Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IDVO 3.35%
2 AADR 2.70%
3 APIE 1.51%
4 PRAY 1.28%
5 PID 1.28%
6 DTEC 0.89%
7 LOWV 0.83%
8 DFSI 0.70%
9 SPWO 0.70%
10 PTIN 0.51%
11 AVDE 0.31%
12 DXIV 0.29%
13 AVSD 0.29%
14 FENI 0.23%
15 DFAX 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 6.60M (0.36%) 2.71M
Increased by +41.10%
Jun 30, 24
2 Capital Research & Mgmt Co - Division 3 6.46M (0.35%) -2.35M
Decreased by -36.35%
Jun 30, 24
3 Bank of America Corp 6.08M (0.33%) -168.19K
Decreased by -2.77%
Jun 30, 24
4 Morgan Stanley - Brokerage Accounts 5.60M (0.30%) -4.33M
Decreased by -77.28%
Jun 30, 24
5 Lazard Asset Management LLC 4.25M (0.23%) -435.57K
Decreased by -10.26%
Jun 30, 24
6 Goldman Sachs Group Inc 3.90M (0.21%) 317.99K
Increased by +8.16%
Jun 30, 24
7 BlackRock Inc 3.13M (0.17%) -9.13K
Decreased by -0.29%
Jun 30, 24
8 Dimensional Fund Advisors, Inc. 2.97M (0.16%) 169.28K
Increased by +5.70%
Jun 30, 24
9 ClearBridge Advisors, LLC 2.26M (0.12%) 152.15K
Increased by +6.73%
Jun 30, 24
10 Envestnet Asset Management Inc 1.91M (0.10%) 1.70M
Increased by +89.16%
Jun 30, 24
11 Northern Trust Corp 1.54M (0.08%) -80.96K
Decreased by -5.25%
Jun 30, 24
12 Royal Bank of Canada 1.49M (0.08%) -148.72K
Decreased by -9.99%
Jun 30, 24
13 Arrowstreet Capital Limited Partnership 1.44M (0.08%) 144.11K
Increased by +10.04%
Jun 30, 24
14 Wells Fargo & Co 1.35M (0.07%) -26.35K
Decreased by -1.96%
Jun 30, 24
15 Renaissance Technologies Corp 1.30M (0.07%) -67.40K
Decreased by -5.20%
Jun 30, 24
16 Natixis Advisors, LLC. 1.22M (0.07%) -62.53K
Decreased by -5.15%
Jun 30, 24
17 Jarislowsky Fraser Ltd 1.21M (0.07%) -69.29K
Decreased by -5.72%
Jun 30, 24
18 CapTrust Financial Advisors 1.07M (0.06%) 398.62K
Increased by +37.32%
Jun 30, 24
19 Raymond James & Associates 986.45K (0.05%) -13.07K
Decreased by -1.32%
Jun 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%) -1.15K
Decreased by -0.06%
Sep 30, 24
4 Capital Group American Mutual Comp 1.97M (0.11%) -1.15K
Decreased by -0.06%
Sep 30, 24
5 Fidelity Advisor Equity Growth I 1.02M (0.06%) 0.00
Increased by 0.00%
Aug 31, 24
6 Fidelity VIP Growth Initial 993.70K (0.05%) 0.00
Increased by 0.00%
Aug 31, 24
7 Fidelity Capital Appreciation 650.70K (0.04%) 0.00
Increased by 0.00%
Aug 31, 24
8 Dimensional International High Pbly ETF 556.77K (0.03%) 1.02K
Increased by +0.18%
Sep 30, 24
9 Fidelity Growth Discovery 555.10K (0.03%) -12.50K
Decreased by -2.25%
Aug 31, 24
10 DFA Intl Sustainability Core 1 397.93K (0.02%) 0.00
Increased by 0.00%
Aug 31, 24
11 DFA International Core Equity I 388.88K (0.02%) 0.00
Increased by 0.00%
Aug 31, 24
12 Avantis International Equity ETF 350.68K (0.02%) 0.00
Increased by 0.00%
Sep 28, 24
13 ActivePassive International Equity ETF 343.23K (0.02%) 0.00
Increased by 0.00%
Sep 30, 24
14 Dimensional International Core Eq 2 ETF 331.14K (0.02%) 0.00
Increased by 0.00%
Sep 30, 24
15 DFA Intl Hi Relatv Profitability Instl 275.61K (0.01%) 0.00
Increased by 0.00%
Aug 31, 24
16 Invesco International Div Achiev ETF 237.47K (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
17 Transamerica Aegon Sustain Eq Inc VP I 203.11K (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
18 Lazard International Equity Select ADR 202.47K (0.01%) -34.94K
Decreased by -17.26%
Dec 31, 23
19 Pacific Select Large-Cap Growth I 184.91K (0.01%) 14.83K
Increased by +8.02%
Sep 30, 24
20 BlackRock International Equity (SMA) 173.07K (0.01%) 0.00
Increased by 0.00%
Sep 30, 24