Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EBIZ 4.31%
2 RUNN 1.94%
3 GDVD 1.54%
4 FPXI 1.46%
5 PLAT 1.33%
6 RISN 1.16%
7 PID 1.14%
8 IJK 1.09%
9 MDYG 1.08%
10 IVOG 1.08%
11 RFG 0.98%
12 FXD 0.91%
13 KLDW 0.77%
14 EWC 0.72%
15 SCHC 0.70%
16 VBK 0.62%
17 MDY 0.56%
18 SPMD 0.56%
19 IVOO 0.55%
20 VSS 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.55M (13.37%) 557.65K
Increased by +2.27%
Jun 30, 24
2 BlackRock Inc 14.52M (7.91%) 7.58M
Increased by +52.19%
Jun 30, 24
3 Independent Franchise Partners LLP 11.77M (6.41%) -1.98M
Decreased by -16.82%
Jun 30, 24
4 Massachusetts Financial Services Company 9.96M (5.42%) -153.03K
Decreased by -1.54%
Jun 30, 24
5 EdgePoint Investment Group, Inc. 8.51M (4.63%) -53.92K
Decreased by -0.63%
Jun 30, 24
6 Vontobel Holding Ltd. 7.73M (4.21%) 7.64M
Increased by +98.85%
Jun 30, 24
7 Beutel, Goodman & Company Ltd. 6.79M (3.70%) -98.47K
Decreased by -1.45%
Jun 30, 24
8 Vontobel Asset Management Inc 6.66M (3.63%) 13.29K
Increased by +0.20%
Mar 31, 24
9 State Street Corp 4.94M (2.69%) 2.17M
Increased by +43.88%
Jun 30, 24
10 Adage Capital Partners Gp LLC 4.09M (2.23%) 115.50K
Increased by +2.82%
Mar 31, 24
11 Geode Capital Management, LLC 3.59M (1.96%) 314.46K
Increased by +8.75%
Jun 30, 24
12 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 3.46M (1.88%) -133.76K
Decreased by -3.87%
Jun 30, 24
13 Boston Partners Global Investors, Inc 3.42M (1.86%) 389.46K
Increased by +11.39%
Jun 30, 24
14 HHG PLC 3.36M (1.83%) 193.52K
Increased by +5.76%
Jun 30, 24
15 Cooke & Bieler LP 3.31M (1.80%) 109.06K
Increased by +3.29%
Jun 30, 24
16 Fiera Capital Corporation 3.14M (1.71%) 168.94K
Increased by +5.37%
Jun 30, 24
17 Ancora Advisors LLC 3.09M (1.68%) -262.66K
Decreased by -8.49%
Dec 31, 23
18 Eagle Asset Management, Inc. 2.94M (1.60%) -289.91K
Decreased by -9.85%
Jun 30, 24
19 Riverbridge Partners LLC 2.90M (1.58%) -374.83K
Decreased by -12.95%
Jun 30, 24
20 State Street Corporation 2.77M (1.51%) -9.66K
Decreased by -0.35%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.81M (3.17%) -12.06K
Decreased by -0.21%
Jul 31, 24
2 iShares Core S&P Mid-Cap ETF 5.81M (3.16%) 1.80K
Increased by +0.03%
Aug 30, 24
3 Vanguard Small Cap Index 4.64M (2.52%) 17.19K
Increased by +0.37%
Jul 31, 24
4 EdgePoint Global 3.76M (2.05%) 0.00
Increased by 0.00%
Jun 30, 24
5 EdgePoint Global Portfolio Series F 3.76M (2.05%) 0.00
Increased by 0.00%
Jun 30, 24
6 MFS International Growth A 3.64M (1.98%) 0.00
Increased by 0.00%
Jul 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.80M (1.53%) 18.66K
Increased by +0.67%
Jul 31, 24
8 Vanguard Small Cap Growth Index Inv 2.59M (1.41%) -12.00K
Decreased by -0.46%
Jul 31, 24
9 Janus Henderson Enterprise D 2.54M (1.39%) 0.00
Increased by 0.00%
Jul 31, 24
10 Janus Inst Mid Cap Growth CF 2.54M (1.39%) 141.17K
Increased by +5.55%
Jun 30, 24
11 Vanguard Total Intl Stock Index Inv 2.54M (1.39%) 13.13K
Increased by +0.52%
Jul 31, 24
12 Beutel Goodman Canadian Equity Class D 2.35M (1.28%) -11.32K
Decreased by -0.48%
Jul 31, 24
13 JHancock Disciplined Value Mid Cap I 2.28M (1.24%) -256.01K
Decreased by -11.25%
Jul 31, 24
14 Eagle Mid-Cap Growth - Institutional 2.24M (1.22%) -108.82K
Decreased by -4.87%
Jun 30, 24
15 EdgePoint Global Growth & Inc Port Sr F 1.81M (0.99%) 0.00
Increased by 0.00%
Jun 30, 24
16 EdgePoint Global Growth and Income 1.81M (0.99%) 0.00
Increased by 0.00%
Jun 30, 24
17 Independent Franchise Partners US Equity 1.76M (0.96%) -50.07K
Decreased by -2.84%
Mar 28, 24
18 Carillon Eagle Mid Cap Growth A 1.73M (0.94%) -77.39K
Decreased by -4.49%
Jun 30, 24
19 Vanguard Developed Markets Index Admiral 1.55M (0.84%) 11.59K
Increased by +0.75%
Jul 31, 24
20 Vanguard Explorer Inv 1.50M (0.82%) 0.00
Increased by 0.00%
Jun 30, 24