Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RISN 2.63%
2 AADR 2.25%
3 AQEC 1.70%
4 PID 1.45%
5 PRAY 1.28%
6 GINX 1.00%
7 DTEC 0.96%
8 TMFG 0.79%
9 AOTS 0.77%
10 LOWV 0.70%
11 APIE 0.63%
12 DIHP 0.51%
13 IDVO 0.51%
14 PTIN 0.36%
15 SPWO 0.36%
16 DFSI 0.32%
17 FSST 0.27%
18 BDYN 0.26%
19 FENI 0.24%
20 AVSD 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 8.73M (0.12%) -1.93M
Decreased by -22.13%
Mar 31, 26
2 Morgan Stanley - Brokerage Accounts 6.30M (0.09%) 19.71K
Increased by +0.31%
Mar 31, 26
3 Arrowstreet Capital Limited Partnership 4.25M (0.06%) 2.76M
Increased by +65.00%
Mar 31, 26
4 Bank of America Corp 4.18M (0.06%) 522.62K
Increased by +12.50%
Mar 31, 26
5 Goldman Sachs Group Inc 3.89M (0.05%) -180.47K
Decreased by -4.64%
Jun 30, 25
6 The Goldman Sachs Group Inc 3.75M (0.05%) -25.00
Decreased by -0.00%
Mar 31, 26
7 FMR Inc 3.46M (0.05%) -71.53K
Decreased by -2.07%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 3.30M (0.05%) -205.44K
Decreased by -6.23%
Mar 31, 26
9 Lazard Asset Management LLC 3.04M (0.04%) 328.28K
Increased by +10.80%
Mar 31, 26
10 Northern Trust Corp 3.03M (0.04%) 408.09K
Increased by +13.48%
Mar 31, 26
11 BlackRock Inc 2.41M (0.03%) 201.46K
Increased by +8.36%
Mar 31, 26
12 Causeway Capital Management LLC 2.31M (0.03%) 1.12M
Increased by +48.43%
Mar 31, 26
13 Aviso Financial Inc. 1.80M (0.02%) 1.78M
Increased by +98.97%
Mar 31, 26
14 Envestnet Asset Management Inc 1.77M (0.02%) -50.02K
Decreased by -2.83%
Jun 30, 25
15 Royal Bank of Canada 1.74M (0.02%) 187.13K
Increased by +10.78%
Mar 31, 26
16 ClearBridge Advisors, LLC 1.68M (0.02%) 179.68K
Increased by +10.67%
Dec 31, 25
17 CapTrust Financial Advisors 1.64M (0.02%) -56.08K
Decreased by -3.42%
Dec 31, 25
18 Renaissance Technologies Corp 1.62M (0.02%) 268.13K
Increased by +16.58%
Dec 31, 25
19 Natixis Advisors, LLC. 1.41M (0.02%) 438.26K
Increased by +31.17%
Mar 31, 26
20 QRG Capital Management, Inc. 1.37M (0.02%) -410.36K
Decreased by -29.86%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 5.36M (0.07%) 1.32M
Increased by +24.58%
Mar 31, 26
2 Capital Group Wash Mutual Invtrs Comp 5.36M (0.07%) 1.32M
Increased by +24.58%
Mar 31, 26
3 American Funds American Mutual A 1.96M (0.03%) 0.00
Increased by 0.00%
Dec 31, 25
4 Capital Group American Mutual Comp 1.96M (0.03%) 0.00
Increased by 0.00%
Dec 31, 25
5 Fidelity Advisor Equity Growth I 720.00K (0.01%) 0.00
Increased by 0.00%
Jul 31, 25
6 Avantis International Equity ETF 713.22K (0.01%) 0.00
Increased by 0.00%
May 30, 26
7 Fidelity VIP Growth Initial 629.90K (0.01%) 0.00
Increased by 0.00%
Jul 31, 25
8 Dimensional International High Pbly ETF 561.23K (0.01%) 0.00
Increased by 0.00%
May 29, 26
9 Invesco International Div Achiev ETF 407.17K (0.01%) 1.49K
Increased by +0.37%
May 29, 26
10 DFA Intl Sustainability Core 1 397.93K (0.01%) 0.00
Increased by 0.00%
Apr 30, 26
11 BlackRock GA Dynamic Eq K 388.48K (0.01%) 14.62K
Increased by +3.76%
Jul 31, 25
12 DFA International Core Equity 2 I 366.79K (0.01%) 0.00
Increased by 0.00%
Apr 30, 26
13 DFA International Core Equity I 366.79K (0.01%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity Capital Appreciation 356.20K (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
15 Fidelity Growth Discovery 355.37K (0.00%) 0.00
Increased by 0.00%
Jul 31, 25
16 Dimensional International Core Eq 2 ETF 350.01K (0.00%) 0.00
Increased by 0.00%
May 29, 26
17 American Funds® IS Washington Mut Inv 2 307.27K (0.00%) 75.44K
Increased by +24.55%
Mar 31, 26
18 First Trust WCM International Equity ETF 296.90K (0.00%) 0.00
Increased by 0.00%
Feb 26, 26
19 AQE Core ETF 290.61K (0.00%) 0.00
Increased by 0.00%
May 29, 26
20 NEI US Equity RS A 281.70K (0.00%) 18.06K
Increased by +6.41%
Apr 30, 26