Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LIT 20.28%
2 SLX 7.93%
3 EV 7.31%
4 PICK 7.00%
5 SLX 6.76%
6 EART 4.46%
7 DMAT 4.46%
8 DVYA 4.32%
9 ZGBR 3.79%
10 EWU 3.72%
11 ICOP 3.72%
12 MXI 3.65%
13 AGQI 3.58%
14 JDVI 3.54%
15 EWA 3.51%
16 PID 3.45%
17 TPMN 3.33%
18 FLGB 3.23%
19 FLAU 3.02%
20 FDD 2.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fisher Asset Management, LLC 20.14M (1.41%) 493.25K
Increased by +2.45%
Mar 31, 26
2 The Goldman Sachs Group Inc 10.96M (0.77%) 84.74K
Increased by +0.77%
Dec 31, 25
3 State Farm Mutual Automobile Ins Co 10.93M (0.76%) 0.00
Increased by 0.00%
Mar 31, 26
4 Goldman Sachs Group Inc 9.28M (0.65%) 1.01M
Increased by +10.89%
Jun 30, 25
5 Auto-Owners Insurance Co 7.42M (0.52%) 7.41M
Increased by +99.87%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 5.70M (0.40%) -332.62K
Decreased by -5.83%
Dec 31, 25
7 Wellington Management Company LLP 4.59M (0.32%) -10.62M
Decreased by -231.47%
Jun 30, 25
8 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 4.05M (0.28%) 4.02M
Increased by +99.36%
Dec 31, 25
9 Arrowstreet Capital Limited Partnership 3.89M (0.27%) 2.45M
Increased by +63.07%
Dec 31, 25
10 Bank of America Corp 3.40M (0.24%) 240.73K
Increased by +7.08%
Dec 31, 25
11 Capital World Investors 2.85M (0.20%) 9.64K
Increased by +0.34%
Jun 30, 25
12 Journey Advisory Group, LLC 2.46M (0.17%) -47.32K
Decreased by -1.92%
Sep 30, 25
13 Neuberger Berman Group LLC 2.45M (0.17%) 231.40K
Increased by +9.43%
Mar 31, 26
14 Qube Research & Technologies 2.38M (0.17%) -65.59K
Decreased by -2.75%
Dec 31, 25
15 Deutsche Bank AG 2.22M (0.15%) 1.12M
Increased by +50.64%
Dec 31, 25
16 BMO Capital Markets Corp. 2.06M (0.14%) -165.12K
Decreased by -8.03%
Mar 31, 26
17 Bank of Montreal 2.06M (0.14%) -165.12K
Decreased by -8.03%
Mar 31, 26
18 Harding Loevner L.P. 1.97M (0.14%) -82.64K
Decreased by -4.19%
Mar 31, 26
19 JPMorgan Chase & Co 1.95M (0.14%) 574.79K
Increased by +29.48%
Mar 31, 26
20 FMR Inc 1.93M (0.13%) 11.68K
Increased by +0.61%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Equity-Income Inv 6.41M (0.45%) -877.20K
Decreased by -13.70%
Mar 31, 25
2 GMO Intl Op Value Composite 4.21M (0.29%) 4.21M
Increased by +100.00%
Nov 30, 24
3 Global X Lithium & Battery Tech ETF 4.14M (0.29%) 0.00
Increased by 0.00%
Apr 30, 26
4 Franklin Income A1 3.50M (0.24%) 0.00
Increased by 0.00%
Jul 31, 25
5 American Funds Washington Mutual A 2.64M (0.18%) 0.00
Increased by 0.00%
Jun 30, 25
6 Capital Group Wash Mutual Invtrs Comp 2.64M (0.18%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Wellesley® Income Inv 1.84M (0.13%) -1.26M
Decreased by -68.16%
Jun 30, 25
8 Neuberger Large Cap Value Inv 1.54M (0.11%) 167.09K
Increased by +10.88%
Mar 31, 26
9 Vanguard Windsor Investor Shares 1.46M (0.10%) -635.26K
Decreased by -43.65%
Jun 30, 25
10 Neuberger Berman Large Cap Value Inv 1.20M (0.08%) -1.51M
Decreased by -126.43%
Sep 30, 24
11 Xtrackers S&P 500 Swap ETF 1C 1.09M (0.08%) -8.01K
Decreased by -0.74%
Dec 31, 25
12 GS Europe CORE Equity Base Inc EUR 863.46K (0.06%) -71.18K
Decreased by -8.24%
Feb 28, 26
13 E P International Unconstrained 784.51K (0.05%) 735.13K
Increased by +93.71%
Dec 31, 23
14 Fisher All Foreign Equity FocusedExChina 783.00K (0.05%) -39.00K
Decreased by -4.98%
Mar 31, 26
15 TD International Equity Focused D 778.11K (0.05%) -5.67K
Decreased by -0.73%
Dec 31, 23
16 Hartford Equity Income Y 770.68K (0.05%) -79.02K
Decreased by -10.25%
Apr 30, 25
17 Xtrackers MSCI World Swap ETF 1C 765.44K (0.05%) 420.70K
Increased by +54.96%
Dec 31, 25
18 Pacer Global Cash Cows Dividend ETF 682.64K (0.05%) 0.00
Increased by 0.00%
May 30, 25
19 DFA International Core Equity 2 I 640.13K (0.04%) 0.00
Increased by 0.00%
Mar 31, 26
20 DFA International Core Equity I 624.52K (0.04%) 19.23K
Increased by +3.08%
Feb 28, 25