Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWP 18.65%
2 PBEU 8.95%
3 FLFR 5.54%
4 EUFN 5.46%
5 INEQ 4.81%
6 HEDJ 4.73%
7 EWQ 4.46%
8 XEML 4.40%
9 TINT 4.27%
10 AGQI 3.94%
11 IDMO 3.87%
12 ESGN 3.82%
13 HEDJ 3.71%
14 HART 3.69%
15 FEZ 3.52%
16 VGFO 3.41%
17 IDNA 3.38%
18 GSIB 3.37%
19 BINV 3.18%
20 BKIS 3.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 78.08M (0.55%) 21.97M
Increased by +28.14%
 Mar 31, 26
2 The Goldman Sachs Group Inc 43.10M (0.30%) 25.05M
Increased by +58.13%
 Mar 31, 26
3 Fisher Asset Management, LLC 39.52M (0.28%) -57.35M
Decreased by -145.12%
 Mar 31, 26
4 FMR Inc 38.98M (0.27%) 2.11M
Increased by +5.42%
 Mar 31, 26
5 Mondrian Investment Partners Ltd 22.33M (0.16%) -2.28M
Decreased by -10.22%
 Mar 31, 26
6 Goldman Sachs Group Inc 17.53M (0.12%) 308.03K
Increased by +1.76%
 Jun 30, 25
7 BlackRock Inc 15.88M (0.11%) 1.01M
Increased by +6.37%
 Mar 31, 26
8 BNP Paribas Arbitrage, SA 15.29M (0.11%) 15.15M
Increased by +99.04%
 Mar 31, 26
9 Capital Research & Mgmt Co - Division 3 15.12M (0.11%) 353.97K
Increased by +2.34%
 Mar 31, 26
10 Chevy Chase Trust Holdings, Inc. 13.82M (0.10%) -145.40K
Decreased by -1.05%
 Mar 31, 26
11 Northern Trust Corp 13.37M (0.09%) 626.41K
Increased by +4.68%
 Mar 31, 26
12 Bank of America Corp 11.41M (0.08%) 6.20M
Increased by +54.31%
 Mar 31, 26
13 Dimensional Fund Advisors, Inc. 10.87M (0.08%) -10.10K
Decreased by -0.09%
 Mar 31, 26
14 Groupama Asset Management 10.40M (0.07%) 10.40M
Increased by +100.00%
 Sep 30, 24
15 Atlantic Trust Group, LLC 9.40M (0.07%) 419.04K
Increased by +4.46%
 Dec 31, 25
16 Lazard Asset Management LLC 8.39M (0.06%) -494.99K
Decreased by -5.90%
 Mar 31, 26
17 ClearBridge Advisors, LLC 7.73M (0.05%) -1.25M
Decreased by -16.21%
 Mar 31, 26
18 Citigroup Inc 7.68M (0.05%) 7.08M
Increased by +92.26%
 Mar 31, 26
19 CIBC Bancorp USA Inc. 7.63M (0.05%) 7.63M
Increased by +100.00%
 Mar 31, 26
20 Clark Capital Management Group Inc 6.70M (0.05%) -453.76K
Decreased by -6.77%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Mondrian Int Eq Delivered Strategy 10.30M (0.07%) -1.40M
Decreased by -13.60%
 Jun 30, 25
2 Clark Navigator International Equity/ADR 6.71M (0.05%) 37.45K
Increased by +0.56%
 Apr 30, 26
3 Dimensional International Value ETF 6.29M (0.04%) 0.00
Increased by 0.00%
 May 29, 26
4 Mondrian Intl Equity Value Delivered 6.22M (0.04%) -1.75M
Decreased by -28.13%
 Mar 31, 26
5 Avantis International Equity ETF 5.06M (0.04%) 0.00
Increased by 0.00%
 May 30, 26
6 Dimensional International Cr Eq Mkt ETF 1.95M (0.01%) 0.00
Increased by 0.00%
 May 29, 26
7 Morgan Stanley Gl Concentrated Eq Comp 1.79M (0.01%) 0.00
Increased by 0.00%
 Mar 31, 26
8 Morgan Stanley Global Con Eq Wrap Comp 1.79M (0.01%) 0.00
Increased by 0.00%
 Mar 31, 26
9 Morgan Stanley Instl Glbl Concntr R6 1.79M (0.01%) 0.00
Increased by 0.00%
 Mar 31, 26
10 Amplify CWP International Enh Div IncETF 1.67M (0.01%) 74.05K
Increased by +4.43%
 May 29, 26
11 NYLI Merger Arbitrage ETF 1.57M (0.01%) 0.00
Increased by 0.00%
 Apr 29, 26
12 Dimensional All Country ex US LgCap Core 1.20M (0.01%) 47.95K
Increased by +4.00%
 Mar 31, 26
13 Dimensional SMA Global ex US Large Core 1.11M (0.01%) 1.11M
Increased by +100.00%
 Sep 30, 23
14 Chevy Chase Global Thematic Equity 1.08M (0.01%) -122.28K
Decreased by -11.31%
 Mar 31, 26
15 Dimensional International Core Eq 2 ETF 1.01M (0.01%) 0.00
Increased by 0.00%
 May 29, 26
16 Chevy Chase Global Thematic Focused Eq 963.59K (0.01%) -128.22K
Decreased by -13.31%
 Mar 31, 26
17 Polaris Global Growth 921.61K (0.01%) -496.92K
Decreased by -53.92%
 Mar 31, 25
18 RWA Global Opportunities 921.61K (0.01%) -496.92K
Decreased by -53.92%
 Mar 31, 25
19 Dynamic Global Discovery 900.00K (0.01%) 900.00K
Increased by +100.00%
 Feb 28, 26
20 Stt Strt®SPDR®S&PKenshoNwEcosComposETF 724.43K (0.01%) -2.73K
Decreased by -0.38%
 May 29, 26