Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 COMT 1000.00%
3 GENW 4.61%
4 AADR 4.51%
5 GSIB 3.60%
6 IDVO 3.19%
7 TIIV 2.69%
8 GDIV 2.44%
9 PID 1.75%
10 GMOI 1.59%
11 LEGR 1.51%
12 GPT 0.81%
13 APIE 0.63%
14 BDYN 0.56%
15 PTIN 0.52%
16 AVSD 0.47%
17 AVDE 0.38%
18 RAVI 0.14%
19 DFIV 0.08%
20 VUSB 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fisher Asset Management, LLC 95.69M (0.86%) 2.41M
Increased by +2.52%
Mar 31, 26
2 Aristotle Capital Management LLC 51.46M (0.46%) -2.42M
Decreased by -4.71%
Mar 31, 26
3 Goldman Sachs Group Inc 16.59M (0.15%) 3.93M
Increased by +23.71%
Jun 30, 25
4 The Goldman Sachs Group Inc 14.38M (0.13%) 361.37K
Increased by +2.51%
Mar 31, 26
5 Bank of America Corp 12.23M (0.11%) -937.55K
Decreased by -7.67%
Mar 31, 26
6 Northern Trust Corp 11.42M (0.10%) 77.75K
Increased by +0.68%
Mar 31, 26
7 BlackRock Inc 11.12M (0.10%) 857.75K
Increased by +7.72%
Mar 31, 26
8 FMR Inc 8.37M (0.07%) 2.31M
Increased by +27.55%
Mar 31, 26
9 ClearBridge Advisors, LLC 6.95M (0.06%) 222.91K
Increased by +3.21%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 6.90M (0.06%) -4.54K
Decreased by -0.07%
Mar 31, 26
11 Royal Bank of Canada 6.32M (0.06%) 338.88K
Increased by +5.37%
Mar 31, 26
12 Chevy Chase Trust Holdings, Inc. 6.19M (0.06%) 172.44K
Increased by +2.79%
Mar 31, 26
13 Envestnet Asset Management Inc 4.85M (0.04%) 28.68K
Increased by +0.59%
Jun 30, 25
14 Fidelity International Ltd 4.85M (0.04%) -181.21K
Decreased by -3.74%
Mar 31, 26
15 Artemis Investment Management LLP 4.46M (0.04%) 1.90M
Increased by +42.62%
Jun 30, 25
16 QRG Capital Management, Inc. 4.15M (0.04%) -788.76K
Decreased by -18.99%
Dec 31, 25
17 Todd Asset Management 4.06M (0.04%) 8.45K
Increased by +0.21%
Mar 31, 26
18 SEI Investments Co 3.69M (0.03%) -173.71K
Decreased by -4.71%
Mar 31, 26
19 The Toronto-Dominion Bank 3.45M (0.03%) -1.36M
Decreased by -39.47%
Mar 31, 26
20 Aviso Financial Inc. 3.45M (0.03%) 3.45M
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Windsor II Inv 19.33M (0.17%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard Windsor™ II Inv 19.33M (0.17%) 0.00
Increased by 0.00%
Jun 30, 25
3 Fisher All Foreign Equity FocusedExChina 6.24M (0.06%) -148.00K
Decreased by -2.37%
Mar 31, 26
4 Artemis Global Income I Acc 3.45M (0.03%) 0.00
Increased by 0.00%
May 31, 25
5 Avantis International Equity ETF 3.13M (0.03%) 0.00
Increased by 0.00%
May 30, 26
6 Aristotle Value Equity CIT A 3.11M (0.03%) 0.00
Increased by 0.00%
May 31, 26
7 Fidelity Intl Equity Private Pl Cl S5 2.76M (0.02%) 692.19K
Increased by +25.12%
Mar 31, 26
8 EQ/Value Equity IB 2.02M (0.02%) -28.16K
Decreased by -1.39%
Apr 30, 26
9 Amplify CWP International Enh Div IncETF 1.96M (0.02%) 86.84K
Increased by +4.44%
May 29, 26
10 Harbor Large Cap Value Instl 1.46M (0.01%) -215.30K
Decreased by -14.74%
Mar 31, 26
11 Strategic Advisers® Large Cap 1.04M (0.01%) -330.00K
Decreased by -31.64%
Nov 30, 23
12 Artemis Monthly Distribution I Acc 1.01M (0.01%) 0.00
Increased by 0.00%
May 31, 25
13 Strategic Advisers Large Cap 986.00K (0.01%) -57.00K
Decreased by -5.78%
Dec 31, 23
14 DFA International Value I 950.21K (0.01%) -357.90K
Decreased by -37.67%
Mar 31, 25
15 Baron International Growth Retail 824.90K (0.01%) -139.34K
Decreased by -16.89%
Dec 31, 23
16 Baron International Growth Strategy 824.90K (0.01%) -139.34K
Decreased by -16.89%
Dec 31, 23
17 Fidelity Global Series B 810.84K (0.01%) 0.00
Increased by 0.00%
Mar 31, 26
18 Invesco International Div Achiev ETF 809.07K (0.01%) 2.93K
Increased by +0.36%
May 29, 26
19 Dimensional SMA Global ex US Large Core 788.82K (0.01%) 788.82K
Increased by +100.00%
Sep 30, 23
20 Russell Personalized Core Equity SMA 714.31K (0.01%) 14.61K
Increased by +2.04%
Mar 31, 24