Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVC 3.33%
2 KONG 2.48%
3 EVAV 1.95%
4 SAEF 1.76%
5 EQWM 1.76%
6 ROBT 1.52%
7 SIMS 1.42%
8 XMLV 1.22%
9 XMHQ 1.09%
10 RISN 1.06%
11 FXD 1.06%
12 HSMV 1.01%
13 SURE 1.00%
14 RNMC 0.99%
15 FSCS 0.98%
16 DBLV 0.95%
17 IDRV 0.85%
18 PRAY 0.80%
19 WTV 0.69%
20 CZA 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.81M (9.62%) -229.58K
Decreased by -1.05%
Sep 30, 24
2 BlackRock Inc 20.86M (9.21%) -123.79K
Decreased by -0.59%
Jun 30, 24
3 Wellington Management Company LLP 16.98M (7.50%) -3.69M
Decreased by -21.75%
Sep 30, 24
4 EdgePoint Investment Group, Inc. 7.70M (3.40%) 111.50K
Increased by +1.45%
Sep 30, 24
5 State Street Corp 7.17M (3.16%) 5.81K
Increased by +0.08%
Sep 30, 24
6 State Street Corporation 7.13M (3.15%) 214.35K
Increased by +3.01%
Mar 31, 24
7 Boston Partners Global Investors, Inc 6.65M (2.93%) 112.09K
Increased by +1.69%
Sep 30, 24
8 Ariel Investments, LLC 6.42M (2.83%) 319.16K
Increased by +4.97%
Sep 30, 24
9 Beutel, Goodman & Company Ltd. 6.06M (2.67%) -62.95K
Decreased by -1.04%
Sep 30, 24
10 Burgundy Asset Management Ltd 5.43M (2.40%) 1.09M
Increased by +20.00%
Sep 30, 24
11 Geode Capital Management, LLC 5.37M (2.37%) 285.80K
Increased by +5.32%
Sep 30, 24
12 TD Asset Management Inc 5.06M (2.23%) 551.39K
Increased by +10.90%
Sep 30, 24
13 Disciplined Growth Investors Inc 4.49M (1.98%) 234.08K
Increased by +5.21%
Sep 30, 24
14 Dimensional Fund Advisors, Inc. 4.30M (1.90%) 313.89K
Increased by +7.29%
Sep 30, 24
15 Maj Invest Holding A/S 4.03M (1.78%) -222.21K
Decreased by -5.51%
Sep 30, 23
16 Cooke & Bieler LP 3.86M (1.70%) 778.50K
Increased by +20.15%
Sep 30, 24
17 TD Global Investment Solutions – TD Epoch 3.83M (1.69%) 604.94K
Increased by +15.81%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 3.72M (1.64%) -3.60M
Decreased by -96.66%
Sep 30, 24
19 Schroder Investment Management Group 2.71M (1.19%) 350.32K
Increased by +12.94%
Dec 31, 23
20 Deutsche Bank AG 2.48M (1.09%) 3.44K
Increased by +0.14%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 7.39M (3.26%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.32M (3.23%) -17.10K
Decreased by -0.23%
Oct 31, 24
3 Vanguard Small Cap Index 5.77M (2.55%) 11.30K
Increased by +0.20%
Oct 31, 24
4 JHancock Disciplined Value Mid Cap I 5.18M (2.29%) 286.30K
Increased by +5.53%
Oct 31, 24
5 Vanguard Windsor Investor Shares 5.10M (2.25%) -164.75K
Decreased by -3.23%
Sep 30, 24
6 EdgePoint Global 4.82M (2.13%) 0.00
Increased by 0.00%
Dec 31, 23
7 EdgePoint Global Portfolio Series F 4.35M (1.92%) -470.85K
Decreased by -10.82%
Mar 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 3.41M (1.51%) -17.20K
Decreased by -0.50%
Oct 31, 24
9 Vanguard Small Cap Growth Index Inv 3.17M (1.40%) -4.80K
Decreased by -0.15%
Oct 31, 24
10 Vanguard Explorer Inv 2.70M (1.19%) 190.40K
Increased by +7.06%
Sep 30, 24
11 EdgePoint Global Growth and Income 2.23M (0.98%) 0.00
Increased by 0.00%
Dec 31, 23
12 EdgePoint Global Growth & Inc Port Sr F 2.08M (0.92%) -146.65K
Decreased by -7.04%
Mar 31, 24
13 Ariel Fund Investor 2.07M (0.91%) 0.00
Increased by 0.00%
Sep 30, 24
14 Disciplined Growth - Mid Cap Growth 1.84M (0.81%) -483.05K
Decreased by -26.26%
Sep 30, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 1.81M (0.80%) -26.65K
Decreased by -1.47%
Oct 31, 24
16 Vanguard Selected Value Inv 1.78M (0.79%) 388.28K
Increased by +21.77%
Sep 30, 24
17 UBS (Lux) Security Equity BH CHF 1.66M (0.73%) 5.58K
Increased by +0.34%
Dec 31, 23
18 Disciplined Growth - Small Cap Growth 1.58M (0.70%) 1.58M
Increased by +100.00%
Jun 30, 24
19 TD Epoch Glb Qlty Capital Reinvestment 1.57M (0.69%) 848.62K
Increased by +54.12%
Sep 30, 24
20 Invesco S&P MidCap Quality ETF 1.50M (0.66%) 6.31K
Increased by +0.42%
Apr 30, 24