Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NSI 2.75%
2 SPWO 0.33%
3 AVXC 0.24%
4 AVEM 0.12%
5 CWI 0.11%
6 SPGM 0.08%
7 DFAE 0.07%
8 AVSE 0.06%
9 VWO 0.04%
10 DFEM 0.03%
11 DFSE 0.02%
12 VEU 0.02%
13 VT 0.01%
14 DFAX 0.00%
15 APIE 0.00%
16 VXUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 2.96M (0.07%) -118.70K
Decreased by -4.01%
Dec 31, 24
2 BlackRock Inc 2.49M (0.06%) 333.39K
Increased by +13.41%
Dec 31, 24
3 Vanguard Group Inc 2.20M (0.05%) -62.42K
Decreased by -2.83%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 1.19M (0.03%) 79.00K
Increased by +6.64%
Dec 31, 24
5 TD Asset Management Inc 1.18M (0.03%) -143.99K
Decreased by -12.18%
Dec 31, 24
6 Connor Clark & Lunn Inv Mgmt Ltd 970.76K (0.02%) 54.91K
Increased by +5.66%
Dec 31, 24
7 Northern Trust Corp 676.30K (0.02%) 546.44K
Increased by +80.80%
Dec 31, 24
8 Schroder Investment Management Group 650.36K (0.01%) 14.91K
Increased by +2.29%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 424.76K (0.01%) 3.42K
Increased by +0.80%
Dec 31, 24
10 Bank of America Corp 283.18K (0.01%) 85.00
Increased by +0.03%
Dec 31, 24
11 Ameriprise Financial Inc 264.89K (0.01%) 225.00
Increased by +0.08%
Dec 31, 24
12 Rhumbline Advisers 255.51K (0.01%) 3.39K
Increased by +1.33%
Dec 31, 24
13 American Century Companies Inc 255.12K (0.01%) 33.83K
Increased by +13.26%
Dec 31, 24
14 Creative Planning Inc 238.43K (0.01%) 113.52K
Increased by +47.61%
Dec 31, 24
15 Mondrian Investment Partners Ltd 236.64K (0.01%) 119.14K
Increased by +50.35%
Dec 31, 24
16 Acadian Asset Management LLC 228.54K (0.01%) -8.39K
Decreased by -3.67%
Mar 31, 24
17 Goldman Sachs Group Inc 193.49K (0.00%) 9.97K
Increased by +5.16%
Dec 31, 24
18 JANE STREET GROUP, LLC 154.82K (0.00%) 147.70K
Increased by +95.40%
Dec 31, 23
19 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 145.00K (0.00%) 0.00
Increased by 0.00%
Dec 31, 24
20 Vident Advisory, LLC 138.98K (0.00%) 62.15K
Increased by +44.72%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Emerging Mkts Stock Idx Inv 1.25M (0.03%) 0.00
Increased by 0.00%
Feb 28, 25
2 TD Global Low Volatility F 993.90K (0.02%) 0.00
Increased by 0.00%
Dec 31, 24
3 Debeka-Aktien-Asien-ESG C 489.00K (0.01%) 0.00
Increased by 0.00%
Jan 31, 25
4 Vanguard FTSE All-Wld ex-US ETF 381.44K (0.01%) 0.00
Increased by 0.00%
Feb 28, 25
5 Vanguard Total Intl Stock Index Inv 277.61K (0.01%) 0.00
Increased by 0.00%
Feb 28, 25
6 Avantis Emerging Markets Equity ETF 246.53K (0.01%) 1.02K
Increased by +0.41%
Mar 29, 25
7 TD Emerald Low Volatility ACWI Eq PFT 187.98K (0.00%) -8.80K
Decreased by -4.68%
Dec 31, 24
8 CC&L Q Emerging Markets Equity A USD Acc 170.88K (0.00%) 15.85K
Increased by +9.27%
Dec 31, 24
9 Praxis International Index I 163.68K (0.00%) 0.00
Increased by 0.00%
Feb 28, 25
10 FairWorldFonds 145.00K (0.00%) 0.00
Increased by 0.00%
Feb 28, 25
11 Vanguard Global Minimum Volatility Admr 114.35K (0.00%) 0.00
Increased by 0.00%
Dec 31, 24
12 DFA Emerging Markets I 109.98K (0.00%) 11.00
Increased by +0.01%
Feb 28, 25
13 Sun Life Acadian International Eq I 93.30K (0.00%) 49.36K
Increased by +52.90%
Feb 28, 25
14 DWS Invest ESG Emerg Mkts Top Div FC 87.62K (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
15 Dimensional Emerging Core Equity Mkt ETF 86.90K (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
16 Vanguard Total World Stock ETF 81.78K (0.00%) 0.00
Increased by 0.00%
Feb 28, 25
17 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 71.97K (0.00%) 0.00
Increased by 0.00%
Feb 28, 25
18 DFA Emerging Markets Core Equity I 64.40K (0.00%) 0.00
Increased by 0.00%
Jan 31, 25
19 Storebrand Emerging Markets Plus A SEK 52.95K (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
20 SPDR® MSCI ACWI ex-US ETF 47.03K (0.00%) 0.00
Increased by 0.00%
Mar 31, 25