Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RISN 2.68%
2 AADR 2.31%
3 IDVO 2.03%
4 PRAY 1.28%
5 APIE 1.08%
6 GINX 1.00%
7 DTEC 0.91%
8 PID 0.88%
9 LOWV 0.80%
10 DIHP 0.73%
11 SPWO 0.57%
12 DFSI 0.56%
13 PTIN 0.36%
14 AVDE 0.27%
15 AVSD 0.25%
16 FENI 0.24%
17 DFIC 0.19%
18 DXIV 0.16%
19 DFAX 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 6.36M (0.35%) -77.70K
Decreased by -1.22%
Mar 31, 25
2 Morgan Stanley - Brokerage Accounts 6.09M (0.34%) 669.95K
Increased by +10.99%
Mar 31, 25
3 FMR Inc 6.07M (0.33%) 275.57K
Increased by +4.54%
Mar 31, 25
4 Bank of America Corp 5.95M (0.33%) -299.02K
Decreased by -5.03%
Mar 31, 25
5 Goldman Sachs Group Inc 4.07M (0.22%) 173.98K
Increased by +4.27%
Mar 31, 25
6 Lazard Asset Management LLC 3.69M (0.20%) -533.20K
Decreased by -14.45%
Mar 31, 25
7 BlackRock Inc 3.25M (0.18%) -85.42K
Decreased by -2.63%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 3.17M (0.17%) -18.32K
Decreased by -0.58%
Mar 31, 25
9 Ameriprise Financial Inc 3.04M (0.17%) 234.09K
Increased by +7.70%
Mar 31, 25
10 Northern Trust Corp 2.39M (0.13%) 202.51K
Increased by +8.46%
Mar 31, 25
11 ClearBridge Advisors, LLC 2.15M (0.12%) 1.84K
Increased by +0.09%
Mar 31, 25
12 Envestnet Asset Management Inc 1.82M (0.10%) -78.83K
Decreased by -4.33%
Mar 31, 25
13 JPMorgan Chase & Co 1.65M (0.09%) 210.00K
Increased by +12.70%
Sep 30, 24
14 CapTrust Financial Advisors 1.51M (0.08%) 303.77K
Increased by +20.07%
Mar 31, 25
15 Arrowstreet Capital Limited Partnership 1.48M (0.08%) -491.52K
Decreased by -33.27%
Mar 31, 25
16 Royal Bank of Canada 1.41M (0.08%) -52.84K
Decreased by -3.75%
Mar 31, 25
17 Renaissance Technologies Corp 1.32M (0.07%) 2.80K
Increased by +0.21%
Mar 31, 25
18 Natixis Advisors, LLC. 1.21M (0.07%) 5.88K
Increased by +0.49%
Mar 31, 25
19 Wells Fargo & Co 1.21M (0.07%) -82.80K
Decreased by -6.86%
Mar 31, 25
20 Jarislowsky Fraser Ltd 1.15M (0.06%) -17.64K
Decreased by -1.54%
Jun 30, 25

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%) 44.30K
Increased by +6.15%
Jun 30, 25
6 Dimensional International High Pbly ETF 638.52K (0.04%) 0.00
Increased by 0.00%
Jul 31, 25
7 Fidelity VIP Growth Initial 629.90K (0.03%) 19.50K
Increased by +3.10%
Jun 30, 25
8 Avantis International Equity ETF 451.56K (0.02%) 3.48K
Increased by +0.77%
Jul 30, 25
9 DFA Intl Sustainability Core 1 397.93K (0.02%) 0.00
Increased by 0.00%
Jun 30, 25
10 BlackRock GA Dynamic Eq K 373.87K (0.02%) 291.07K
Increased by +77.85%
Jun 30, 25
11 DFA International Core Equity 2 I 366.79K (0.02%) 0.00
Increased by 0.00%
Jun 30, 25
12 DFA International Core Equity I 366.79K (0.02%) 0.00
Increased by 0.00%
Feb 28, 25
13 Fidelity Capital Appreciation 356.20K (0.02%) 0.00
Increased by 0.00%
Jun 30, 25
14 Fidelity Growth Discovery 355.37K (0.02%) 15.80K
Increased by +4.45%
Jun 30, 25
15 Dimensional International Core Eq 2 ETF 349.83K (0.02%) 0.00
Increased by 0.00%
Jul 31, 25
16 NEI US Equity RS A 217.19K (0.01%) 31.34K
Increased by +14.43%
Jun 30, 25
17 BlackRock International Equity (SMA) 209.62K (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
18 DFA Intl Hi Relatv Profitability Instl 206.62K (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
19 Lazard International Equity Select ADR 202.47K (0.01%) -34.94K
Decreased by -17.26%
Dec 31, 23
20 Transamerica Aegon Sustain Eq Inc VP I 194.02K (0.01%) -9.09K
Decreased by -4.69%
Jun 30, 25