Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCUS 3.25%
2 BOTT 3.06%
3 MDCP 2.47%
4 NBSM 1.79%
5 CSMD 1.76%
6 XMHQ 1.76%
7 EQWM 1.54%
8 BUL 1.41%
9 XMMO 1.36%
10 GRPM 1.32%
11 LCLG 1.30%
12 FDLS 1.17%
13 FLM 1.15%
14 IBOT 1.15%
15 QMID 1.05%
16 RISN 1.04%
17 SOVF 0.99%
18 RNSC 0.93%
19 FSGS 0.93%
20 RBLD 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.56M (10.03%) -38.33K
Decreased by -0.69%
Mar 31, 25
2 BlackRock Inc 5.32M (9.59%) 23.44K
Increased by +0.44%
Mar 31, 25
3 State Street Corp 2.47M (4.45%) -97.54K
Decreased by -3.96%
Mar 31, 25
4 State Street Corporation 2.27M (4.09%) -261.76K
Decreased by -11.54%
Mar 31, 24
5 EdgePoint Investment Group, Inc. 2.06M (3.71%) -514.83K
Decreased by -25.02%
Mar 31, 25
6 NORGES BANK 1.64M (2.96%) 12.37K
Increased by +0.75%
Dec 31, 24
7 JPMorgan Chase & Co 1.48M (2.66%) -259.78K
Decreased by -17.60%
Mar 31, 25
8 Victory Capital Management Inc. 1.35M (2.44%) 188.10K
Increased by +13.92%
Mar 31, 25
9 Geode Capital Management, LLC 1.30M (2.35%) 65.35K
Increased by +5.02%
Mar 31, 25
10 Amvescap Plc. 1.14M (2.05%) -73.14K
Decreased by -6.44%
Dec 31, 24
11 Capital Research & Mgmt Co - Division 3 1.13M (2.03%) -4.14K
Decreased by -0.37%
Sep 30, 24
12 Macquarie Group Ltd 746.36K (1.35%) -15.11K
Decreased by -2.02%
Mar 31, 25
13 First Trust Advisors L.P. 726.11K (1.31%) 75.65K
Increased by +10.42%
Dec 31, 24
14 KeyBank National Association 700.92K (1.26%) -8.01K
Decreased by -1.14%
Mar 31, 25
15 Park Edge Advisors, LLC 670.89K (1.21%) 0.00
Increased by 0.00%
Mar 31, 25
16 Westfield Capital Management Company, LP 646.44K (1.17%) -41.40K
Decreased by -6.40%
Mar 31, 24
17 Bank of New York Mellon Corp 553.64K (1.00%) -2.20K
Decreased by -0.40%
Mar 31, 25
18 Bessemer Group Inc 542.82K (0.98%) -98.90K
Decreased by -18.22%
Dec 31, 23
19 Champlain Investment Partners, LLC 536.39K (0.97%) -50.70K
Decreased by -9.45%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 532.00K (0.96%) -3.43K
Decreased by -0.65%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.83M (3.29%) -5.89K
Decreased by -0.32%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.81M (3.26%) 1.32K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.80M (3.24%) 15.68K
Increased by +0.87%
Apr 30, 25
4 Vanguard Small Cap Index 1.41M (2.54%) 8.52K
Increased by +0.60%
Apr 30, 25
5 EdgePoint Global 1.22M (2.20%) -140.92K
Decreased by -11.54%
Dec 31, 24
6 EdgePoint Global Portfolio Series F 1.22M (2.20%) -140.92K
Decreased by -11.54%
Dec 31, 24
7 American Funds Invmt Co of Amer A 979.24K (1.77%) -232.00
Decreased by -0.02%
Sep 30, 24
8 Capital Group Investment Co of Amer Comp 979.24K (1.77%) -232.00
Decreased by -0.02%
Sep 30, 24
9 Sycamore Mid Cap Value Comp 966.00K (1.74%) 940.00K
Increased by +97.31%
Mar 31, 25
10 Victory Sycamore Established Value R 966.00K (1.74%) 156.00K
Increased by +16.15%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 873.40K (1.57%) 4.75K
Increased by +0.54%
Apr 30, 25
12 JPM US Mid Cap Value-Composite 834.81K (1.51%) -86.02K
Decreased by -10.30%
Jun 30, 24
13 Vanguard Small Cap Growth Index Inv 784.03K (1.41%) -1.03K
Decreased by -0.13%
Apr 30, 25
14 JPM US Mid Cap Value-MA 686.61K (1.24%) -156.78K
Decreased by -22.83%
Mar 31, 25
15 JPMorgan Mid Cap Value L 686.61K (1.24%) -65.36K
Decreased by -9.52%
Mar 31, 25
16 American Funds IS® Growth-Income 1 675.75K (1.22%) 0.00
Increased by 0.00%
Mar 31, 24
17 Capital Group Core Equity Composite 675.75K (1.22%) 0.00
Increased by 0.00%
Mar 31, 24
18 SPDR® S&P Dividend ETF 656.90K (1.18%) 49.60K
Increased by +7.55%
Apr 30, 25
19 EdgePoint Global Growth and Income 592.15K (1.07%) 228.80K
Increased by +38.64%
Dec 31, 23
20 EdgePoint Global Growth & Inc Port Sr F 586.48K (1.06%) -80.73K
Decreased by -13.77%
Dec 31, 24