Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FLGR 17.31%
2 EWG 16.53%
3 DAX 16.02%
4 DBGR 13.23%
5 SHPP 9.73%
6 ZDEU 9.20%
7 PCIG 7.43%
8 FEZ 7.17%
9 QLTI 5.57%
10 IDMO 5.48%
11 BKCI 5.48%
12 IPKW 5.47%
13 XAIX 5.20%
14 SPTE 5.10%
15 INEQ 5.09%
16 ESGN 5.09%
17 FLEU 5.01%
18 IGTR 4.89%
19 CLOD 4.89%
20 DXGE 4.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fisher Asset Management, LLC 12.99M (1.26%) 7.88M
Increased by +60.61%
Mar 31, 25
2 FMR Inc 10.25M (1.00%) 863.74K
Increased by +8.43%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 7.29M (0.71%) -2.93M
Decreased by -40.13%
Mar 31, 25
4 Eagle Capital Management LLC 3.30M (0.32%) -1.28M
Decreased by -38.88%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 3.18M (0.31%) 345.79K
Increased by +10.86%
Mar 31, 25
6 Harding Loevner L.P. 2.51M (0.24%) -184.93K
Decreased by -7.36%
Mar 31, 25
7 Bank of America Corp 1.68M (0.16%) 361.82K
Increased by +21.58%
Mar 31, 25
8 TD Asset Management Inc 1.66M (0.16%) 60.26K
Increased by +3.62%
Mar 31, 25
9 Northern Trust Corp 1.47M (0.14%) 701.88K
Increased by +47.69%
Dec 31, 24
10 Goldman Sachs Group Inc 1.32M (0.13%) 80.16K
Increased by +6.08%
Mar 31, 25
11 GAMMA Investing LLC 1.31M (0.13%) 1.30M
Increased by +99.68%
Mar 31, 25
12 Macquarie Group Ltd 1.28M (0.12%) -23.21K
Decreased by -1.81%
Mar 31, 25
13 WCM Investment Management 1.23M (0.12%) 63.54K
Increased by +5.17%
Mar 31, 25
14 BlackRock Inc 1.19M (0.12%) 64.79K
Increased by +5.44%
Mar 31, 25
15 Envestnet Asset Management Inc 1.17M (0.11%) 273.42K
Increased by +23.33%
Dec 31, 24
16 Ameriprise Financial Inc 1.13M (0.11%) -63.92K
Decreased by -5.66%
Mar 31, 25
17 Fiduciary Management, Inc. of Milwaukee 1.08M (0.10%) -431.56K
Decreased by -40.04%
Dec 31, 23
18 WINDACRE PARTNERSHIP LLC 1.02M (0.10%) -182.60K
Decreased by -17.89%
Mar 31, 25
19 Arrowstreet Capital Limited Partnership 1.02M (0.10%) -206.56K
Decreased by -20.32%
Mar 31, 24
20 JPMorgan Chase & Co 1.01M (0.10%) -337.06K
Decreased by -33.39%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 5.08M (0.49%) -2.21M
Decreased by -43.46%
Mar 31, 25
2 Capital Group Wash Mutual Invtrs Comp 5.08M (0.49%) -2.21M
Decreased by -43.46%
Mar 31, 25
3 Delaware Ivy Science and Technology C 954.07K (0.09%) 0.00
Increased by 0.00%
Oct 31, 24
4 Ivy Science/Technology Composite 954.07K (0.09%) -6.63K
Decreased by -0.69%
Sep 30, 24
5 AZ InvestEd Ivy Science & Tech E 941.04K (0.09%) -16.48K
Decreased by -1.75%
Mar 31, 25
6 Macquarie Science and Technology 941.04K (0.09%) -16.48K
Decreased by -1.75%
Mar 31, 25
7 Macquarie Science and Technology C 941.04K (0.09%) -16.48K
Decreased by -1.75%
Mar 31, 25
8 Fidelity® Series Large Cap Stock 919.75K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Series Large Cap Stock 882.25K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
10 T. Rowe Price International Gr Eq SMA 699.30K (0.07%) 699.30K
Increased by +100.00%
Dec 31, 24
11 Strategic Advisers Fidelity US TtlStk 652.96K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity Growth & Income 623.25K (0.06%) 59.70K
Increased by +9.58%
Mar 31, 25
13 Fidelity® Growth & Income 593.25K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
14 Harding Loevner International Eq Instl 568.26K (0.06%) -15.24K
Decreased by -2.68%
Apr 30, 25
15 TD U.S. Dividend Growth Fund-F 550.04K (0.05%) 0.00
Increased by 0.00%
Dec 31, 24
16 TD North American Dividend - I 499.84K (0.05%) 38.93K
Increased by +7.79%
Dec 31, 24
17 Strategic Advisers® Fidelity US TtlStk 479.75K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity Global Innovators Cl F 477.35K (0.05%) 70.72K
Increased by +14.82%
Dec 31, 24
19 First Trust Value Line® Dividend ETF 433.38K (0.04%) 433.38K
Increased by +100.00%
Dec 28, 23
20 TD Tactical Monthly Income F 347.86K (0.03%) 0.00
Increased by 0.00%
Dec 31, 24