Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCUS 3.25%
2 BOTT 3.06%
3 MDCP 2.42%
4 CSMD 1.91%
5 XMHQ 1.87%
6 NBSM 1.81%
7 EQWM 1.54%
8 LCLG 1.44%
9 BUL 1.41%
10 XMMO 1.36%
11 GRPM 1.30%
12 JMID 1.27%
13 IBOT 1.24%
14 JSMD 1.19%
15 FDLS 1.17%
16 FLM 1.15%
17 QMID 1.10%
18 RISN 1.04%
19 SOVF 0.99%
20 RNSC 0.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.60M (10.01%) 18.80K
Increased by +0.34%
Dec 31, 24
2 BlackRock Inc 5.29M (9.46%) 150.47K
Increased by +2.84%
Dec 31, 24
3 EdgePoint Investment Group, Inc. 2.57M (4.60%) -106.91K
Decreased by -4.16%
Dec 31, 24
4 State Street Corp 2.56M (4.58%) 101.37K
Increased by +3.95%
Dec 31, 24
5 State Street Corporation 2.27M (4.05%) -261.76K
Decreased by -11.54%
Mar 31, 24
6 JPMorgan Chase & Co 1.74M (3.10%) -1.27M
Decreased by -72.97%
Dec 31, 24
7 NORGES BANK 1.64M (2.93%) 12.37K
Increased by +0.75%
Dec 31, 24
8 Geode Capital Management, LLC 1.24M (2.21%) 31.03K
Increased by +2.51%
Dec 31, 24
9 Victory Capital Management Inc. 1.16M (2.08%) 65.15K
Increased by +5.60%
Dec 31, 24
10 Amvescap Plc. 1.14M (2.03%) -73.14K
Decreased by -6.44%
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 761.47K (1.36%) -2.25K
Decreased by -0.29%
Dec 31, 24
13 First Trust Advisors L.P. 726.11K (1.30%) 75.65K
Increased by +10.42%
Dec 31, 24
14 KeyBank National Association 708.93K (1.27%) -30.60K
Decreased by -4.32%
Dec 31, 24
15 Park Edge Advisors, LLC 670.89K (1.20%) 0.00
Increased by 0.00%
Dec 31, 24
16 Westfield Capital Management Company, LP 646.44K (1.16%) -41.40K
Decreased by -6.40%
Mar 31, 24
17 Champlain Investment Partners, LLC 587.09K (1.05%) 587.09K
Increased by +100.00%
Dec 31, 24
18 Bank of New York Mellon Corp 555.84K (0.99%) 13.13K
Increased by +2.36%
Dec 31, 24
19 Bessemer Group Inc 542.82K (0.97%) -98.90K
Decreased by -18.22%
Dec 31, 23
20 Dimensional Fund Advisors, Inc. 535.43K (0.96%) 3.16K
Increased by +0.59%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.83M (3.28%) 1.38K
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 1.78M (3.18%) 8.48K
Increased by +0.48%
Feb 28, 25
3 Vanguard Small Cap Index 1.44M (2.58%) 1.18K
Increased by +0.08%
Feb 28, 25
4 EdgePoint Global 1.22M (2.18%) -140.92K
Decreased by -11.54%
Dec 31, 24
5 EdgePoint Global Portfolio Series F 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 857.79K (1.53%) 3.81K
Increased by +0.44%
Feb 28, 25
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%
Jan 31, 25
11 JPM US Mid Cap Value-Composite 834.81K (1.49%) -86.02K
Decreased by -10.30%
Jun 30, 24
12 Victory Sycamore Established Value R 810.00K (1.45%) 65.00K
Increased by +8.02%
Dec 31, 24
13 Vanguard Small Cap Growth Index Inv 809.22K (1.45%) -3.14K
Decreased by -0.39%
Feb 28, 25
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 595.37K (1.06%) -600.00
Decreased by -0.10%
Feb 28, 25
17 EdgePoint Global Growth and Income 592.15K (1.06%) 228.80K
Increased by +38.64%
Dec 31, 23
18 EdgePoint Global Growth & Inc Port Sr F 586.48K (1.05%) -80.73K
Decreased by -13.77%
Dec 31, 24
19 Champlain Mid Cap Fund, LLC 541.63K (0.97%) -16.25K
Decreased by -3.00%
Feb 28, 25
20 Invesco S&P MidCap Quality ETF 521.46K (0.93%) -86.00
Decreased by -0.02%
Feb 28, 25