Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWI 8.96%
2 MCSE 8.70%
3 FLIY 8.70%
4 LUX 8.37%
5 LUXX 8.14%
6 VICE 4.61%
7 HEWI 4.46%
8 KLXY 4.41%
9 FINE 4.36%
10 CARU 4.13%
11 CARD 4.03%
12 TXUG 3.50%
13 PJIO 3.18%
14 LRGG 3.03%
15 BGRO 2.19%
16 IMOM 2.16%
17 EAFG 1.83%
18 IDVO 1.81%
19 BOUT 1.50%
20 CNEQ 1.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.07M (4.27%) 377.93K
Increased by +7.45%
Mar 31, 25
2 Baillie Gifford & Co Limited. 4.62M (3.89%) -900.45K
Decreased by -19.48%
Mar 31, 25
3 Bank of America Corp 3.57M (3.01%) 758.27K
Increased by +21.21%
Mar 31, 25
4 Amundi 2.81M (2.36%) -125.52K
Decreased by -4.47%
Mar 31, 25
5 Bank Of Italy 2.41M (2.03%) 67.65K
Increased by +2.81%
Mar 31, 25
6 Goldman Sachs Group Inc 2.18M (1.84%) 729.09K
Increased by +33.45%
Mar 31, 25
7 JPMorgan Chase & Co 2.03M (1.71%) 503.97K
Increased by +24.82%
Mar 31, 25
8 T. Rowe Price Associates, Inc. 1.82M (1.53%) 25.88K
Increased by +1.42%
Mar 31, 25
9 Jennison Associates LLC 1.69M (1.42%) -1.00M
Decreased by -59.48%
Mar 31, 25
10 Bank of New York Mellon Corp 1.64M (1.38%) 32.31K
Increased by +1.96%
Mar 31, 25
11 AllianceBernstein L.P. 1.64M (1.38%) -18.35K
Decreased by -1.12%
Dec 31, 24
12 NORGES BANK 1.63M (1.38%) -189.59K
Decreased by -11.61%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 1.49M (1.26%) 101.38K
Increased by +6.80%
Mar 31, 25
14 Capital Research & Mgmt Co - Division 3 1.32M (1.11%) 208.54K
Increased by +15.83%
Mar 31, 25
15 International Assets Investment Management, LLC 1.18M (0.99%) 1.18M
Increased by +99.79%
Sep 30, 24
16 Capital World Investors 1.17M (0.99%) 420.33K
Increased by +35.85%
Mar 31, 25
17 BlackRock Inc 1.15M (0.97%) -109.10K
Decreased by -9.51%
Mar 31, 25
18 Marshall Wace Asset Management Ltd 1.13M (0.95%) -229.87K
Decreased by -20.37%
Mar 31, 25
19 FMR Inc 999.41K (0.84%) -13.19K
Decreased by -1.32%
Mar 31, 25
20 Legal & General Group PLC 971.01K (0.82%) 178.00
Increased by +0.02%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Prévoir Gestion Actions C 3.69M (3.11%) 3.64M
Increased by +98.66%
Mar 31, 24
2 Vanguard Total Intl Stock Index Inv 1.76M (1.48%) 5.12K
Increased by +0.29%
Apr 30, 25
3 Vanguard International Growth Inv 1.72M (1.45%) 0.00
Increased by 0.00%
Mar 31, 25
4 WCM Focused International Growth Instl 1.55M (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
5 WCM Inv Mgt Focused Growth Intl 1.55M (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
6 Scottish Mortgage Ord 1.19M (1.00%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Developed Markets Index Admiral 1.09M (0.92%) 31.35K
Increased by +2.88%
Mar 31, 25
8 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 903.31K (0.76%) 23.11K
Increased by +2.56%
Mar 31, 25
9 American Funds Europacific Growth A 823.26K (0.69%) -36.22K
Decreased by -4.40%
Mar 31, 25
10 Capital Group EuroPacific Growth Comp 823.26K (0.69%) -36.22K
Decreased by -4.40%
Mar 31, 25
11 iShares Core MSCI EAFE ETF 808.54K (0.68%) 0.00
Increased by 0.00%
Apr 30, 25
12 T. Rowe Price Growth Stock 734.78K (0.62%) -266.00
Decreased by -0.04%
Mar 31, 25
13 T. Rowe Price US Growth Stock Composite 734.78K (0.62%) 30.68K
Increased by +4.18%
Mar 31, 25
14 T. Rowe Price U.S. Growth Stock SMA 731.15K (0.62%) 731.03K
Increased by +99.98%
Dec 31, 23
15 AllianceBernstein US L/C Growth Eqty MF 693.57K (0.58%) 16.33K
Increased by +2.35%
Mar 31, 25
16 American Funds New Perspective A 582.56K (0.49%) 307.14K
Increased by +52.72%
Mar 31, 25
17 Capital Group New Perspective Comp 582.56K (0.49%) 307.14K
Increased by +52.72%
Mar 31, 25
18 EAFE Equity Index Fund T 572.73K (0.48%) 6.80K
Increased by +1.19%
Mar 31, 25
19 T. Rowe Price Growth Stock Tr-B 544.09K (0.46%) 58.70K
Increased by +10.79%
Mar 31, 25
20 Baillie Gifford International Growth 541.86K (0.46%) 230.64K
Increased by +42.56%
Dec 31, 24