Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIRL 4.82%
2 EIRL 4.67%
3 CRUZ 3.61%
4 JDVI 3.52%
5 ALFI 1.45%
6 IPN 0.60%
7 EXI 0.16%
8 IEV 0.09%
9 GWL 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 37.43M (4.07%) -1.37M
Decreased by -3.65%
Mar 31, 25
2 Massachusetts Financial Services Company 29.32M (3.19%) 1.23M
Increased by +4.20%
Mar 31, 25
3 Capital World Investors 27.74M (3.02%) -343.25K
Decreased by -1.24%
Mar 31, 25
4 Baillie Gifford & Co Limited. 19.05M (2.07%) -2.70M
Decreased by -14.20%
Mar 31, 25
5 FMR Inc 8.03M (0.87%) 249.39K
Increased by +3.11%
Mar 31, 25
6 JPMorgan Chase & Co 7.56M (0.82%) -136.41K
Decreased by -1.80%
Sep 30, 24
7 Sprucegrove Investment Management Ltd 7.42M (0.81%) -1.03M
Decreased by -13.93%
Mar 31, 25
8 Lazard Asset Management LLC 6.38M (0.69%) -643.36K
Decreased by -10.08%
Mar 31, 25
9 Harris Associates L.P. 6.38M (0.69%) -854.09K
Decreased by -13.39%
Mar 31, 25
10 HHG PLC 5.99M (0.65%) 73.40K
Increased by +1.23%
Mar 31, 25
11 Brave Warrior Advisors LLC 5.48M (0.60%) -127.37K
Decreased by -2.33%
Mar 31, 25
12 Great West Life Assurance Co 5.47M (0.59%) 4.47M
Increased by +81.87%
Sep 30, 23
13 Metropolis Capital Ltd 4.75M (0.52%) 160.54K
Increased by +3.38%
Mar 31, 25
14 Trinity Street Asset Management LLP 3.95M (0.43%) -33.10K
Decreased by -0.84%
Mar 31, 25
15 Royal Bank of Canada 3.91M (0.43%) 266.34K
Increased by +6.81%
Mar 31, 25
16 Fidelity International Ltd 3.80M (0.41%) 209.42K
Increased by +5.50%
Dec 31, 24
17 Mackenzie Investments 3.64M (0.40%) 1.81M
Increased by +49.66%
Dec 31, 24
18 AllianceBernstein L.P. 3.13M (0.34%) 1.00M
Increased by +31.98%
Dec 31, 24
19 Wellington Management Company LLP 3.11M (0.34%) -143.04K
Decreased by -4.59%
Mar 31, 25
20 Fiduciary Management, Inc. of Milwaukee 3.07M (0.33%) -39.38K
Decreased by -1.28%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 15.21M (1.66%) 297.31K
Increased by +1.95%
Mar 31, 25
2 Capital Group Fundamental Invtrs Comp 15.21M (1.66%) 297.31K
Increased by +1.95%
Mar 31, 25
3 American Funds New Perspective A 14.03M (1.53%) 3.15M
Increased by +22.49%
Mar 31, 25
4 Capital Group New Perspective Comp 14.03M (1.53%) 3.15M
Increased by +22.49%
Mar 31, 25
5 American Funds Capital World Gr&Inc A 10.37M (1.13%) -817.23K
Decreased by -7.88%
Mar 31, 25
6 Capital Group World Growth & Inc Cmp 10.37M (1.13%) -817.23K
Decreased by -7.88%
Mar 31, 25
7 MFS International Equity R6 8.08M (0.88%) 62.18K
Increased by +0.77%
Apr 30, 25
8 MFS International Equity 8.02M (0.87%) 146.13K
Increased by +1.82%
Mar 31, 25
9 American Funds Growth Fund of Amer A 5.56M (0.60%) -5.31M
Decreased by -95.55%
Mar 31, 25
10 Capital Group Growth Fnd of Amer Comp 5.56M (0.60%) -5.31M
Decreased by -95.55%
Mar 31, 25
11 MFS International Intrinsic Value A 4.56M (0.50%) 0.00
Increased by 0.00%
Apr 30, 25
12 American Funds Europacific Growth A 4.05M (0.44%) 0.00
Increased by 0.00%
Sep 30, 24
13 Capital Group EuroPacific Growth Comp 4.05M (0.44%) 0.00
Increased by 0.00%
Sep 30, 24
14 American Funds IS® Growth 1 3.67M (0.40%) 0.00
Increased by 0.00%
Dec 31, 24
15 Capital Group Growth Composite 3.67M (0.40%) 0.00
Increased by 0.00%
Dec 31, 24
16 Janus Henderson Enterprise D 3.44M (0.37%) 0.00
Increased by 0.00%
Mar 31, 25
17 American Funds Intl Gr and Inc F2 3.34M (0.36%) 487.85K
Increased by +14.60%
Mar 31, 25
18 Capital Group Intl Growth & Inc Comp 3.34M (0.36%) 487.85K
Increased by +14.60%
Mar 31, 25
19 Janus Inst Mid Cap Growth CF 3.33M (0.36%) -464.36K
Decreased by -13.96%
Dec 31, 24
20 Vanguard International Value Inv 3.27M (0.36%) -457.41K
Decreased by -13.98%
Mar 31, 25