Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWP 4.70%
2 FIDI 2.79%
3 EFAS 2.08%
4 IDOG 1.89%
5 DMDV 1.87%
6 FGD 1.20%
7 HDMV 1.17%
8 CID 0.97%
9 RFEU 0.96%
10 QINT 0.96%
11 ESGN 0.91%
12 UIVM 0.83%
13 CVY 0.75%
14 DGT 0.69%
15 NXTG 0.60%
16 JHMD 0.59%
17 IXP 0.56%
18 IDLV 0.56%
19 RBIN 0.54%
20 JHID 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 20.56M (0.52%) -410.70K
Decreased by -2.00%
Mar 31, 25
2 Bank of America Corp 7.74M (0.20%) -1.25M
Decreased by -16.21%
Mar 31, 25
3 Goldman Sachs Group Inc 6.24M (0.16%) 1.07M
Increased by +17.07%
Mar 31, 25
4 BlackRock Inc 4.68M (0.12%) -352.63K
Decreased by -7.53%
Mar 31, 25
5 Northern Trust Corp 3.62M (0.09%) 851.58K
Increased by +23.51%
Dec 31, 24
6 Royal Bank of Canada 2.45M (0.06%) 1.62K
Increased by +0.07%
Mar 31, 25
7 Groupama Asset Management 2.07M (0.05%) -308.41K
Decreased by -14.87%
Jun 30, 24
8 FMR Inc 2.03M (0.05%) -50.21K
Decreased by -2.48%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 1.88M (0.05%) -179.51K
Decreased by -9.52%
Mar 31, 25
10 American Century Companies Inc 1.49M (0.04%) 57.95K
Increased by +3.90%
Mar 31, 25
11 Gabelli Funds LLC 1.46M (0.04%) -30.00K
Decreased by -2.05%
Dec 31, 24
12 Optiver Holding B.V. 1.40M (0.04%) -19.82K
Decreased by -1.42%
Sep 30, 23
13 Barclays PLC 1.11M (0.03%) 933.06K
Increased by +84.19%
Mar 31, 25
14 Nia Impact Capital 976.65K (0.02%) -6.07K
Decreased by -0.62%
Mar 31, 25
15 First Trust Advisors L.P. 963.58K (0.02%) 258.49K
Increased by +26.83%
Dec 31, 24
16 JANE STREET GROUP, LLC 933.21K (0.02%) 785.05K
Increased by +84.12%
Sep 30, 23
17 CIBC World Markets Inc. 774.15K (0.02%) -1.47K
Decreased by -0.19%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 722.05K (0.02%) 152.51K
Increased by +21.12%
Dec 31, 23
19 BMO Capital Markets Corp. 639.44K (0.02%) 2.94K
Increased by +0.46%
Mar 31, 25
20 Bank of Montreal 636.50K (0.02%) 3.95K
Increased by +0.62%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis International Equity ETF 1.41M (0.04%) 9.15K
Increased by +0.65%
Apr 30, 25
2 Dimensional International Core Eq 2 ETF 772.36K (0.02%) 0.00
Increased by 0.00%
Apr 30, 25
3 First Trust NASDAQ Technology Div ETF 751.89K (0.02%) 2.06K
Increased by +0.27%
Feb 27, 25
4 Fidelity Select Wireless 731.85K (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
5 ActivePassive International Equity ETF 708.39K (0.02%) 0.00
Increased by 0.00%
Apr 30, 25
6 Select Wireless 667.85K (0.02%) 0.00
Increased by 0.00%
Nov 30, 23
7 Dimensional SMA Global ex US Large Core 593.39K (0.02%) 593.39K
Increased by +100.00%
Sep 30, 23
8 Nia Impact Solutions 353.53K (0.01%) 0.00
Increased by 0.00%
Nov 30, 24
9 Dimensional International Cr Eq Mkt ETF 293.62K (0.01%) 0.00
Increased by 0.00%
Apr 30, 25
10 Gabelli Equity Trust 285.00K (0.01%) -10.00K
Decreased by -3.51%
Dec 31, 24
11 Gabelli Equity Trust Inc 285.00K (0.01%) -10.00K
Decreased by -3.51%
Dec 31, 24
12 Gabelli Asset AAA 269.00K (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
13 Gabelli Utility Trust 250.00K (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
14 Dimensional SMA Global Large Core 223.95K (0.01%) 223.95K
Increased by +100.00%
Sep 30, 23
15 DFA International Core Equity I 220.31K (0.01%) 0.00
Increased by 0.00%
Feb 28, 25
16 Gabelli Utilities AAA 215.00K (0.01%) -20.00K
Decreased by -9.30%
Dec 31, 24
17 Gabelli Multimedia 195.00K (0.00%) 0.00
Increased by 0.00%
Dec 31, 24
18 Invesco Zacks Multi-Asset Income ETF 184.60K (0.00%) 0.00
Increased by 0.00%
Mar 28, 24
19 Steward International Enhanced Index I 169.98K (0.00%) 0.00
Increased by 0.00%
Apr 30, 25
20 DFA Large Cap International I 163.11K (0.00%) 0.00
Increased by 0.00%
Mar 31, 25