Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GSIB 3.16%
2 IDVO 3.04%
3 AADR 2.26%
4 GDIV 2.08%
5 PID 1.62%
6 PRAY 1.14%
7 GINX 0.57%
8 AVIV 0.51%
9 APIE 0.40%
10 PTIN 0.32%
11 AVSD 0.32%
12 AVDE 0.29%
13 DFIV 0.19%
14 DFAI 0.18%
15 DFSI 0.09%
16 DXIV 0.03%
17 DFAX 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 35.09M (0.91%) 11.39M
Increased by +32.46%
Mar 31, 25
2 Goldman Sachs Group Inc 11.27M (0.29%) 53.61K
Increased by +0.48%
Mar 31, 25
3 FMR Inc 9.64M (0.25%) 1.26M
Increased by +13.04%
Mar 31, 25
4 BlackRock Inc 6.96M (0.18%) -3.53K
Decreased by -0.05%
Mar 31, 25
5 Clark Capital Management Group Inc 6.50M (0.17%) 111.95K
Increased by +1.72%
Mar 31, 25
6 Northern Trust Corp 5.03M (0.13%) 2.22M
Increased by +44.24%
Dec 31, 24
7 Lazard Asset Management LLC 4.98M (0.13%) -2.54M
Decreased by -50.95%
Sep 30, 23
8 Ramius, LLC 3.30M (0.09%) 0.00
Increased by 0.00%
Jun 30, 24
9 Millennium Management LLC 2.96M (0.08%) -252.49K
Decreased by -8.52%
Jun 30, 24
10 Dimensional Fund Advisors, Inc. 2.89M (0.07%) -13.66K
Decreased by -0.47%
Mar 31, 25
11 Wells Fargo & Co 2.08M (0.05%) -1.20M
Decreased by -57.67%
Dec 31, 24
12 Bank of America Corp 1.84M (0.05%) 64.22K
Increased by +3.49%
Mar 31, 25
13 Envestnet Asset Management Inc 1.80M (0.05%) 70.95K
Increased by +3.93%
Dec 31, 24
14 Arrowstreet Capital Limited Partnership 1.75M (0.05%) 1.35M
Increased by +77.12%
Sep 30, 24
15 Renaissance Technologies Corp 1.64M (0.04%) 31.80K
Increased by +1.94%
Mar 31, 25
16 JANE STREET GROUP, LLC 1.61M (0.04%) 1.38M
Increased by +85.76%
Dec 31, 23
17 American Century Companies Inc 1.61M (0.04%) 89.79K
Increased by +5.59%
Mar 31, 25
18 COWEN AND COMPANY, LLC 1.56M (0.04%) -1.24M
Decreased by -79.51%
Sep 30, 24
19 Natixis Advisors, LLC. 1.44M (0.04%) 538.82K
Increased by +37.44%
Mar 31, 25
20 JPMorgan Chase & Co 1.19M (0.03%) 174.33K
Increased by +14.66%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Russell CDN_Core Equity SMA 19.76M (0.51%) 0.00
Increased by 0.00%
Sep 30, 23
2 Russell Investments Core Equity SMA 14.75M (0.38%) -1.61M
Decreased by -10.89%
Mar 31, 25
3 Clark Navigator International Equity/ADR 6.49M (0.17%) -52.93K
Decreased by -0.82%
Apr 30, 25
4 Avantis International Equity ETF 1.29M (0.03%) 9.09K
Increased by +0.70%
Apr 30, 25
5 Dimensional International Value ETF 1.03M (0.03%) 0.00
Increased by 0.00%
Apr 30, 25
6 Morgan Stanley Global Con Eq Wrap Comp 922.88K (0.02%) 522.08K
Increased by +56.57%
Mar 31, 25
7 Morgan Stanley Global Con. Eq. Comm Comp 922.88K (0.02%) 837.87K
Increased by +90.79%
Mar 31, 25
8 Invesco International Div Achiev ETF 894.13K (0.02%) -4.05K
Decreased by -0.45%
Apr 30, 25
9 Dimensional International Cr Eq Mkt ETF 880.89K (0.02%) 0.00
Increased by 0.00%
Apr 30, 25
10 Dimensional International Core Eq 2 ETF 501.50K (0.01%) 0.00
Increased by 0.00%
Apr 30, 25
11 Russell Personalized Core Equity SMA 495.09K (0.01%) -40.35K
Decreased by -8.15%
Mar 31, 25
12 Amplify CWP International Enh Div IncETF 467.54K (0.01%) 0.00
Increased by 0.00%
Apr 30, 25
13 Russell Personalized 70/30 Core Alloc 447.90K (0.01%) 447.90K
Increased by +100.00%
Feb 29, 24
14 Dimensional SMA Global ex US Large Core 429.66K (0.01%) 429.66K
Increased by +100.00%
Sep 30, 23
15 Morgan Stanley Instl Glbl Concntr R6 400.81K (0.01%) 400.81K
Increased by +100.00%
Dec 31, 24
16 Ninety One Premier Global Value I 348.12K (0.01%) 0.00
Increased by 0.00%
Oct 31, 23
17 Timothy Plan International A 334.00K (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
18 Calamos International Growth Composite 327.82K (0.01%) 116.10K
Increased by +35.42%
Mar 31, 25
19 Calamos International Growth I 327.82K (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
20 Lazard International Equity Select ADR 324.86K (0.01%) 0.00
Increased by 0.00%
Sep 30, 23