Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.18%
2 UTRN 4.01%
3 MGRO 3.67%
4 XHB 3.55%
5 MOTE 3.03%
6 MOAT 2.96%
7 MOTG 2.41%
8 MVAL 2.08%
9 VNMC 1.75%
10 SMOT 1.63%
11 DFRA 1.57%
12 RGI 1.49%
13 RSPN 1.49%
14 QMID 1.40%
15 BOUT 1.35%
16 HAPY 1.24%
17 SMIG 1.22%
18 PXLG 1.13%
19 RBLD 1.11%
20 NUMV 1.10%

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 8.82M (10.40%) 771.33K
Increased by +8.75%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 4.78M (5.64%) 878.80K
Increased by +18.40%
Mar 31, 25
4 Boston Partners Global Investors, Inc 4.75M (5.61%) 35.63K
Increased by +0.75%
Mar 31, 25
5 State Street Corporation 4.01M (4.73%) 43.46K
Increased by +1.08%
Mar 31, 24
6 State Street Corp 3.94M (4.65%) -124.39K
Decreased by -3.16%
Mar 31, 25
7 Apg All Pensions Group 3.63M (4.29%) -2.08M
Decreased by -57.33%
Sep 30, 24
8 Van Eck Associates Corporation 3.33M (3.93%) -101.39K
Decreased by -3.04%
Mar 31, 25
9 Massachusetts Financial Services Company 2.24M (2.65%) 95.94K
Increased by +4.28%
Jun 30, 25
10 Geode Capital Management, LLC 2.23M (2.64%) 81.34K
Increased by +3.64%
Mar 31, 25
11 Brown Advisory Holdings Inc 1.91M (2.25%) -233.17K
Decreased by -12.22%
Jun 30, 25
12 Amvescap Plc. 1.52M (1.80%) -238.67K
Decreased by -15.67%
Mar 31, 25
13 Nordea Investment Mgmt Bank Demark A/s 1.51M (1.78%) 277.24K
Increased by +18.37%
Jun 30, 25
14 Deutsche Bank AG 1.48M (1.74%) -163.87K
Decreased by -11.09%
Mar 31, 25
15 Lord, Abbett & Co LLC 1.40M (1.65%) -128.10K
Decreased by -9.18%
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 1.13M (1.34%) 161.47K
Increased by +14.25%
Mar 31, 25
20 Intermede Investment Partners Ltd 1.04M (1.22%) -42.69K
Decreased by -4.12%
Dec 31, 23

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 2.23M (2.64%) -852.00
Decreased by -0.04%
Jul 31, 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%
Jun 30, 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 A 1.12M (1.33%) 0.00
Increased by 0.00%
Jun 30, 25
11 MFS Mid Cap Value Equity 1.12M (1.33%) 41.16K
Increased by +3.66%
Jun 30, 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%) -6.63K
Decreased by -0.61%
Jun 30, 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 1.05M (1.23%) 4.54K
Increased by +0.43%
Jul 31, 25
18 SPDR® S&P 500 ETF Trust 1.04M (1.23%) 2.34K
Increased by +0.23%
Apr 30, 24
19 iShares Core S&P 500 ETF 1.03M (1.21%) 4.69K
Increased by +0.46%
Jul 31, 25
20 Invesco S&P 500® Equal Weight ETF 1.02M (1.21%) 286.00
Increased by +0.03%
Jul 31, 25