Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RISN 2.95%
2 AADR 2.25%
3 PRAY 1.28%
4 PID 1.23%
5 LOWV 1.06%
6 GINX 1.00%
7 DTEC 0.96%
8 APIE 0.77%
9 DIHP 0.66%
10 DFSI 0.58%
11 IDVO 0.51%
12 SPWO 0.50%
13 PTIN 0.36%
14 FSST 0.27%
15 FENI 0.24%
16 DXIV 0.22%
17 AVDE 0.22%
18 AVSD 0.21%
19 DFIC 0.19%
20 TDVI 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 6.40M (0.35%) 41.65K
Increased by +0.65%
Jun 30, 25
2 FMR Inc 6.38M (0.35%) 310.43K
Increased by +4.87%
Jun 30, 25
3 Morgan Stanley - Brokerage Accounts 5.97M (0.33%) -120.05K
Decreased by -2.01%
Jun 30, 25
4 Bank of America Corp 5.15M (0.28%) -798.42K
Decreased by -15.51%
Jun 30, 25
5 Goldman Sachs Group Inc 3.89M (0.21%) -180.47K
Decreased by -4.64%
Jun 30, 25
6 BlackRock Inc 3.51M (0.19%) 258.22K
Increased by +7.36%
Jun 30, 25
7 Ameriprise Financial Inc 3.34M (0.18%) 303.00K
Increased by +9.06%
Jun 30, 25
8 Dimensional Fund Advisors, Inc. 3.19M (0.18%) 22.16K
Increased by +0.69%
Jun 30, 25
9 Lazard Asset Management LLC 3.00M (0.17%) -688.87K
Decreased by -22.94%
Jun 30, 25
10 Northern Trust Corp 2.35M (0.13%) -44.54K
Decreased by -1.90%
Jun 30, 25
11 ClearBridge Advisors, LLC 2.14M (0.12%) -11.82K
Decreased by -0.55%
Jun 30, 25
12 Envestnet Asset Management Inc 1.77M (0.10%) -50.02K
Decreased by -2.83%
Jun 30, 25
13 CapTrust Financial Advisors 1.60M (0.09%) 83.20K
Increased by +5.21%
Jun 30, 25
14 Renaissance Technologies Corp 1.49M (0.08%) 163.70K
Increased by +11.01%
Jun 30, 25
15 Arrowstreet Capital Limited Partnership 1.48M (0.08%) -491.52K
Decreased by -33.27%
Mar 31, 25
16 Royal Bank of Canada 1.43M (0.08%) 15.38K
Increased by +1.08%
Jun 30, 25
17 Jarislowsky Fraser Ltd 1.15M (0.06%) -17.64K
Decreased by -1.54%
Jun 30, 25
18 Wells Fargo & Co 1.14M (0.06%) -63.48K
Decreased by -5.55%
Jun 30, 25
19 Natixis Advisors, LLC. 1.09M (0.06%) -115.13K
Decreased by -10.53%
Jun 30, 25
20 Amvescap Plc. 949.59K (0.05%) -29.24K
Decreased by -3.08%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 2.32M (0.13%) -695.40K
Decreased by -30.01%
Dec 31, 23
2 Capital Group Wash Mutual Invtrs Comp 2.25M (0.12%) -68.21K
Decreased by -3.03%
Mar 31, 24
3 American Funds American Mutual A 1.96M (0.11%) 0.00
Increased by 0.00%
Jun 30, 25
4 Capital Group American Mutual Comp 1.96M (0.11%) 0.00
Increased by 0.00%
Jun 30, 25
5 Fidelity Advisor Equity Growth I 720.00K (0.04%) 0.00
Increased by 0.00%
Jul 31, 25
6 Dimensional International High Pbly ETF 638.52K (0.04%) 0.00
Increased by 0.00%
Aug 29, 25
7 Fidelity VIP Growth Initial 629.90K (0.03%) 0.00
Increased by 0.00%
Jul 31, 25
8 Avantis International Equity ETF 477.81K (0.03%) 1.63K
Increased by +0.34%
Aug 30, 25
9 DFA Intl Sustainability Core 1 397.93K (0.02%) 0.00
Increased by 0.00%
Jul 31, 25
10 BlackRock GA Dynamic Eq K 388.48K (0.02%) 14.62K
Increased by +3.76%
Jul 31, 25
11 iShares Dynamic Equity Active ETF 388.48K (0.02%) 14.62K
Increased by +3.76%
Jul 31, 25
12 DFA International Core Equity 2 I 366.79K (0.02%) 0.00
Increased by 0.00%
Jul 31, 25
13 DFA International Core Equity I 366.79K (0.02%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity Capital Appreciation 356.20K (0.02%) 0.00
Increased by 0.00%
Jun 30, 25
15 Fidelity Growth Discovery 355.37K (0.02%) 0.00
Increased by 0.00%
Jul 31, 25
16 Dimensional International Core Eq 2 ETF 349.83K (0.02%) 0.00
Increased by 0.00%
Aug 29, 25
17 BlackRock International Equity (SMA) 231.66K (0.01%) 22.04K
Increased by +9.51%
Aug 31, 25
18 NEI US Equity RS A 217.19K (0.01%) 0.00
Increased by 0.00%
Jul 31, 25
19 DFA Intl Hi Relatv Profitability Instl 206.62K (0.01%) 0.00
Increased by 0.00%
Jul 31, 25
20 Lazard International Equity Select ADR 202.47K (0.01%) -34.94K
Decreased by -17.26%
Dec 31, 23