Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EBIZ 4.37%
2 XMMO 1.95%
3 RUNN 1.94%
4 FPXI 1.81%
5 RUNN 1.81%
6 GDVD 1.54%
7 IVOG 1.35%
8 IJK 1.35%
9 PLAT 1.33%
10 RFG 1.30%
11 MDYG 1.29%
12 RISN 1.16%
13 MDYG 1.12%
14 PAMC 1.00%
15 BOUT 0.99%
16 MIDE 0.92%
17 FXD 0.91%
18 KLDW 0.91%
19 SCHC 0.83%
20 SCHC 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.92M (13.48%) 358.75K
Increased by +1.44%
Dec 31, 24
2 BlackRock Inc 15.11M (8.18%) 553.05K
Increased by +3.66%
Dec 31, 24
3 Massachusetts Financial Services Company 10.24M (5.54%) 352.53K
Increased by +3.44%
Mar 31, 25
4 Independent Franchise Partners LLP 9.66M (5.23%) -1.06M
Decreased by -10.95%
Dec 31, 24
5 EdgePoint Investment Group, Inc. 8.17M (4.42%) -181.06K
Decreased by -2.22%
Dec 31, 24
6 Vontobel Holding Ltd. 7.24M (3.92%) -1.21M
Decreased by -16.79%
Mar 31, 25
7 Vontobel Asset Management Inc 6.66M (3.60%) 13.29K
Increased by +0.20%
Mar 31, 24
8 Beutel, Goodman & Company Ltd. 6.00M (3.24%) -657.82K
Decreased by -10.97%
Dec 31, 24
9 State Street Corp 5.28M (2.86%) 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 (1.84%) 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 Ancora Advisors LLC 3.09M (1.67%) -262.66K
Decreased by -8.49%
Dec 31, 23
15 Cooke & Bieler LP 3.06M (1.66%) -86.15K
Decreased by -2.81%
Mar 31, 25
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 (1.45%) -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 5.97M (3.23%) -19.25K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.84M (3.16%) 24.27K
Increased by +0.42%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 5.82M (3.15%) -2.02K
Decreased by -0.03%
Sep 30, 24
4 Vanguard Small Cap Index 4.61M (2.49%) -98.25K
Decreased by -2.13%
Mar 31, 25
5 MFS International Growth A 3.65M (1.98%) 51.66K
Increased by +1.41%
Mar 31, 25
6 EdgePoint Global 3.29M (1.78%) -329.24K
Decreased by -10.01%
Dec 31, 24
7 EdgePoint Global Portfolio Series F 3.29M (1.78%) -329.24K
Decreased by -10.01%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 2.84M (1.54%) 42.74K
Increased by +1.50%
Mar 31, 25
9 Vanguard Total Intl Stock Index Inv 2.59M (1.40%) 19.06K
Increased by +0.74%
Mar 31, 25
10 Vanguard Small Cap Growth Index Inv 2.58M (1.40%) -60.02K
Decreased by -2.32%
Mar 31, 25
11 Janus Henderson Enterprise D 2.54M (1.38%) 0.00
Increased by 0.00%
Feb 28, 25
12 Janus Inst Mid Cap Growth CF 2.54M (1.38%) 0.00
Increased by 0.00%
Dec 31, 24
13 JHancock Disciplined Value Mid Cap I 2.40M (1.30%) 6.65K
Increased by +0.28%
Feb 28, 25
14 Beutel Goodman Canadian Equity Class D 1.82M (0.99%) -74.63K
Decreased by -4.09%
Jan 31, 25
15 Eagle Mid-Cap Growth - Institutional 1.81M (0.98%) -138.57K
Decreased by -7.65%
Mar 31, 25
16 Vanguard Developed Markets Index Admiral 1.61M (0.87%) 15.51K
Increased by +0.96%
Mar 31, 25
17 EdgePoint Global Growth & Inc Port Sr F 1.59M (0.86%) -181.61K
Decreased by -11.42%
Dec 31, 24
18 EdgePoint Global Growth and Income 1.59M (0.86%) -181.61K
Decreased by -11.42%
Dec 31, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 1.47M (0.80%) -17.39K
Decreased by -1.18%
Mar 31, 25
20 Carillon Eagle Mid Cap Growth A 1.47M (0.79%) -104.29K
Decreased by -7.11%
Mar 31, 25