Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCUS 3.84%
2 BOTT 3.43%
3 MDCP 2.31%
4 XMHQ 1.99%
5 NBSM 1.92%
6 CSMD 1.80%
7 EQWM 1.54%
8 BUL 1.46%
9 LCLG 1.44%
10 IBOT 1.41%
11 XMMO 1.36%
12 GRPM 1.29%
13 FDLS 1.17%
14 FLM 1.15%
15 SDVY 1.09%
16 RISN 1.07%
17 QMID 1.01%
18 SOVF 0.96%
19 RBLD 0.91%
20 XMLV 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.71M (10.15%) 15.06K
Increased by +0.26%
Mar 31, 24
2 BlackRock Inc 5.40M (9.59%) 64.68K
Increased by +1.20%
Mar 31, 24
3 State Street Corporation 2.27M (4.03%) -261.76K
Decreased by -11.54%
Mar 31, 24
4 Capital Research & Mgmt Co - Division 3 1.86M (3.30%) 121.91K
Increased by +6.57%
Mar 31, 24
5 EdgePoint Investment Group, Inc. 1.86M (3.30%) 476.70K
Increased by +25.68%
Mar 31, 24
6 JPMorgan Chase & Co 1.85M (3.29%) -102.27K
Decreased by -5.52%
Mar 31, 24
7 NORGES BANK 1.55M (2.75%) 878.48K
Increased by +56.75%
Dec 31, 23
8 Geode Capital Management, LLC 1.08M (1.92%) 55.59K
Increased by +5.14%
Mar 31, 24
9 Goldman Sachs Group Inc 908.26K (1.61%) 382.62K
Increased by +42.13%
Dec 31, 23
10 Victory Capital Management Inc. 845.24K (1.50%) -216.55K
Decreased by -25.62%
Mar 31, 24
11 KeyBank National Association 803.19K (1.43%) -51.40K
Decreased by -6.40%
Mar 31, 24
12 Amvescap Plc. 762.55K (1.36%) 45.64K
Increased by +5.99%
Mar 31, 24
13 Macquarie Group Ltd 707.53K (1.26%) -58.97K
Decreased by -8.33%
Mar 31, 24
14 Bank of New York Mellon Corp 648.88K (1.15%) -33.91K
Decreased by -5.23%
Mar 31, 24
15 Westfield Capital Management Company, LP 646.44K (1.15%) -41.40K
Decreased by -6.40%
Mar 31, 24
16 Morgan Stanley - Brokerage Accounts 586.71K (1.04%) 162.24K
Increased by +27.65%
Mar 31, 24
17 Thrivent Financial For Lutherans 574.02K (1.02%) 3.64K
Increased by +0.63%
Mar 31, 24
18 Bessemer Group Inc 542.82K (0.96%) -98.90K
Decreased by -18.22%
Dec 31, 23
19 Principal Financial Group Inc 499.22K (0.89%) -20.56K
Decreased by -4.12%
Mar 31, 24
20 Dimensional Fund Advisors, Inc. 487.44K (0.87%) -74.19K
Decreased by -15.22%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.81M (3.21%) 1.01K
Increased by +0.06%
Jun 30, 24
2 iShares Core S&P Mid-Cap ETF 1.77M (3.15%) 2.91K
Increased by +0.16%
Jun 28, 24
3 Vanguard Small Cap Index 1.43M (2.54%) -28.52K
Decreased by -1.99%
Jun 30, 24
4 EdgePoint Global 1.16M (2.06%) 340.12K
Increased by +29.36%
Dec 31, 23
5 EdgePoint Global Portfolio Series F 1.07M (1.89%) -93.11K
Decreased by -8.74%
Mar 31, 24
6 Capital Group Investment Co of Amer Comp 979.76K (1.74%) 59.40K
Increased by +6.06%
Mar 31, 24
7 American Funds Invmt Co of Amer A 979.48K (1.74%) -289.00
Decreased by -0.03%
Jun 30, 24
8 JPM US Mid Cap Value-Composite 929.31K (1.65%) -17.89K
Decreased by -1.92%
Dec 31, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 861.78K (1.53%) -1.85K
Decreased by -0.21%
Jun 30, 24
10 JPM US Mid Cap Value-MA 834.81K (1.48%) -86.02K
Decreased by -10.30%
Jun 30, 24
11 JPMorgan Mid Cap Value L 834.81K (1.48%) -86.02K
Decreased by -10.30%
May 31, 24
12 Vanguard Small Cap Growth Index Inv 804.90K (1.43%) -24.93K
Decreased by -3.10%
Jun 30, 24
13 American Funds IS® Growth-Income 1 675.75K (1.20%) 0.00
Increased by 0.00%
Mar 31, 24
14 Capital Group Core Equity Composite 675.75K (1.20%) 0.00
Increased by 0.00%
Mar 31, 24
15 EdgePoint Global Growth and Income 592.15K (1.05%) 228.80K
Increased by +38.64%
Dec 31, 23
16 Vanguard Small Cap Value Index Inv 516.93K (0.92%) 1.71K
Increased by +0.33%
Nov 30, 23
17 EdgePoint Global Growth & Inc Port Sr F 505.41K (0.90%) -86.74K
Decreased by -17.16%
Mar 31, 24
18 Invesco S&P MidCap Quality ETF 481.91K (0.86%) 3.00K
Increased by +0.62%
Jun 28, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 456.95K (0.81%) -14.00K
Decreased by -3.06%
Jun 30, 24
20 Eagle Mid-Cap Growth - Institutional 447.03K (0.79%) 58.23K
Increased by +13.03%
Jun 30, 24