Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VNIE 4.22%
2 FDD 3.51%
3 JDVI 3.16%
4 IPKW 2.94%
5 FKU 2.54%
6 EWU 2.10%
7 EUFN 1.97%
8 TIIV 1.94%
9 ILOW 1.87%
10 FFTY 1.74%
11 BRIE 1.59%
12 IDV 1.52%
13 BOUT 1.24%
14 NBIE 1.23%
15 GINX 1.19%
16 FEP 0.98%
17 AVIV 0.89%
18 IVLU 0.71%
19 EHLS 0.65%
20 CVY 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fisher Asset Management, LLC 42.48M (1.07%) 1.57M
Increased by +3.70%
Mar 31, 26
2 FMR Inc 14.57M (0.37%) 2.15M
Increased by +14.75%
Mar 31, 26
3 Natixis Advisors, LLC. 12.82M (0.32%) -583.42K
Decreased by -4.55%
Mar 31, 26
4 Capital Research & Mgmt Co - Division 3 12.77M (0.32%) -590.64K
Decreased by -4.62%
Mar 31, 26
5 JONES FINANCIAL COMPANIES LLLP 12.48M (0.31%) 12.42M
Increased by +99.57%
Mar 31, 26
6 L1 Capital Pty Ltd 10.38M (0.26%) 10.38M
Increased by +100.00%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 8.41M (0.21%) -2.65M
Decreased by -31.58%
Mar 31, 26
8 The Goldman Sachs Group Inc 7.22M (0.18%) 352.12K
Increased by +4.87%
Mar 31, 26
9 Bank of America Corp 6.95M (0.18%) 1.05M
Increased by +15.09%
Mar 31, 26
10 Goldman Sachs Group Inc 6.26M (0.16%) -217.52K
Decreased by -3.48%
Jun 30, 25
11 ClearBridge Advisors, LLC 5.15M (0.13%) -2.08M
Decreased by -40.29%
Mar 31, 26
12 Northern Trust Corp 5.07M (0.13%) 512.40K
Increased by +10.11%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 5.01M (0.13%) 2.41K
Increased by +0.05%
Mar 31, 26
14 Todd Asset Management 3.91M (0.10%) -327.47K
Decreased by -8.37%
Mar 31, 26
15 Envestnet Asset Management Inc 3.30M (0.08%) 559.73K
Increased by +16.94%
Jun 30, 25
16 BMO Capital Markets Corp. 3.27M (0.08%) 1.89M
Increased by +57.62%
Sep 30, 25
17 Bank of Montreal 3.27M (0.08%) 1.89M
Increased by +57.62%
Sep 30, 25
18 QRG Capital Management, Inc. 3.04M (0.08%) -437.76K
Decreased by -14.39%
Dec 31, 25
19 Causeway Capital Management LLC 2.99M (0.08%) 1.40M
Increased by +46.88%
Mar 31, 26
20 Royal Bank of Canada 2.91M (0.07%) -148.03K
Decreased by -5.08%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Russell CDN_Core Equity SMA 11.43M (0.29%) 0.00
Increased by 0.00%
Dec 31, 23
2 Russell Investments Core Equity SMA 11.43M (0.29%) 0.00
Increased by 0.00%
Mar 31, 26
3 Avantis International Equity ETF 2.69M (0.07%) 0.00
Increased by 0.00%
May 30, 26
4 Dimensional International Value ETF 2.13M (0.05%) 0.00
Increased by 0.00%
May 29, 26
5 Dimensional International Core Eq 2 ETF 1.21M (0.03%) 0.00
Increased by 0.00%
May 29, 26
6 Avantis International Large Cap Val ETF 971.03K (0.02%) 0.00
Increased by 0.00%
May 30, 26
7 Fidelity Enhanced International ETF 952.13K (0.02%) 0.00
Increased by 0.00%
May 29, 26
8 DFA International Core Equity I 868.76K (0.02%) 0.00
Increased by 0.00%
Feb 28, 25
9 Boston Partners Global L/S Equity 812.68K (0.02%) 812.68K
Increased by +100.00%
Mar 31, 26
10 Steward Global Equity Income Fund I 787.97K (0.02%) 0.00
Increased by 0.00%
Jul 31, 25
11 Russell Personalized Core Equity SMA 400.04K (0.01%) -10.62K
Decreased by -2.65%
Jun 30, 25
12 DFA International Core Equity 2 I 386.88K (0.01%) 0.00
Increased by 0.00%
Apr 30, 26
13 Dimensional All Country ex US LgCap Core 345.39K (0.01%) 11.34K
Increased by +3.28%
Mar 31, 26
14 DFA International Value I 328.19K (0.01%) 1.82K
Increased by +0.56%
Apr 30, 26
15 Multi-Manager Intl Eq Strats Instl 321.73K (0.01%) 0.00
Increased by 0.00%
Jul 31, 25
16 Russell Personalized 70/30 Core Alloc 301.84K (0.01%) 301.84K
Increased by +100.00%
Feb 29, 24
17 ActivePassive International Equity ETF 293.59K (0.01%) 0.00
Increased by 0.00%
May 29, 26
18 DFA Large Cap International I 275.89K (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
19 Hotchkis & Wiley - Global Value ADR 247.76K (0.01%) -22.80K
Decreased by -9.20%
Mar 31, 24
20 JPM International ADR-MA 243.54K (0.01%) 0.00
Increased by 0.00%
Mar 31, 26