Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLF 0.08%
2 ISCV 0.07%
3 JKL 0.07%
4 JKJ 0.04%
5 ISCB 0.04%
6 IWS 0.02%
7 IWR 0.01%
8 ACWF 0.01%
9 GLOF 0.01%
10 RWCD 0.01%
11 IWD 0.01%
12 IYY 0.00%
13 IWB 0.00%
14 IWV 0.00%
15 ITOT 0.00%
16 VT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Alpine Investment Management LLC 19.84M (7.22%) 2.46M
Increased by +12.39%
Mar 31, 25
2 Morgan Stanley - Brokerage Accounts 9.22M (3.35%) 1.90M
Increased by +20.57%
Jun 30, 24
3 BlackRock Inc 7.66M (2.79%) 46.90K
Increased by +0.61%
Mar 31, 25
4 Oaktree Capital Management LLC 7.20M (2.62%) 0.00
Increased by 0.00%
Mar 31, 25
5 Harris Associates L.P. 6.93M (2.52%) -1.66M
Decreased by -23.94%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 6.87M (2.50%) 796.00K
Increased by +11.59%
Mar 31, 25
7 Rubric Capital Management LP 6.00M (2.18%) -592.79K
Decreased by -9.88%
Mar 31, 25
8 Altrinsic Global Advisors LLC 5.51M (2.00%) -160.22K
Decreased by -2.91%
Sep 30, 24
9 Wolf Hill Capital Management, LP 5.18M (1.88%) 3.03M
Increased by +58.54%
Mar 31, 25
10 Baupost Group LLC 5.08M (1.85%) -124.68K
Decreased by -2.46%
Mar 31, 25
11 UBS Asset Mgmt Americas Inc 4.87M (1.77%) 20.77K
Increased by +0.43%
Mar 31, 25
12 Dodge & Cox 4.77M (1.73%) 0.00
Increased by 0.00%
Mar 31, 25
13 Vanguard Group Inc 4.69M (1.71%) -551.86K
Decreased by -11.77%
Mar 31, 25
14 Renaissance Technologies Corp 4.10M (1.49%) -159.40K
Decreased by -3.88%
Mar 31, 25
15 Perpetual Ltd 4.04M (1.47%) 111.63K
Increased by +2.77%
Sep 30, 23
16 NORGES BANK 3.79M (1.38%) 3.79M
Increased by +100.00%
Dec 31, 24
17 Fund 1 Investments LLC 3.64M (1.32%) 625.45K
Increased by +17.17%
Sep 30, 24
18 Mirabella Financial Services LLP 3.60M (1.31%) 3.56M
Increased by +98.74%
Mar 31, 24
19 Artisan Partners Limited Partnership 3.60M (1.31%) -4.83M
Decreased by -134.28%
Sep 30, 24
20 State Of Wisconsin Investment Board 3.41M (1.24%) -1.16M
Decreased by -33.92%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Spiltan Globalfond Investmentbolag 5.64M (2.05%) 604.97K
Increased by +10.73%
Apr 30, 25
2 Harris International Equity 5.23M (1.90%) -1.35M
Decreased by -25.81%
Dec 31, 24
3 Oakmark International Investor 5.23M (1.90%) -1.35M
Decreased by -25.81%
Dec 31, 24
4 Dodge & Cox International Stock I 4.61M (1.68%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 1.94M (0.71%) 32.96K
Increased by +1.70%
Apr 30, 25
6 DFA US Small Cap Value I 1.94M (0.70%) 0.00
Increased by 0.00%
Mar 31, 25
7 First Wilshire US SCV Equities SMA 1.86M (0.68%) 37.07K
Increased by +1.99%
Mar 31, 25
8 Putnam Focused International Equity A 1.84M (0.67%) 0.00
Increased by 0.00%
Mar 31, 25
9 BlackRock Global Equity Mkt Netrl Instl 1.41M (0.51%) -31.92K
Decreased by -2.27%
Apr 30, 25
10 Avantis US Small Cap Value ETF 1.03M (0.37%) 0.00
Increased by 0.00%
Apr 30, 25
11 State St Russell Sm/Mid Cp® Indx NL Cl C 963.96K (0.35%) 214.64K
Increased by +22.27%
Apr 30, 25
12 State St Russell Sm/Mid Cp® Indx SL Cl I 963.96K (0.35%) 214.64K
Increased by +22.27%
Apr 30, 25
13 DFA US Targeted Value I 959.29K (0.35%) 240.59K
Increased by +25.08%
Mar 31, 25
14 Transamerica Mid Cap Value Opps I3 958.33K (0.35%) 30.80K
Increased by +3.21%
Apr 30, 25
15 Putnam U.S. Core Equity Concentrated 956.41K (0.35%) 15.19K
Increased by +1.59%
Dec 31, 23
16 Dimensional US Targeted Value ETF 849.68K (0.31%) 0.00
Increased by 0.00%
Apr 30, 25
17 Vanguard Tax-Managed Capital App Adm 842.31K (0.31%) 0.00
Increased by 0.00%
Apr 30, 25
18 Vanguard Tax-Managed Capital App I 842.31K (0.31%) 0.00
Increased by 0.00%
Mar 31, 25
19 Hi-Line Capital Intrinsic Value Equity 781.34K (0.28%) 781.34K
Increased by +100.00%
Mar 31, 25
20 BrighthouseI Harris Oakmark Intl B 754.27K (0.27%) -91.20K
Decreased by -12.09%
Dec 31, 24