Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVC 3.33%
2 EVAV 2.59%
3 FDRV 2.08%
4 INVN 2.06%
5 KONG 1.94%
6 EQWM 1.76%
7 SIMS 1.74%
8 IDRV 1.69%
9 OUSM 1.67%
10 FXD 1.52%
11 SAEF 1.49%
12 ECML 1.47%
13 XMLV 1.40%
14 COWS 1.33%
15 ROBT 1.32%
16 SRHQ 1.31%
17 HCOW 1.30%
18 RNIN 1.25%
19 DIVD 1.20%
20 XMHQ 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.56M (10.17%) -165.73K
Decreased by -0.77%
Dec 31, 25
2 BlackRock Inc 20.51M (9.68%) -92.31K
Decreased by -0.45%
Dec 31, 25
3 American Century Companies Inc 9.83M (4.64%) 3.09M
Increased by +31.44%
Dec 31, 25
4 Burgundy Asset Management Ltd 7.92M (3.74%) -40.64K
Decreased by -0.51%
Sep 30, 25
5 Ariel Investments, LLC 7.89M (3.72%) 671.85K
Increased by +8.52%
Dec 31, 25
6 Dimensional Fund Advisors, Inc. 7.46M (3.52%) 833.92K
Increased by +11.17%
Mar 31, 26
7 BMO Capital Markets Corp. 7.40M (3.49%) -328.05K
Decreased by -4.43%
Mar 31, 26
8 Bank of Montreal 7.40M (3.49%) -328.05K
Decreased by -4.43%
Mar 31, 26
9 State Street Corporation 7.13M (3.36%) 214.35K
Increased by +3.01%
Mar 31, 24
10 Fuller & Thaler Asset Management Inc 7.11M (3.35%) -5.99M
Decreased by -84.29%
Mar 31, 26
11 State Street Corp 7.07M (3.34%) -365.94K
Decreased by -5.17%
Dec 31, 25
12 Beutel, Goodman & Company Ltd. 6.07M (2.86%) 22.83K
Increased by +0.38%
Mar 31, 25
13 Boston Partners Global Investors, Inc 5.69M (2.68%) -115.71K
Decreased by -2.03%
Mar 31, 26
14 Geode Capital Management, LLC 5.68M (2.68%) -33.12K
Decreased by -0.58%
Dec 31, 25
15 EdgePoint Investment Group, Inc. 5.64M (2.66%) -1.58M
Decreased by -28.09%
Jun 30, 25
16 JPMorgan Chase & Co 4.80M (2.26%) -8.65M
Decreased by -180.42%
Dec 31, 25
17 Disciplined Growth Investors Inc 4.52M (2.13%) -283.51K
Decreased by -6.27%
Mar 31, 26
18 Maj Invest Holding A/S 4.03M (1.90%) -222.21K
Decreased by -5.51%
Sep 30, 23
19 Caisse De Depot Et Placement Du Quebec 3.84M (1.81%) 695.07K
Increased by +18.10%
Mar 31, 26
20 Cooke & Bieler LP 3.77M (1.78%) -89.54K
Decreased by -2.37%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 7.40M (3.49%) -3.73K
Decreased by -0.05%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 7.34M (3.46%) 3.23K
Increased by +0.04%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 6.83M (3.22%) -111.22K
Decreased by -1.63%
Mar 31, 26
4 Vanguard Small Cap Index 4.97M (2.35%) 261.00
Increased by +0.01%
Mar 31, 26
5 Vanguard Windsor Investor Shares 4.80M (2.26%) -11.87K
Decreased by -0.25%
Jun 30, 25
6 FullerThaler Behavioral Small-Cap Value 4.48M (2.12%) 54.74K
Increased by +1.22%
Mar 31, 26
7 Avantis US Small Cap Value ETF 4.41M (2.08%) 0.00
Increased by 0.00%
Apr 30, 26
8 Undiscovered Managers Behavioral Val L 4.21M (1.98%) 53.50K
Increased by +1.27%
Mar 31, 26
9 JHancock Disciplined Value Mid Cap I 3.92M (1.85%) -316.45K
Decreased by -8.08%
Mar 31, 26
10 Ariel Fund Investor 3.12M (1.47%) 469.68K
Increased by +15.04%
Mar 31, 26
11 EdgePoint Global 2.82M (1.33%) -1.04M
Decreased by -36.73%
Jun 30, 25
12 EdgePoint Global Portfolio Series F 2.82M (1.33%) -1.04M
Decreased by -36.73%
Jun 30, 25
13 Vanguard Explorer Inv 2.78M (1.31%) 0.00
Increased by 0.00%
Jun 30, 25
14 Vanguard Small Cap Growth Index Inv 2.78M (1.31%) 15.06K
Increased by +0.54%
Mar 31, 26
15 JPM Large Cap Value - MA 2.69M (1.27%) 1.82M
Increased by +67.70%
Mar 31, 25
16 JPM US Large Cap Value-Composite 2.69M (1.27%) 1.82M
Increased by +67.70%
Mar 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 2.45M (1.15%) 60.60K
Increased by +2.48%
Mar 31, 26
18 Vanguard Selected Value Inv 1.72M (0.81%) -59.20K
Decreased by -3.43%
Dec 31, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 1.72M (0.81%) -43.09K
Decreased by -2.50%
Jul 31, 25
20 JPMorgan Value Advantage L 1.71M (0.81%) 0.00
Increased by 0.00%
Jul 31, 25