Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCUS 3.32%
2 BOTT 3.06%
3 MDCP 2.73%
4 CSMD 1.91%
5 NBSM 1.90%
6 XMHQ 1.84%
7 EQWM 1.54%
8 BUL 1.41%
9 LCLG 1.40%
10 GRPM 1.37%
11 XMMO 1.36%
12 IBOT 1.24%
13 FDLS 1.17%
14 FLM 1.15%
15 SDVY 1.15%
16 QMID 1.11%
17 RISN 1.04%
18 SOVF 0.96%
19 JSMD 0.94%
20 RNSC 0.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.58M (9.99%) -65.73K
Decreased by -1.18%
Sep 30, 24
2 BlackRock Inc 5.14M (9.20%) -48.65K
Decreased by -0.95%
Sep 30, 24
3 JPMorgan Chase & Co 3.00M (5.37%) -671.12K
Decreased by -22.36%
Sep 30, 24
4 EdgePoint Investment Group, Inc. 2.68M (4.79%) -67.76K
Decreased by -2.53%
Sep 30, 24
5 State Street Corp 2.46M (4.40%) 280.47K
Increased by +11.39%
Sep 30, 24
6 State Street Corporation 2.27M (4.06%) -261.76K
Decreased by -11.54%
Mar 31, 24
7 NORGES BANK 1.63M (2.91%) 79.07K
Increased by +4.86%
Jun 30, 24
8 Amvescap Plc. 1.21M (2.16%) -140.52K
Decreased by -11.63%
Sep 30, 24
9 Geode Capital Management, LLC 1.20M (2.15%) 61.64K
Increased by +5.12%
Sep 30, 24
10 Victory Capital Management Inc. 1.16M (2.08%) 65.15K
Increased by +5.60%
Dec 31, 24
11 Capital Research & Mgmt Co - Division 3 1.13M (2.01%) -4.14K
Decreased by -0.37%
Sep 30, 24
12 Macquarie Group Ltd 763.72K (1.37%) -10.68K
Decreased by -1.40%
Sep 30, 24
13 KeyBank National Association 739.53K (1.32%) -41.82K
Decreased by -5.66%
Sep 30, 24
14 Park Edge Advisors, LLC 670.89K (1.20%) 0.00
Increased by 0.00%
Dec 31, 24
15 First Trust Advisors L.P. 650.46K (1.16%) 15.58K
Increased by +2.39%
Sep 30, 24
16 Westfield Capital Management Company, LP 646.44K (1.16%) -41.40K
Decreased by -6.40%
Mar 31, 24
17 Bank of New York Mellon Corp 555.84K (0.99%) 13.13K
Increased by +2.36%
Dec 31, 24
18 Bessemer Group Inc 542.82K (0.97%) -98.90K
Decreased by -18.22%
Dec 31, 23
19 Dimensional Fund Advisors, Inc. 532.27K (0.95%) 6.62K
Increased by +1.24%
Sep 30, 24
20 Fisher Asset Management, LLC 505.70K (0.90%) 23.33K
Increased by +4.61%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.84M (3.29%) -480.00
Decreased by -0.03%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.76M (3.15%) -22.51K
Decreased by -1.28%
Dec 31, 24
3 Vanguard Small Cap Index 1.44M (2.57%) 6.94K
Increased by +0.48%
Dec 31, 24
4 EdgePoint Global Portfolio Series F 1.36M (2.44%) -93.40K
Decreased by -6.86%
Sep 30, 24
5 EdgePoint Global 1.22M (2.18%) -140.92K
Decreased by -11.54%
Dec 31, 24
6 American Funds Invmt Co of Amer A 979.24K (1.75%) -232.00
Decreased by -0.02%
Sep 30, 24
7 Capital Group Investment Co of Amer Comp 979.24K (1.75%) -232.00
Decreased by -0.02%
Sep 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 855.32K (1.53%) 8.12K
Increased by +0.95%
Dec 31, 24
9 JPM US Mid Cap Value-MA 843.39K (1.51%) 117.42K
Increased by +13.92%
Dec 31, 24
10 JPMorgan Mid Cap Value L 843.39K (1.51%) 0.00
Increased by 0.00%
Dec 31, 24
11 JPM US Mid Cap Value-Composite 834.81K (1.49%) -86.02K
Decreased by -10.30%
Jun 30, 24
12 Vanguard Small Cap Growth Index Inv 814.07K (1.46%) 27.31K
Increased by +3.35%
Dec 31, 24
13 Victory Sycamore Established Value R 810.00K (1.45%) 65.00K
Increased by +8.02%
Dec 31, 24
14 American Funds IS® Growth-Income 1 675.75K (1.21%) 0.00
Increased by 0.00%
Mar 31, 24
15 Capital Group Core Equity Composite 675.75K (1.21%) 0.00
Increased by 0.00%
Mar 31, 24
16 SPDR® S&P Dividend ETF 671.47K (1.20%) 0.00
Increased by 0.00%
Jan 31, 25
17 EdgePoint Global Growth & Inc Port Sr F 667.21K (1.19%) -37.85K
Decreased by -5.67%
Sep 30, 24
18 EdgePoint Global Growth and Income 592.15K (1.06%) 228.80K
Increased by +38.64%
Dec 31, 23
19 Champlain Mid Cap Fund, LLC 578.50K (1.03%) 186.43K
Increased by +32.23%
Dec 31, 24
20 Invesco S&P MidCap Quality ETF 525.93K (0.94%) 2.06K
Increased by +0.39%
Jan 31, 25