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 SIMS 1.90%
7 IDRV 1.90%
8 OUSM 1.81%
9 EQWM 1.76%
10 FXD 1.56%
11 ECML 1.51%
12 SAEF 1.49%
13 ROBT 1.44%
14 XMLV 1.40%
15 SRHQ 1.38%
16 COWS 1.33%
17 RNIN 1.31%
18 HCOW 1.30%
19 DIVD 1.25%
20 FSCS 1.16%

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 21.30M (10.05%) 784.24K
Increased by +3.68%
Mar 31, 26
3 American Century Companies Inc 10.60M (5.00%) 769.04K
Increased by +7.25%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 10.26M (4.84%) 10.26M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 9.70M (4.58%) 9.70M
Increased by +100.00%
Mar 31, 26
6 Ariel Investments, LLC 8.34M (3.94%) 452.47K
Increased by +5.42%
Mar 31, 26
7 Burgundy Asset Management Ltd 7.92M (3.74%) -40.64K
Decreased by -0.51%
Sep 30, 25
8 Dimensional Fund Advisors, Inc. 7.46M (3.52%) 833.92K
Increased by +11.17%
Mar 31, 26
9 BMO Capital Markets Corp. 7.40M (3.49%) -328.05K
Decreased by -4.43%
Mar 31, 26
10 Bank of Montreal 7.40M (3.49%) -328.05K
Decreased by -4.43%
Mar 31, 26
11 State Street Corporation 7.13M (3.36%) 214.35K
Increased by +3.01%
Mar 31, 24
12 Fuller & Thaler Asset Management Inc 7.11M (3.35%) -5.99M
Decreased by -84.29%
Mar 31, 26
13 State Street Corp 7.08M (3.34%) 7.25K
Increased by +0.10%
Mar 31, 26
14 Beutel, Goodman & Company Ltd. 6.07M (2.86%) 22.83K
Increased by +0.38%
Mar 31, 25
15 Geode Capital Management, LLC 6.01M (2.84%) 326.52K
Increased by +5.43%
Mar 31, 26
16 Boston Partners Global Investors, Inc 5.69M (2.68%) -115.71K
Decreased by -2.03%
Mar 31, 26
17 EdgePoint Investment Group, Inc. 5.64M (2.66%) -1.58M
Decreased by -28.09%
Jun 30, 25
18 JPMorgan Chase & Co 4.80M (2.26%) -8.65M
Decreased by -180.42%
Dec 31, 25
19 Disciplined Growth Investors Inc 4.52M (2.13%) -283.51K
Decreased by -6.27%
Mar 31, 26
20 Maj Invest Holding A/S 4.03M (1.90%) -222.21K
Decreased by -5.51%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 7.43M (3.50%) 1.39K
Increased by +0.02%
May 29, 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 6.84M (3.23%) 16.02K
Increased by +0.23%
Apr 30, 26
4 Avantis US Small Cap Value ETF 5.05M (2.38%) 8.89K
Increased by +0.18%
May 30, 26
5 Vanguard Small Cap Index 4.96M (2.34%) -11.18K
Decreased by -0.23%
Apr 30, 26
6 Vanguard Windsor Investor Shares 4.80M (2.26%) -11.87K
Decreased by -0.25%
Jun 30, 25
7 FullerThaler Behavioral Small-Cap Value 4.48M (2.12%) 54.74K
Increased by +1.22%
Mar 31, 26
8 Undiscovered Managers Behavioral Val L 4.21M (1.98%) 0.00
Increased by 0.00%
Apr 30, 26
9 JHancock Disciplined Value Mid Cap I 3.92M (1.85%) 0.00
Increased by 0.00%
Apr 30, 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 Small Cap Growth Index Inv 2.79M (1.31%) 8.60K
Increased by +0.31%
Apr 30, 26
14 Vanguard Explorer Inv 2.78M (1.31%) 0.00
Increased by 0.00%
Jun 30, 25
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 2.47M (1.17%) 25.61K
Increased by +1.04%
Apr 30, 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