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 4.67%
6 IVES 4.25%
7 NEWZ 3.80%
8 ITEQ 3.59%
9 PLGI 2.96%
10 TSCM 2.83%
11 BIGD 2.81%
12 BAIV 2.15%
13 GURI 2.04%
14 PRVS 1.67%
15 ISRA 1.65%
16 PIEQ 1.64%
17 GINX 1.40%
18 IZRL 1.40%
19 FORH 1.36%
20 EIS 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Principal Financial Group Inc 4.58M (7.70%) 4.32M
Increased by +94.24%
Mar 31, 26
2 Barrow Hanley Mewhinney & Strauss LLC 2.77M (4.65%) 73.08K
Increased by +2.64%
Sep 30, 25
3 Harding Loevner L.P. 2.53M (4.26%) -47.34K
Decreased by -1.87%
Mar 31, 26
4 Groupama Asset Management 2.00M (3.36%) 0.00
Increased by 0.00%
Jun 30, 25
5 MENORA MIVTACHIM HOLDINGS LIMITED 1.86M (3.12%) 220.00K
Increased by +11.83%
Dec 31, 25
6 Fidelity International Ltd 1.73M (2.91%) 11.43K
Increased by +0.66%
Dec 31, 25
7 Capital Research Global Investors 1.70M (2.86%) -1.14M
Decreased by -66.99%
Dec 31, 24
8 Capital Research & Mgmt Co - Division 3 1.67M (2.81%) -464.43K
Decreased by -27.79%
Mar 31, 24
9 Clal Insurance Enterprises Holdings Ltd 1.65M (2.77%) 520.90K
Increased by +31.63%
Dec 31, 25
10 Migdal Insurance & Financial Holdings Ltd 1.65M (2.77%) 15.00K
Increased by +0.91%
Dec 31, 25
11 Phoenix Holdings Ltd 1.38M (2.31%) 79.77K
Increased by +5.80%
Mar 31, 24
12 Artisan Partners Limited Partnership 1.16M (1.95%) -95.45K
Decreased by -8.22%
Mar 31, 26
13 Neuberger Berman Group LLC 1.04M (1.75%) 80.42K
Increased by +7.72%
Mar 31, 26
14 Amvescap Plc. 1.01M (1.70%) -12.59K
Decreased by -1.24%
Jun 30, 25
15 BlackRock Inc 960.17K (1.61%) 91.27K
Increased by +9.51%
Mar 31, 24
16 Massachusetts Financial Services Company 914.42K (1.54%) -99.99K
Decreased by -10.94%
Jun 30, 25
17 Lazard Asset Management LLC 897.45K (1.51%) 217.67K
Increased by +24.25%
Dec 31, 25
18 RPD Fund Management LLC 886.00K (1.49%) 886.00K
Increased by +100.00%
Dec 31, 25
19 Harel Insurance Invests & Fin Srvcs Ltd 880.06K (1.48%) 233.08K
Increased by +26.48%
Dec 31, 25
20 FMR Inc 815.79K (1.37%) -756.83K
Decreased by -92.77%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal International Eq Fd Tier III 2.56M (4.29%) -228.20K
Decreased by -8.93%
Mar 31, 26
2 Principal International Equity 2.56M (4.29%) 2.41M
Increased by +94.43%
Mar 31, 26
3 Fidelity Global Technology A-Dis-EUR 1.82M (3.06%) 283.10K
Increased by +15.55%
Mar 31, 26
4 Janus Inst Mid Cap Growth CF 1.21M (2.03%) 0.00
Increased by 0.00%
Dec 31, 23
5 Principal International Equity Inst 1.10M (1.85%) -94.33K
Decreased by -8.55%
Mar 31, 26
6 American Funds Growth Fund of Amer A 924.99K (1.55%) -82.13K
Decreased by -8.88%
Dec 31, 24
7 Capital Group Growth Fnd of Amer Comp 924.99K (1.55%) -82.13K
Decreased by -8.88%
Dec 31, 24
8 Harding Loevner International Eq Instl 849.29K (1.43%) -14.14K
Decreased by -1.67%
Mar 31, 26
9 Capital Group New Perspective Comp 819.70K (1.38%) -208.86K
Decreased by -25.48%
Mar 31, 24
10 American Funds AMCAP A 741.22K (1.25%) 0.00
Increased by 0.00%
Dec 31, 24
11 Capital Group AMCAP Composite 741.22K (1.25%) 0.00
Increased by 0.00%
Dec 31, 24
12 VA CollegeAmerica Amcap 529A 741.22K (1.25%) -1.05M
Decreased by -141.86%
Sep 30, 24
13 Artisan International Small-Mid Investor 714.69K (1.20%) -36.44K
Decreased by -5.10%
Mar 31, 26
14 Artisan Non-U.S. Small-Mid Growth Comp 714.69K (1.20%) -36.44K
Decreased by -5.10%
Mar 31, 26
15 Barrow Hanley Global Value Equity 711.27K (1.20%) 131.65K
Increased by +18.51%
Jun 30, 25
16 American Funds Europacific Growth A 704.30K (1.18%) -469.78K
Decreased by -66.70%
Sep 30, 24
17 Capital Group EuroPacific Growth Comp 704.30K (1.18%) -469.78K
Decreased by -66.70%
Sep 30, 24
18 CI Global Leaders Fund D 612.98K (1.03%) 0.00
Increased by 0.00%
Jun 30, 25
19 Bridge Builder Large Cap Value 603.26K (1.01%) 0.00
Increased by 0.00%
Aug 31, 25
20 Janus Henderson Enterprise D 593.03K (1.00%) -465.95K
Decreased by -78.57%
May 31, 24