Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVC 3.33%
2 EVAV 2.88%
3 KONG 1.85%
4 SAEF 1.78%
5 EQWM 1.76%
6 ROBT 1.71%
7 SIMS 1.61%
8 IDRV 1.57%
9 FXD 1.35%
10 DIVD 1.12%
11 XMHQ 1.09%
12 XMLV 1.09%
13 RISN 1.03%
14 HCOW 1.01%
15 COWS 0.99%
16 DBLV 0.95%
17 RNMC 0.83%
18 FSCS 0.83%
19 SURE 0.81%
20 HSMV 0.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.70M (9.58%) -113.47K
Decreased by -0.52%
Dec 31, 24
2 BlackRock Inc 20.81M (9.19%) 300.08K
Increased by +1.44%
Dec 31, 24
3 Wellington Management Company LLP 18.02M (7.96%) 1.04M
Increased by +5.76%
Dec 31, 24
4 EdgePoint Investment Group, Inc. 7.36M (3.25%) -344.11K
Decreased by -4.68%
Dec 31, 24
5 State Street Corp 7.33M (3.24%) 162.60K
Increased by +2.22%
Dec 31, 24
6 State Street Corporation 7.13M (3.15%) 214.35K
Increased by +3.01%
Mar 31, 24
7 Ariel Investments, LLC 6.39M (2.82%) -28.01K
Decreased by -0.44%
Dec 31, 24
8 Boston Partners Global Investors, Inc 6.05M (2.67%) -594.74K
Decreased by -9.83%
Dec 31, 24
9 Beutel, Goodman & Company Ltd. 6.04M (2.67%) -14.10K
Decreased by -0.23%
Dec 31, 24
10 Burgundy Asset Management Ltd 5.52M (2.44%) 86.93K
Increased by +1.58%
Dec 31, 24
11 Geode Capital Management, LLC 5.42M (2.40%) 55.82K
Increased by +1.03%
Dec 31, 24
12 TD Asset Management Inc 5.42M (2.39%) 356.85K
Increased by +6.59%
Dec 31, 24
13 JPMorgan Chase & Co 5.25M (2.32%) 1.25M
Increased by +23.77%
Dec 31, 24
14 Disciplined Growth Investors Inc 4.78M (2.11%) 288.89K
Increased by +6.04%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 4.50M (1.99%) 192.38K
Increased by +4.28%
Dec 31, 24
16 TD Global Investment Solutions – TD Epoch 4.44M (1.96%) 611.63K
Increased by +13.78%
Dec 31, 24
17 Maj Invest Holding A/S 4.03M (1.78%) -222.21K
Decreased by -5.51%
Sep 30, 23
18 Cooke & Bieler LP 3.77M (1.67%) -89.54K
Decreased by -2.37%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 3.74M (1.65%) 20.54K
Increased by +0.55%
Dec 31, 24
20 Bank of New York Mellon Corp 2.79M (1.23%) 386.46K
Increased by +13.87%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 7.43M (3.28%) 13.10K
Increased by +0.18%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 7.12M (3.15%) 24.35K
Increased by +0.34%
Feb 28, 25
3 Vanguard Small Cap Index 5.81M (2.56%) 4.73K
Increased by +0.08%
Feb 28, 25
4 Vanguard Windsor Investor Shares 4.91M (2.17%) -185.99K
Decreased by -3.78%
Dec 31, 24
5 JHancock Disciplined Value Mid Cap I 4.38M (1.93%) 0.00
Increased by 0.00%
Jan 31, 25
6 EdgePoint Global 4.22M (1.86%) 0.00
Increased by 0.00%
Dec 31, 24
7 EdgePoint Global Portfolio Series F 4.22M (1.86%) -50.00K
Decreased by -1.18%
Sep 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 3.46M (1.53%) 11.98K
Increased by +0.35%
Feb 28, 25
9 Vanguard Small Cap Growth Index Inv 3.26M (1.44%) -18.04K
Decreased by -0.55%
Feb 28, 25
10 Vanguard Explorer Inv 2.78M (1.23%) 84.17K
Increased by +3.03%
Dec 31, 24
11 EdgePoint Global Growth and Income 2.23M (0.99%) 0.00
Increased by 0.00%
Dec 31, 23
12 Ariel Fund Investor 2.07M (0.91%) 0.00
Increased by 0.00%
Dec 31, 24
13 Disciplined Growth - Mid Cap Growth 1.98M (0.87%) 138.69K
Increased by +7.01%
Dec 31, 24
14 SPDR® S&P MIDCAP 400 ETF Trust 1.84M (0.81%) 17.47K
Increased by +0.95%
Feb 28, 25
15 TD U.S. Capital Reinvestment I 1.77M (0.78%) 336.96K
Increased by +19.01%
Dec 31, 24
16 Vanguard Selected Value Inv 1.72M (0.76%) -59.20K
Decreased by -3.43%
Dec 31, 24
17 First Trust Value Line® Dividend ETF 1.67M (0.74%) 0.00
Increased by 0.00%
Mar 31, 25
18 EdgePoint Global Growth & Inc Port Sr F 1.66M (0.73%) 0.00
Increased by 0.00%
Sep 30, 24
19 UBS (Lux) Security Equity BH CHF 1.66M (0.73%) 5.58K
Increased by +0.34%
Dec 31, 23
20 Disciplined Growth - Small Cap Growth 1.58M (0.70%) 1.58M
Increased by +100.00%
Jun 30, 24