Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIE 4.15%
2 WBIY 3.06%
3 TPMN 3.01%
4 GLRY 2.86%
5 MVFD 2.81%
6 DGRS 2.44%
7 SRHQ 2.39%
8 PEY 2.26%
9 CWS 2.13%
10 REGL 1.80%
11 WTV 1.51%
12 DWSH 1.36%
13 JHAC 1.22%
14 SYV 1.18%
15 NIXT 1.09%
16 RFV 1.05%
17 SMDV 1.02%
18 CSB 1.00%
19 GRPM 0.99%
20 PMOM 0.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.86M (12.94%) 2.01M
Increased by +29.30%
Jun 30, 25
2 Capital World Investors 6.77M (12.78%) 54.25K
Increased by +0.80%
Jun 30, 25
3 Vanguard Group Inc 5.61M (10.58%) 304.83K
Increased by +5.44%
Jun 30, 25
4 State Street Corp 3.14M (5.92%) 426.48K
Increased by +13.59%
Jun 30, 25
5 State Street Corporation 2.98M (5.62%) -224.49K
Decreased by -7.54%
Mar 31, 24
6 Beutel, Goodman & Company Ltd. 2.79M (5.27%) 15.58K
Increased by +0.56%
Mar 31, 25
7 RWWM Inc 2.40M (4.53%) 6.43K
Increased by +0.27%
Jun 30, 25
8 Manufacturers Life Insurance Co 2.28M (4.31%) 21.09K
Increased by +0.92%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 1.90M (3.59%) 529.54K
Increased by +27.86%
Jun 30, 25
10 UBS Group AG 1.76M (3.31%) 1.46M
Increased by +83.31%
Jun 30, 25
11 AQR Capital Management LLC 1.75M (3.31%) 1.49M
Increased by +84.96%
Jun 30, 25
12 Select Equity Group LP 1.62M (3.06%) 951.20K
Increased by +58.70%
Mar 31, 25
13 Van Eck Associates Corporation 1.39M (2.62%) -849.44K
Decreased by -61.16%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 1.34M (2.52%) -14.22K
Decreased by -1.06%
Jun 30, 25
15 Geode Capital Management, LLC 1.31M (2.47%) 404.18K
Increased by +30.81%
Jun 30, 25
16 JPMorgan Chase & Co 1.28M (2.42%) 548.26K
Increased by +42.72%
Sep 30, 24
17 American Century Companies Inc 1.17M (2.20%) 100.62K
Increased by +8.61%
Jun 30, 25
18 Bank of New York Mellon Corp 1.15M (2.17%) 391.21K
Increased by +33.98%
Jun 30, 25
19 Boston Partners Global Investors, Inc 1.15M (2.17%) -618.92K
Decreased by -53.76%
Dec 31, 23
20 ProShare Advisors LLC 1.12M (2.11%) 553.96K
Increased by +49.48%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 3.84M (7.24%) 0.00
Increased by 0.00%
Jun 30, 25
2 Capital Group Growth Fnd of Amer Comp 3.84M (7.24%) 0.00
Increased by 0.00%
Jun 30, 25
3 American Funds SMALLCAP World A 2.41M (4.54%) 0.00
Increased by 0.00%
Jun 30, 25
4 iShares Core S&P Mid-Cap ETF 1.72M (3.24%) 0.00
Increased by 0.00%
Aug 31, 25
5 Vanguard US Total Market Shares ETF 1.69M (3.19%) 1.51K
Increased by +0.09%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.69M (3.18%) -35.86K
Decreased by -2.13%
Jul 31, 25
7 Vanguard Small Cap Index 1.30M (2.45%) -7.85K
Decreased by -0.61%
Jul 31, 25
8 iShares Russell 2000 ETF 1.29M (2.43%) 0.00
Increased by 0.00%
Aug 31, 25
9 VanEck Morningstar Wide Moat 1.17M (2.20%) -826.93K
Decreased by -70.97%
Sep 30, 23
10 Avantis US Small Cap Value ETF 1.13M (2.14%) 5.69K
Increased by +0.50%
Aug 30, 25
11 JHancock Disciplined Value Mid Cap I 880.49K (1.66%) -256.56K
Decreased by -29.14%
Dec 31, 23
12 Capital Group Wash Mutual Invtrs Comp 857.92K (1.62%) -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 (1.58%) 1.50K
Increased by +0.18%
Mar 28, 24
15 Vanguard Small Cap Value Index Inv 831.63K (1.57%) -730.00
Decreased by -0.09%
Jul 31, 25
16 Invesco High Yield Eq Div Achiev™ ETF 732.46K (1.38%) -1.24K
Decreased by -0.17%
Aug 29, 25
17 CI Alternative Diversified Opp Y 720.00K (1.36%) 0.00
Increased by 0.00%
Dec 31, 23
18 ProShares S&P MidCap 400 Dividend Arst 703.74K (1.33%) 0.00
Increased by 0.00%
Aug 29, 25
19 Confluence Equity Income 678.66K (1.28%) -78.00K
Decreased by -11.49%
Jun 30, 25
20 Beutel Goodman American Equity Class D 588.21K (1.11%) -2.12K
Decreased by -0.36%
Mar 31, 25