Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCUS 3.84%
2 BOTT 3.77%
3 MDCP 2.46%
4 XMHQ 2.10%
5 NBSM 2.01%
6 CSMD 1.89%
7 EQWM 1.54%
8 BUL 1.52%
9 IBOT 1.50%
10 LCLG 1.45%
11 XMMO 1.36%
12 GRPM 1.34%
13 FDLS 1.17%
14 FLM 1.15%
15 SDVY 1.11%
16 RISN 1.10%
17 QMID 1.04%
18 SOVF 1.00%
19 MADE 0.95%
20 RBLD 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.58M (9.97%) -65.73K
Decreased by -1.18%
Sep 30, 24
2 BlackRock Inc 5.19M (9.27%) -206.28K
Decreased by -3.97%
Jun 30, 24
3 EdgePoint Investment Group, Inc. 2.68M (4.78%) -67.76K
Decreased by -2.53%
Sep 30, 24
4 State Street Corporation 2.27M (4.05%) -261.76K
Decreased by -11.54%
Mar 31, 24
5 State Street Corp 2.18M (3.89%) -86.41K
Decreased by -3.96%
Jun 30, 24
6 JPMorgan Chase & Co 1.84M (3.28%) -15.20K
Decreased by -0.83%
Jun 30, 24
7 NORGES BANK 1.63M (2.90%) 79.07K
Increased by +4.86%
Jun 30, 24
8 Amvescap Plc. 1.35M (2.41%) 586.65K
Increased by +43.48%
Jun 30, 24
9 Geode Capital Management, LLC 1.14M (2.04%) 61.46K
Increased by +5.38%
Jun 30, 24
10 Capital Research & Mgmt Co - Division 3 1.13M (2.01%) -4.14K
Decreased by -0.37%
Sep 30, 24
11 Victory Capital Management Inc. 1.10M (1.96%) 494.46K
Increased by +45.03%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 917.69K (1.64%) -255.72K
Decreased by -27.87%
Jun 30, 24
13 KeyBank National Association 781.36K (1.39%) -21.84K
Decreased by -2.79%
Jun 30, 24
14 Macquarie Group Ltd 774.40K (1.38%) 66.86K
Increased by +8.63%
Jun 30, 24
15 Park Edge Advisors, LLC 670.89K (1.20%) 0.00
Increased by 0.00%
Sep 30, 24
16 Westfield Capital Management Company, LP 646.44K (1.15%) -41.40K
Decreased by -6.40%
Mar 31, 24
17 First Trust Advisors L.P. 634.88K (1.13%) 355.10K
Increased by +55.93%
Jun 30, 24
18 Bank of New York Mellon Corp 596.63K (1.06%) -52.25K
Decreased by -8.76%
Jun 30, 24
19 Thrivent Financial For Lutherans 574.02K (1.02%) 3.64K
Increased by +0.63%
Mar 31, 24
20 Bessemer Group Inc 542.82K (0.97%) -98.90K
Decreased by -18.22%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.80M (3.22%) -6.63K
Decreased by -0.37%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 1.78M (3.19%) 960.00
Increased by +0.05%
Oct 31, 24
3 EdgePoint Global Portfolio Series F 1.46M (2.60%) 389.70K
Increased by +26.78%
Jun 30, 24
4 Vanguard Small Cap Index 1.42M (2.54%) 2.80K
Increased by +0.20%
Oct 31, 24
5 EdgePoint Global 1.16M (2.07%) 340.12K
Increased by +29.36%
Dec 31, 23
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 846.13K (1.51%) -22.46K
Decreased by -2.65%
Sep 30, 24
9 JPM US Mid Cap Value-Composite 834.81K (1.49%) -86.02K
Decreased by -10.30%
Jun 30, 24
10 Vanguard Small Cap Growth Index Inv 780.13K (1.39%) -2.18K
Decreased by -0.28%
Oct 31, 24
11 Victory Sycamore Established Value R 745.00K (1.33%) 350.00K
Increased by +46.98%
Sep 30, 24
12 JPM US Mid Cap Value-MA 725.97K (1.30%) -108.84K
Decreased by -14.99%
Sep 30, 24
13 JPMorgan Mid Cap Value L 725.97K (1.30%) -108.84K
Decreased by -14.99%
Sep 30, 24
14 EdgePoint Global Growth & Inc Port Sr F 705.07K (1.26%) 199.66K
Increased by +28.32%
Jun 30, 24
15 SPDR® S&P Dividend ETF 677.81K (1.21%) -12.32K
Decreased by -1.82%
Oct 31, 24
16 American Funds IS® Growth-Income 1 675.75K (1.21%) 0.00
Increased by 0.00%
Mar 31, 24
17 Capital Group Core Equity Composite 675.75K (1.21%) 0.00
Increased by 0.00%
Mar 31, 24
18 Invesco S&P MidCap Quality ETF 597.30K (1.07%) 520.00
Increased by +0.09%
Oct 31, 24
19 EdgePoint Global Growth and Income 592.15K (1.06%) 228.80K
Increased by +38.64%
Dec 31, 23
20 Vanguard Small Cap Value Index Inv 516.93K (0.92%) 1.71K
Increased by +0.33%
Nov 30, 23