Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NSI 1.02%
2 IPK 0.47%
3 TRFM 0.25%
4 AVXC 0.12%
5 AVES 0.10%
6 AVSE 0.09%
7 GWL 0.06%
8 AVEM 0.05%
9 BFLX 0.01%
10 APIE 0.01%
11 QEMM 0.01%
12 DFEV 0.01%
13 SPDW 0.01%
14 DFAX 0.01%
15 DFAE 0.00%
16 DFEM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 15.14M (2.44%) 4.45M
Increased by +29.41%
 Mar 31, 26
2 BlackRock Inc 4.18M (0.67%) 4.02M
Increased by +96.17%
 Mar 31, 26
3 Dimensional Fund Advisors, Inc. 3.34M (0.54%) -340.48K
Decreased by -10.19%
 Mar 31, 26
4 American Century Companies Inc 2.66M (0.43%) 645.87K
Increased by +24.32%
 Mar 31, 26
5 Connor Clark & Lunn Inv Mgmt Ltd 1.82M (0.29%) -619.22K
Decreased by -34.08%
 Mar 31, 26
6 Arrowstreet Capital Limited Partnership 1.61M (0.26%) 107.57K
Increased by +6.67%
 Dec 31, 25
7 The Goldman Sachs Group Inc 1.33M (0.21%) 973.41K
Increased by +73.00%
 Mar 31, 26
8 Marshall Wace Asset Management Ltd 1.25M (0.20%) 656.76K
Increased by +52.56%
 Mar 31, 26
9 CI Private Wealth LLC 991.13K (0.16%) 709.41K
Increased by +71.58%
 Dec 31, 25
10 Two Sigma Investments LLC 941.01K (0.15%) 437.81K
Increased by +46.53%
 Mar 31, 26
11 Creative Planning Inc 909.22K (0.15%) 890.81K
Increased by +97.98%
 Mar 31, 26
12 D. E. Shaw & Co LP 855.76K (0.14%) 824.53K
Increased by +96.35%
 Mar 31, 26
13 State Street Corp 853.60K (0.14%) 49.33K
Increased by +5.78%
 Mar 31, 26
14 Millennium Management LLC 776.35K (0.13%) 372.20K
Increased by +47.94%
 Dec 31, 25
15 JustInvest LLC 612.24K (0.10%) 168.10K
Increased by +27.46%
 Mar 31, 26
16 State Street Corporation 606.25K (0.10%) 162.77K
Increased by +26.85%
 Mar 31, 24
17 Ethic Inc. 592.65K (0.10%) 131.50K
Increased by +22.19%
 Mar 31, 26
18 Renaissance Technologies Corp 540.10K (0.09%) -17.00K
Decreased by -3.15%
 Dec 31, 25
19 Barclays PLC 490.00K (0.08%) 490.00K
Increased by +100.00%
 Mar 31, 26
20 Qube Research & Technologies 430.12K (0.07%) 164.66K
Increased by +38.28%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis Emerging Markets Equity ETF 2.23M (0.36%) 0.00
Increased by 0.00%
 May 30, 26
2 DFA Emerging Markets Value I 1.83M (0.30%) -236.28K
Decreased by -12.88%
 Apr 30, 26
3 State Street® SPDR® Ptf Dev Wld exUS ETF 848.74K (0.14%) 0.00
Increased by 0.00%
 May 29, 26
4 SPDR® Portfolio Developed Wld ex-US ETF 750.17K (0.12%) 0.00
Increased by 0.00%
 Aug 29, 25
5 Dimensional All Country ex US LgCap Core 459.42K (0.07%) 40.72K
Increased by +8.86%
 Mar 31, 26
6 Avantis Emerging Markets Value ETF 361.55K (0.06%) 0.00
Increased by 0.00%
 May 30, 26
7 DFA Emerging Markets Core Equity 2 I 345.39K (0.06%) 0.00
Increased by 0.00%
 Mar 31, 26
8 DFA Emerging Markets Core Equity I 345.39K (0.06%) 0.00
Increased by 0.00%
 Feb 28, 25
9 DFA Emerging Markets I 215.01K (0.03%) -69.35K
Decreased by -32.25%
 Apr 30, 26
10 Dimensional SMA Global ex US Large Core 211.36K (0.03%) 211.36K
Increased by +100.00%
 Sep 30, 23
11 LUX IM - Global Emerging Equities HX 176.92K (0.03%) 0.00
Increased by 0.00%
 Apr 30, 26
12 Dimensional All Country LgCap Core 171.77K (0.03%) 22.31K
Increased by +12.99%
 Mar 31, 26
13 Dimensional All Country Core Equity 164.16K (0.03%) 20.36K
Increased by +12.40%
 Mar 31, 26
14 Dimensional EM Core Equity Acc 152.07K (0.02%) 0.00
Increased by 0.00%
 Apr 30, 26
15 ActivePassive International Equity ETF 127.69K (0.02%) 0.00
Increased by 0.00%
 May 29, 26
16 Dunham International Stock N 121.66K (0.02%) 0.00
Increased by 0.00%
 Jan 31, 26
17 DFA Emerging Markets Social Core Port 121.61K (0.02%) 0.00
Increased by 0.00%
 Jul 31, 25
18 Avantis® Emerging Markets Equity Instl 108.31K (0.02%) 0.00
Increased by 0.00%
 Apr 30, 26
19 Dimensional Emerging Mkts Val EUR Acc 108.14K (0.02%) 0.00
Increased by 0.00%
 Apr 30, 26
20 RAM (Lux) Sys Emg Mkts Equities B USD 81.85K (0.01%) 81.85K
Increased by +100.00%
 Dec 31, 25