Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVAV 3.43%
2 DIVC 3.33%
3 FDRV 3.00%
4 IDRV 2.23%
5 SIMS 2.15%
6 KONG 2.08%
7 OUSM 1.87%
8 ROBT 1.86%
9 TMFS 1.76%
10 EQWM 1.76%
11 FXD 1.73%
12 HCOW 1.65%
13 COWS 1.63%
14 SAEF 1.60%
15 XMLV 1.39%
16 DIVD 1.29%
17 SMMV 1.19%
18 FSCS 1.16%
19 RNMC 1.16%
20 RNSC 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.58M (10.15%) 886.78K
Increased by +3.93%
Mar 31, 25
2 BlackRock Inc 21.20M (9.53%) 385.83K
Increased by +1.82%
Mar 31, 25
3 Wellington Management Company LLP 15.25M (6.86%) -2.77M
Decreased by -18.15%
Mar 31, 25
4 Burgundy Asset Management Ltd 7.73M (3.47%) 2.21M
Increased by +28.61%
Mar 31, 25
5 JPMorgan Chase & Co 7.67M (3.45%) 2.42M
Increased by +31.59%
Mar 31, 25
6 State Street Corp 7.36M (3.31%) 36.57K
Increased by +0.50%
Mar 31, 25
7 EdgePoint Investment Group, Inc. 7.22M (3.25%) -134.35K
Decreased by -1.86%
Mar 31, 25
8 State Street Corporation 7.13M (3.20%) 214.35K
Increased by +3.01%
Mar 31, 24
9 Ariel Investments, LLC 7.08M (3.18%) 687.33K
Increased by +9.71%
Mar 31, 25
10 Beutel, Goodman & Company Ltd. 6.07M (2.73%) 22.83K
Increased by +0.38%
Mar 31, 25
11 Boston Partners Global Investors, Inc 5.90M (2.65%) -151.71K
Decreased by -2.57%
Mar 31, 25
12 Geode Capital Management, LLC 5.66M (2.54%) 236.79K
Increased by +4.18%
Mar 31, 25
13 TD Asset Management Inc 5.19M (2.33%) -221.83K
Decreased by -4.27%
Mar 31, 25
14 Disciplined Growth Investors Inc 4.93M (2.21%) 143.72K
Increased by +2.92%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 4.66M (2.09%) 160.43K
Increased by +3.45%
Mar 31, 25
16 UBS Asset Mgmt Americas Inc 4.59M (2.06%) 2.70M
Increased by +58.72%
Mar 31, 25
17 TD Global Investment Solutions – TD Epoch 4.32M (1.94%) -115.26K
Decreased by -2.67%
Mar 31, 25
18 American Century Companies Inc 4.12M (1.85%) 2.46M
Increased by +59.76%
Mar 31, 25
19 Maj Invest Holding A/S 4.03M (1.81%) -222.21K
Decreased by -5.51%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 4.00M (1.80%) 253.93K
Increased by +6.36%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.34M (3.30%) 3.23K
Increased by +0.04%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 7.33M (3.29%) 3.82K
Increased by +0.05%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 7.30M (3.28%) 4.11K
Increased by +0.06%
May 31, 25
4 Vanguard Small Cap Index 5.73M (2.58%) 28.04K
Increased by +0.49%
May 31, 25
5 Undiscovered Managers Behavioral Val L 4.88M (2.20%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Windsor Investor Shares 4.81M (2.16%) -102.81K
Decreased by -2.14%
Mar 31, 25
7 EdgePoint Global 4.22M (1.90%) 0.00
Increased by 0.00%
Dec 31, 24
8 EdgePoint Global Portfolio Series F 4.22M (1.90%) 0.00
Increased by 0.00%
Dec 31, 24
9 JHancock Disciplined Value Mid Cap I 4.16M (1.87%) -86.74K
Decreased by -2.08%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 3.54M (1.59%) 31.32K
Increased by +0.88%
May 31, 25
11 Vanguard Small Cap Growth Index Inv 3.16M (1.42%) -20.76K
Decreased by -0.66%
May 31, 25
12 Vanguard Explorer Inv 2.78M (1.25%) 0.00
Increased by 0.00%
Mar 31, 25
13 JPM Large Cap Value - MA 2.69M (1.21%) 1.82M
Increased by +67.70%
Mar 31, 25
14 JPM US Large Cap Value-Composite 2.69M (1.21%) 1.82M
Increased by +67.70%
Mar 31, 25
15 FullerThaler Behavioral Small-Cap Value 2.37M (1.07%) 2.37M
Increased by +100.00%
Mar 31, 25
16 Ariel Fund Investor 2.27M (1.02%) 203.97K
Increased by +8.97%
Jun 30, 25
17 EdgePoint Global Growth and Income 2.23M (1.00%) 0.00
Increased by 0.00%
Dec 31, 23
18 Disciplined Growth - Mid Cap Growth 1.98M (0.89%) 138.69K
Increased by +7.01%
Dec 31, 24
19 TD U.S. Capital Reinvestment I 1.77M (0.80%) 336.96K
Increased by +19.01%
Dec 31, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 1.77M (0.79%) 9.10K
Increased by +0.52%
Jun 30, 25