Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IDRV 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IUSV 1000.00%
6 IUSG 1000.00%
7 ITOT 1000.00%
8 ISCV 1000.00%
9 ISCG 1000.00%
10 ISCB 1000.00%
11 DXGE 8.75%
12 DAX 7.82%
13 EWG 7.59%
14 FLGR 7.48%
15 DBGR 7.31%
16 EUFN 5.73%
17 WBIF 4.23%
18 SXUS 4.11%
19 HDEF 3.79%
20 FEZ 3.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cevian Capital Ii Gp Limited 6.30M (8.47%) 0.00
Increased by 0.00%
Sep 30, 23
2 BlackRock Inc 5.29M (7.11%) -36.93K
Decreased by -0.70%
Sep 30, 23
3 FMR Inc 5.26M (7.08%) 459.15K
Increased by +8.72%
Sep 30, 23
4 Fidelity International Ltd 3.06M (4.11%) 183.55K
Increased by +6.00%
Sep 30, 23
5 Vanguard Group Inc 2.14M (2.87%) 133.75K
Increased by +6.26%
Sep 30, 23
6 Dimensional Fund Advisors, Inc. 1.44M (1.93%) -10.91K
Decreased by -0.76%
Sep 30, 23
7 State Street Corporation 1.42M (1.90%) -15.54K
Decreased by -1.10%
Sep 30, 23
8 Citadel Advisors Llc 1.36M (1.82%) -501.15K
Decreased by -36.98%
Sep 30, 23
9 Tweedy, Browne Co LLC 1.02M (1.37%) -445.00
Decreased by -0.04%
Sep 30, 23
10 Nordea Investment Mgmt Bank Demark A/s 973.61K (1.31%) -5.49K
Decreased by -0.56%
Sep 30, 23
11 Geode Capital Management, LLC 829.74K (1.12%) 6.81K
Increased by +0.82%
Sep 30, 23
12 MENORA MIVTACHIM HOLDINGS LIMITED 820.00K (1.10%) 820.00K
Increased by +100.00%
Sep 30, 23
13 Wellington Management Company LLP 794.83K (1.07%) -67.32K
Decreased by -8.47%
Sep 30, 23
14 Public Sector Pension Investment Board 679.50K (0.91%) 0.00
Increased by 0.00%
Sep 30, 23
15 Millennium Management LLC 596.40K (0.80%) 379.28K
Increased by +63.60%
Sep 30, 23
16 Lancaster Investment Management LLP 573.55K (0.77%) 3.50K
Increased by +0.61%
Sep 30, 23
17 Amvescap Plc. 519.92K (0.70%) 121.03K
Increased by +23.28%
Sep 30, 23
18 Charles Schwab Investment Management Inc 495.84K (0.67%) -5.32K
Decreased by -1.07%
Sep 30, 23
19 Bank of New York Mellon Corp 487.70K (0.66%) -21.91K
Decreased by -4.49%
Sep 30, 23
20 Assenagon Asset Management SA 487.59K (0.66%) 315.67K
Increased by +64.74%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.27M (3.06%) -412.00
Decreased by -0.02%
Dec 29, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 1.10M (1.48%) 21.39K
Increased by +1.94%
Nov 30, 23
3 Fidelity Series International Growth 1.08M (1.46%) -152.30K
Decreased by -14.07%
Nov 30, 23
4 VIP Mid Cap Initial 740.30K (1.00%) 0.00
Increased by 0.00%
Nov 30, 23
5 Tweedy, Browne International Value Fund 704.37K (0.95%) 0.00
Increased by 0.00%
Dec 31, 23
6 SPDR® S&P MIDCAP 400 ETF Trust 608.47K (0.82%) -5.24K
Decreased by -0.86%
Nov 30, 23
7 Fidelity European Growth A-Dis-EUR 437.13K (0.59%) -36.00
Decreased by -0.01%
Nov 30, 23
8 Fidelity® Series International Sm Cap 408.90K (0.55%) -30.00K
Decreased by -7.34%
Oct 31, 23
9 Fidelity® Extended Market Index 407.35K (0.55%) 2.00K
Increased by +0.49%
Nov 30, 23
10 Fidelity World A-Dis-EUR 389.87K (0.52%) 19.52K
Increased by +5.01%
Sep 30, 23
11 Vanguard High Dividend Yield ETF 387.84K (0.52%) -2.27K
Decreased by -0.59%
Nov 30, 23
12 Fidelity® Value 381.70K (0.51%) 8.50K
Increased by +2.23%
Nov 30, 23
13 Fidelity Advisor® International Growth I 365.47K (0.49%) -75.00K
Decreased by -20.52%
Nov 30, 23
14 State St S&P Midcap® Indx SL Cl II 355.10K (0.48%) -3.50K
Decreased by -0.99%
Dec 31, 23
15 FIAM International Equity Growth CIT 320.60K (0.43%) -37.70K
Decreased by -11.76%
Nov 30, 23
16 iShares S&P Mid-Cap 400 Value ETF 317.59K (0.43%) -245.00
Decreased by -0.08%
Nov 30, 23
17 iShares S&P Mid-Cap 400 Growth ETF 297.28K (0.40%) 0.00
Increased by 0.00%
Dec 29, 23
18 Fidelity Global Special Sits A Acc 270.00K (0.36%) 20.00K
Increased by +7.41%
Sep 30, 23
19 Fidelity World FAM L Acc 270.00K (0.36%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity® Small Cap Growth 262.02K (0.35%) -318.00
Decreased by -0.12%
Oct 31, 23