Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PPH 4.73%
2 OZEM 2.59%
3 GINX 2.51%
4 GERM 0.93%
5 CVY 0.65%
6 APIE 0.60%
7 FVD 0.46%
8 PTIN 0.26%
9 AVSD 0.08%
10 AVDE 0.07%
11 VEU 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 13.20M (0.84%) 38.49K
Increased by +0.29%
Mar 31, 25
2 Morgan Stanley - Brokerage Accounts 5.70M (0.36%) 101.70K
Increased by +1.78%
Mar 31, 25
3 Goldman Sachs Group Inc 5.32M (0.34%) 692.40K
Increased by +13.01%
Mar 31, 25
4 Mondrian Investment Partners Ltd 5.09M (0.32%) -2.64M
Decreased by -51.91%
Sep 30, 24
5 FMR Inc 3.87M (0.24%) 478.81K
Increased by +12.39%
Mar 31, 25
6 Brandes Investment Partners & Co 3.50M (0.22%) 464.56K
Increased by +13.26%
Mar 31, 25
7 Adage Capital Partners Gp LLC 3.43M (0.22%) 3.43M
Increased by +100.00%
Mar 31, 25
8 First Trust Advisors L.P. 3.24M (0.21%) 62.72K
Increased by +1.94%
Dec 31, 24
9 Renaissance Technologies Corp 3.16M (0.20%) 78.30K
Increased by +2.48%
Mar 31, 25
10 BlackRock Inc 2.63M (0.17%) 426.98K
Increased by +16.23%
Mar 31, 25
11 Van Eck Associates Corporation 2.17M (0.14%) -38.04K
Decreased by -1.75%
Mar 31, 25
12 Millennium Management LLC 2.00M (0.13%) -1.41M
Decreased by -70.25%
Dec 31, 24
13 Polygon Management Ltd 1.90M (0.12%) 0.00
Increased by 0.00%
Dec 31, 23
14 Northern Trust Corp 1.87M (0.12%) 238.16K
Increased by +12.71%
Dec 31, 24
15 UBS Group AG 1.66M (0.11%) 1.59M
Increased by +95.61%
Dec 31, 24
16 Managed Asset Portfolios, LLC 1.47M (0.09%) 52.22K
Increased by +3.55%
Mar 31, 25
17 Arrowstreet Capital Limited Partnership 1.40M (0.09%) -2.82M
Decreased by -201.07%
Mar 31, 25
18 Y.D. More Investments Ltd 1.25M (0.08%) -126.96K
Decreased by -10.12%
Dec 31, 23
19 Soleus Capital Management, L.P. 1.18M (0.07%) 680.00K
Increased by +57.63%
Dec 31, 24
20 Macquarie Group Ltd 1.05M (0.07%) -1.20M
Decreased by -114.82%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 12.89M (0.82%) -53.85K
Decreased by -0.42%
Mar 31, 25
2 Capital Group American Mutual Comp 12.89M (0.82%) -53.85K
Decreased by -0.42%
Mar 31, 25
3 First Trust Value Line® Dividend ETF 2.76M (0.17%) 116.77K
Increased by +4.23%
May 29, 25
4 VanEck Pharmaceutical ETF 2.00M (0.13%) -13.88K
Decreased by -0.69%
May 29, 25
5 Pacer Global Cash Cows Dividend ETF 924.24K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
6 Mondrian Int Eq Delivered Strategy 816.00K (0.05%) -1.77M
Decreased by -217.52%
Sep 30, 24
7 MAP Global Equity Composite 710.03K (0.04%) 27.53K
Increased by +3.88%
Mar 31, 25
8 MAP Global Balanced Composite 387.39K (0.02%) 6.75K
Increased by +1.74%
Mar 31, 25
9 ActivePassive International Equity ETF 368.68K (0.02%) 0.00
Increased by 0.00%
May 29, 25
10 Steward International Enhanced Index I 325.29K (0.02%) 0.00
Increased by 0.00%
Apr 30, 25
11 Avantis International Equity ETF 316.45K (0.02%) 0.00
Increased by 0.00%
May 30, 25
12 Capital Group American Mutual Trust U0 312.96K (0.02%) 92.34K
Increased by +29.51%
Mar 31, 25
13 MAP Global Equity Ex-Options Composite 287.22K (0.02%) 13.11K
Increased by +4.56%
Mar 31, 25
14 Manning & Napier Disciplined Value - Unr 270.72K (0.02%) -14.37K
Decreased by -5.31%
Mar 31, 24
15 Causeway Simulated Intl Val ADR Model 229.76K (0.01%) -39.40K
Decreased by -17.15%
Sep 30, 24
16 PMC Diversified Equity 229.07K (0.01%) -37.60K
Decreased by -16.41%
Dec 31, 23
17 Russell Personalized Core Equity SMA 221.21K (0.01%) 4.21K
Increased by +1.90%
Mar 31, 25
18 Dimensional SMA Global ex US Large Core 217.97K (0.01%) 217.97K
Increased by +100.00%
Sep 30, 23
19 SGI Global Equity 208.98K (0.01%) -27.96K
Decreased by -13.38%
Mar 31, 25
20 SGI Global Equity I 208.98K (0.01%) -27.96K
Decreased by -13.38%
Mar 31, 25