Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EBIZ 3.93%
2 RUNN 1.94%
3 RUNN 1.86%
4 FPXI 1.68%
5 GDVD 1.54%
6 PLAT 1.33%
7 RISN 1.16%
8 PID 1.14%
9 IVOG 1.12%
10 MDYG 1.12%
11 MDYG 1.11%
12 IJK 1.05%
13 RFG 0.99%
14 FXD 0.91%
15 KLDW 0.91%
16 SCHC 0.81%
17 EWC 0.72%
18 QVMM 0.63%
19 QVMM 0.63%
20 VBK 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.56M (13.34%) 7.47K
Increased by +0.03%
Sep 30, 24
2 BlackRock Inc 14.52M (7.89%) 7.58M
Increased by +52.19%
Jun 30, 24
3 Independent Franchise Partners LLP 10.72M (5.82%) -1.05M
Decreased by -9.78%
Sep 30, 24
4 Massachusetts Financial Services Company 9.96M (5.41%) 4.31K
Increased by +0.04%
Sep 30, 24
5 EdgePoint Investment Group, Inc. 8.35M (4.54%) -159.20K
Decreased by -1.91%
Sep 30, 24
6 Vontobel Holding Ltd. 7.70M (4.18%) -31.41K
Decreased by -0.41%
Sep 30, 24
7 Vontobel Asset Management Inc 6.66M (3.62%) 13.29K
Increased by +0.20%
Mar 31, 24
8 Beutel, Goodman & Company Ltd. 6.65M (3.61%) -138.67K
Decreased by -2.08%
Sep 30, 24
9 State Street Corp 5.05M (2.74%) 103.08K
Increased by +2.04%
Sep 30, 24
10 Geode Capital Management, LLC 3.70M (2.01%) 108.19K
Increased by +2.92%
Sep 30, 24
11 HHG PLC 3.38M (1.84%) 24.10K
Increased by +0.71%
Sep 30, 24
12 Cooke & Bieler LP 3.21M (1.74%) -99.32K
Decreased by -3.09%
Sep 30, 24
13 Fiera Capital Corporation 3.14M (1.71%) 168.94K
Increased by +5.37%
Jun 30, 24
14 Boston Partners Global Investors, Inc 3.09M (1.68%) -324.43K
Decreased by -10.48%
Sep 30, 24
15 Ancora Advisors LLC 3.09M (1.68%) -262.66K
Decreased by -8.49%
Dec 31, 23
16 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.84M (1.54%) -618.49K
Decreased by -21.77%
Sep 30, 24
17 State Street Corporation 2.77M (1.51%) -9.66K
Decreased by -0.35%
Mar 31, 24
18 Riverbridge Partners LLC 2.76M (1.50%) -132.99K
Decreased by -4.81%
Sep 30, 24
19 Alyeska Investment Group, L.P. 2.60M (1.41%) 660.45K
Increased by +25.37%
Sep 30, 23
20 Eagle Asset Management, Inc. 2.58M (1.40%) -362.62K
Decreased by -14.05%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.92M (3.21%) 11.62K
Increased by +0.20%
Nov 27, 24
2 Vanguard Total Stock Mkt Idx Inv 5.81M (3.15%) -21.69K
Decreased by -0.37%
Oct 31, 24
3 Vanguard Small Cap Index 4.62M (2.51%) 9.05K
Increased by +0.20%
Oct 31, 24
4 EdgePoint Global 3.62M (1.97%) -142.85K
Decreased by -3.95%
Sep 30, 24
5 EdgePoint Global Portfolio Series F 3.62M (1.97%) -142.85K
Decreased by -3.95%
Sep 30, 24
6 MFS International Growth A 3.61M (1.96%) -29.12K
Decreased by -0.81%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.74M (1.49%) -13.54K
Decreased by -0.49%
Oct 31, 24
8 Vanguard Total Intl Stock Index Inv 2.55M (1.38%) 972.00
Increased by +0.04%
Oct 31, 24
9 Janus Henderson Enterprise D 2.54M (1.38%) 0.00
Increased by 0.00%
Sep 30, 24
10 Janus Inst Mid Cap Growth CF 2.54M (1.38%) 0.00
Increased by 0.00%
Sep 30, 24
11 Vanguard Small Cap Growth Index Inv 2.54M (1.38%) -4.93K
Decreased by -0.19%
Oct 31, 24
12 JHancock Disciplined Value Mid Cap I 2.28M (1.24%) 0.00
Increased by 0.00%
Sep 30, 24
13 Eagle Mid-Cap Growth - Institutional 2.04M (1.11%) -195.29K
Decreased by -9.57%
Sep 30, 24
14 Beutel Goodman Canadian Equity Class D 1.97M (1.07%) -353.03K
Decreased by -17.92%
Oct 31, 24
15 EdgePoint Global Growth and Income 1.81M (0.98%) 0.00
Increased by 0.00%
Jun 30, 24
16 EdgePoint Global Growth & Inc Port Sr F 1.77M (0.96%) -37.65K
Decreased by -2.12%
Sep 30, 24
17 Carillon Eagle Mid Cap Growth A 1.63M (0.88%) -99.35K
Decreased by -6.11%
Sep 30, 24
18 Vanguard Developed Markets Index Admiral 1.57M (0.86%) 11.68K
Increased by +0.74%
Oct 31, 24
19 Independent Franchise Partners US Equity 1.45M (0.79%) -313.02K
Decreased by -21.58%
Jun 28, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 1.45M (0.79%) -21.34K
Decreased by -1.47%
Oct 31, 24