Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.18%
2 UTRN 4.01%
3 XHB 3.54%
4 VNMC 1.75%
5 RSPN 1.38%
6 RGI 1.37%
7 HAPY 1.24%
8 PXLG 1.13%
9 SURE 1.09%
10 PSET 1.08%
11 RSHO 1.07%
12 ROE 1.06%
13 RBLD 1.05%
14 FSCS 1.05%
15 RNMC 1.05%
16 FLM 1.02%
17 TPHD 1.00%
18 TPHE 1.00%
19 XRLV 0.86%
20 DSTL 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.72M (12.50%) 177.81K
Increased by +1.66%
Dec 31, 24
2 BlackRock Inc 8.05M (9.39%) -1.10M
Decreased by -13.66%
Dec 31, 24
3 Boston Partners Global Investors, Inc 4.72M (5.50%) 488.39K
Increased by +10.35%
Dec 31, 24
4 State Street Corp 4.06M (4.74%) 18.34K
Increased by +0.45%
Dec 31, 24
5 State Street Corporation 4.01M (4.68%) 43.46K
Increased by +1.08%
Mar 31, 24
6 Kayne Anderson Rudnick Investment Management LLC 3.90M (4.55%) 38.38K
Increased by +0.98%
Dec 31, 24
7 Apg All Pensions Group 3.63M (4.24%) -2.08M
Decreased by -57.33%
Sep 30, 24
8 Van Eck Associates Corporation 3.44M (4.01%) 257.18K
Increased by +7.48%
Dec 31, 24
9 Geode Capital Management, LLC 2.15M (2.51%) 41.42K
Increased by +1.92%
Dec 31, 24
10 Lord, Abbett & Co LLC 2.09M (2.44%) 414.60K
Increased by +19.84%
Dec 31, 24
11 Massachusetts Financial Services Company 2.01M (2.34%) 105.84K
Increased by +5.26%
Dec 31, 24
12 Brown Advisory Holdings Inc 1.89M (2.21%) -237.99K
Decreased by -12.58%
Dec 31, 24
13 Amvescap Plc. 1.76M (2.05%) 169.15K
Increased by +9.60%
Dec 31, 24
14 Deutsche Bank AG 1.64M (1.91%) 264.38K
Increased by +16.10%
Dec 31, 24
15 JPMorgan Chase & Co 1.60M (1.87%) 385.22K
Increased by +24.03%
Sep 30, 24
16 Pictet Asset Manangement SA 1.31M (1.53%) -55.86K
Decreased by -4.26%
Dec 31, 24
17 Ako Capital Llp 1.24M (1.44%) -973.69K
Decreased by -78.72%
Sep 30, 23
18 Bank of America Corp 1.22M (1.42%) 362.16K
Increased by +29.76%
Sep 30, 24
19 Nordea Investment Mgmt Bank Demark A/s 1.18M (1.37%) 49.18K
Increased by +4.18%
Dec 31, 24
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 VanEck Morningstar Wide Moat 2.80M (3.26%) -87.91K
Decreased by -3.14%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.75M (3.21%) 20.61K
Increased by +0.75%
Feb 28, 25
3 VanEck Morningstar Wide Moat ETF 2.69M (3.13%) -5.12K
Decreased by -0.19%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 2.41M (2.81%) 14.94K
Increased by +0.62%
Feb 28, 25
5 Vanguard Small Cap Index 2.22M (2.59%) 1.81K
Increased by +0.08%
Feb 28, 25
6 JHancock Disciplined Value Mid Cap I 1.95M (2.28%) 0.00
Increased by 0.00%
Jan 31, 25
7 Vanguard Small Cap Value Index Inv 1.46M (1.71%) -4.88K
Decreased by -0.33%
Feb 28, 25
8 Russell CDN_Core Equity SMA 1.09M (1.27%) 540.11K
Increased by +49.47%
Dec 31, 23
9 Russell Investments Core Equity SMA 1.09M (1.27%) 0.00
Increased by 0.00%
Dec 31, 24
10 Invesco S&P 500® Equal Weight ETF 1.09M (1.27%) 1.22K
Increased by +0.11%
Feb 28, 25
11 Fidelity 500 Index 1.08M (1.26%) 4.78K
Increased by +0.44%
Jan 31, 25
12 SPDR® S&P 500® ETF Trust 1.07M (1.25%) -7.96K
Decreased by -0.74%
Feb 28, 25
13 SPDR® S&P 500 ETF Trust 1.04M (1.21%) 2.34K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 1.02M (1.19%) 6.51K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 1.02M (1.19%) -51.00
Decreased by -0.00%
Feb 28, 25
16 MFS Mid Cap Value A 949.31K (1.11%) 0.00
Increased by 0.00%
Feb 28, 25
17 MFS Mid Cap Value Equity 949.31K (1.11%) 63.87K
Increased by +6.73%
Dec 31, 24
18 Intermede Global Equity 703.54K (0.82%) -194.66K
Decreased by -27.67%
Dec 31, 24
19 Lord Abbett Affiliated A 691.62K (0.81%) 0.00
Increased by 0.00%
Jan 31, 25
20 BlackRock Equity Dividend Instl 682.90K (0.80%) -4.93K
Decreased by -0.72%
Sep 30, 24