Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GMOI 1.42%
2 LEGR 0.83%
3 AVIV 0.79%
4 CVY 0.54%
5 APIE 0.48%
6 AVSD 0.43%
7 AVDE 0.34%
8 PTIN 0.21%
9 DFIV 0.15%
10 DFAX 0.00%
11 HDGE -1.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 L1 Capital Pty Ltd 93.65M (0.17%) 93.65M
Increased by +100.00%
Dec 31, 24
2 Mondrian Investment Partners Ltd 72.73M (0.13%) -1.23M
Decreased by -1.69%
Dec 31, 24
3 Arrowstreet Capital Limited Partnership 26.67M (0.05%) 2.71M
Increased by +10.17%
Dec 31, 24
4 FMR Inc 24.85M (0.04%) 5.57M
Increased by +22.42%
Dec 31, 24
5 Goldman Sachs Group Inc 22.76M (0.04%) -610.16K
Decreased by -2.68%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 21.76M (0.04%) 2.00M
Increased by +9.20%
Dec 31, 24
7 ClearBridge Advisors, LLC 21.75M (0.04%) -4.10M
Decreased by -18.86%
Dec 31, 24
8 Dimensional Fund Advisors, Inc. 16.40M (0.03%) 453.33K
Increased by +2.76%
Dec 31, 24
9 Northern Trust Corp 15.60M (0.03%) 4.02M
Increased by +25.77%
Dec 31, 24
10 JPMorgan Chase & Co 13.32M (0.02%) 4.91M
Increased by +36.89%
Sep 30, 24
11 Atlantic Trust Group, LLC 12.40M (0.02%) -159.64K
Decreased by -1.29%
Dec 31, 24
12 Bank of America Corp 11.11M (0.02%) -3.10M
Decreased by -27.93%
Dec 31, 24
13 Envestnet Asset Management Inc 9.63M (0.02%) -276.21K
Decreased by -2.87%
Dec 31, 24
14 Morningstar Investment Services LLC 9.47M (0.02%) -247.45K
Decreased by -2.61%
Sep 30, 24
15 BlackRock Inc 7.97M (0.01%) -33.38K
Decreased by -0.42%
Dec 31, 24
16 Macquarie Group Ltd 7.23M (0.01%) -8.32M
Decreased by -115.08%
Jun 30, 24
17 Natixis Advisors, LLC. 7.12M (0.01%) 1.84M
Increased by +25.84%
Dec 31, 23
18 Millennium Management LLC 7.10M (0.01%) 4.91M
Increased by +69.23%
Dec 31, 24
19 American Century Companies Inc 6.61M (0.01%) 604.92K
Increased by +9.15%
Dec 31, 24
20 Optiver Holding B.V. 6.54M (0.01%) 98.09K
Increased by +1.50%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Russell Investments Core Equity SMA 26.71M (0.05%) 0.00
Increased by 0.00%
Dec 31, 24
2 Mondrian Int Eq Delivered Strategy 24.25M (0.04%) 0.00
Increased by 0.00%
Dec 31, 24
3 Avantis International Equity ETF 5.25M (0.01%) 0.00
Increased by 0.00%
Mar 29, 25
4 Janney Equity Income 4.87M (0.01%) -11.97K
Decreased by -0.25%
Mar 31, 24
5 Dimensional International Value ETF 4.37M (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
6 Dimensional International Core Eq 2 ETF 4.26M (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
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 1.87M (0.00%) -5.41K
Decreased by -0.29%
Feb 28, 25
9 Strategic Advisers International 1.36M (0.00%) 1.09M
Increased by +80.15%
Feb 28, 25
10 DFA International Value I 1.34M (0.00%) 2.42K
Increased by +0.18%
Feb 28, 25
11 Avantis International Large Cap Val ETF 1.22M (0.00%) 0.00
Increased by 0.00%
Mar 29, 25
12 ActivePassive International Equity ETF 1.06M (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
13 DFA Large Cap International I 1.03M (0.00%) 0.00
Increased by 0.00%
Feb 28, 25
14 Hotchkis & Wiley - Int'l Value ADR 1.01M (0.00%) 49.21K
Increased by +4.85%
Dec 31, 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 901.89K (0.00%) -1.49K
Decreased by -0.17%
Dec 31, 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%
Feb 28, 25