Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CDIG 6.86%
2 EIRL 6.50%
3 PCIG 5.08%
4 BAIV 4.85%
5 TLCI 4.13%
6 BBHM 3.29%
7 SYNB 3.08%
8 BASV 2.80%
9 GNRX 2.42%
10 QQQN 2.26%
11 BKIS 2.19%
12 BUSA 2.08%
13 IMED 2.03%
14 POWA 2.00%
15 PIEQ 1.98%
16 EPIN 1.95%
17 PCGG 1.87%
18 BBH 1.84%
19 RUNN 1.78%
20 FXH 1.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Artisan Partners Limited Partnership 8.28M (10.86%) 1.40M
Increased by +16.97%
Mar 31, 26
2 WCM Investment Management 6.39M (8.38%) 54.78K
Increased by +0.86%
Mar 31, 25
3 Wellington Management Company LLP 5.91M (7.75%) 1.56M
Increased by +26.42%
Mar 31, 26
4 Harris Associates L.P. 4.35M (5.71%) 1.84M
Increased by +42.31%
Mar 31, 26
5 Orbis Allan Gray Ltd 4.21M (5.53%) 75.84K
Increased by +1.80%
Dec 31, 25
6 FMR Inc 4.17M (5.47%) 1.08M
Increased by +25.78%
Mar 31, 26
7 Amvescap Plc. 3.88M (5.09%) 121.97K
Increased by +3.14%
Mar 31, 26
8 Principal Financial Group Inc 3.31M (4.34%) 310.24K
Increased by +9.37%
Mar 31, 26
9 Brave Warrior Advisors LLC 3.00M (3.93%) 3.00M
Increased by +100.00%
Mar 31, 26
10 Franklin Resources Inc 2.99M (3.92%) 239.81K
Increased by +8.01%
Dec 31, 25
11 Ninety One UK Limited 2.95M (3.86%) -3.07M
Decreased by -104.10%
Dec 31, 25
12 Massachusetts Financial Services Company 2.73M (3.58%) 370.79K
Increased by +13.59%
Mar 31, 26
13 Sachem Head Capital Management LP 2.10M (2.76%) 2.10M
Increased by +100.00%
Mar 31, 26
14 Greenhaven Associates Inc 2.00M (2.63%) 1.99M
Increased by +99.13%
Mar 31, 26
15 Citadel Advisors Llc 1.95M (2.55%) 1.24M
Increased by +63.76%
Jun 30, 25
16 Ruane, Cunniff & Goldfarb L.P. 1.63M (2.14%) -44.98K
Decreased by -2.75%
Mar 31, 26
17 Trinity Street Asset Management LLP 1.54M (2.01%) 327.31K
Increased by +21.32%
Jun 30, 26
18 Sustainable Growth Advisers, LP 1.51M (1.98%) -81.88K
Decreased by -5.42%
Mar 31, 25
19 Goldman Sachs Group Inc 1.48M (1.94%) 756.54K
Increased by +51.10%
Dec 31, 23
20 HHG PLC 1.44M (1.89%) -48.09K
Decreased by -3.34%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Artisan International Value 6.32M (8.29%) 1.15M
Increased by +18.24%
Mar 31, 26
2 Artisan International Value Investor 6.32M (8.29%) 1.15M
Increased by +18.24%
Mar 31, 26
3 WCM Focused International Growth Instl 2.46M (3.22%) 0.00
Increased by 0.00%
Mar 31, 25
4 WCM Inv Mgt Focused Growth Intl 2.46M (3.22%) 0.00
Increased by 0.00%
Mar 31, 25
5 Oakmark Select Investor 2.37M (3.11%) 113.00K
Increased by +4.77%
Jun 30, 26
6 Vanguard Health Care Inv 1.68M (2.20%) 584.86K
Increased by +34.80%
Mar 31, 26
7 Principal International Eq Fd Tier III 1.59M (2.09%) -317.53K
Decreased by -19.92%
Jun 30, 26
8 Principal International Equity 1.59M (2.09%) -225.49K
Decreased by -14.14%
Jun 30, 26
9 Ninety One GSF Glb Frchs I Acc USD 1.25M (1.63%) 1.25M
Increased by +100.00%
Jan 31, 26
10 Ninety One Global Franchise 1.25M (1.63%) 0.00
Increased by 0.00%
Dec 31, 25
11 VA CollegeAmerica Amcap 529A 1.22M (1.60%) -714.00
Decreased by -0.06%
Sep 30, 24
12 Vanguard Windsor Investor Shares 1.20M (1.57%) 281.24K
Increased by +23.49%
Mar 31, 26
13 Invesco Small Cap Value A 1.04M (1.37%) 0.00
Increased by 0.00%
May 31, 26
14 T. Rowe Price New Horizons 963.51K (1.26%) -89.49K
Decreased by -9.29%
Sep 30, 24
15 US Small-Cap Growth II Equity Comp 963.51K (1.26%) -12.39K
Decreased by -1.29%
Sep 30, 24
16 Allspring Special Mid Cap Value Inst 935.90K (1.23%) 109.50K
Increased by +11.70%
Jan 31, 26
17 Principal International Eq Fd - Gross 922.83K (1.21%) 922.83K
Increased by +100.00%
Jul 31, 25
18 American Funds New Perspective A 875.57K (1.15%) 0.00
Increased by 0.00%
Jun 30, 26
19 Capital Group New Perspective Comp 875.57K (1.15%) 0.00
Increased by 0.00%
Jun 30, 26
20 Allspring Mid Value SMA 826.40K (1.08%) -60.60K
Decreased by -7.33%
Dec 31, 25