Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.18%
2 UTRN 4.01%
3 XHB 3.95%
4 VNMC 1.75%
5 RGI 1.35%
6 RSPN 1.35%
7 BOUT 1.26%
8 HAPY 1.24%
9 PXLG 1.13%
10 RSHO 1.07%
11 ROE 1.06%
12 PSET 1.05%
13 FLM 1.02%
14 RNMC 1.02%
15 FSCS 1.02%
16 RBLD 1.01%
17 TPHD 1.00%
18 TPHE 1.00%
19 SURE 0.97%
20 XRLV 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.77M (12.56%) 48.62K
Increased by +0.45%
Mar 31, 25
2 BlackRock Inc 8.82M (10.28%) 771.33K
Increased by +8.75%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 4.78M (5.57%) 878.80K
Increased by +18.40%
Mar 31, 25
4 Boston Partners Global Investors, Inc 4.75M (5.54%) 35.63K
Increased by +0.75%
Mar 31, 25
5 State Street Corporation 4.01M (4.68%) 43.46K
Increased by +1.08%
Mar 31, 24
6 State Street Corp 3.94M (4.59%) -124.39K
Decreased by -3.16%
Mar 31, 25
7 Apg All Pensions Group 3.63M (4.24%) -2.08M
Decreased by -57.33%
Sep 30, 24
8 Van Eck Associates Corporation 3.33M (3.89%) -101.39K
Decreased by -3.04%
Mar 31, 25
9 Geode Capital Management, LLC 2.23M (2.61%) 81.34K
Increased by +3.64%
Mar 31, 25
10 Massachusetts Financial Services Company 2.15M (2.50%) 136.64K
Increased by +6.36%
Mar 31, 25
11 Brown Advisory Holdings Inc 2.14M (2.50%) 249.29K
Increased by +11.64%
Mar 31, 25
12 Amvescap Plc. 1.76M (2.05%) 169.15K
Increased by +9.60%
Dec 31, 24
13 Lord, Abbett & Co LLC 1.52M (1.78%) -565.46K
Decreased by -37.11%
Mar 31, 25
14 Deutsche Bank AG 1.48M (1.72%) -163.87K
Decreased by -11.09%
Mar 31, 25
15 Pictet Asset Manangement SA 1.31M (1.53%) -55.86K
Decreased by -4.26%
Dec 31, 24
16 Ako Capital Llp 1.24M (1.44%) -973.69K
Decreased by -78.72%
Sep 30, 23
17 Nordea Investment Mgmt Bank Demark A/s 1.23M (1.44%) 56.33K
Increased by +4.57%
Mar 31, 25
18 Bank of America Corp 1.22M (1.42%) 362.16K
Increased by +29.76%
Sep 30, 24
19 AQR Capital Management LLC 1.12M (1.30%) 885.86K
Increased by +79.17%
Mar 31, 25
20 Intermede Investment Partners Ltd 1.04M (1.21%) -42.69K
Decreased by -4.12%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.77M (3.23%) 48.58K
Increased by +1.75%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 2.74M (3.19%) -43.54K
Decreased by -1.59%
Sep 30, 24
3 VanEck Morningstar Wide Moat 2.68M (3.13%) -115.12K
Decreased by -4.29%
Mar 31, 25
4 VanEck Morningstar Wide Moat ETF 2.56M (2.98%) -2.63K
Decreased by -0.10%
Apr 30, 25
5 Vanguard Institutional 500 Index Trust 2.46M (2.86%) 38.44K
Increased by +1.57%
Apr 30, 25
6 Vanguard Small Cap Index 2.17M (2.53%) 13.38K
Increased by +0.62%
Apr 30, 25
7 JHancock Disciplined Value Mid Cap I 1.89M (2.21%) -62.87K
Decreased by -3.32%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 1.40M (1.63%) 4.41K
Increased by +0.31%
Apr 30, 25
9 Invesco S&P 500® Equal Weight ETF 1.13M (1.32%) -3.65K
Decreased by -0.32%
Apr 30, 25
10 Russell CDN_Core Equity SMA 1.09M (1.27%) 540.11K
Increased by +49.47%
Dec 31, 23
11 Russell Investments Core Equity SMA 1.09M (1.27%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity 500 Index 1.09M (1.27%) 1.88K
Increased by +0.17%
Mar 31, 25
13 MFS Mid Cap Value A 1.08M (1.26%) 133.13K
Increased by +12.30%
Mar 31, 25
14 MFS Mid Cap Value Equity 1.08M (1.26%) 133.13K
Increased by +12.30%
Mar 31, 25
15 SPDR® S&P 500 ETF 1.08M (1.26%) -15.81K
Decreased by -1.46%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 1.05M (1.23%) -5.51K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 1.05M (1.22%) -6.27K
Decreased by -0.60%
Apr 30, 25
18 SPDR® S&P 500 ETF Trust 1.04M (1.21%) 2.34K
Increased by +0.23%
Apr 30, 24
19 iShares Core S&P 500 ETF 1.03M (1.20%) -1.07K
Decreased by -0.10%
Apr 30, 25
20 Fidelity® 500 Index 1.02M (1.19%) 6.51K
Increased by +0.64%
Nov 30, 23