Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVC 3.33%
2 EVAV 2.53%
3 KONG 2.36%
4 SAEF 1.76%
5 EQWM 1.76%
6 ROBT 1.53%
7 SIMS 1.40%
8 XMLV 1.19%
9 FXD 1.10%
10 XMHQ 1.09%
11 RISN 1.05%
12 SURE 0.99%
13 HSMV 0.98%
14 RNMC 0.97%
15 FSCS 0.96%
16 DBLV 0.95%
17 IDRV 0.87%
18 PRAY 0.77%
19 CZA 0.61%
20 PAMC 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.04M (9.73%) -277.61K
Decreased by -1.26%
Jun 30, 24
2 BlackRock Inc 20.86M (9.21%) -123.79K
Decreased by -0.59%
Jun 30, 24
3 Wellington Management Company LLP 20.68M (9.13%) 4.09M
Increased by +19.76%
Jun 30, 24
4 EdgePoint Investment Group, Inc. 7.59M (3.35%) -459.68K
Decreased by -6.06%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 7.32M (3.23%) 506.23K
Increased by +6.92%
Jun 30, 24
6 State Street Corp 7.16M (3.16%) 30.89K
Increased by +0.43%
Jun 30, 24
7 State Street Corporation 7.13M (3.15%) 214.35K
Increased by +3.01%
Mar 31, 24
8 Boston Partners Global Investors, Inc 6.53M (2.88%) 828.34K
Increased by +12.68%
Jun 30, 24
9 Beutel, Goodman & Company Ltd. 6.12M (2.70%) 43.87K
Increased by +0.72%
Jun 30, 24
10 Ariel Investments, LLC 6.10M (2.69%) -302.78K
Decreased by -4.96%
Jun 30, 24
11 Geode Capital Management, LLC 5.08M (2.24%) 235.24K
Increased by +4.63%
Jun 30, 24
12 TD Asset Management Inc 5.06M (2.23%) 551.39K
Increased by +10.90%
Sep 30, 24
13 Burgundy Asset Management Ltd 4.34M (1.92%) 126.42K
Increased by +2.91%
Jun 30, 24
14 Disciplined Growth Investors Inc 4.26M (1.88%) 43.46K
Increased by +1.02%
Jun 30, 24
15 Maj Invest Holding A/S 4.03M (1.78%) -222.21K
Decreased by -5.51%
Sep 30, 23
16 Dimensional Fund Advisors, Inc. 3.99M (1.76%) 489.69K
Increased by +12.28%
Jun 30, 24
17 Cooke & Bieler LP 3.86M (1.70%) 778.50K
Increased by +20.15%
Sep 30, 24
18 TD Global Investment Solutions – TD Epoch 3.22M (1.42%) 259.11K
Increased by +8.04%
Jun 30, 24
19 Schroder Investment Management Group 2.71M (1.19%) 350.32K
Increased by +12.94%
Dec 31, 23
20 Bank of New York Mellon Corp 2.67M (1.18%) 72.60K
Increased by +2.72%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.34M (3.24%) 3.23K
Increased by +0.04%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 7.25M (3.20%) 3.92K
Increased by +0.05%
Oct 31, 24
3 Vanguard Small Cap Index 5.76M (2.54%) -87.61K
Decreased by -1.52%
Sep 30, 24
4 Vanguard Windsor Investor Shares 5.10M (2.25%) -164.75K
Decreased by -3.23%
Sep 30, 24
5 JHancock Disciplined Value Mid Cap I 4.89M (2.16%) 0.00
Increased by 0.00%
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 3.43M (1.51%) -93.54K
Decreased by -2.73%
Sep 30, 24
9 Vanguard Small Cap Growth Index Inv 3.18M (1.40%) -58.55K
Decreased by -1.84%
Sep 30, 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 1.84M (0.81%) -7.10K
Decreased by -0.39%
Sep 30, 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 First Trust Value Line® Dividend ETF 1.54M (0.68%) -716.00
Decreased by -0.05%
Oct 31, 24