Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IDVO 3.69%
2 AADR 2.92%
3 APIE 1.36%
4 PRAY 1.28%
5 DTEC 1.06%
6 PID 1.05%
7 GINX 0.97%
8 LOWV 0.94%
9 SPWO 0.67%
10 DFSI 0.67%
11 PTIN 0.57%
12 AVDE 0.33%
13 AVSD 0.27%
14 FENI 0.24%
15 DXIV 0.21%
16 DFAX 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 6.43M (0.35%) -62.89K
Decreased by -0.98%
Dec 31, 24
2 Bank of America Corp 6.25M (0.34%) 253.11K
Increased by +4.05%
Dec 31, 24
3 FMR Inc 5.79M (0.31%) -1.36M
Decreased by -23.44%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 5.42M (0.29%) -338.59K
Decreased by -6.24%
Dec 31, 24
5 Lazard Asset Management LLC 4.22M (0.23%) 48.79K
Increased by +1.16%
Dec 31, 24
6 Goldman Sachs Group Inc 3.90M (0.21%) 114.23K
Increased by +2.93%
Dec 31, 24
7 BlackRock Inc 3.34M (0.18%) 212.50K
Increased by +6.37%
Dec 31, 24
8 Dimensional Fund Advisors, Inc. 3.19M (0.17%) 121.83K
Increased by +3.82%
Dec 31, 24
9 Ameriprise Financial Inc 2.81M (0.15%) 2.21M
Increased by +78.66%
Dec 31, 24
10 Northern Trust Corp 2.19M (0.12%) 745.53K
Increased by +34.02%
Dec 31, 24
11 ClearBridge Advisors, LLC 2.15M (0.12%) -81.21K
Decreased by -3.77%
Dec 31, 24
12 Arrowstreet Capital Limited Partnership 1.97M (0.11%) 658.65K
Increased by +33.46%
Dec 31, 24
13 Envestnet Asset Management Inc 1.90M (0.10%) 48.34K
Increased by +2.55%
Dec 31, 24
14 JPMorgan Chase & Co 1.65M (0.09%) 210.00K
Increased by +12.70%
Sep 30, 24
15 Royal Bank of Canada 1.46M (0.08%) 3.44K
Increased by +0.24%
Dec 31, 24
16 Renaissance Technologies Corp 1.32M (0.07%) -8.30K
Decreased by -0.63%
Dec 31, 24
17 Wells Fargo & Co 1.29M (0.07%) -22.05K
Decreased by -1.71%
Dec 31, 24
18 CapTrust Financial Advisors 1.21M (0.07%) 105.95K
Increased by +8.76%
Dec 31, 24
19 Jarislowsky Fraser Ltd 1.20M (0.07%) 36.87K
Increased by +3.07%
Dec 31, 24
20 Natixis Advisors, LLC. 1.20M (0.07%) 32.74K
Increased by +2.72%
Dec 31, 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%) 0.00
Increased by 0.00%
Feb 28, 25
6 Dimensional International High Pbly ETF 606.04K (0.03%) 0.00
Increased by 0.00%
Mar 31, 25
7 Fidelity VIP Growth Initial 583.10K (0.03%) 0.00
Increased by 0.00%
Feb 28, 25
8 DFA Intl Sustainability Core 1 397.93K (0.02%) 0.00
Increased by 0.00%
Feb 28, 25
9 Avantis International Equity ETF 385.58K (0.02%) 0.00
Increased by 0.00%
Mar 29, 25
10 DFA International Core Equity I 366.79K (0.02%) 0.00
Increased by 0.00%
Feb 28, 25
11 Fidelity Capital Appreciation 356.20K (0.02%) 0.00
Increased by 0.00%
Feb 28, 25
12 Fidelity Growth Discovery 352.57K (0.02%) 0.00
Increased by 0.00%
Feb 28, 25
13 Dimensional International Core Eq 2 ETF 349.83K (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
14 BlackRock International Equity (SMA) 338.83K (0.02%) 0.00
Increased by 0.00%
Feb 28, 25
15 DFA Intl Hi Relatv Profitability Instl 241.04K (0.01%) 0.00
Increased by 0.00%
Feb 28, 25
16 ActivePassive International Equity ETF 225.41K (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
17 NEI US Equity RS A 221.72K (0.01%) 11.13K
Increased by +5.02%
Feb 28, 25
18 Transamerica Aegon Sustain Eq Inc VP I 203.11K (0.01%) 0.00
Increased by 0.00%
Feb 28, 25
19 Lazard International Equity Select ADR 202.47K (0.01%) -34.94K
Decreased by -17.26%
Dec 31, 23
20 Pacific Select Large-Cap Growth I 184.91K (0.01%) 14.83K
Increased by +8.02%
Sep 30, 24