Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIE 4.15%
2 TPMN 3.01%
3 GLRY 2.86%
4 PEY 2.40%
5 CWS 2.13%
6 DGRS 1.54%
7 JHAC 1.22%
8 SYV 1.18%
9 WBIY 1.15%
10 GRPM 0.99%
11 PMOM 0.89%
12 CSB 0.69%
13 RFV 0.69%
14 SYG 0.69%
15 SRHQ 0.68%
16 XMHQ 0.67%
17 FXD 0.65%
18 CVY 0.58%
19 PAMC 0.57%
20 PAPI 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 6.16M (11.66%) 388.05K
Increased by +6.30%
Dec 31, 24
2 Vanguard Group Inc 5.64M (10.69%) 39.86K
Increased by +0.71%
Dec 31, 24
3 BlackRock Inc 4.71M (8.92%) 165.74K
Increased by +3.52%
Dec 31, 24
4 State Street Corp 3.24M (6.14%) 335.08K
Increased by +10.34%
Dec 31, 24
5 State Street Corporation 2.98M (5.64%) -224.49K
Decreased by -7.54%
Mar 31, 24
6 Beutel, Goodman & Company Ltd. 2.78M (5.26%) 69.77K
Increased by +2.51%
Dec 31, 24
7 Manufacturers Life Insurance Co 2.28M (4.33%) 21.09K
Increased by +0.92%
Dec 31, 24
8 Van Eck Associates Corporation 1.39M (2.63%) -849.44K
Decreased by -61.16%
Sep 30, 23
9 JPMorgan Chase & Co 1.28M (2.43%) 548.26K
Increased by +42.72%
Sep 30, 24
10 Boston Partners Global Investors, Inc 1.15M (2.18%) -618.92K
Decreased by -53.76%
Dec 31, 23
11 Alyeska Investment Group, L.P. 1.10M (2.09%) 282.76K
Increased by +25.63%
Mar 31, 24
12 Dimensional Fund Advisors, Inc. 1.07M (2.03%) 162.96K
Increased by +15.22%
Dec 31, 24
13 Confluence Investment Management LLC 1.02M (1.93%) -21.05K
Decreased by -2.07%
Dec 31, 24
14 American Century Companies Inc 995.87K (1.89%) 244.25K
Increased by +24.53%
Dec 31, 24
15 Artisan Partners Limited Partnership 900.89K (1.71%) 513.54K
Increased by +57.00%
Dec 31, 24
16 RWWM Inc 889.70K (1.69%) 703.32K
Increased by +79.05%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 887.77K (1.68%) 241.50K
Increased by +27.20%
Dec 31, 24
18 Geode Capital Management, LLC 864.18K (1.64%) -5.85K
Decreased by -0.68%
Dec 31, 24
19 Bank of New York Mellon Corp 776.47K (1.47%) 241.93K
Increased by +31.16%
Dec 31, 24
20 Select Equity Group LP 669.37K (1.27%) -1.27M
Decreased by -190.02%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 3.84M (7.28%) 0.00
Increased by 0.00%
Dec 31, 24
2 Capital Group Growth Fnd of Amer Comp 3.84M (7.28%) 0.00
Increased by 0.00%
Dec 31, 24
3 American Funds SMALLCAP World A 1.87M (3.55%) 387.60K
Increased by +20.70%
Dec 31, 24
4 iShares Core S&P Mid-Cap ETF 1.71M (3.24%) 1.29K
Increased by +0.08%
Feb 28, 25
5 Vanguard Total Stock Mkt Idx Inv 1.67M (3.17%) 1.34K
Increased by +0.08%
Feb 28, 25
6 Vanguard Small Cap Index 1.35M (2.56%) 1.12K
Increased by +0.08%
Feb 28, 25
7 Invesco High Yield Eq Div Achiev™ ETF 1.24M (2.34%) -2.00K
Decreased by -0.16%
Feb 28, 25
8 VanEck Morningstar Wide Moat 1.17M (2.21%) -826.93K
Decreased by -70.97%
Sep 30, 23
9 Avantis US Small Cap Value ETF 900.77K (1.71%) 2.53K
Increased by +0.28%
Feb 28, 25
10 Vanguard Small Cap Value Index Inv 890.74K (1.69%) -3.29K
Decreased by -0.37%
Feb 28, 25
11 JHancock Disciplined Value Mid Cap I 880.49K (1.67%) -256.56K
Decreased by -29.14%
Dec 31, 23
12 Capital Group Wash Mutual Invtrs Comp 857.92K (1.63%) -596.00
Decreased by -0.07%
Mar 31, 24
13 American Funds Washington Mutual A 857.63K (1.62%) -295.00
Decreased by -0.03%
Jun 30, 24
14 Pacer US Cash Cows 100 ETF 839.01K (1.59%) 1.50K
Increased by +0.18%
Mar 28, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 790.83K (1.50%) 1.13K
Increased by +0.14%
Feb 28, 25
16 CI Alternative Diversified Opp Y 720.00K (1.36%) 0.00
Increased by 0.00%
Dec 31, 23
17 SPDR® S&P Dividend ETF 623.06K (1.18%) -627.00
Decreased by -0.10%
Feb 28, 25
18 Confluence Equity Income 585.98K (1.11%) -60.86K
Decreased by -10.39%
Dec 31, 24
19 Beutel Goodman American Equity Class D 583.62K (1.11%) 1.76K
Increased by +0.30%
Jan 31, 25
20 Brown Advisory BeutelGoodmanLg-CpValInst 567.26K (1.07%) -2.56K
Decreased by -0.45%
Feb 28, 25