Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GSIB 3.07%
2 IDVO 2.88%
3 AADR 2.20%
4 PID 1.50%
5 PRAY 1.09%
6 AVIV 0.54%
7 GINX 0.43%
8 APIE 0.42%
9 PTIN 0.32%
10 AVSD 0.31%
11 AVDE 0.28%
12 DFIV 0.19%
13 DFAI 0.18%
14 DFSI 0.09%
15 DXIV 0.03%
16 DFAX 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 23.70M (0.61%) 7.38M
Increased by +31.15%
Dec 31, 24
2 Goldman Sachs Group Inc 11.22M (0.29%) -7.41K
Decreased by -0.07%
Dec 31, 24
3 FMR Inc 8.38M (0.21%) 1.19M
Increased by +14.19%
Dec 31, 24
4 BlackRock Inc 6.96M (0.18%) 55.12K
Increased by +0.79%
Dec 31, 24
5 Clark Capital Management Group Inc 6.38M (0.16%) 1.36M
Increased by +21.23%
Dec 31, 24
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 (0.08%) 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. 2.90M (0.07%) 33.78K
Increased by +1.17%
Dec 31, 24
11 Wells Fargo & Co 2.08M (0.05%) -1.20M
Decreased by -57.67%
Dec 31, 24
12 Envestnet Asset Management Inc 1.80M (0.05%) 70.95K
Increased by +3.93%
Dec 31, 24
13 Bank of America Corp 1.78M (0.05%) 129.68K
Increased by +7.30%
Dec 31, 24
14 Arrowstreet Capital Limited Partnership 1.75M (0.04%) 1.35M
Increased by +77.12%
Sep 30, 24
15 JANE STREET GROUP, LLC 1.61M (0.04%) 1.38M
Increased by +85.76%
Dec 31, 23
16 Renaissance Technologies Corp 1.61M (0.04%) -23.90K
Decreased by -1.48%
Dec 31, 24
17 COWEN AND COMPANY, LLC 1.56M (0.04%) -1.24M
Decreased by -79.51%
Sep 30, 24
18 American Century Companies Inc 1.52M (0.04%) 70.77K
Increased by +4.67%
Dec 31, 24
19 JPMorgan Chase & Co 1.02M (0.03%) -1.72M
Decreased by -169.89%
Dec 31, 24
20 Amvescap Plc. 1.01M (0.03%) -341.67K
Decreased by -33.70%
Dec 31, 24

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 16.36M (0.42%) 0.00
Increased by 0.00%
Dec 31, 24
3 Clark Navigator International Equity/ADR 6.54M (0.17%) -28.91K
Decreased by -0.44%
Mar 31, 25
4 Avantis International Equity ETF 1.24M (0.03%) 0.00
Increased by 0.00%
Mar 29, 25
5 Dimensional International Value ETF 1.03M (0.03%) 0.00
Increased by 0.00%
Mar 31, 25
6 Invesco International Div Achiev ETF 906.27K (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
7 Dimensional International Cr Eq Mkt ETF 880.89K (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
8 Russell Personalized Core Equity SMA 535.44K (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
9 Dimensional International Core Eq 2 ETF 501.50K (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
10 Russell Personalized 70/30 Core Alloc 447.90K (0.01%) 447.90K
Increased by +100.00%
Feb 29, 24
11 Dimensional SMA Global ex US Large Core 429.66K (0.01%) 429.66K
Increased by +100.00%
Sep 30, 23
12 Morgan Stanley Global Con Eq Wrap Comp 400.81K (0.01%) 400.81K
Increased by +100.00%
Dec 31, 24
13 Morgan Stanley Global Con. Eq. Comm Comp 400.81K (0.01%) 400.81K
Increased by +100.00%
Dec 31, 24
14 Morgan Stanley Instl Glbl Concntr R6 400.81K (0.01%) 400.81K
Increased by +100.00%
Dec 31, 24
15 Ninety One Premier Global Value I 348.12K (0.01%) 0.00
Increased by 0.00%
Oct 31, 23
16 Timothy Plan International A 334.00K (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
17 Calamos International Growth I 327.82K (0.01%) 116.10K
Increased by +35.42%
Jan 31, 25
18 Lazard International Equity Select ADR 324.86K (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
19 Amplify CWP International Enh Div IncETF 271.81K (0.01%) 2.07K
Increased by +0.76%
Mar 31, 25
20 ActivePassive International Equity ETF 259.75K (0.01%) 0.00
Increased by 0.00%
Mar 31, 25