Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GMOI 1.47%
2 LEGR 0.65%
3 AVIV 0.59%
4 APIE 0.43%
5 CVY 0.40%
6 AVSD 0.36%
7 AVDE 0.26%
8 PTIN 0.26%
9 DFIV 0.15%
10 DFAX 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mondrian Investment Partners Ltd 73.96M (0.12%) -754.81K
Decreased by -1.02%
Sep 30, 24
2 ClearBridge Advisors, LLC 25.86M (0.04%) 12.58M
Increased by +48.65%
Sep 30, 24
3 Arrowstreet Capital Limited Partnership 23.96M (0.04%) -109.74K
Decreased by -0.46%
Sep 30, 24
4 Goldman Sachs Group Inc 23.37M (0.04%) 761.88K
Increased by +3.26%
Sep 30, 24
5 Morgan Stanley - Brokerage Accounts 19.76M (0.03%) -17.02M
Decreased by -86.15%
Sep 30, 24
6 FMR Inc 19.28M (0.03%) 2.47M
Increased by +12.82%
Sep 30, 24
7 Dimensional Fund Advisors, Inc. 15.95M (0.03%) -460.11K
Decreased by -2.88%
Sep 30, 24
8 Bank of America Corp 14.22M (0.02%) -319.13K
Decreased by -2.24%
Sep 30, 24
9 Atlantic Trust Group, LLC 12.56M (0.02%) 144.01K
Increased by +1.15%
Sep 30, 24
10 Northern Trust Corp 11.58M (0.02%) 1.02M
Increased by +8.80%
Sep 30, 24
11 Envestnet Asset Management Inc 9.91M (0.02%) 1.33M
Increased by +13.41%
Sep 30, 24
12 Morningstar Investment Services LLC 9.47M (0.02%) -247.45K
Decreased by -2.61%
Sep 30, 24
13 BlackRock Inc 7.45M (0.01%) 530.60K
Increased by +7.13%
Jun 30, 24
14 Macquarie Group Ltd 7.23M (0.01%) -8.32M
Decreased by -115.08%
Jun 30, 24
15 Natixis Advisors, LLC. 7.12M (0.01%) 1.84M
Increased by +25.84%
Dec 31, 23
16 JPMorgan Chase & Co 6.66M (0.01%) 2.46M
Increased by +36.89%
Sep 30, 24
17 Optiver Holding B.V. 6.54M (0.01%) 98.09K
Increased by +1.50%
Sep 30, 23
18 Wells Fargo & Co 6.34M (0.01%) 1.05M
Increased by +16.52%
Sep 30, 24
19 American Century Companies Inc 6.01M (0.01%) 534.81K
Increased by +8.90%
Sep 30, 24
20 Millennium Management LLC 5.74M (0.01%) -254.04K
Decreased by -4.43%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Russell Investments Core Equity SMA 26.71M (0.04%) 26.71M
Increased by +100.00%
Sep 30, 24
2 Mondrian Int Eq Delivered Strategy 24.25M (0.04%) 0.00
Increased by 0.00%
Sep 30, 24
3 Avantis International Equity ETF 4.91M (0.01%) 0.00
Increased by 0.00%
Nov 30, 24
4 Janney Equity Income 4.87M (0.01%) -11.97K
Decreased by -0.25%
Mar 31, 24
5 Dimensional International Value ETF 4.33M (0.01%) 0.00
Increased by 0.00%
Nov 29, 24
6 Dimensional International Core Eq 2 ETF 4.18M (0.01%) 34.84K
Increased by +0.83%
Nov 29, 24
7 Arrowstreet IntlEqWldxUS Alpha Ext CIT D 3.05M (0.01%) 3.05M
Increased by +100.00%
Jun 30, 23
8 Steward Global Equity Income Fund I 1.92M (0.00%) 0.00
Increased by 0.00%
Oct 31, 24
9 DFA International Value I 1.33M (0.00%) -2.92K
Decreased by -0.22%
Oct 31, 24
10 ActivePassive International Equity ETF 1.25M (0.00%) 0.00
Increased by 0.00%
Nov 29, 24
11 JPM International ADR-MA 1.12M (0.00%) 1.12M
Increased by +100.00%
Sep 30, 24
12 DFA Large Cap International I 1.03M (0.00%) 0.00
Increased by 0.00%
Oct 31, 24
13 Avantis International Large Cap Val ETF 996.12K (0.00%) 0.00
Increased by 0.00%
Nov 30, 24
14 Hotchkis & Wiley - Int'l Value ADR 964.81K (0.00%) -182.43K
Decreased by -18.91%
Sep 30, 24
15 Dimensional SMA Global ex US Large Core 952.34K (0.00%) 952.34K
Increased by +100.00%
Sep 30, 23
16 DFA Intl Sustainability Core 1 944.88K (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
17 ACM Global Dividend Portfolio 903.38K (0.00%) 729.24K
Increased by +80.72%
Jun 30, 24
18 CIBC International Growth 831.03K (0.00%) 78.82K
Increased by +9.48%
Mar 31, 24
19 DFA International Core Equity I 713.08K (0.00%) 0.00
Increased by 0.00%
May 31, 24
20 Dunham International Stock N 671.24K (0.00%) 0.00
Increased by 0.00%
Oct 31, 24