Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVC 3.33%
2 EVAV 2.59%
3 INVN 2.36%
4 FDRV 2.09%
5 SAEF 1.90%
6 KONG 1.82%
7 EQWM 1.76%
8 SIMS 1.72%
9 IDRV 1.70%
10 HCOW 1.68%
11 OUSM 1.67%
12 COWS 1.65%
13 TMFS 1.59%
14 XMLV 1.40%
15 QUVU 1.24%
16 ROBT 1.17%
17 RNMC 1.16%
18 FSCS 1.16%
19 DIVD 1.12%
20 XMHQ 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.35M (10.25%) -233.87K
Decreased by -1.05%
Jun 30, 25
2 BlackRock Inc 21.15M (9.70%) -51.47K
Decreased by -0.24%
Jun 30, 25
3 Wellington Management Company LLP 13.44M (6.16%) -1.81M
Decreased by -13.46%
Jun 30, 25
4 Burgundy Asset Management Ltd 7.96M (3.65%) 236.35K
Increased by +2.97%
Jun 30, 25
5 State Street Corp 7.44M (3.41%) 74.78K
Increased by +1.01%
Jun 30, 25
6 Ariel Investments, LLC 7.36M (3.37%) 277.22K
Increased by +3.77%
Jun 30, 25
7 State Street Corporation 7.13M (3.27%) 214.35K
Increased by +3.01%
Mar 31, 24
8 Fuller & Thaler Asset Management Inc 6.79M (3.11%) 3.34M
Increased by +49.22%
Jun 30, 25
9 American Century Companies Inc 6.61M (3.03%) 2.49M
Increased by +37.69%
Jun 30, 25
10 Beutel, Goodman & Company Ltd. 6.07M (2.78%) 22.83K
Increased by +0.38%
Mar 31, 25
11 Boston Partners Global Investors, Inc 5.79M (2.65%) -111.63K
Decreased by -1.93%
Jun 30, 25
12 Geode Capital Management, LLC 5.68M (2.61%) 20.80K
Increased by +0.37%
Jun 30, 25
13 EdgePoint Investment Group, Inc. 5.64M (2.59%) -1.58M
Decreased by -28.09%
Jun 30, 25
14 JPMorgan Chase & Co 5.52M (2.53%) -2.15M
Decreased by -39.03%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 5.00M (2.29%) 339.37K
Increased by +6.79%
Jun 30, 25
16 Disciplined Growth Investors Inc 4.92M (2.26%) -3.89K
Decreased by -0.08%
Jun 30, 25
17 UBS Group AG 4.46M (2.04%) 2.67M
Increased by +59.96%
Jun 30, 25
18 TD Asset Management Inc 4.36M (2.00%) -833.21K
Decreased by -19.11%
Jun 30, 25
19 Morgan Stanley - Brokerage Accounts 4.16M (1.91%) 163.31K
Increased by +3.93%
Jun 30, 25
20 Maj Invest Holding A/S 4.03M (1.85%) -222.21K
Decreased by -5.51%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.34M (3.37%) 3.23K
Increased by +0.04%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 7.32M (3.36%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 7.01M (3.22%) -148.23K
Decreased by -2.11%
Jul 31, 25
4 Vanguard Small Cap Index 5.46M (2.50%) -38.62K
Decreased by -0.71%
Jul 31, 25
5 FullerThaler Behavioral Small-Cap Value 5.08M (2.33%) -2.48K
Decreased by -0.05%
Jun 30, 25
6 Undiscovered Managers Behavioral Val L 4.87M (2.23%) -10.06K
Decreased by -0.21%
Jul 31, 25
7 Vanguard Windsor Investor Shares 4.80M (2.20%) -11.87K
Decreased by -0.25%
Jun 30, 25
8 EdgePoint Global 4.22M (1.94%) 0.00
Increased by 0.00%
Dec 31, 24
9 EdgePoint Global Portfolio Series F 4.22M (1.94%) 0.00
Increased by 0.00%
Dec 31, 24
10 JHancock Disciplined Value Mid Cap I 4.16M (1.91%) 0.00
Increased by 0.00%
Jul 31, 25
11 Vanguard Small Cap Growth Index Inv 3.08M (1.41%) -7.08K
Decreased by -0.23%
Jul 31, 25
12 Vanguard Explorer Inv 2.78M (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
13 JPM Large Cap Value - MA 2.69M (1.23%) 1.82M
Increased by +67.70%
Mar 31, 25
14 JPM US Large Cap Value-Composite 2.69M (1.23%) 1.82M
Increased by +67.70%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 2.42M (1.11%) -1.05M
Decreased by -43.49%
Jul 31, 25
16 Avantis US Small Cap Value ETF 2.32M (1.06%) 0.00
Increased by 0.00%
Aug 30, 25
17 Ariel Fund Investor 2.27M (1.04%) 203.97K
Increased by +8.97%
Jun 30, 25
18 EdgePoint Global Growth and Income 2.23M (1.02%) 0.00
Increased by 0.00%
Dec 31, 23
19 Disciplined Growth - Mid Cap Growth 1.98M (0.91%) 138.69K
Increased by +7.01%
Dec 31, 24
20 TD U.S. Capital Reinvestment I 1.77M (0.81%) 336.96K
Increased by +19.01%
Dec 31, 24