Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 RAVI 0.28%
3 JPST 0.13%
4 VCIT 0.07%
5 SKOR 0.04%
6 SCHJ 0.02%
7 JAGG 0.02%
8 VCSH 0.01%
9 BND 0.01%
10 BSV 0.01%
11 BIV 0.01%
12 EUFS 0.00%
13 SCHZ 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Highland Capital Management, LLC 56.35K (0.00%) 56.35K
Increased by +100.00%
Mar 31, 25
2 Cigna Investments Inc 0.00 (0.00%) -36.22K
Decreased by N/A%
Jun 30, 24
3 Kazazian Asset Mangement 0.00 (0.00%) -63.00K
Decreased by N/A%
Dec 31, 24
4 Nalls Sherbakoff Group, LLC 0.00 (0.00%) -207.00
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds New Perspective A 32.22M (1.68%) -44.77K
Decreased by -0.14%
Mar 31, 25
2 Capital Group New Perspective Comp 32.22M (1.68%) -44.77K
Decreased by -0.14%
Mar 31, 25
3 American Funds Europacific Growth A 29.48M (1.54%) 3.88M
Increased by +13.14%
Mar 31, 25
4 Capital Group EuroPacific Growth Comp 29.48M (1.54%) 3.88M
Increased by +13.14%
Mar 31, 25
5 Vanguard Total Intl Stock Index Inv 26.77M (1.40%) -338.27K
Decreased by -1.26%
Mar 31, 25
6 Vanguard Developed Markets Index Admiral 16.53M (0.86%) -280.61K
Decreased by -1.70%
Mar 31, 25
7 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 13.76M (0.72%) -250.51K
Decreased by -1.82%
Mar 31, 25
8 iShares Core MSCI EAFE ETF 11.85M (0.62%) 0.00
Increased by 0.00%
Apr 29, 25
9 iShares Core DAX® ETF (DE) Acc 10.12M (0.53%) 16.89K
Increased by +0.17%
Apr 30, 25
10 DekaFonds CF 9.55M (0.50%) 600.00K
Increased by +6.29%
Dec 31, 24
11 DWS ESG Investa LD 8.56M (0.45%) -929.72K
Decreased by -10.87%
Mar 31, 25
12 EAFE Equity Index Fund T 8.42M (0.44%) -147.32K
Decreased by -1.75%
Mar 31, 25
13 Franklin Mutual Global Discovery Z 8.42M (0.44%) 0.00
Increased by 0.00%
Mar 31, 25
14 EAFE Equity Index Fund F 7.98M (0.42%) 204.49K
Increased by +2.56%
Sep 30, 24
15 Xtrackers DAX ETF 1C 7.38M (0.39%) -303.79K
Decreased by -4.12%
Mar 31, 25
16 DWS Deutschland LC 7.12M (0.37%) 69.00
Increased by +0.00%
Mar 31, 25
17 American Funds Capital Income Bldr A 6.85M (0.36%) 2.57M
Increased by +37.57%
Mar 31, 25
18 UniFonds 6.65M (0.35%) 2.05M
Increased by +30.81%
Feb 28, 25
19 iShares MSCI EAFE ETF 6.27M (0.33%) 21.47K
Increased by +0.34%
Apr 29, 25
20 American Funds Intl Gr and Inc F2 6.18M (0.32%) -31.68K
Decreased by -0.51%
Mar 31, 25