Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MCSE 8.79%
2 EWI 8.72%
3 FLIY 8.70%
4 LUX 8.39%
5 LUXX 8.14%
6 FINE 4.54%
7 HEWI 4.46%
8 KLXY 4.41%
9 CARD 4.02%
10 CARU 4.02%
11 TXUG 3.50%
12 VICE 3.47%
13 PJIO 3.37%
14 LRGG 3.18%
15 IMOM 2.16%
16 TIME 1.99%
17 IDVO 1.90%
18 BGRO 1.83%
19 EAFG 1.83%
20 CNEQ 1.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baillie Gifford & Co Limited. 5.52M (4.65%) -347.28K
Decreased by -6.29%
Dec 31, 24
2 Vanguard Group Inc 4.69M (3.95%) 45.75K
Increased by +0.97%
Dec 31, 24
3 Amundi 2.93M (2.47%) -712.51K
Decreased by -24.31%
Dec 31, 24
4 Bank of America Corp 2.82M (2.37%) 120.60K
Increased by +4.28%
Dec 31, 24
5 Jennison Associates LLC 2.69M (2.27%) -234.81K
Decreased by -8.72%
Dec 31, 24
6 Bank Of Italy 2.34M (1.97%) 63.67K
Increased by +2.72%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 1.80M (1.51%) 594.55K
Increased by +33.10%
Dec 31, 24
8 AllianceBernstein L.P. 1.64M (1.38%) -18.35K
Decreased by -1.12%
Dec 31, 24
9 NORGES BANK 1.63M (1.38%) -189.59K
Decreased by -11.61%
Dec 31, 24
10 Bank of New York Mellon Corp 1.61M (1.36%) 38.36K
Increased by +2.38%
Dec 31, 24
11 JPMorgan Chase & Co 1.53M (1.28%) -2.20M
Decreased by -143.89%
Dec 31, 24
12 Goldman Sachs Group Inc 1.45M (1.22%) 215.55K
Increased by +14.86%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 1.39M (1.17%) -173.16K
Decreased by -12.46%
Dec 31, 24
14 Marshall Wace Asset Management Ltd 1.36M (1.14%) 520.34K
Increased by +38.30%
Dec 31, 24
15 BlackRock Inc 1.26M (1.06%) -86.40K
Decreased by -6.88%
Dec 31, 24
16 International Assets Investment Management, LLC 1.18M (0.99%) 1.18M
Increased by +99.79%
Sep 30, 24
17 Capital Research & Mgmt Co - Division 3 1.11M (0.93%) 14.46K
Increased by +1.30%
Dec 31, 24
18 FMR Inc 1.01M (0.85%) -36.75K
Decreased by -3.63%
Dec 31, 24
19 Legal & General Group PLC 970.83K (0.82%) -35.75K
Decreased by -3.68%
Dec 31, 24
20 Capital World Investors 970.76K (0.82%) 4.38K
Increased by +0.45%
Sep 30, 24

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 1.75M (1.48%) 48.95K
Increased by +2.79%
Mar 31, 25
3 Vanguard International Growth Inv 1.72M (1.44%) 0.00
Increased by 0.00%
Mar 31, 25
4 WCM Focused International Growth Instl 1.55M (1.31%) -138.97K
Decreased by -8.96%
Dec 31, 24
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%
Feb 28, 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%) 2.05K
Increased by +0.25%
Apr 28, 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 677.24K (0.57%) 76.09K
Increased by +11.24%
Feb 28, 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