Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVLU 2.92%
2 JRE_old 2.77%
3 RJMG 2.56%
4 SAEF 2.52%
5 RFV 2.25%
6 FTIF 1.97%
7 PAMC 1.89%
8 SRHQ 1.83%
9 LARE 1.61%
10 XMVM 1.53%
11 XMMO 1.43%
12 LCF 1.28%
13 RWK 1.13%
14 FFSM 1.07%
15 PXMV 1.01%
16 IYR 0.99%
17 TAX 0.96%
18 ABCS 0.92%
19 QGRO 0.90%
20 FREL 0.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.95M (14.80%) -60.88K
Decreased by -0.88%
Mar 31, 25
2 BlackRock Inc 4.78M (10.18%) 70.95K
Increased by +1.49%
Mar 31, 25
3 FMR Inc 2.35M (5.00%) 41.41K
Increased by +1.76%
Mar 31, 25
4 Cohen & Steers Inc 2.26M (4.82%) -932.96K
Decreased by -41.27%
Sep 30, 23
5 EdgePoint Investment Group, Inc. 1.84M (3.91%) 195.82K
Increased by +10.67%
Mar 31, 25
6 Generation Investment Management LLP 1.83M (3.90%) -183.17K
Decreased by -10.00%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 1.66M (3.54%) 6.06K
Increased by +0.36%
Mar 31, 25
8 State Street Corp 1.49M (3.18%) 9.83K
Increased by +0.66%
Mar 31, 25
9 State Street Corporation 1.43M (3.04%) 26.73K
Increased by +1.87%
Mar 31, 24
10 Select Equity Group LP 1.06M (2.26%) 357.47K
Increased by +33.66%
Mar 31, 25
11 Ariel Investments, LLC 1.04M (2.21%) -23.57K
Decreased by -2.27%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 1.02M (2.18%) -112.38K
Decreased by -11.00%
Mar 31, 25
13 Geode Capital Management, LLC 999.00K (2.13%) 64.04K
Increased by +6.41%
Mar 31, 25
14 Amvescap Plc. 961.96K (2.05%) 17.34K
Increased by +1.80%
Mar 31, 25
15 Swedbank AB 938.15K (2.00%) 501.72K
Increased by +53.48%
Jun 30, 25
16 Wellington Management Company LLP 899.30K (1.92%) 53.07K
Increased by +5.90%
Sep 30, 24
17 Massachusetts Financial Services Company 772.47K (1.65%) 514.00
Increased by +0.07%
Mar 31, 25
18 Millennium Management LLC 730.33K (1.56%) 184.02K
Increased by +25.20%
Mar 31, 24
19 BTIM Corp 672.99K (1.43%) 7.70K
Increased by +1.14%
Jun 30, 24
20 NORGES BANK 590.46K (1.26%) 17.07K
Increased by +2.89%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 1.76M (3.76%) 983.00
Increased by +0.06%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 1.55M (3.30%) 102.00
Increased by +0.01%
Jul 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.53M (3.25%) 4.80K
Increased by +0.31%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.50M (3.20%) 1.10K
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 1.16M (2.47%) -34.83K
Decreased by -3.00%
Jun 30, 25
6 Eaton Vance Atlanta Capital SMID-Cap I 1.08M (2.29%) 0.00
Increased by 0.00%
May 31, 25
7 EdgePoint Global 943.04K (2.01%) 943.04K
Increased by +100.00%
Mar 31, 25
8 EdgePoint Global Portfolio Series F 943.04K (2.01%) 47.06K
Increased by +4.99%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 740.18K (1.58%) -28.29K
Decreased by -3.82%
Jun 30, 25
10 Fidelity® Low-Priced Stock 732.77K (1.56%) 36.00K
Increased by +4.91%
Oct 31, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 731.21K (1.56%) -7.37K
Decreased by -1.01%
Jun 30, 25
12 Cohen & Steers Real Estate Securities A 542.46K (1.16%) -193.31K
Decreased by -35.64%
Sep 30, 23
13 Vulcan Value Partners Large Cap Value 539.49K (1.15%) -27.47K
Decreased by -5.09%
Jun 30, 24
14 Fidelity® Small Cap Value 525.00K (1.12%) 0.00
Increased by 0.00%
Oct 31, 23
15 Vanguard Windsor Investor Shares 516.25K (1.10%) 73.78K
Increased by +14.29%
Sep 30, 24
16 EdgePoint Global Growth & Inc Port Sr F 515.57K (1.10%) 87.48K
Increased by +16.97%
Mar 31, 25
17 EdgePoint Global Growth and Income 515.57K (1.10%) 515.57K
Increased by +100.00%
Mar 31, 25
18 Baron Real Estate Institutional 510.24K (1.09%) 45.75K
Increased by +8.97%
Jun 30, 25
19 Baron Real Estate Strategy 510.24K (1.09%) 45.75K
Increased by +8.97%
Jun 30, 25
20 MFS Mid Cap Value A 465.64K (0.99%) 0.00
Increased by 0.00%
Jun 30, 25