Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EIRL 5.82%
2 CDIG 5.50%
3 PCIG 5.08%
4 BAIV 4.93%
5 TLCI 3.73%
6 BBHM 3.29%
7 SYNB 3.08%
8 BASV 2.65%
9 GNRX 2.42%
10 QQQN 2.26%
11 BKIS 2.19%
12 IMED 2.03%
13 POWA 2.00%
14 PCGG 1.87%
15 BUSA 1.81%
16 RUNN 1.78%
17 PIEQ 1.75%
18 BBH 1.72%
19 FXH 1.66%
20 SSPX 1.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Artisan Partners Limited Partnership 8.28M (10.87%) 1.40M
Increased by +16.97%
Mar 31, 26
2 WCM Investment Management 6.39M (8.39%) 54.78K
Increased by +0.86%
Mar 31, 25
3 Wellington Management Company LLP 5.91M (7.76%) 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 (5.48%) 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 (4.35%) 310.24K
Increased by +9.37%
Mar 31, 26
9 Brave Warrior Advisors LLC 3.00M (3.94%) 3.00M
Increased by +100.00%
Mar 31, 26
10 Franklin Resources Inc 2.99M (3.93%) 239.81K
Increased by +8.01%
Dec 31, 25
11 Ninety One UK Limited 2.95M (3.87%) -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 (2.56%) 1.24M
Increased by +63.76%
Jun 30, 25
16 Ruane, Cunniff & Goldfarb L.P. 1.63M (2.15%) -44.98K
Decreased by -2.75%
Mar 31, 26
17 Sustainable Growth Advisers, LP 1.51M (1.99%) -81.88K
Decreased by -5.42%
Mar 31, 25
18 Goldman Sachs Group Inc 1.48M (1.94%) 756.54K
Increased by +51.10%
Dec 31, 23
19 HHG PLC 1.44M (1.89%) -48.09K
Decreased by -3.34%
Mar 31, 25
20 Brandes Investment Partners & Co 1.44M (1.88%) 658.32K
Increased by +45.87%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Artisan International Value 6.32M (8.30%) 1.15M
Increased by +18.24%
Mar 31, 26
2 Artisan International Value Investor 6.32M (8.30%) 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 2.26M (2.96%) 1.21M
Increased by +53.50%
Mar 31, 26
6 Principal International Equity 1.82M (2.39%) 289.80K
Increased by +15.92%
Mar 31, 26
7 Principal International Eq Fd Tier III 1.80M (2.37%) -15.87K
Decreased by -0.88%
Apr 30, 26
8 Vanguard Health Care Inv 1.68M (2.21%) 584.86K
Increased by +34.80%
Mar 31, 26
9 Ninety One GSF Glb Frchs I Acc USD 1.25M (1.64%) 1.25M
Increased by +100.00%
Jan 31, 26
10 Ninety One Global Franchise 1.25M (1.64%) 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%) 26.22K
Increased by +2.52%
Apr 30, 26
14 T. Rowe Price New Horizons 963.51K (1.27%) -89.49K
Decreased by -9.29%
Sep 30, 24
15 US Small-Cap Growth II Equity Comp 963.51K (1.27%) -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%) -183.93K
Decreased by -21.01%
Mar 31, 26
19 Capital Group New Perspective Comp 875.57K (1.15%) -183.93K
Decreased by -21.01%
Mar 31, 26
20 Allspring Mid Value SMA 826.40K (1.09%) -60.60K
Decreased by -7.33%
Dec 31, 25