Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVC 3.33%
2 EVAV 2.67%
3 KONG 2.05%
4 SAEF 1.78%
5 EQWM 1.76%
6 IDRV 1.61%
7 SIMS 1.53%
8 ROBT 1.50%
9 XMHQ 1.09%
10 RISN 1.03%
11 XMLV 1.01%
12 DBLV 0.95%
13 FXD 0.92%
14 FSCS 0.89%
15 HSMV 0.89%
16 RNMC 0.88%
17 SURE 0.82%
18 PRAY 0.65%
19 CZA 0.61%
20 PAMC 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.81M (9.73%) -229.58K
Decreased by -1.05%
Sep 30, 24
2 BlackRock Inc 20.51M (9.16%) -346.00K
Decreased by -1.69%
Sep 30, 24
3 Wellington Management Company LLP 16.98M (7.58%) -3.69M
Decreased by -21.75%
Sep 30, 24
4 EdgePoint Investment Group, Inc. 7.70M (3.44%) 111.50K
Increased by +1.45%
Sep 30, 24
5 State Street Corp 7.17M (3.20%) 5.81K
Increased by +0.08%
Sep 30, 24
6 State Street Corporation 7.13M (3.18%) 214.35K
Increased by +3.01%
Mar 31, 24
7 Boston Partners Global Investors, Inc 6.65M (2.97%) 112.09K
Increased by +1.69%
Sep 30, 24
8 Ariel Investments, LLC 6.42M (2.87%) 319.16K
Increased by +4.97%
Sep 30, 24
9 Beutel, Goodman & Company Ltd. 6.06M (2.70%) -62.95K
Decreased by -1.04%
Sep 30, 24
10 Burgundy Asset Management Ltd 5.43M (2.42%) 1.09M
Increased by +20.00%
Sep 30, 24
11 Geode Capital Management, LLC 5.37M (2.40%) 285.80K
Increased by +5.32%
Sep 30, 24
12 TD Asset Management Inc 5.06M (2.26%) 551.39K
Increased by +10.90%
Sep 30, 24
13 Disciplined Growth Investors Inc 4.49M (2.01%) 234.08K
Increased by +5.21%
Sep 30, 24
14 Dimensional Fund Advisors, Inc. 4.30M (1.92%) 313.89K
Increased by +7.29%
Sep 30, 24
15 Maj Invest Holding A/S 4.03M (1.80%) -222.21K
Decreased by -5.51%
Sep 30, 23
16 JPMorgan Chase & Co 4.00M (1.79%) 2.57M
Increased by +64.25%
Sep 30, 24
17 Cooke & Bieler LP 3.86M (1.72%) 778.50K
Increased by +20.15%
Sep 30, 24
18 TD Global Investment Solutions – TD Epoch 3.83M (1.71%) 604.94K
Increased by +15.81%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 3.72M (1.66%) -3.60M
Decreased by -96.66%
Sep 30, 24
20 Schroder Investment Management Group 2.71M (1.21%) 350.32K
Increased by +12.94%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 7.42M (3.31%) 1.21K
Increased by +0.02%
Jan 29, 25
2 Vanguard Total Stock Mkt Idx Inv 7.05M (3.15%) -157.63K
Decreased by -2.24%
Dec 31, 24
3 Vanguard Small Cap Index 5.79M (2.58%) -16.80K
Decreased by -0.29%
Dec 31, 24
4 Vanguard Windsor Investor Shares 4.91M (2.19%) -185.99K
Decreased by -3.78%
Dec 31, 24
5 JHancock Disciplined Value Mid Cap I 4.49M (2.01%) -686.69K
Decreased by -15.28%
Nov 30, 24
6 EdgePoint Global Portfolio Series F 4.35M (1.94%) -470.85K
Decreased by -10.82%
Mar 31, 24
7 EdgePoint Global 4.22M (1.88%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 3.45M (1.54%) -5.74K
Decreased by -0.17%
Dec 31, 24
9 Vanguard Small Cap Growth Index Inv 3.28M (1.46%) 88.40K
Increased by +2.69%
Dec 31, 24
10 Vanguard Explorer Inv 2.78M (1.24%) 84.17K
Increased by +3.03%
Dec 31, 24
11 EdgePoint Global Growth and Income 2.23M (1.00%) 0.00
Increased by 0.00%
Dec 31, 23
12 EdgePoint Global Growth & Inc Port Sr F 2.08M (0.93%) -146.65K
Decreased by -7.04%
Mar 31, 24
13 Ariel Fund Investor 2.07M (0.92%) 0.00
Increased by 0.00%
Dec 31, 24
14 Disciplined Growth - Mid Cap Growth 1.98M (0.88%) 138.69K
Increased by +7.01%
Dec 31, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 1.90M (0.85%) 29.61K
Increased by +1.56%
Dec 31, 24
16 Vanguard Selected Value Inv 1.72M (0.77%) -59.20K
Decreased by -3.43%
Dec 31, 24
17 UBS (Lux) Security Equity BH CHF 1.66M (0.74%) 5.58K
Increased by +0.34%
Dec 31, 23
18 Disciplined Growth - Small Cap Growth 1.58M (0.71%) 1.58M
Increased by +100.00%
Jun 30, 24
19 TD Epoch Glb Qlty Capital Reinvestment 1.53M (0.68%) -34.23K
Decreased by -2.23%
Dec 31, 24
20 Invesco S&P MidCap Quality ETF 1.50M (0.67%) 6.31K
Increased by +0.42%
Apr 30, 24