Titelia

Fund shareholders of Australian Ethical Investment Ltd

ISIN AU000000AEF4 · Australia · LEI 261700TW5OWRLEFOCX59

Fund shareholders
32
Of which ETFs
12 20 other funds
Value held
13.1M $
FundSharesValueWeight in fund
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS 1,316,2713.9M $0.00 %as of Apr 30, 2026 ↗
VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS 822,1302.6M $0.00 %as of Mar 31, 2026 ↗
THE ASIA PACIFIC SMALL COMPANY SERIES DFA INVESTMENT TRUST CO 393,2221.2M $0.07 %as of Apr 30, 2026 ↗
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 348,5681M $0.01 %as of Apr 30, 2026 ↗
INTERNATIONAL CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 245,785719.6K $0.00 %as of Apr 30, 2026 ↗
Schwab International Small-Cap Equity ETF SCHWAB STRATEGIC TRUST 193,346716.5K $0.01 %as of Feb 28, 2026 ↗
WisdomTree International SmallCap Dividend Fund WisdomTree Trust 134,318416.7K $0.04 %as of Mar 31, 2026 ↗
Dimensional International Small Cap ETF Dimensional ETF Trust 119,637346.6K $0.01 %as of Apr 30, 2026 ↗
Dimensional International Core Equity 2 ETF Dimensional ETF Trust 106,253307.9K $0.00 %as of Apr 30, 2026 ↗
VANGUARD PACIFIC STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 105,620309.2K $0.00 %as of Apr 30, 2026 ↗
WisdomTree Dynamic International SmallCap Equity Fund WisdomTree Trust 63,822198K $0.05 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 63,690186.5K $0.00 %as of Apr 30, 2026 ↗
International Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 60,020175.7K $0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) International Small Cap ETF SPDR INDEX SHARES FUNDS 58,501181.5K $0.02 %as of Mar 31, 2026 ↗
International Vector Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 58,005169.8K $0.00 %as of Apr 30, 2026 ↗
Dimensional World ex. U.S. Core Equity 2 ETF Dimensional ETF Trust 55,011159.4K $0.00 %as of Apr 30, 2026 ↗
World ex U.S. Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 36,512106.9K $0.00 %as of Apr 30, 2026 ↗
International Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 25,30974.1K $0.02 %as of Apr 30, 2026 ↗
International Social Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 22,18665K $0.00 %as of Apr 30, 2026 ↗
VANGUARD ESG INTERNATIONAL STOCK ETF VANGUARD WORLD FUND 16,73561.8K $0.00 %as of Feb 28, 2026 ↗
Dimensional International Core Equity Market ETF Dimensional ETF Trust 15,54845K $0.00 %as of Apr 30, 2026 ↗
Dimensional VA International Small Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,13741.4K $0.01 %as of Apr 30, 2026 ↗
Brighthouse/Dimensional International Small Company Portfolio Brighthouse Funds Trust II 10,81234.2K $0.01 %as of Mar 31, 2026 ↗
Avantis International Small Cap Equity ETF American Century ETF Trust 10,12937.4K $0.01 %as of Feb 28, 2026 ↗
Avantis International Equity ETF American Century ETF Trust 8,63631.9K $0.00 %as of Feb 28, 2026 ↗
Dimensional International Sustainability Core 1 ETF Dimensional ETF Trust 7,72822.4K $0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional International Core Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,40823.4K $0.00 %as of Mar 31, 2026 ↗
Avantis International Equity Fund American Century ETF Trust 5,96322K $0.00 %as of Feb 28, 2026 ↗
Avantis Responsible International Equity ETF American Century ETF Trust 5,27419.5K $0.00 %as of Feb 28, 2026 ↗
AZL DFA International Core Equity Fund Allianz Variable Insurance Products Trust 4,10013K $0.00 %as of Mar 31, 2026 ↗
International Small Company Trust John Hancock Variable Insurance Trust 4,07412.9K $0.01 %as of Mar 31, 2026 ↗
Dimensional International Vector Equity ETF Dimensional ETF Trust 1,8075.2K $0.00 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
THE ASIA PACIFIC SMALL COMPANY SERIES DFA INVESTMENT TRUST CO 0.07 %as of Apr 30, 2026 ↗
WisdomTree Dynamic International SmallCap Equity Fund WisdomTree Trust 0.05 %as of Mar 31, 2026 ↗
WisdomTree International SmallCap Dividend Fund WisdomTree Trust 0.04 %as of Mar 31, 2026 ↗
International Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) International Small Cap ETF SPDR INDEX SHARES FUNDS 0.02 %as of Mar 31, 2026 ↗
Avantis International Small Cap Equity ETF American Century ETF Trust 0.01 %as of Feb 28, 2026 ↗
Schwab International Small-Cap Equity ETF SCHWAB STRATEGIC TRUST 0.01 %as of Feb 28, 2026 ↗
International Small Company Trust John Hancock Variable Insurance Trust 0.01 %as of Mar 31, 2026 ↗
Dimensional VA International Small Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 0.01 %as of Apr 30, 2026 ↗
Brighthouse/Dimensional International Small Company Portfolio Brighthouse Funds Trust II 0.01 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q232-14,340,557-2.9 %
2026Q133-24,467,968-0.9 %
2025Q43504,506,384+0.9 %
2025Q33504,466,879-10.8 %
2025Q235+25,008,889+0.1 %
2025Q133+25,005,433+11.2 %
2024Q43104,502,567+2.6 %
2024Q331-14,387,664+4.0 %
2024Q232+54,218,269+106.5 %
2024Q127-42,042,935-47.7 %
2023Q4313,905,471
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Titelia. "Fund shareholders of Australian Ethical Investment Ltd". https://titelia.com/en/stocks/australian-ethical-investment-ltd-AU000000AEF4