Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GENW 4.65%
2 GSIB 3.64%
3 AADR 3.11%
4 IDVO 2.86%
5 GDIV 2.58%
6 PID 1.59%
7 PRAY 1.50%
8 HGRO 1.01%
9 GPT 0.97%
10 GINX 0.56%
11 APIE 0.48%
12 AVIV 0.46%
13 AVSD 0.38%
14 AVDE 0.36%
15 PTIN 0.32%
16 DFIV 0.19%
17 DFAI 0.18%
18 DFSI 0.09%
19 BDYN 0.09%
20 DXIV 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 22.96M (0.36%) 1.42M
Increased by +6.17%
 Mar 31, 26
2 FMR Inc 12.57M (0.20%) 321.63K
Increased by +2.56%
 Mar 31, 26
3 The Goldman Sachs Group Inc 10.71M (0.17%) -295.84K
Decreased by -2.76%
 Mar 31, 26
4 Goldman Sachs Group Inc 10.67M (0.17%) -598.96K
Decreased by -5.61%
 Jun 30, 25
5 BlackRock Inc 7.68M (0.12%) 523.83K
Increased by +6.82%
 Mar 31, 26
6 Northern Trust Corp 6.19M (0.10%) 90.65K
Increased by +1.46%
 Mar 31, 26
7 Lazard Asset Management LLC 4.98M (0.08%) -2.54M
Decreased by -50.95%
 Sep 30, 23
8 Clark Capital Management Group Inc 3.78M (0.06%) -323.46K
Decreased by -8.55%
 Mar 31, 26
9 Ramius, LLC 3.30M (0.05%) 0.00
Increased by 0.00%
 Jun 30, 24
10 Fisher Asset Management, LLC 3.20M (0.05%) 1.55M
Increased by +48.48%
 Mar 31, 26
11 Dimensional Fund Advisors, Inc. 3.09M (0.05%) 217.93K
Increased by +7.05%
 Mar 31, 26
12 American Century Companies Inc 3.01M (0.05%) 665.90K
Increased by +22.13%
 Mar 31, 26
13 Envestnet Asset Management Inc 2.30M (0.04%) 378.91K
Increased by +16.46%
 Jun 30, 25
14 Wells Fargo & Co 2.16M (0.03%) 8.71K
Increased by +0.40%
 Mar 31, 26
15 QRG Capital Management, Inc. 2.06M (0.03%) 63.25K
Increased by +3.07%
 Dec 31, 25
16 Bank of America Corp 1.85M (0.03%) 319.14K
Increased by +17.29%
 Mar 31, 26
17 Arrowstreet Capital Limited Partnership 1.75M (0.03%) 1.35M
Increased by +77.12%
 Sep 30, 24
18 Renaissance Technologies Corp 1.75M (0.03%) -175.25K
Decreased by -10.02%
 Mar 31, 26
19 Ferguson Wellman Capital Management, Inc 1.71M (0.03%) 1.71M
Increased by +100.00%
 Mar 31, 26
20 Quantinno Capital Management LP 1.62M (0.03%) 245.23K
Increased by +15.18%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Russell CDN_Core Equity SMA 19.76M (0.31%) 0.00
Increased by 0.00%
 Sep 30, 23
2 Russell Investments Core Equity SMA 12.43M (0.20%) -2.32M
Decreased by -18.65%
 Mar 31, 26
3 Clark Navigator International Equity/ADR 3.80M (0.06%) 24.45K
Increased by +0.64%
 Apr 30, 26
4 Avantis International Equity ETF 2.58M (0.04%) 0.00
Increased by 0.00%
 May 30, 26
5 Amplify CWP International Enh Div IncETF 1.50M (0.02%) 66.72K
Increased by +4.43%
 May 29, 26
6 Dimensional International Value ETF 1.04M (0.02%) 0.00
Increased by 0.00%
 May 29, 26
7 Dimensional International Cr Eq Mkt ETF 884.88K (0.01%) 0.00
Increased by 0.00%
 May 29, 26
8 Invesco International Div Achiev ETF 621.55K (0.01%) 2.23K
Increased by +0.36%
 May 29, 26
9 Morgan Stanley Gl Concentrated Eq Comp 613.28K (0.01%) -309.60K
Decreased by -50.48%
 Jun 30, 25
10 Morgan Stanley Global Con Eq Wrap Comp 613.28K (0.01%) -309.60K
Decreased by -50.48%
 Jun 30, 25
11 Morgan Stanley Global Con. Eq. Comm Comp 613.28K (0.01%) -309.60K
Decreased by -50.48%
 Jun 30, 25
12 Morgan Stanley Instl Glbl Concntr R6 613.28K (0.01%) -309.60K
Decreased by -50.48%
 Jun 30, 25
13 Dimensional All Country ex US LgCap Core 606.19K (0.01%) 142.05K
Increased by +23.43%
 Mar 31, 26
14 Dimensional International Core Eq 2 ETF 512.66K (0.01%) 0.00
Increased by 0.00%
 May 29, 26
15 Russell Personalized 70/30 Core Alloc 447.90K (0.01%) 447.90K
Increased by +100.00%
 Feb 29, 24
16 Dimensional SMA Global ex US Large Core 429.66K (0.01%) 429.66K
Increased by +100.00%
 Sep 30, 23
17 Ninety One Premier Global Value I 348.12K (0.01%) 0.00
Increased by 0.00%
 Oct 31, 23
18 Clark TW Moderate Composite 346.32K (0.01%) 233.85K
Increased by +67.52%
 May 31, 25
19 Clark TW Mod Tax Aware Composite 339.38K (0.01%) 231.96K
Increased by +68.35%
 May 31, 25
20 Avantis International Large Cap Val ETF 331.13K (0.01%) 0.00
Increased by 0.00%
 May 30, 26