Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PGJ 8.67%
2 WBIG 4.86%
3 KBUY 4.41%
4 EATZ 4.37%
5 CHIQ 3.62%
6 NEWZ 3.56%
7 KESG 2.95%
8 KSEA 2.62%
9 CHIL 1.69%
10 MEM 1.68%
11 ADVE 1.53%
12 EMC 1.51%
13 JIG 1.51%
14 WBIL 1.32%
15 YAO 1.17%
16 FDLS 1.12%
17 EMMF 1.06%
18 MXDU 1.05%
19 WBIF 1.00%
20 IQSM 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 18.55M (5.00%) -17.76M
Decreased by -95.72%
Dec 31, 24
2 BlackRock Inc 16.47M (4.44%) 23.40K
Increased by +0.14%
Dec 31, 24
3 Vanguard Group Inc 15.04M (4.06%) -321.16K
Decreased by -2.13%
Dec 31, 24
4 BLS Capital Fondsmæglerselskab A/S 13.08M (3.53%) -397.26K
Decreased by -3.04%
Dec 31, 24
5 Primavera Capital Management Ltd 12.04M (3.25%) 0.00
Increased by 0.00%
Dec 31, 24
6 GuardCap Asset Management Limited 11.30M (3.05%) -1.60M
Decreased by -14.17%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 11.15M (3.01%) -35.38K
Decreased by -0.32%
Dec 31, 24
8 Principal Financial Group Inc 10.40M (2.80%) 2.53M
Increased by +24.35%
Dec 31, 24
9 Royal Bank of Canada 10.36M (2.79%) 448.19K
Increased by +4.33%
Dec 31, 24
10 FMR Inc 8.56M (2.31%) 4.97M
Increased by +58.06%
Dec 31, 24
11 Dodge & Cox 8.51M (2.30%) -2.17M
Decreased by -25.52%
Dec 31, 24
12 Massachusetts Financial Services Company 7.75M (2.09%) -4.22M
Decreased by -54.47%
Sep 30, 24
13 State Street Corporation 6.27M (1.69%) -80.56K
Decreased by -1.29%
Mar 31, 24
14 State Street Corp 5.94M (1.60%) 123.18K
Increased by +2.07%
Dec 31, 24
15 NORGES BANK 5.82M (1.57%) -447.39K
Decreased by -7.69%
Jun 30, 24
16 Amvescap Plc. 5.80M (1.56%) -9.34M
Decreased by -161.11%
Sep 30, 24
17 Fidelity International Ltd 5.68M (1.53%) -682.61K
Decreased by -12.02%
Dec 31, 24
18 Loomis, Sayles & Company LP 5.23M (1.41%) -174.53K
Decreased by -3.34%
Dec 31, 24
19 AllianceBernstein L.P. 5.20M (1.40%) -343.56K
Decreased by -6.61%
Dec 31, 24
20 William Blair Investment Management, LLC 5.06M (1.37%) 5.06M
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox International Stock I 8.07M (2.18%) -2.10M
Decreased by -25.99%
Dec 31, 24
2 E Fund Blue Chip Sel Alloc 5.80M (1.56%) 2.00M
Increased by +34.48%
Jun 30, 24
3 Principal International Eq Fd - Gross 5.30M (1.43%) 5.30M
Increased by +100.00%
Feb 28, 25
4 Vanguard Total Intl Stock Index Inv 5.19M (1.40%) 10.30K
Increased by +0.20%
Feb 28, 25
5 Vanguard Emerging Mkts Stock Idx Inv 4.74M (1.28%) 20.20K
Increased by +0.43%
Feb 28, 25
6 Principal Div Intl Eq Fd T-III 4.63M (1.25%) 731.23K
Increased by +15.78%
Dec 31, 24
7 Principal International All Country Eq 4.63M (1.25%) 1.42M
Increased by +30.59%
Dec 31, 24
8 T. Rowe Price Emerging Markets Eq Tr-A 4.46M (1.20%) 150.84K
Increased by +3.39%
Dec 31, 24
9 T. Rowe Price Emerging Mkts Equity Trust 4.46M (1.20%) 150.84K
Increased by +3.39%
Dec 31, 24
10 GuardCap Global Equity I USD Acc 4.17M (1.13%) -499.26K
Decreased by -11.97%
Feb 28, 25
11 T. Rowe Price Emerging Markets Stock 3.85M (1.04%) -125.38K
Decreased by -3.26%
Jan 31, 25
12 iShares Core MSCI Emerging Markets ETF 3.37M (0.91%) -57.14K
Decreased by -1.70%
Feb 28, 25
13 JPMEmerging Markets Equity - Canada Fund 3.09M (0.83%) 620.86K
Increased by +20.09%
Mar 31, 24
14 Allspring Mid Value SMA 2.95M (0.80%) 2.95M
Increased by +99.99%
Dec 31, 24
15 Allspring Special Mid Cap Value Inst 2.95M (0.80%) 0.00
Increased by 0.00%
Feb 28, 25
16 Allspring Special US Mid Cap Value Eq 2.95M (0.80%) 0.00
Increased by 0.00%
Dec 31, 24
17 FF - China Consumer Y-Acc-USD 2.87M (0.78%) 2.72K
Increased by +0.09%
Dec 31, 23
18 RBC Emerging Markets Equity 2.85M (0.77%) -118.50K
Decreased by -4.16%
Dec 31, 24
19 RBC Emerging Markets Equity Fund F 2.84M (0.77%) -4.30K
Decreased by -0.15%
Jan 31, 25
20 Neuberger Berman Large Cap Value Inv 2.78M (0.75%) -119.93K
Decreased by -4.31%
Sep 30, 23