Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XMX 9.14%
2 DAT 5.73%
3 FMCX 4.94%
4 RVER 4.82%
5 DAT 4.33%
6 IVES 4.25%
7 NEWZ 3.80%
8 ITEQ 3.47%
9 TSCM 2.83%
10 BIGD 2.81%
11 PLGI 2.70%
12 GURI 2.04%
13 BAIV 2.01%
14 PRVS 1.76%
15 ISRA 1.60%
16 PIEQ 1.57%
17 EIS 1.41%
18 GINX 1.40%
19 IZRL 1.38%
20 FORH 1.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Principal Financial Group Inc 4.58M (0.31%) 4.32M
Increased by +94.24%
 Mar 31, 26
2 Barrow Hanley Mewhinney & Strauss LLC 2.77M (0.19%) 73.08K
Increased by +2.64%
 Sep 30, 25
3 Harding Loevner L.P. 2.53M (0.17%) -47.34K
Decreased by -1.87%
 Mar 31, 26
4 Brandes Investment Partners & Co 2.23M (0.15%) 1.52M
Increased by +68.28%
 Mar 31, 26
5 Fidelity International Ltd 2.06M (0.14%) 323.52K
Increased by +15.74%
 Mar 31, 26
6 Groupama Asset Management 2.00M (0.13%) 0.00
Increased by 0.00%
 Jun 30, 25
7 Capital Research Global Investors 1.70M (0.11%) -1.14M
Decreased by -66.99%
 Dec 31, 24
8 Capital Research & Mgmt Co - Division 3 1.67M (0.11%) -464.43K
Decreased by -27.79%
 Mar 31, 24
9 Clal Insurance Enterprises Holdings Ltd 1.63M (0.11%) -15.00K
Decreased by -0.92%
 Mar 31, 26
10 MENORA MIVTACHIM HOLDINGS LIMITED 1.49M (0.10%) -366.18K
Decreased by -24.52%
 Mar 31, 26
11 Phoenix Holdings Ltd 1.38M (0.09%) 79.77K
Increased by +5.80%
 Mar 31, 24
12 Artisan Partners Limited Partnership 1.16M (0.08%) -95.45K
Decreased by -8.22%
 Mar 31, 26
13 Neuberger Berman Group LLC 1.04M (0.07%) 80.42K
Increased by +7.72%
 Mar 31, 26
14 Harel Insurance Invests & Fin Srvcs Ltd 1.03M (0.07%) 148.11K
Increased by +14.41%
 Mar 31, 26
15 Amvescap Plc. 1.01M (0.07%) -12.59K
Decreased by -1.24%
 Jun 30, 25
16 BlackRock Inc 960.17K (0.06%) 91.27K
Increased by +9.51%
 Mar 31, 24
17 Migdal Insurance & Financial Holdings Ltd 921.27K (0.06%) -725.42K
Decreased by -78.74%
 Mar 31, 26
18 Massachusetts Financial Services Company 914.42K (0.06%) -99.99K
Decreased by -10.94%
 Jun 30, 25
19 FMR Inc 815.79K (0.05%) -756.83K
Decreased by -92.77%
 Sep 30, 24
20 HMI Capital Management, L.P. 770.39K (0.05%) -582.18K
Decreased by -75.57%
 Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal International Eq Fd Tier III 2.56M (0.17%) 0.00
Increased by 0.00%
 Apr 30, 26
2 Principal International Equity 2.56M (0.17%) 2.41M
Increased by +94.43%
 Mar 31, 26
3 Fidelity Global Technology A-Dis-EUR 1.87M (0.13%) 52.62K
Increased by +2.81%
 Apr 30, 26
4 Janus Inst Mid Cap Growth CF 1.21M (0.08%) 0.00
Increased by 0.00%
 Dec 31, 23
5 Principal International Equity Inst 1.10M (0.07%) 0.00
Increased by 0.00%
 Apr 30, 26
6 American Funds Growth Fund of Amer A 924.99K (0.06%) -82.13K
Decreased by -8.88%
 Dec 31, 24
7 Capital Group Growth Fnd of Amer Comp 924.99K (0.06%) -82.13K
Decreased by -8.88%
 Dec 31, 24
8 Harding Loevner International Eq Instl 849.29K (0.06%) -14.14K
Decreased by -1.67%
 Mar 31, 26
9 Capital Group New Perspective Comp 819.70K (0.06%) -208.86K
Decreased by -25.48%
 Mar 31, 24
10 American Funds AMCAP A 741.22K (0.05%) 0.00
Increased by 0.00%
 Dec 31, 24
11 Capital Group AMCAP Composite 741.22K (0.05%) 0.00
Increased by 0.00%
 Dec 31, 24
12 VA CollegeAmerica Amcap 529A 741.22K (0.05%) -1.05M
Decreased by -141.86%
 Sep 30, 24
13 Artisan International Small-Mid Investor 714.69K (0.05%) -36.44K
Decreased by -5.10%
 Mar 31, 26
14 Artisan Non-U.S. Small-Mid Growth Comp 714.69K (0.05%) -36.44K
Decreased by -5.10%
 Mar 31, 26
15 Barrow Hanley Global Value Equity 711.27K (0.05%) 131.65K
Increased by +18.51%
 Jun 30, 25
16 American Funds Europacific Growth A 704.30K (0.05%) -469.78K
Decreased by -66.70%
 Sep 30, 24
17 Capital Group EuroPacific Growth Comp 704.30K (0.05%) -469.78K
Decreased by -66.70%
 Sep 30, 24
18 CI Global Leaders Fund D 612.98K (0.04%) 0.00
Increased by 0.00%
 Jun 30, 25
19 Bridge Builder Large Cap Value 603.26K (0.04%) 0.00
Increased by 0.00%
 Aug 31, 25
20 Janus Henderson Enterprise D 593.03K (0.04%) -465.95K
Decreased by -78.57%
 May 31, 24