Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.18%
2 UTRN 4.01%
3 XHB 3.71%
4 MGRO 3.64%
5 FMTM 3.24%
6 MOTE 3.05%
7 MVFD 2.35%
8 RYJ 2.05%
9 UPGD 2.05%
10 DFRA 1.89%
11 VNMC 1.75%
12 MOAT 1.47%
13 QMID 1.44%
14 BOUT 1.35%
15 RSPN 1.30%
16 RGI 1.30%
17 SMIG 1.30%
18 HAPY 1.24%
19 MOTG 1.18%
20 FSCS 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.72M (12.65%) -45.06K
Decreased by -0.42%
Jun 30, 25
2 BlackRock Inc 8.54M (10.07%) -280.80K
Decreased by -3.29%
Jun 30, 25
3 Boston Partners Global Investors, Inc 4.70M (5.54%) -54.14K
Decreased by -1.15%
Jun 30, 25
4 Kayne Anderson Rudnick Investment Management LLC 4.48M (5.29%) -291.37K
Decreased by -6.50%
Jun 30, 25
5 State Street Corporation 4.01M (4.73%) 43.46K
Increased by +1.08%
Mar 31, 24
6 State Street Corp 3.97M (4.69%) 31.32K
Increased by +0.79%
Jun 30, 25
7 Apg All Pensions Group 3.63M (4.29%) -2.08M
Decreased by -57.33%
Sep 30, 24
8 Van Eck Associates Corporation 2.92M (3.45%) -414.33K
Decreased by -14.19%
Jun 30, 25
9 Geode Capital Management, LLC 2.57M (3.04%) 339.02K
Increased by +13.18%
Jun 30, 25
10 Massachusetts Financial Services Company 2.24M (2.65%) 95.94K
Increased by +4.28%
Jun 30, 25
11 Brown Advisory Holdings Inc 1.91M (2.25%) -233.17K
Decreased by -12.22%
Jun 30, 25
12 Nordea Investment Mgmt Bank Demark A/s 1.51M (1.78%) 277.24K
Increased by +18.37%
Jun 30, 25
13 Amvescap Plc. 1.43M (1.68%) -95.00K
Decreased by -6.65%
Jun 30, 25
14 Lord, Abbett & Co LLC 1.40M (1.65%) -128.10K
Decreased by -9.18%
Jun 30, 25
15 Deutsche Bank AG 1.36M (1.60%) -120.06K
Decreased by -8.84%
Jun 30, 25
16 Pictet Asset Manangement SA 1.31M (1.55%) -55.86K
Decreased by -4.26%
Dec 31, 24
17 Ako Capital Llp 1.24M (1.46%) -973.69K
Decreased by -78.72%
Sep 30, 23
18 Bank of America Corp 1.22M (1.44%) 362.16K
Increased by +29.76%
Sep 30, 24
19 Northern Trust Corp 1.16M (1.37%) 24.70K
Increased by +2.13%
Jun 30, 25
20 Morgan Stanley - Brokerage Accounts 1.13M (1.34%) 290.75K
Increased by +25.68%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.74M (3.23%) -43.54K
Decreased by -1.59%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.69M (3.18%) -62.69K
Decreased by -2.33%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 2.47M (2.92%) 15.30K
Increased by +0.62%
May 31, 25
4 VanEck Morningstar Wide Moat 2.30M (2.71%) -385.98K
Decreased by -16.80%
Jun 30, 25
5 VanEck Morningstar Wide Moat ETF 2.21M (2.61%) -1.71K
Decreased by -0.08%
Aug 30, 25
6 Vanguard 500 Index Investor 2.13M (2.51%) -312.31K
Decreased by -14.66%
Jul 31, 25
7 Vanguard Small Cap Index 2.09M (2.46%) -13.47K
Decreased by -0.64%
Jul 31, 25
8 JHancock Disciplined Value Mid Cap I 1.86M (2.19%) 0.00
Increased by 0.00%
Jul 31, 25
9 Vanguard Small Cap Value Index Inv 1.34M (1.59%) 2.31K
Increased by +0.17%
Jul 31, 25
10 MFS Mid Cap Value Equity 1.12M (1.33%) 41.16K
Increased by +3.66%
Jun 30, 25
11 MFS Mid Cap Value A 1.11M (1.31%) -15.39K
Decreased by -1.39%
Jul 31, 25
12 Russell CDN_Core Equity SMA 1.09M (1.29%) 540.11K
Increased by +49.47%
Dec 31, 23
13 Russell Investments Core Equity SMA 1.09M (1.29%) 0.00
Increased by 0.00%
Jun 30, 25
14 Fidelity 500 Index 1.09M (1.29%) 471.00
Increased by +0.04%
Jul 31, 25
15 SPDR® S&P 500 ETF 1.08M (1.28%) -15.81K
Decreased by -1.46%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 1.05M (1.24%) -5.51K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500 ETF Trust 1.04M (1.23%) 2.34K
Increased by +0.23%
Apr 30, 24
18 iShares Core S&P 500 ETF 1.04M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
19 SPDR® S&P 500® ETF 1.03M (1.22%) 12.90K
Increased by +1.25%
Aug 31, 25
20 Invesco S&P 500® Equal Weight ETF 1.03M (1.21%) 1.51K
Increased by +0.15%
Aug 29, 25