Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EBIZ 4.64%
2 BOUT 3.54%
3 PAMC 2.27%
4 XMMO 2.03%
5 RUNN 1.94%
6 FPXI 1.90%
7 RUNN 1.81%
8 GDVD 1.54%
9 RFG 1.36%
10 MDYG 1.35%
11 PLAT 1.33%
12 IVOG 1.28%
13 IJK 1.28%
14 RISN 1.16%
15 MDYG 1.12%
16 FXD 0.91%
17 KLDW 0.91%
18 SCHC 0.85%
19 SCHC 0.83%
20 QVMM 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.92M (13.51%) 358.75K
Increased by +1.44%
Dec 31, 24
2 BlackRock Inc 15.11M (8.20%) 553.05K
Increased by +3.66%
Dec 31, 24
3 Massachusetts Financial Services Company 9.89M (5.36%) -72.21K
Decreased by -0.73%
Dec 31, 24
4 Independent Franchise Partners LLP 9.66M (5.24%) -1.06M
Decreased by -10.95%
Dec 31, 24
5 Vontobel Holding Ltd. 8.45M (4.58%) 753.70K
Increased by +8.92%
Dec 31, 24
6 EdgePoint Investment Group, Inc. 8.17M (4.43%) -181.06K
Decreased by -2.22%
Dec 31, 24
7 Vontobel Asset Management Inc 6.66M (3.61%) 13.29K
Increased by +0.20%
Mar 31, 24
8 Beutel, Goodman & Company Ltd. 6.00M (3.25%) -657.82K
Decreased by -10.97%
Dec 31, 24
9 State Street Corp 5.28M (2.87%) 237.80K
Increased by +4.50%
Dec 31, 24
10 Geode Capital Management, LLC 3.97M (2.15%) 264.78K
Increased by +6.67%
Dec 31, 24
11 HHG PLC 3.40M (1.85%) 19.89K
Increased by +0.58%
Dec 31, 24
12 Boston Partners Global Investors, Inc 3.31M (1.79%) 214.18K
Increased by +6.47%
Dec 31, 24
13 Fiera Capital Corporation 3.22M (1.74%) 125.28K
Increased by +3.89%
Dec 31, 24
14 Cooke & Bieler LP 3.15M (1.71%) -65.60K
Decreased by -2.08%
Dec 31, 24
15 Ancora Advisors LLC 3.09M (1.68%) -262.66K
Decreased by -8.49%
Dec 31, 23
16 FMR Inc 2.80M (1.52%) 1.62M
Increased by +57.89%
Dec 31, 24
17 State Street Corporation 2.77M (1.50%) -9.66K
Decreased by -0.35%
Mar 31, 24
18 JPMorgan Chase & Co 2.68M (1.46%) -487.43K
Decreased by -18.16%
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 6.00M (3.25%) 4.51K
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 5.82M (3.15%) 8.98K
Increased by +0.15%
Feb 28, 25
3 Vanguard Small Cap Index 4.71M (2.55%) 3.87K
Increased by +0.08%
Feb 28, 25
4 MFS International Growth A 3.60M (1.95%) -5.96K
Decreased by -0.17%
Feb 28, 25
5 EdgePoint Global 3.29M (1.78%) -329.24K
Decreased by -10.01%
Dec 31, 24
6 EdgePoint Global Portfolio Series F 3.29M (1.78%) -329.24K
Decreased by -10.01%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.80M (1.52%) 3.80K
Increased by +0.14%
Feb 28, 25
8 Vanguard Small Cap Growth Index Inv 2.64M (1.43%) -12.86K
Decreased by -0.49%
Feb 28, 25
9 Vanguard Total Intl Stock Index Inv 2.57M (1.39%) 5.42K
Increased by +0.21%
Feb 28, 25
10 Janus Henderson Enterprise D 2.54M (1.38%) 0.00
Increased by 0.00%
Jan 31, 25
11 Janus Inst Mid Cap Growth CF 2.54M (1.38%) 0.00
Increased by 0.00%
Dec 31, 24
12 JHancock Disciplined Value Mid Cap I 2.39M (1.30%) 0.00
Increased by 0.00%
Jan 31, 25
13 Eagle Mid-Cap Growth - Institutional 1.95M (1.06%) -90.94K
Decreased by -4.66%
Dec 31, 24
14 Beutel Goodman Canadian Equity Class D 1.82M (0.99%) -74.63K
Decreased by -4.09%
Jan 31, 25
15 Vanguard Developed Markets Index Admiral 1.59M (0.86%) 2.07K
Increased by +0.13%
Feb 28, 25
16 EdgePoint Global Growth & Inc Port Sr F 1.59M (0.86%) -181.61K
Decreased by -11.42%
Dec 31, 24
17 EdgePoint Global Growth and Income 1.59M (0.86%) -181.61K
Decreased by -11.42%
Dec 31, 24
18 Carillon Eagle Mid Cap Growth A 1.57M (0.85%) -54.15K
Decreased by -3.45%
Dec 31, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 1.49M (0.81%) 14.16K
Increased by +0.95%
Feb 28, 25
20 Vanguard Explorer Inv 1.42M (0.77%) -83.47K
Decreased by -5.88%
Sep 30, 24