Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYZ 3.91%
2 IYZ 3.20%
3 CPAI 2.64%
4 WBIG 1.97%
5 EQAL 0.50%
6 IEUS 0.35%
7 SCZ 0.16%
8 SMMD 0.07%
9 IWS 0.05%
10 WSML 0.05%
11 IWR 0.04%
12 IEUR 0.03%
13 IEFA 0.02%
14 IDEV 0.02%
15 IWD 0.02%
16 IXUS 0.02%
17 IWB 0.01%
18 IWV 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 8.84M (9.15%) 134.40K
Increased by +1.52%
Jun 30, 25
2 Brandes Investment Partners & Co 6.62M (6.86%) 161.86K
Increased by +2.44%
Jun 30, 25
3 T. Rowe Price Associates, Inc. 5.83M (6.04%) 249.02K
Increased by +4.27%
Jun 30, 25
4 BlackRock Inc 4.96M (5.13%) 2.50M
Increased by +50.42%
Jun 30, 25
5 Boston Partners Global Investors, Inc 2.96M (3.06%) 535.40K
Increased by +18.11%
Jun 30, 25
6 Barclays PLC 2.85M (2.95%) -519.69K
Decreased by -18.25%
Jun 30, 25
7 Swedbank AB 2.54M (2.63%) -297.95K
Decreased by -11.73%
Jun 30, 25
8 Arrowstreet Capital Limited Partnership 2.17M (2.25%) -78.47K
Decreased by -3.62%
Jun 30, 25
9 State Street Corp 1.82M (1.88%) 1.03M
Increased by +56.37%
Jun 30, 25
10 Goldman Sachs Group Inc 1.67M (1.73%) 1.67M
Increased by +100.00%
Mar 31, 25
11 JPMorgan Chase & Co 1.44M (1.49%) 258.63K
Increased by +17.97%
Jun 30, 25
12 Park West Asset Management LLC 1.38M (1.43%) -133.50K
Decreased by -9.69%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 1.24M (1.29%) 820.62K
Increased by +66.11%
Jun 30, 25
14 Qube Research & Technologies 1.12M (1.16%) 748.75K
Increased by +66.85%
Jun 30, 25
15 Mangrove Partners 1.08M (1.12%) 0.00
Increased by 0.00%
Jun 30, 25
16 Southeastern Asset Management Inc 1.04M (1.07%) -980.34K
Decreased by -94.48%
Jun 30, 25
17 Deutsche Bank AG 869.18K (0.90%) 195.74K
Increased by +22.52%
Jun 30, 25
18 Renaissance Technologies Corp 810.63K (0.84%) 664.43K
Increased by +81.96%
Jun 30, 25
19 Triodos Investment Management B.V. 808.00K (0.84%) -78.50K
Decreased by -9.72%
Jun 30, 25
20 Millennium Management LLC 795.36K (0.82%) 729.99K
Increased by +91.78%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox International Stock I 8.25M (8.54%) 0.00
Increased by 0.00%
Jun 30, 25
2 T. Rowe Price International Val Eq Tr- A 2.95M (3.05%) 107.14K
Increased by +3.63%
Jun 30, 25
3 T. Rowe Price International Value Equity 2.33M (2.41%) 100.16K
Increased by +4.30%
Jun 30, 25
4 T. Rowe Price International Value Eq 2.32M (2.40%) -7.30K
Decreased by -0.31%
Jul 31, 25
5 Swedbank Robur Kapitalinvest 2.00M (2.07%) -100.00K
Decreased by -5.00%
Jul 31, 25
6 JPMorgan Emerging Markets Equity L 1.42M (1.48%) 1.42M
Increased by +100.00%
Jul 31, 25
7 Boston Partners International Equity 1.36M (1.41%) 180.63K
Increased by +13.23%
Jun 30, 25
8 JHancock Disciplined Value Intl R6 1.01M (1.05%) -349.97K
Decreased by -34.48%
Jul 31, 25
9 Brandes International Small Cap Equity A 989.64K (1.02%) 95.62K
Increased by +9.66%
Jun 30, 25
10 JPM Emerging Markets Equity A (dist) USD 747.62K (0.77%) 747.62K
Increased by +100.00%
Jul 31, 25
11 iShares Core MSCI EAFE ETF 700.73K (0.73%) 0.00
Increased by 0.00%
Aug 31, 25
12 Indecap Guide 2 C 687.21K (0.71%) 0.00
Increased by 0.00%
May 31, 25
13 First Trust NASDAQ Technology Div ETF 639.35K (0.66%) 849.00
Increased by +0.13%
Aug 28, 25
14 Southeastern Asset Mgt Global Equity 632.08K (0.65%) 632.08K
Increased by +100.00%
Dec 31, 24
15 Triodos Pioneer Impact EUR R Acc 618.00K (0.64%) -99.00K
Decreased by -16.02%
Aug 31, 25
16 JPM Emerging Markets C Net Acc 610.43K (0.63%) 610.43K
Increased by +100.00%
Jul 31, 25
17 Longleaf Partners International 596.23K (0.62%) -621.31K
Decreased by -104.21%
Jun 30, 25
18 Brandes International Small Cap Eq 578.39K (0.60%) -34.09K
Decreased by -5.89%
Jun 30, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 552.60K (0.57%) 99.10K
Increased by +17.93%
Jul 31, 25
20 Candriam Sst Eq Em Mkts R € Acc 550.00K (0.57%) 0.00
Increased by 0.00%
May 31, 25