Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RISN 3.10%
2 IDVO 2.92%
3 AADR 2.76%
4 APIE 1.41%
5 PRAY 1.28%
6 GINX 1.00%
7 DTEC 1.00%
8 PID 0.96%
9 LOWV 0.91%
10 DIHP 0.78%
11 SPWO 0.64%
12 DFSI 0.61%
13 PTIN 0.36%
14 AVDE 0.31%
15 AVSD 0.26%
16 FENI 0.24%
17 DFIC 0.20%
18 DXIV 0.17%
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 (0.33%) 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 (0.32%) -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 1.17M (0.06%) -35.93K
Decreased by -3.08%
Mar 31, 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%) -8.21K
Decreased by -0.42%
Mar 31, 25
4 Capital Group American Mutual Comp 1.96M (0.11%) -8.21K
Decreased by -0.42%
Mar 31, 25
5 Fidelity Advisor Equity Growth I 675.70K (0.04%) 0.00
Increased by 0.00%
Apr 30, 25
6 Fidelity VIP Growth Initial 610.40K (0.03%) 0.00
Increased by 0.00%
Apr 30, 25
7 Dimensional International High Pbly ETF 595.31K (0.03%) 0.00
Increased by 0.00%
May 30, 25
8 Avantis International Equity ETF 416.17K (0.02%) 627.00
Increased by +0.15%
May 31, 25
9 DFA Intl Sustainability Core 1 397.93K (0.02%) 0.00
Increased by 0.00%
Apr 30, 25
10 DFA International Core Equity 2 I 366.79K (0.02%) 0.00
Increased by 0.00%
Apr 30, 25
11 DFA International Core Equity I 366.79K (0.02%) 0.00
Increased by 0.00%
Feb 28, 25
12 Fidelity Capital Appreciation 356.20K (0.02%) 0.00
Increased by 0.00%
Apr 30, 25
13 Dimensional International Core Eq 2 ETF 349.83K (0.02%) 0.00
Increased by 0.00%
May 30, 25
14 Fidelity Growth Discovery 339.57K (0.02%) 0.00
Increased by 0.00%
Apr 30, 25
15 ActivePassive International Equity ETF 274.03K (0.01%) 0.00
Increased by 0.00%
May 30, 25
16 BlackRock International Equity (SMA) 209.62K (0.01%) -129.21K
Decreased by -61.64%
May 31, 25
17 DFA Intl Hi Relatv Profitability Instl 206.62K (0.01%) 0.00
Increased by 0.00%
Apr 30, 25
18 Transamerica Aegon Sustain Eq Inc VP I 203.11K (0.01%) 0.00
Increased by 0.00%
May 31, 25
19 Lazard International Equity Select ADR 202.47K (0.01%) -34.94K
Decreased by -17.26%
Dec 31, 23
20 NEI US Equity RS A 185.84K (0.01%) -35.88K
Decreased by -19.31%
Apr 30, 25