Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIE 4.15%
2 PEY 3.48%
3 TPMN 3.01%
4 GLRY 2.86%
5 WBIY 2.51%
6 SRHQ 2.20%
7 REGL 2.14%
8 CWS 2.13%
9 DGRS 2.01%
10 WTV 1.31%
11 JHAC 1.22%
12 SMDV 1.21%
13 SYV 1.18%
14 GRPM 0.99%
15 NIXT 0.92%
16 CSB 0.91%
17 PMOM 0.89%
18 RFV 0.88%
19 CGMM 0.88%
20 MOTE 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 6.77M (12.79%) 54.25K
Increased by +0.80%
Jun 30, 25
2 Vanguard Group Inc 5.61M (10.59%) 304.83K
Increased by +5.44%
Jun 30, 25
3 BlackRock Inc 4.85M (9.16%) 138.71K
Increased by +2.86%
Mar 31, 25
4 State Street Corporation 2.98M (5.62%) -224.49K
Decreased by -7.54%
Mar 31, 24
5 Beutel, Goodman & Company Ltd. 2.79M (5.27%) 15.58K
Increased by +0.56%
Mar 31, 25
6 State Street Corp 2.71M (5.12%) -528.21K
Decreased by -19.48%
Mar 31, 25
7 RWWM Inc 2.40M (4.54%) 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 Select Equity Group LP 1.62M (3.06%) 951.20K
Increased by +58.70%
Mar 31, 25
10 Van Eck Associates Corporation 1.39M (2.62%) -849.44K
Decreased by -61.16%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 1.37M (2.59%) 483.21K
Increased by +35.25%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 1.34M (2.53%) -14.22K
Decreased by -1.06%
Jun 30, 25
13 JPMorgan Chase & Co 1.28M (2.42%) 548.26K
Increased by +42.72%
Sep 30, 24
14 American Century Companies Inc 1.17M (2.21%) 100.62K
Increased by +8.61%
Jun 30, 25
15 Boston Partners Global Investors, Inc 1.15M (2.17%) -618.92K
Decreased by -53.76%
Dec 31, 23
16 ProShare Advisors LLC 1.12M (2.11%) 553.96K
Increased by +49.48%
Jun 30, 25
17 Alyeska Investment Group, L.P. 1.10M (2.08%) 282.76K
Increased by +25.63%
Mar 31, 24
18 Auto-Owners Insurance Co 1.03M (1.95%) 1.03M
Increased by +99.24%
Jun 30, 25
19 Artisan Partners Limited Partnership 930.51K (1.76%) -24.90K
Decreased by -2.68%
Jun 30, 25
20 Geode Capital Management, LLC 907.48K (1.71%) 43.30K
Increased by +4.77%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 3.84M (7.25%) 0.00
Increased by 0.00%
Jun 30, 25
2 Capital Group Growth Fnd of Amer Comp 3.84M (7.25%) 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 (3.25%) -3.08K
Decreased by -0.18%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 1.69M (3.20%) 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 1.26M (2.38%) -23.94K
Decreased by -1.90%
Jul 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 1.04M (1.97%) 1.01K
Increased by +0.10%
Jul 31, 25
11 ProShares S&P MidCap 400 Dividend Arst 960.86K (1.81%) -882.00
Decreased by -0.09%
Jul 31, 25
12 JHancock Disciplined Value Mid Cap I 880.49K (1.66%) -256.56K
Decreased by -29.14%
Dec 31, 23
13 Capital Group Wash Mutual Invtrs Comp 857.92K (1.62%) -596.00
Decreased by -0.07%
Mar 31, 24
14 American Funds Washington Mutual A 857.63K (1.62%) -295.00
Decreased by -0.03%
Jun 30, 24
15 Pacer US Cash Cows 100 ETF 839.01K (1.58%) 1.50K
Increased by +0.18%
Mar 28, 24
16 Vanguard Small Cap Value Index Inv 831.63K (1.57%) -730.00
Decreased by -0.09%
Jul 31, 25
17 Invesco High Yield Eq Div Achiev™ ETF 738.94K (1.40%) -552.00
Decreased by -0.07%
Jul 31, 25
18 CI Alternative Diversified Opp Y 720.00K (1.36%) 0.00
Increased by 0.00%
Dec 31, 23
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