Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLD 1000.00%
2 DSI 1000.00%
3 XTL 4.69%
4 KEAT 3.94%
5 IYZ 1.65%
6 EZY 1.24%
7 SMMV 0.31%
8 SMLF 0.16%
9 ACWF 0.10%
10 GLOF 0.09%
11 JKL 0.06%
12 ISCV 0.06%
13 JKJ 0.03%
14 ISCB 0.03%
15 RWCD 0.03%
16 SMMD 0.02%
17 WSML 0.02%
18 MXDU 0.02%
19 IWS 0.02%
20 IWR 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baupost Group LLC 24.66M (9.13%) -14.80M
Decreased by -60.01%
Mar 31, 25
2 Artisan Partners Limited Partnership 8.46M (3.13%) 129.59K
Increased by +1.53%
Dec 31, 23
3 BlackRock Inc 8.05M (2.98%) 9.19K
Increased by +0.11%
Mar 31, 25
4 Alpine Investment Management LLC 7.30M (2.70%) -172.00K
Decreased by -2.35%
Mar 31, 25
5 Lyrical Asset Management LP 7.01M (2.60%) -253.27K
Decreased by -3.61%
Dec 31, 23
6 Dimensional Fund Advisors, Inc. 6.90M (2.56%) 599.26K
Increased by +8.68%
Mar 31, 25
7 MFN Partners Management, LP 6.71M (2.48%) 0.00
Increased by 0.00%
Dec 31, 23
8 Dodge & Cox 6.68M (2.47%) 0.00
Increased by 0.00%
Mar 31, 25
9 State Street Corporation 5.14M (1.90%) 700.82K
Increased by +13.64%
Dec 31, 23
10 Perpetual Ltd 4.92M (1.82%) -85.62K
Decreased by -1.74%
Sep 30, 23
11 Vanguard Group Inc 4.76M (1.76%) 169.43K
Increased by +3.56%
Mar 31, 25
12 Luxor Capital Group, LP 4.29M (1.59%) -2.28M
Decreased by -53.11%
Sep 30, 23
13 Ilex Capital Partners (Uk) LLP 4.27M (1.58%) 4.27M
Increased by +100.00%
Mar 31, 25
14 Oppenheimer Investment Advisers 3.53M (1.31%) 48.72K
Increased by +1.38%
Mar 31, 25
15 Envestnet Asset Management Inc 3.39M (1.26%) 47.75K
Increased by +1.41%
Mar 31, 25
16 State Street Corp 3.37M (1.25%) -546.56K
Decreased by -16.21%
Mar 31, 25
17 Rubric Capital Management LP 3.29M (1.22%) 201.64K
Increased by +6.12%
Mar 31, 25
18 Geode Capital Management, LLC 3.26M (1.21%) 86.57K
Increased by +2.66%
Mar 31, 25
19 Ameriprise Financial Inc 3.24M (1.20%) -2.51M
Decreased by -77.44%
Dec 31, 24
20 Arrowstreet Capital Limited Partnership 3.17M (1.17%) 965.68K
Increased by +30.44%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ACR Equity Quality Return Total Accounts 16.02M (5.93%) 323.85K
Increased by +2.02%
Jun 30, 25
2 Dodge & Cox International Stock I 6.40M (2.37%) 0.00
Increased by 0.00%
Jun 30, 25
3 Lyrical U.S. Value Equity - CS 3.79M (1.40%) 29.78K
Increased by +0.79%
Mar 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 2.84M (1.05%) -212.98K
Decreased by -7.50%
Jun 30, 25
5 Columbia EAFE Core 2.38M (0.88%) -78.30K
Decreased by -3.29%
Sep 30, 24
6 Columbia VP Overseas Core 3 2.12M (0.79%) -259.60K
Decreased by -12.24%
Oct 31, 24
7 DFA US Small Cap Value I 1.88M (0.70%) 27.06K
Increased by +1.44%
Jun 30, 25
8 Avantis US Small Cap Value ETF 1.76M (0.65%) 5.55K
Increased by +0.32%
Jul 30, 25
9 ACS Climate Transition World Equity T0 1.65M (0.61%) 0.00
Increased by 0.00%
Dec 31, 23
10 Lyrical U.S. Value Equity – EQ 1.64M (0.61%) 22.41K
Increased by +1.37%
Mar 31, 24
11 Columbia EAFE Value 1.62M (0.60%) 0.00
Increased by 0.00%
Sep 30, 24
12 Columbia Overseas Value Inst 1.62M (0.60%) 0.00
Increased by 0.00%
Oct 31, 24
13 Fidelity® Extended Market Index 1.57M (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
14 First Wilshire US SCV Equities SMA 1.38M (0.51%) -2.68K
Decreased by -0.19%
Jun 30, 23
15 Vanguard Tax-Managed Capital App I 1.11M (0.41%) 0.00
Increased by 0.00%
Oct 31, 24
16 BlackRock Global Equity Mkt Netrl Instl 1.07M (0.40%) 31.21K
Increased by +2.92%
Oct 31, 24
17 DFA US Targeted Value I 1.06M (0.39%) 0.00
Increased by 0.00%
Jun 30, 25
18 Fidelity Select Communication Services 1.01M (0.37%) 0.00
Increased by 0.00%
Sep 30, 24
19 Transamerica International Equity I3 1.00M (0.37%) 0.00
Increased by 0.00%
Oct 31, 24
20 Fidelity Extended Market Index 988.68K (0.37%) -92.25K
Decreased by -9.33%
Jun 30, 25