Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIE 4.15%
2 PEY 3.38%
3 TPMN 3.01%
4 GLRY 2.86%
5 WBIY 2.38%
6 CWS 2.13%
7 SRHQ 2.11%
8 DGRS 2.00%
9 REGL 1.98%
10 WTV 1.27%
11 JHAC 1.22%
12 SYV 1.18%
13 SMDV 1.13%
14 GRPM 0.99%
15 RFV 0.89%
16 PMOM 0.89%
17 CSB 0.88%
18 NIXT 0.86%
19 MOTE 0.84%
20 FXD 0.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 6.72M (12.69%) 560.30K
Increased by +8.34%
Mar 31, 25
2 Vanguard Group Inc 5.30M (10.02%) -339.14K
Decreased by -6.39%
Mar 31, 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 (4.53%) 1.51M
Increased by +62.85%
Mar 31, 25
8 Manufacturers Life Insurance Co 2.28M (4.32%) 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. 1.35M (2.55%) 280.54K
Increased by +20.76%
Mar 31, 25
13 JPMorgan Chase & Co 1.28M (2.42%) 548.26K
Increased by +42.72%
Sep 30, 24
14 Boston Partners Global Investors, Inc 1.15M (2.18%) -618.92K
Decreased by -53.76%
Dec 31, 23
15 Alyeska Investment Group, L.P. 1.10M (2.08%) 282.76K
Increased by +25.63%
Mar 31, 24
16 American Century Companies Inc 1.07M (2.02%) 71.60K
Increased by +6.71%
Mar 31, 25
17 Artisan Partners Limited Partnership 955.41K (1.81%) 54.52K
Increased by +5.71%
Mar 31, 25
18 Geode Capital Management, LLC 907.48K (1.71%) 43.30K
Increased by +4.77%
Mar 31, 25
19 Amvescap Plc. 902.75K (1.71%) 703.24K
Increased by +77.90%
Mar 31, 25
20 Confluence Investment Management LLC 824.81K (1.56%) -98.13K
Decreased by -11.90%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 3.84M (7.25%) 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 (4.55%) 0.00
Increased by 0.00%
Jun 30, 25
4 iShares Core S&P Mid-Cap ETF 1.72M (3.25%) 896.00
Increased by +0.05%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 1.71M (3.24%) 1.75K
Increased by +0.10%
May 31, 25
6 Vanguard US Total Market Shares ETF 1.69M (3.20%) 1.51K
Increased by +0.09%
Sep 30, 24
7 Vanguard Small Cap Index 1.34M (2.54%) 4.94K
Increased by +0.37%
May 31, 25
8 iShares Russell 2000 ETF 1.32M (2.49%) 9.14K
Increased by +0.69%
Jun 30, 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 1.00M (1.90%) 1.32K
Increased by +0.13%
Jun 28, 25
11 ProShares S&P MidCap 400 Dividend Arst 960.94K (1.82%) 0.00
Increased by 0.00%
Jun 30, 25
12 JHancock Disciplined Value Mid Cap I 880.49K (1.66%) -256.56K
Decreased by -29.14%
Dec 31, 23
13 Vanguard Small Cap Value Index Inv 864.24K (1.63%) -661.00
Decreased by -0.08%
May 31, 25
14 Capital Group Wash Mutual Invtrs Comp 857.92K (1.62%) -596.00
Decreased by -0.07%
Mar 31, 24
15 American Funds Washington Mutual A 857.63K (1.62%) -295.00
Decreased by -0.03%
Jun 30, 24
16 Pacer US Cash Cows 100 ETF 839.01K (1.59%) 1.50K
Increased by +0.18%
Mar 28, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 819.81K (1.55%) 5.92K
Increased by +0.72%
May 31, 25
18 Invesco High Yield Eq Div Achiev™ ETF 747.65K (1.41%) 0.00
Increased by 0.00%
Jun 30, 25
19 CI Alternative Diversified Opp Y 720.00K (1.36%) 0.00
Increased by 0.00%
Dec 31, 23
20 SPDR® S&P Dividend ETF 694.83K (1.31%) 0.00
Increased by 0.00%
Jun 30, 25