2.65%
Jan 23, 25
3 Vanguard Total Intl Stock Index Inv 3.10M (1.46%) 181.26K
Increased by +5.85%
Jun 30, 25
4 Weatherstone Strategic Dividend 2.88M (1.36%) 2.88M
Increased by +100.00%
Sep 30, 24
5 Fidelity European Growth A-Dis-EUR 2.52M (1.19%) 146.00
Increased by +0.01%
Jun 30, 25
6 FMI International Investor 2.00M (0.94%) -5.00K
Decreased by -0.25%
Mar 31, 25
7 Vanguard Developed Markets Index Admiral 1.93M (0.91%) 109.33K
Increased by +5.66%
Jun 30, 25
8 Fidelity® Series Value Discovery 1.82M (0.86%) 19.10K
Increased by +1.05%
Nov 30, 23
9 Fiduciary Mgt of Milwaukee Intl Comp 1.65M (0.78%) -350.00K
Decreased by -21.21%
Jun 30, 25
10 CREF Stock R1 1.61M (0.76%) 0.00
Increased by 0.00%
Mar 31, 24
11 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 1.60M (0.75%) 83.08K
Increased by +5.19%
Jun 30, 25
12 iShares Core MSCI EAFE ETF 1.52M (0.71%) 0.00
Increased by 0.00%
Jul 30, 25
13 Invesco NASDAQ 100 ETF 1.46M (0.69%) 1.95K
Increased by +0.13%
Jul 31, 25
14 MFS Mid Cap Value A 1.42M (0.67%) 0.00
Increased by 0.00%
Jun 30, 25
15 MFS Mid Cap Value Equity 1.42M (0.67%) -233.71K
Decreased by -16.43%
Jun 30, 25
16 JHancock Disciplined Value I 1.34M (0.63%) 0.00
Increased by 0.00%
May 31, 25
17 JHancock Disciplined Value Mid Cap I 1.32M (0.62%) -30.21K
Decreased by -2.28%
May 31, 25
18 Vanguard FTSE UK All Shr Idx Unit Tr£Acc 1.30M (0.61%) 70.63K
Increased by +5.45%
Jun 30, 25
19 Lazard International Strategic Eq Instl 1.28M (0.60%) -224.55K
Decreased by -17.60%
Mar 31, 24
20 Lazard International Strategic Equity 1.28M (0.60%) -224.55K
Decreased by -17.60%
Mar 31, 24