Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GSIB 3.66%
2 DVYA 0.98%
3 EHLS 0.70%
4 RFAP 0.46%
5 APIE 0.34%
6 AVIV 0.29%
7 SCIX 0.26%
8 AVSD 0.25%
9 AVDV 0.23%
10 AVDE 0.21%
11 CGV 0.20%
12 DLS 0.19%
13 SDIV 0.17%
14 PDN 0.11%
15 TLTD 0.09%
16 FLAU 0.08%
17 FNDC 0.07%
18 GWX 0.07%
19 AVDS 0.06%
20 AVSD 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 24.70M (1.09%) 1.90M
Increased by +7.69%
Mar 31, 25
2 Lazard Asset Management LLC 22.37M (0.98%) -1.19M
Decreased by -5.32%
Mar 31, 25
3 FMR Inc 18.64M (0.82%) 619.97K
Increased by +3.33%
Mar 31, 25
4 Bank of America Corp 14.92M (0.66%) -1.21M
Decreased by -8.09%
Mar 31, 25
5 Goldman Sachs Group Inc 14.51M (0.64%) 57.81K
Increased by +0.40%
Mar 31, 25
6 BlackRock Inc 10.94M (0.48%) 669.02K
Increased by +6.11%
Mar 31, 25
7 Northern Trust Corp 9.95M (0.44%) 210.07K
Increased by +2.11%
Mar 31, 25
8 Natixis Advisors, LLC. 3.36M (0.15%) -67.54K
Decreased by -2.01%
Mar 31, 25
9 Wells Fargo & Co 2.89M (0.13%) -150.47K
Decreased by -5.21%
Mar 31, 25
10 American Century Companies Inc 2.85M (0.13%) 95.03K
Increased by +3.34%
Mar 31, 25
11 Renaissance Technologies Corp 2.00M (0.09%) -1.02M
Decreased by -50.91%
Mar 31, 25
12 Millennium Management LLC 1.62M (0.07%) 913.64K
Increased by +56.37%
Dec 31, 24
13 Envestnet Asset Management Inc 1.60M (0.07%) 59.67K
Increased by +3.72%
Mar 31, 25
14 Creative Planning Inc 1.20M (0.05%) 197.58K
Increased by +16.40%
Mar 31, 25
15 Orion Portfolio Solutions, LLC 1.18M (0.05%) 554.41K
Increased by +47.02%
Mar 31, 25
16 Charles Schwab Investment Management Inc 1.12M (0.05%) 169.24K
Increased by +15.09%
Mar 31, 25
17 HPM Partners LLC 1.07M (0.05%) 508.29K
Increased by +47.34%
Mar 31, 25
18 Citadel Advisors Llc 1.02M (0.04%) 348.56K
Increased by +34.28%
Dec 31, 24
19 Pathstone Holdings LLC 992.89K (0.04%) -14.76K
Decreased by -1.49%
Mar 31, 25
20 Mariner Wealth Advisors, LLC 939.56K (0.04%) 33.74K
Increased by +3.59%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis International Equity ETF 2.57M (0.11%) 0.00
Increased by 0.00%
Jun 28, 25
2 Morgan Stanley Global Con Eq Wrap Comp 1.83M (0.08%) 1.09M
Increased by +59.92%
Jun 30, 25
3 Morgan Stanley Global Con. Eq. Comm Comp 1.83M (0.08%) 1.09M
Increased by +59.92%
Jun 30, 25
4 Dimensional SMA Global ex US Large Core 775.11K (0.03%) 775.11K
Increased by +100.00%
Sep 30, 23
5 Morgan Stanley Instl Glbl Concntr R6 731.71K (0.03%) 731.71K
Increased by +100.00%
Mar 31, 25
6 ActivePassive International Equity ETF 552.92K (0.02%) 0.00
Increased by 0.00%
Jun 30, 25
7 Steward International Enhanced Index I 315.10K (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
8 Dimensional SMA Global Large Core 292.54K (0.01%) 292.54K
Increased by +100.00%
Sep 30, 23
9 Avantis International Large Cap Val ETF 276.03K (0.01%) 0.00
Increased by 0.00%
Apr 30, 25
10 Avantis® International Equity Instl 151.79K (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
11 Comerica Foreign Equity CIT - Class A 129.61K (0.01%) -47.08K
Decreased by -36.32%
Mar 31, 25
12 Comerica Foreign Equity CIT - Inst Class 129.61K (0.01%) -47.08K
Decreased by -36.32%
Mar 31, 25
13 Lazard Intl Eq Select w/EM (EAFE) ADR 125.61K (0.01%) -28.93K
Decreased by -23.03%
Jun 30, 25
14 Eurobank (LF) Eq-Global Eqs Fd 125.00K (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
15 Morgan Stanley Global Core Eq. Wrap Comp 105.50K (0.00%) 53.22K
Increased by +50.44%
Jun 30, 25
16 Themes Global Systemically Imp Bks ETF 82.69K (0.00%) 24.80K
Increased by +30.00%
Jun 30, 25
17 Avantis Responsible International Eq ETF 77.57K (0.00%) 0.00
Increased by 0.00%
Jun 28, 25
18 Blueprint Adaptive Growth Allc Instl 77.44K (0.00%) 77.44K
Increased by +100.00%
May 31, 25
19 Lazard International Equity Select ADR 73.07K (0.00%) -16.49K
Decreased by -22.57%
Jun 30, 25
20 Even Herd Long Short ETF 68.34K (0.00%) 0.00
Increased by 0.00%
Mar 31, 25