Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GSIB 3.73%
2 GPT 1.63%
3 PID 1.45%
4 DVYA 0.88%
5 ICPY 0.65%
6 RFAP 0.46%
7 EHLS 0.43%
8 AVSD 0.40%
9 APIE 0.30%
10 AVIV 0.29%
11 BFLX 0.27%
12 SCIX 0.26%
13 AVDE 0.25%
14 AVDV 0.23%
15 CGV 0.20%
16 DLS 0.19%
17 IDV 0.19%
18 SDIV 0.17%
19 BDYN 0.11%
20 PDN 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 59.78M (0.49%) 699.32K
Increased by +1.17%
 Mar 31, 26
2 FMR Inc 23.63M (0.19%) 1.29M
Increased by +5.45%
 Mar 31, 26
3 Natixis Advisors, LLC. 16.43M (0.13%) -134.20K
Decreased by -0.82%
 Mar 31, 26
4 The Goldman Sachs Group Inc 15.71M (0.13%) -567.83K
Decreased by -3.61%
 Mar 31, 26
5 Bank of America Corp 15.45M (0.13%) -224.17K
Decreased by -1.45%
 Mar 31, 26
6 JONES FINANCIAL COMPANIES LLLP 15.39M (0.13%) 15.37M
Increased by +99.90%
 Mar 31, 26
7 Goldman Sachs Group Inc 14.45M (0.12%) -62.24K
Decreased by -0.43%
 Jun 30, 25
8 BlackRock Inc 13.22M (0.11%) 1.22M
Increased by +9.21%
 Mar 31, 26
9 Northern Trust Corp 10.58M (0.09%) 196.28K
Increased by +1.86%
 Mar 31, 26
10 CIBC Bancorp USA Inc. 8.50M (0.07%) 8.50M
Increased by +100.00%
 Mar 31, 26
11 Atlantic Trust Group, LLC 8.17M (0.07%) 377.96K
Increased by +4.62%
 Dec 31, 25
12 American Century Companies Inc 5.42M (0.04%) 1.05M
Increased by +19.30%
 Mar 31, 26
13 Quantinno Capital Management LP 2.91M (0.02%) 1.08M
Increased by +37.04%
 Mar 31, 26
14 Lazard Asset Management LLC 2.85M (0.02%) -7.66M
Decreased by -268.53%
 Mar 31, 26
15 Jane Street Group LLC 2.72M (0.02%) 2.55M
Increased by +93.88%
 Mar 31, 26
16 The Toronto-Dominion Bank 2.52M (0.02%) 2.52M
Increased by +100.00%
 Mar 31, 26
17 Renaissance Technologies Corp 2.22M (0.02%) -476.72K
Decreased by -21.47%
 Mar 31, 26
18 Charles Schwab Investment Management Inc 2.15M (0.02%) 338.01K
Increased by +15.75%
 Mar 31, 26
19 Wells Fargo & Co 2.13M (0.02%) 467.91K
Increased by +21.99%
 Dec 31, 25
20 JPMorgan Chase & Co 2.02M (0.02%) 621.27K
Increased by +30.74%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis International Equity ETF 4.59M (0.04%) 0.00
Increased by 0.00%
 May 30, 26
2 Morgan Stanley Gl Concentrated Eq Comp 2.75M (0.02%) 0.00
Increased by 0.00%
 Mar 31, 26
3 Morgan Stanley Global Con Eq Wrap Comp 2.75M (0.02%) 0.00
Increased by 0.00%
 Mar 31, 26
4 Morgan Stanley Instl Glbl Concntr R6 2.75M (0.02%) 0.00
Increased by 0.00%
 Mar 31, 26
5 Morgan Stanley Global Con. Eq. Comm Comp 1.83M (0.01%) 1.09M
Increased by +59.92%
 Jun 30, 25
6 Invesco International Div Achiev ETF 1.42M (0.01%) 5.18K
Increased by +0.36%
 May 29, 26
7 Dimensional All Country ex US LgCap Core 947.50K (0.01%) 22.49K
Increased by +2.37%
 Mar 31, 26
8 Dimensional SMA Global ex US Large Core 775.11K (0.01%) 775.11K
Increased by +100.00%
 Sep 30, 23
9 Augustine Global Equity 527.59K (0.00%) 11.78K
Increased by +2.23%
 Mar 31, 26
10 iShares Dynamic Equity Active ETF 427.62K (0.00%) 560.00
Increased by +0.13%
 May 22, 26
11 Steward Values Enhanced International I 384.65K (0.00%) 0.00
Increased by 0.00%
 Apr 30, 26
12 Dimensional All Country LgCap Core 354.26K (0.00%) 24.06K
Increased by +6.79%
 Mar 31, 26
13 ActivePassive International Equity ETF 351.95K (0.00%) 0.00
Increased by 0.00%
 May 29, 26
14 Avantis International Large Cap Val ETF 342.38K (0.00%) 0.00
Increased by 0.00%
 May 30, 26
15 Dimensional All Country Core Equity 338.56K (0.00%) 20.87K
Increased by +6.17%
 Mar 31, 26
16 Steward International Enhanced Index I 315.10K (0.00%) 0.00
Increased by 0.00%
 Jun 30, 25
17 Avantis® International Equity Instl 302.56K (0.00%) 0.00
Increased by 0.00%
 Apr 30, 26
18 Dimensional SMA Global Large Core 292.54K (0.00%) 292.54K
Increased by +100.00%
 Sep 30, 23
19 Avantis Responsible International Eq ETF 191.91K (0.00%) 0.00
Increased by 0.00%
 May 30, 26
20 MFS Responsible Global Research 1CAD 188.73K (0.00%) 0.00
Increased by 0.00%
 Apr 30, 26