Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BKC 3.49%
2 IDVO 1.69%
3 EMKT 1.54%
4 NSI 0.99%
5 BREE 0.97%
6 GPT 0.87%
7 AVES 0.78%
8 BRIE 0.73%
9 BINV 0.67%
10 REMG 0.44%
11 GINX 0.40%
12 AVEM 0.37%
13 APIE 0.36%
14 AGEM 0.35%
15 AVSE 0.31%
16 AVXC 0.31%
17 DEXC 0.22%
18 QEMM 0.19%
19 IPF 0.17%
20 BFLX 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.45M (0.56%) 425.45K
Increased by +17.36%
 Mar 31, 26
2 Morgan Stanley - Brokerage Accounts 1.88M (0.43%) 178.86K
Increased by +9.54%
 Mar 31, 26
3 London & Capital Asset Management Ltd 1.82M (0.42%) -189.60K
Decreased by -10.40%
 Mar 31, 26
4 Lazard Asset Management LLC 1.66M (0.38%) -6.20K
Decreased by -0.37%
 Mar 31, 26
5 American Century Companies Inc 1.54M (0.35%) 303.96K
Increased by +19.78%
 Mar 31, 26
6 Dimensional Fund Advisors, Inc. 1.42M (0.32%) -92.63K
Decreased by -6.51%
 Mar 31, 26
7 Northern Trust Corp 1.35M (0.31%) -119.80K
Decreased by -8.85%
 Mar 31, 26
8 Pzena Investment Management, LLC 690.65K (0.16%) -221.14K
Decreased by -32.02%
 Mar 31, 26
9 Ranmore Fund Management LTD 529.00K (0.12%) 40.00K
Increased by +7.56%
 Jun 30, 25
10 Brandes Investment Partners & Co 528.13K (0.12%) 32.61K
Increased by +6.17%
 Jun 30, 25
11 Bank of America Corp 517.65K (0.12%) -190.28K
Decreased by -36.76%
 Mar 31, 26
12 Arrowstreet Capital Limited Partnership 490.16K (0.11%) -404.66K
Decreased by -82.56%
 Mar 31, 26
13 The Goldman Sachs Group Inc 404.49K (0.09%) 198.64K
Increased by +49.11%
 Mar 31, 26
14 D. E. Shaw & Co LP 371.01K (0.08%) 193.69K
Increased by +52.21%
 Mar 31, 25
15 Goldman Sachs Group Inc 323.44K (0.07%) 118.55K
Increased by +36.65%
 Mar 31, 25
16 Vanguard Capital Management, LLC 303.67K (0.07%) 303.67K
Increased by +100.00%
 Mar 31, 26
17 Creative Planning Inc 301.44K (0.07%) 70.86K
Increased by +23.51%
 Mar 31, 26
18 Marshall Wace Asset Management Ltd 290.00K (0.07%) 40.56K
Increased by +13.99%
 Dec 31, 25
19 Connor Clark & Lunn Inv Mgmt Ltd 289.06K (0.07%) -120.30K
Decreased by -41.62%
 Dec 31, 25
20 Orbis Allan Gray Ltd 287.70K (0.07%) -253.86K
Decreased by -88.24%
 Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis Emerging Markets Equity ETF 1.40M (0.32%) 0.00
Increased by 0.00%
 May 30, 26
2 DFA Emerging Markets Value I 930.75K (0.21%) 0.00
Increased by 0.00%
 Apr 30, 26
3 Ranmore Global Equity Investor USD 529.00K (0.12%) 0.00
Increased by 0.00%
 Jun 30, 25
4 Waverton Global Equity A GBP 388.47K (0.09%) 0.00
Increased by 0.00%
 Feb 28, 26
5 Amplify CWP International Enh Div IncETF 318.32K (0.07%) 14.09K
Increased by +4.43%
 May 29, 26
6 Vanguard FTSE All-Wld ex-US ETF 303.67K (0.07%) 0.00
Increased by 0.00%
 Apr 30, 26
7 DFA Emerging Markets Core Equity I 269.77K (0.06%) 0.00
Increased by 0.00%
 Feb 28, 25
8 Orbis SICAV Global Bal Instl Inv 242.60K (0.06%) -227.90K
Decreased by -93.94%
 Sep 30, 24
9 DFA Emerging Markets Core Equity 2 I 177.00K (0.04%) -61.79K
Decreased by -34.91%
 Mar 31, 26
10 Avantis Emerging Markets Value ETF 169.62K (0.04%) 0.00
Increased by 0.00%
 May 30, 26
11 WS Waverton Portfolio A Inc 155.45K (0.04%) 2.16K
Increased by +1.39%
 Dec 31, 25
12 Wellington Intl Contrarian Value 146.54K (0.03%) -5.97K
Decreased by -4.08%
 Mar 31, 25
13 Dimensional SMA Global ex US Large Core 129.05K (0.03%) 129.05K
Increased by +100.00%
 Sep 30, 23
14 NEF Ethical Global Trends I EUR Acc 121.90K (0.03%) -4.00
Decreased by -0.00%
 Jun 30, 25
15 Dimensional All Country ex US LgCap Core 105.84K (0.02%) -5.40K
Decreased by -5.10%
 Mar 31, 26
16 Wellington CIF International Contra Val 88.44K (0.02%) -685.00
Decreased by -0.77%
 Apr 30, 26
17 Sun Life Acadian International Eq I 80.32K (0.02%) 0.00
Increased by 0.00%
 Apr 30, 26
18 Acadian ACW ex-U.S. Equity Composite 80.26K (0.02%) 80.26K
Increased by +100.00%
 Mar 31, 24
19 LUX IM - Global Emerging Equities HX 80.04K (0.02%) 0.00
Increased by 0.00%
 May 31, 26
20 Quantified Global Fund Investor 77.06K (0.02%) 77.06K
Increased by +100.00%
 Jun 30, 25