Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVC 3.33%
2 FDRV 2.51%
3 EVAV 2.32%
4 SIMS 1.92%
5 IDRV 1.89%
6 KONG 1.86%
7 SAEF 1.79%
8 EQWM 1.76%
9 ROBT 1.69%
10 OUSM 1.60%
11 TMFS 1.53%
12 FXD 1.47%
13 COWS 1.42%
14 HCOW 1.42%
15 XMLV 1.18%
16 XMHQ 1.09%
17 DIVD 1.08%
18 RISN 1.03%
19 SMMV 1.02%
20 RNMC 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.58M (10.08%) 886.78K
Increased by +3.93%
Mar 31, 25
2 BlackRock Inc 21.20M (9.47%) 385.83K
Increased by +1.82%
Mar 31, 25
3 Wellington Management Company LLP 15.25M (6.81%) -2.77M
Decreased by -18.15%
Mar 31, 25
4 Burgundy Asset Management Ltd 7.73M (3.45%) 2.21M
Increased by +28.61%
Mar 31, 25
5 JPMorgan Chase & Co 7.67M (3.43%) 2.42M
Increased by +31.59%
Mar 31, 25
6 State Street Corp 7.36M (3.29%) 36.57K
Increased by +0.50%
Mar 31, 25
7 EdgePoint Investment Group, Inc. 7.22M (3.22%) -134.35K
Decreased by -1.86%
Mar 31, 25
8 State Street Corporation 7.13M (3.18%) 214.35K
Increased by +3.01%
Mar 31, 24
9 Ariel Investments, LLC 7.08M (3.16%) 687.33K
Increased by +9.71%
Mar 31, 25
10 Beutel, Goodman & Company Ltd. 6.07M (2.71%) 22.83K
Increased by +0.38%
Mar 31, 25
11 Boston Partners Global Investors, Inc 5.90M (2.63%) -151.71K
Decreased by -2.57%
Mar 31, 25
12 Geode Capital Management, LLC 5.66M (2.53%) 236.79K
Increased by +4.18%
Mar 31, 25
13 TD Asset Management Inc 5.19M (2.32%) -221.83K
Decreased by -4.27%
Mar 31, 25
14 Disciplined Growth Investors Inc 4.93M (2.20%) 143.72K
Increased by +2.92%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 4.66M (2.08%) 160.43K
Increased by +3.45%
Mar 31, 25
16 UBS Asset Mgmt Americas Inc 4.59M (2.05%) 2.70M
Increased by +58.72%
Mar 31, 25
17 TD Global Investment Solutions – TD Epoch 4.32M (1.93%) -115.26K
Decreased by -2.67%
Mar 31, 25
18 American Century Companies Inc 4.12M (1.84%) 2.46M
Increased by +59.76%
Mar 31, 25
19 Maj Invest Holding A/S 4.03M (1.80%) -222.21K
Decreased by -5.51%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 4.00M (1.78%) 253.93K
Increased by +6.36%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 7.39M (3.30%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 7.34M (3.28%) 3.23K
Increased by +0.04%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 7.30M (3.26%) 4.11K
Increased by +0.06%
May 31, 25
4 Vanguard Small Cap Index 5.73M (2.56%) 28.04K
Increased by +0.49%
May 31, 25
5 Undiscovered Managers Behavioral Val L 4.88M (2.18%) 2.62M
Increased by +53.69%
Apr 30, 25
6 Vanguard Windsor Investor Shares 4.81M (2.15%) -102.81K
Decreased by -2.14%
Mar 31, 25
7 JHancock Disciplined Value Mid Cap I 4.25M (1.90%) 0.00
Increased by 0.00%
Apr 30, 25
8 EdgePoint Global 4.22M (1.88%) 0.00
Increased by 0.00%
Dec 31, 24
9 EdgePoint Global Portfolio Series F 4.22M (1.88%) -50.00K
Decreased by -1.18%
Sep 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 3.54M (1.58%) 31.32K
Increased by +0.88%
May 31, 25
11 Vanguard Small Cap Growth Index Inv 3.16M (1.41%) -20.76K
Decreased by -0.66%
May 31, 25
12 Vanguard Explorer Inv 2.78M (1.24%) 0.00
Increased by 0.00%
Mar 31, 25
13 JPM Large Cap Value - MA 2.69M (1.20%) 1.82M
Increased by +67.70%
Mar 31, 25
14 JPM US Large Cap Value-Composite 2.69M (1.20%) 1.82M
Increased by +67.70%
Mar 31, 25
15 FullerThaler Behavioral Small-Cap Value 2.37M (1.06%) 2.37M
Increased by +100.00%
Mar 31, 25
16 EdgePoint Global Growth and Income 2.23M (1.00%) 0.00
Increased by 0.00%
Dec 31, 23
17 Ariel Fund Investor 2.07M (0.92%) 0.00
Increased by 0.00%
Mar 31, 25
18 Disciplined Growth - Mid Cap Growth 1.98M (0.88%) 138.69K
Increased by +7.01%
Dec 31, 24
19 First Trust Value Line® Dividend ETF 1.84M (0.82%) 595.00
Increased by +0.03%
May 29, 25
20 TD U.S. Capital Reinvestment I 1.77M (0.79%) 336.96K
Increased by +19.01%
Dec 31, 24