Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.18%
2 UTRN 4.01%
3 XHB 3.85%
4 MGRO 3.58%
5 MOTE 3.06%
6 MOAT 2.92%
7 MOTG 2.41%
8 MVAL 2.09%
9 VNMC 1.75%
10 SMOT 1.64%
11 DFRA 1.53%
12 RSPN 1.49%
13 RGI 1.47%
14 QMID 1.40%
15 BOUT 1.35%
16 HAPY 1.24%
17 SMIG 1.23%
18 PXLG 1.13%
19 NUMV 1.12%
20 RNMC 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.77M (12.59%) 48.62K
Increased by +0.45%
Mar 31, 25
2 BlackRock Inc 8.82M (10.31%) 771.33K
Increased by +8.75%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 4.78M (5.58%) 878.80K
Increased by +18.40%
Mar 31, 25
4 Boston Partners Global Investors, Inc 4.75M (5.56%) 35.63K
Increased by +0.75%
Mar 31, 25
5 State Street Corporation 4.01M (4.69%) 43.46K
Increased by +1.08%
Mar 31, 24
6 State Street Corp 3.94M (4.61%) -124.39K
Decreased by -3.16%
Mar 31, 25
7 Apg All Pensions Group 3.63M (4.25%) -2.08M
Decreased by -57.33%
Sep 30, 24
8 Van Eck Associates Corporation 3.33M (3.90%) -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 (2.51%) 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 Lord, Abbett & Co LLC 1.52M (1.78%) -565.46K
Decreased by -37.11%
Mar 31, 25
13 Amvescap Plc. 1.52M (1.78%) -238.67K
Decreased by -15.67%
Mar 31, 25
14 Nordea Investment Mgmt Bank Demark A/s 1.51M (1.76%) 277.24K
Increased by +18.37%
Jun 30, 25
15 Deutsche Bank AG 1.48M (1.73%) -163.87K
Decreased by -11.09%
Mar 31, 25
16 Pictet Asset Manangement SA 1.31M (1.53%) -55.86K
Decreased by -4.26%
Dec 31, 24
17 Ako Capital Llp 1.24M (1.45%) -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 Northern Trust Corp 1.13M (1.32%) 161.47K
Increased by +14.25%
Mar 31, 25
20 AQR Capital Management LLC 1.12M (1.31%) 885.86K
Increased by +79.17%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.76M (3.22%) -17.37K
Decreased by -0.63%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 2.74M (3.20%) -43.54K
Decreased by -1.59%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 2.47M (2.89%) 15.30K
Increased by +0.62%
May 31, 25
4 Vanguard 500 Index Investor 2.44M (2.86%) -27.72K
Decreased by -1.13%
Jun 30, 25
5 VanEck Morningstar Wide Moat 2.30M (2.69%) -385.98K
Decreased by -16.80%
Jun 30, 25
6 VanEck Morningstar Wide Moat ETF 2.23M (2.61%) -852.00
Decreased by -0.04%
Jul 31, 25
7 Vanguard Small Cap Index 2.10M (2.46%) -73.92K
Decreased by -3.52%
Jun 30, 25
8 JHancock Disciplined Value Mid Cap I 1.86M (2.17%) -38.77K
Decreased by -2.09%
May 31, 25
9 Vanguard Small Cap Value Index Inv 1.34M (1.57%) -57.62K
Decreased by -4.30%
Jun 30, 25
10 MFS Mid Cap Value A 1.12M (1.31%) 0.00
Increased by 0.00%
Jun 30, 25
11 MFS Mid Cap Value Equity 1.12M (1.31%) 41.16K
Increased by +3.66%
Jun 30, 25
12 Russell CDN_Core Equity SMA 1.09M (1.28%) 540.11K
Increased by +49.47%
Dec 31, 23
13 Russell Investments Core Equity SMA 1.09M (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
14 Fidelity 500 Index 1.09M (1.27%) -6.63K
Decreased by -0.61%
Jun 30, 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 Trust 1.04M (1.21%) 2.34K
Increased by +0.23%
Apr 30, 24
18 SPDR® S&P 500® ETF 1.04M (1.21%) -4.39K
Decreased by -0.42%
Jul 31, 25
19 Invesco S&P 500® Equal Weight ETF 1.02M (1.20%) 286.00
Increased by +0.03%
Jul 31, 25
20 iShares Core S&P 500 ETF 1.02M (1.20%) -102.00
Decreased by -0.01%
Jul 30, 25