Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLF 0.11%
2 ISCV 0.09%
3 JKL 0.08%
4 ISCB 0.04%
5 JKJ 0.04%
6 IWS 0.02%
7 IWR 0.02%
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 Morgan Stanley - Brokerage Accounts 9.22M (3.50%) 1.90M
Increased by +20.57%
Jun 30, 24
2 Harris Associates L.P. 8.59M (3.26%) -3.76M
Decreased by -43.73%
Sep 30, 24
3 Baupost Group LLC 7.19M (2.73%) 0.00
Increased by 0.00%
Sep 30, 24
4 BlackRock Inc 6.65M (2.52%) -685.32K
Decreased by -10.31%
Sep 30, 24
5 Oaktree Capital Management LLC 5.97M (2.27%) 2.17M
Increased by +36.36%
Sep 30, 24
6 Rubric Capital Management LP 5.53M (2.10%) 4.79K
Increased by +0.09%
Sep 30, 24
7 Altrinsic Global Advisors LLC 5.51M (2.09%) -160.22K
Decreased by -2.91%
Sep 30, 24
8 Luxor Capital Group, LP 5.35M (2.03%) 262.96K
Increased by +4.92%
Sep 30, 24
9 State Of Wisconsin Investment Board 5.25M (1.99%) -839.87K
Decreased by -16.01%
Sep 30, 24
10 Renaissance Technologies Corp 4.99M (1.90%) 440.20K
Increased by +8.82%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 4.95M (1.88%) 1.67M
Increased by +33.61%
Sep 30, 24
12 Dodge & Cox 4.77M (1.81%) 0.00
Increased by 0.00%
Sep 30, 24
13 UBS Asset Mgmt Americas Inc 4.65M (1.76%) 4.49M
Increased by +96.55%
Sep 30, 24
14 Perpetual Ltd 4.04M (1.53%) 111.63K
Increased by +2.77%
Sep 30, 23
15 Alpine Investment Management LLC 4.01M (1.52%) 951.33K
Increased by +23.72%
Sep 30, 24
16 NORGES BANK 3.76M (1.43%) -374.11K
Decreased by -9.94%
Jun 30, 24
17 Fund 1 Investments LLC 3.64M (1.38%) 625.45K
Increased by +17.17%
Sep 30, 24
18 Mirabella Financial Services LLP 3.60M (1.37%) 3.56M
Increased by +98.74%
Mar 31, 24
19 Artisan Partners Limited Partnership 3.60M (1.37%) -4.83M
Decreased by -134.28%
Sep 30, 24
20 Cqs (Us), LLC 3.41M (1.29%) 1.15M
Increased by +33.89%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Harris International Equity 5.23M (1.98%) -1.35M
Decreased by -25.81%
Dec 31, 24
2 Oakmark International Investor 5.23M (1.98%) -1.35M
Decreased by -25.81%
Dec 31, 24
3 Dodge & Cox International Stock I 4.61M (1.75%) 4.61M
Increased by +100.00%
Dec 31, 24
4 Spiltan Globalfond Investmentbolag 3.31M (1.26%) 316.27K
Increased by +9.55%
Dec 31, 24
5 DFA US Small Cap Value I 1.94M (0.74%) 1.94M
Increased by +100.00%
Nov 30, 24
6 First Wilshire US SCV Equities SMA 1.85M (0.70%) -8.86K
Decreased by -0.48%
Sep 30, 24
7 Putnam Focused International Equity A 1.84M (0.70%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.78M (0.68%) 111.11K
Increased by +6.23%
Dec 31, 24
9 Putnam U.S. Core Equity Concentrated 956.41K (0.36%) 15.19K
Increased by +1.59%
Dec 31, 23
10 Hi-Line Capital Intrinsic Value Equity 950.15K (0.36%) -41.83K
Decreased by -4.40%
Jun 30, 24
11 Transamerica Mid Cap Value Opps I3 927.53K (0.35%) -203.10K
Decreased by -21.90%
Dec 31, 24
12 Kiltearn Global Equity 878.90K (0.33%) -112.70K
Decreased by -12.82%
Dec 31, 24
13 Vanguard Strategic Equity Inv 854.25K (0.32%) 0.00
Increased by 0.00%
Sep 30, 24
14 BrighthouseI Harris Oakmark Intl B 845.48K (0.32%) -249.00K
Decreased by -29.45%
Sep 30, 24
15 Vanguard Tax-Managed Capital App I 842.31K (0.32%) 842.31K
Increased by +100.00%
Dec 31, 24
16 State St Russell Sm/Mid Cp® Indx NL Cl C 754.62K (0.29%) -18.50K
Decreased by -2.45%
Dec 31, 24
17 iShares US Telecommunications ETF 743.17K (0.28%) 10.04K
Increased by +1.35%
Dec 31, 24
18 DFA US Targeted Value I 718.71K (0.27%) 718.71K
Increased by +100.00%
Nov 30, 24
19 BlackRock Global Equity Mkt Netrl Instl 704.11K (0.27%) 418.13K
Increased by +59.38%
Dec 31, 24
20 Altrinsic International Equity Collectiv 642.57K (0.24%) -670.54K
Decreased by -104.35%
Dec 31, 24