Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EIRL 4.46%
2 PCIG 3.78%
3 BBH 2.84%
4 SYNB 2.58%
5 MEDI 2.50%
6 GNRX 2.42%
7 QQQN 2.26%
8 BKIS 2.19%
9 PCGG 2.07%
10 IMED 2.03%
11 RUNN 1.78%
12 FXH 1.66%
13 DSMC 1.51%
14 TSME 1.44%
15 SSPX 1.31%
16 ENTR 1.28%
17 FPXE 1.22%
18 RISN 1.16%
19 FPXI 1.15%
20 NBSM 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 WCM Investment Management 6.39M (8.16%) 54.78K
Increased by +0.86%
Mar 31, 25
2 Artisan Partners Limited Partnership 4.29M (5.48%) 4.10M
Increased by +95.45%
Mar 31, 25
3 Wellington Management Company LLP 3.69M (4.72%) 1.58M
Increased by +42.78%
Mar 31, 25
4 Massachusetts Financial Services Company 3.10M (3.96%) -100.13K
Decreased by -3.23%
Mar 31, 25
5 Ninety One UK Limited 2.92M (3.73%) -28.77K
Decreased by -0.99%
Mar 31, 25
6 Boston Partners Global Investors, Inc 2.28M (2.92%) -334.70K
Decreased by -14.65%
Sep 30, 24
7 Franklin Resources Inc 2.10M (2.68%) -71.16K
Decreased by -3.39%
Mar 31, 25
8 Amvescap Plc. 1.89M (2.42%) 56.53K
Increased by +2.99%
Dec 31, 24
9 FMR Inc 1.89M (2.42%) 565.17K
Increased by +29.86%
Mar 31, 25
10 ClearBridge Advisors, LLC 1.84M (2.35%) -207.52K
Decreased by -11.25%
Mar 31, 25
11 AllianceBernstein L.P. 1.82M (2.33%) 502.55K
Increased by +27.59%
Dec 31, 24
12 T. Rowe Price Associates, Inc. 1.71M (2.18%) -1.22M
Decreased by -71.53%
Mar 31, 25
13 Sustainable Growth Advisers, LP 1.51M (1.93%) -81.88K
Decreased by -5.42%
Mar 31, 25
14 Goldman Sachs Group Inc 1.48M (1.89%) 756.54K
Increased by +51.10%
Dec 31, 23
15 HHG PLC 1.44M (1.84%) -48.09K
Decreased by -3.34%
Mar 31, 25
16 American Century Companies Inc 1.40M (1.79%) -17.60K
Decreased by -1.26%
Dec 31, 23
17 Citadel Advisors Llc 1.36M (1.74%) -127.36K
Decreased by -9.36%
Jun 30, 24
18 Bank of America Corp 1.27M (1.63%) 141.26K
Increased by +11.09%
Sep 30, 24
19 William Blair Investment Management, LLC 1.26M (1.61%) 100.81K
Increased by +8.00%
Sep 30, 24
20 Ruane, Cunniff & Goldfarb L.P. 1.25M (1.60%) -11.19K
Decreased by -0.89%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Artisan International Value 3.13M (4.00%) 3.13M
Increased by +100.00%
Mar 31, 25
2 Artisan International Value Investor 3.13M (4.00%) 3.13M
Increased by +100.00%
Mar 31, 25
3 WCM Focused International Growth Instl 2.46M (3.14%) 0.00
Increased by 0.00%
Mar 31, 25
4 WCM Inv Mgt Focused Growth Intl 2.46M (3.14%) 0.00
Increased by 0.00%
Mar 31, 25
5 Ninety One GSF Glb Frchs I Acc USD 1.25M (1.59%) 0.00
Increased by 0.00%
Jan 31, 25
6 Ninety One Global Franchise 1.25M (1.59%) 134.67K
Increased by +10.81%
Dec 31, 24
7 VA CollegeAmerica Amcap 529A 1.22M (1.56%) -714.00
Decreased by -0.06%
Sep 30, 24
8 T. Rowe Price New Horizons 963.51K (1.23%) -89.49K
Decreased by -9.29%
Sep 30, 24
9 US Small-Cap Growth II Equity Comp 963.51K (1.23%) -12.39K
Decreased by -1.29%
Sep 30, 24
10 Vanguard Windsor Investor Shares 897.67K (1.15%) 897.67K
Increased by +100.00%
Mar 31, 25
11 Victory Sycamore Established Value R 780.00K (1.00%) -122.00K
Decreased by -15.64%
Dec 31, 24
12 T. Rowe Price International Gr Eq Tr-D 753.37K (0.96%) 452.28K
Increased by +60.04%
Dec 31, 24
13 T. Rowe Price International Growth Eq 729.01K (0.93%) 413.36K
Increased by +56.70%
Dec 31, 24
14 T. Rowe Price International Gr Eq SMA 699.30K (0.89%) 699.30K
Increased by +100.00%
Dec 31, 24
15 Invesco Small Cap Value A 692.33K (0.88%) 24.99K
Increased by +3.61%
Mar 31, 25
16 T. Rowe Price International Stock 687.78K (0.88%) -59.50K
Decreased by -8.65%
Feb 28, 25
17 T. Rowe Price US All-Cap Opp Eq SMA 683.84K (0.87%) 92.02K
Increased by +13.46%
Dec 31, 24
18 Allspring Special Mid Cap Value Inst 658.20K (0.84%) 50.40K
Increased by +7.66%
Apr 30, 25
19 Templeton Growth A 656.63K (0.84%) 0.00
Increased by 0.00%
Apr 30, 25
20 Templeton Growth Inc A 656.63K (0.84%) 0.00
Increased by 0.00%
Mar 31, 25