Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IDVO 3.57%
2 AADR 2.69%
3 APIE 1.32%
4 PID 1.32%
5 PRAY 1.28%
6 DTEC 1.04%
7 LOWV 0.91%
8 SPWO 0.69%
9 DFSI 0.68%
10 PTIN 0.54%
11 AVDE 0.33%
12 AVSD 0.29%
13 FENI 0.24%
14 DXIV 0.23%
15 DFAX 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 7.15M (0.39%) 548.42K
Increased by +7.67%
Sep 30, 24
2 Capital Research & Mgmt Co - Division 3 6.43M (0.35%) -62.89K
Decreased by -0.98%
Dec 31, 24
3 Bank of America Corp 5.99M (0.33%) -85.31K
Decreased by -1.42%
Sep 30, 24
4 Morgan Stanley - Brokerage Accounts 5.76M (0.31%) -5.44M
Decreased by -94.32%
Sep 30, 24
5 Lazard Asset Management LLC 4.18M (0.23%) -69.47K
Decreased by -1.66%
Sep 30, 24
6 Goldman Sachs Group Inc 3.78M (0.21%) -113.31K
Decreased by -2.99%
Sep 30, 24
7 Dimensional Fund Advisors, Inc. 3.19M (0.17%) 121.83K
Increased by +3.82%
Dec 31, 24
8 BlackRock Inc 3.12M (0.17%) -7.72K
Decreased by -0.25%
Sep 30, 24
9 ClearBridge Advisors, LLC 2.23M (0.12%) -27.38K
Decreased by -1.23%
Sep 30, 24
10 Envestnet Asset Management Inc 1.85M (0.10%) -55.66K
Decreased by -3.01%
Sep 30, 24
11 JPMorgan Chase & Co 1.65M (0.09%) 210.00K
Increased by +12.70%
Sep 30, 24
12 Royal Bank of Canada 1.46M (0.08%) -29.06K
Decreased by -1.99%
Sep 30, 24
13 Northern Trust Corp 1.45M (0.08%) -94.86K
Decreased by -6.56%
Sep 30, 24
14 Renaissance Technologies Corp 1.33M (0.07%) 31.50K
Increased by +2.37%
Sep 30, 24
15 Wells Fargo & Co 1.31M (0.07%) -35.08K
Decreased by -2.68%
Sep 30, 24
16 Arrowstreet Capital Limited Partnership 1.31M (0.07%) -124.94K
Decreased by -9.54%
Sep 30, 24
17 Jarislowsky Fraser Ltd 1.20M (0.07%) 36.87K
Increased by +3.07%
Dec 31, 24
18 Natixis Advisors, LLC. 1.20M (0.07%) 32.74K
Increased by +2.72%
Dec 31, 24
19 CapTrust Financial Advisors 1.10M (0.06%) 35.81K
Increased by +3.24%
Sep 30, 24
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 1.97M (0.11%) 0.00
Increased by 0.00%
Dec 31, 24
4 Capital Group American Mutual Comp 1.97M (0.11%) 0.00
Increased by 0.00%
Dec 31, 24
5 Fidelity Advisor Equity Growth I 629.40K (0.03%) -507.20K
Decreased by -80.59%
Dec 31, 24
6 Fidelity VIP Growth Initial 606.70K (0.03%) -474.50K
Decreased by -78.21%
Dec 31, 24
7 Dimensional International High Pbly ETF 606.04K (0.03%) 0.00
Increased by 0.00%
Jan 31, 25
8 DFA Intl Sustainability Core 1 397.93K (0.02%) 0.00
Increased by 0.00%
Dec 31, 24
9 Avantis International Equity ETF 375.26K (0.02%) 0.00
Increased by 0.00%
Jan 31, 25
10 DFA International Core Equity I 366.79K (0.02%) 0.00
Increased by 0.00%
Dec 31, 24
11 Fidelity Capital Appreciation 356.20K (0.02%) -294.50K
Decreased by -82.68%
Dec 31, 24
12 Dimensional International Core Eq 2 ETF 349.83K (0.02%) 0.00
Increased by 0.00%
Jan 31, 25
13 BlackRock International Equity (SMA) 338.83K (0.02%) 24.11K
Increased by +7.12%
Jan 31, 25
14 Fidelity Growth Discovery 338.57K (0.02%) -274.70K
Decreased by -81.14%
Dec 31, 24
15 DFA Intl Hi Relatv Profitability Instl 249.31K (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
16 ActivePassive International Equity ETF 224.45K (0.01%) 1.18K
Increased by +0.52%
Jan 31, 25
17 Invesco International Div Achiev ETF 217.93K (0.01%) -1.05K
Decreased by -0.48%
Jan 31, 25
18 NEI US Equity RS A 210.60K (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
19 Transamerica Aegon Sustain Eq Inc VP I 203.11K (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
20 Lazard International Equity Select ADR 202.47K (0.01%) -34.94K
Decreased by -17.26%
Dec 31, 23