Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVC 3.33%
2 EVAV 3.26%
3 FDRV 2.96%
4 INVN 2.37%
5 KONG 2.24%
6 SIMS 2.22%
7 IDRV 2.16%
8 ROBT 1.98%
9 OUSM 1.88%
10 TMFS 1.84%
11 EQWM 1.76%
12 FXD 1.72%
13 HCOW 1.68%
14 COWS 1.67%
15 SAEF 1.60%
16 QUVU 1.44%
17 XMLV 1.40%
18 SMMV 1.22%
19 DIVD 1.21%
20 RNMC 1.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.35M (10.22%) -233.87K
Decreased by -1.05%
Jun 30, 25
2 BlackRock Inc 21.20M (9.70%) 385.83K
Increased by +1.82%
Mar 31, 25
3 Wellington Management Company LLP 13.44M (6.15%) -1.81M
Decreased by -13.46%
Jun 30, 25
4 Burgundy Asset Management Ltd 7.96M (3.64%) 236.35K
Increased by +2.97%
Jun 30, 25
5 JPMorgan Chase & Co 7.67M (3.51%) 2.42M
Increased by +31.59%
Mar 31, 25
6 State Street Corp 7.36M (3.37%) 36.57K
Increased by +0.50%
Mar 31, 25
7 EdgePoint Investment Group, Inc. 7.22M (3.30%) -134.35K
Decreased by -1.86%
Mar 31, 25
8 State Street Corporation 7.13M (3.26%) 214.35K
Increased by +3.01%
Mar 31, 24
9 Ariel Investments, LLC 7.08M (3.24%) 687.33K
Increased by +9.71%
Mar 31, 25
10 Fuller & Thaler Asset Management Inc 6.79M (3.11%) 3.34M
Increased by +49.22%
Jun 30, 25
11 American Century Companies Inc 6.61M (3.02%) 2.49M
Increased by +37.69%
Jun 30, 25
12 Beutel, Goodman & Company Ltd. 6.07M (2.77%) 22.83K
Increased by +0.38%
Mar 31, 25
13 Boston Partners Global Investors, Inc 5.90M (2.70%) -151.71K
Decreased by -2.57%
Mar 31, 25
14 Geode Capital Management, LLC 5.66M (2.59%) 236.79K
Increased by +4.18%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 5.00M (2.28%) 339.37K
Increased by +6.79%
Jun 30, 25
16 Disciplined Growth Investors Inc 4.92M (2.25%) -3.89K
Decreased by -0.08%
Jun 30, 25
17 TD Asset Management Inc 4.36M (1.99%) -833.21K
Decreased by -19.11%
Jun 30, 25
18 Maj Invest Holding A/S 4.03M (1.85%) -222.21K
Decreased by -5.51%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 4.00M (1.83%) 253.93K
Increased by +6.36%
Mar 31, 25
20 Cooke & Bieler LP 3.77M (1.73%) -89.54K
Decreased by -2.37%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.34M (3.36%) 3.23K
Increased by +0.04%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 7.33M (3.35%) -13.14K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 7.01M (3.21%) -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 4.88M (2.23%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Windsor Investor Shares 4.80M (2.20%) -11.87K
Decreased by -0.25%
Jun 30, 25
8 EdgePoint Global 4.22M (1.93%) 0.00
Increased by 0.00%
Dec 31, 24
9 EdgePoint Global Portfolio Series F 4.22M (1.93%) 0.00
Increased by 0.00%
Dec 31, 24
10 JHancock Disciplined Value Mid Cap I 4.16M (1.90%) 0.00
Increased by 0.00%
Jun 30, 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 (1.27%) 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 2.29M (1.05%) 6.69K
Increased by +0.29%
Jul 31, 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 (0.90%) 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