Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PPH 2.62%
2 OZEM 2.59%
3 AADR 2.15%
4 IDVO 1.07%
5 GERM 0.93%
6 GINX 0.79%
7 CVY 0.64%
8 FVD 0.42%
9 JSTC 0.38%
10 APIE 0.29%
11 PTIN 0.26%
12 AVSD 0.08%
13 AVDE 0.07%
14 BDYN 0.05%
15 VEU 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 19.10M (0.61%) 5.62M
Increased by +29.40%
Mar 31, 26
2 FMR Inc 7.12M (0.23%) 3.06M
Increased by +43.00%
Mar 31, 26
3 Morgan Stanley - Brokerage Accounts 6.47M (0.20%) 96.40K
Increased by +1.49%
Mar 31, 26
4 Adage Capital Partners Gp LLC 6.42M (0.20%) 6.42M
Increased by +100.00%
Mar 31, 26
5 The Goldman Sachs Group Inc 5.62M (0.18%) 813.49K
Increased by +14.48%
Mar 31, 26
6 Mondrian Investment Partners Ltd 5.09M (0.16%) -2.64M
Decreased by -51.91%
Sep 30, 24
7 Goldman Sachs Group Inc 4.50M (0.14%) -819.83K
Decreased by -18.21%
Jun 30, 25
8 Brandes Investment Partners & Co 4.43M (0.14%) 548.76K
Increased by +12.39%
Mar 31, 26
9 BlackRock Inc 3.18M (0.10%) 444.82K
Increased by +14.00%
Mar 31, 26
10 Arrowstreet Capital Limited Partnership 3.12M (0.10%) -2.57M
Decreased by -82.36%
Mar 31, 26
11 Renaissance Technologies Corp 2.99M (0.09%) 370.80K
Increased by +12.41%
Mar 31, 26
12 UBS Group AG 2.74M (0.09%) -1.38M
Decreased by -50.48%
Mar 31, 26
13 D. E. Shaw & Co LP 2.60M (0.08%) -1.69M
Decreased by -64.98%
Mar 31, 26
14 Van Eck Associates Corporation 2.26M (0.07%) -45.29K
Decreased by -2.00%
Mar 31, 26
15 First Trust Advisors L.P. 1.97M (0.06%) -411.56K
Decreased by -20.88%
Mar 31, 26
16 Northern Trust Corp 1.96M (0.06%) 262.12K
Increased by +13.37%
Mar 31, 26
17 Polygon Management Ltd 1.90M (0.06%) 0.00
Increased by 0.00%
Dec 31, 23
18 Managed Asset Portfolios, LLC 1.80M (0.06%) 302.65K
Increased by +16.83%
Mar 31, 26
19 Qube Research & Technologies 1.78M (0.06%) 1.43M
Increased by +80.31%
Sep 30, 25
20 Quantinno Capital Management LP 1.29M (0.04%) 220.00K
Increased by +17.06%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 18.16M (0.58%) 5.27M
Increased by +29.02%
Mar 31, 26
2 Capital Group American Mutual Comp 18.16M (0.58%) 5.27M
Increased by +29.02%
Mar 31, 26
3 First Trust Value Line® Dividend ETF 2.06M (0.07%) -1.84K
Decreased by -0.09%
May 31, 26
4 VanEck Pharmaceutical ETF 1.59M (0.05%) -17.71K
Decreased by -1.11%
May 30, 26
5 Capital Group American Mutual Trust U0 946.32K (0.03%) 347.59K
Increased by +36.73%
Mar 31, 26
6 Pacer Global Cash Cows Dividend ETF 924.24K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
7 MAP Global Equity Composite 902.12K (0.03%) 167.32K
Increased by +18.55%
Mar 31, 26
8 Mondrian Int Eq Delivered Strategy 816.00K (0.03%) -1.77M
Decreased by -217.52%
Sep 30, 24
9 Steward Values Enhanced International I 711.87K (0.02%) 0.00
Increased by 0.00%
Apr 30, 26
10 Steward International Enhanced Index I 651.53K (0.02%) 315.75K
Increased by +48.46%
Jun 30, 25
11 Avantis International Equity ETF 508.98K (0.02%) 0.00
Increased by 0.00%
May 30, 26
12 MAP Global Balanced Composite 406.30K (0.01%) 15.32K
Increased by +3.77%
Mar 31, 26
13 Amplify CWP International Enh Div IncETF 397.96K (0.01%) 17.63K
Increased by +4.43%
May 29, 26
14 MAP Global Equity Ex-Options Composite 394.62K (0.01%) 108.32K
Increased by +27.45%
Mar 31, 26
15 Dimensional All Country ex US LgCap Core 355.10K (0.01%) -1.82K
Decreased by -0.51%
Mar 31, 26
16 Quantified Global Fund Investor 343.31K (0.01%) 343.31K
Increased by +100.00%
Jun 30, 25
17 MGI Global Equity M-7 € Acc 281.48K (0.01%) 0.00
Increased by 0.00%
Feb 28, 26
18 Manning & Napier Disciplined Value - Unr 270.72K (0.01%) -14.37K
Decreased by -5.31%
Mar 31, 24
19 Causeway Simulated Intl Val ADR Model 229.76K (0.01%) -39.40K
Decreased by -17.15%
Sep 30, 24
20 PMC Diversified Equity 229.07K (0.01%) -37.60K
Decreased by -16.41%
Dec 31, 23