Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EBIZ 4.40%
2 XMMO 1.95%
3 RUNN 1.94%
4 RUNN 1.81%
5 FPXI 1.76%
6 GDVD 1.54%
7 IJK 1.35%
8 IVOG 1.33%
9 PLAT 1.33%
10 MDYG 1.30%
11 RFG 1.30%
12 RISN 1.16%
13 MDYG 1.12%
14 PAMC 1.00%
15 MIDE 0.94%
16 FXD 0.91%
17 KLDW 0.91%
18 SCHC 0.83%
19 BOUT 0.83%
20 SCHC 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.92M (13.48%) -223.00
Decreased by -0.00%
Mar 31, 25
2 BlackRock Inc 15.05M (8.14%) -58.53K
Decreased by -0.39%
Mar 31, 25
3 Massachusetts Financial Services Company 10.24M (5.54%) 352.53K
Increased by +3.44%
Mar 31, 25
4 EdgePoint Investment Group, Inc. 7.60M (4.11%) -570.67K
Decreased by -7.51%
Mar 31, 25
5 Vontobel Holding Ltd. 7.24M (3.91%) -1.21M
Decreased by -16.79%
Mar 31, 25
6 State Street Corp 6.71M (3.63%) 1.43M
Increased by +21.31%
Mar 31, 25
7 Vontobel Asset Management Inc 6.66M (3.60%) 13.29K
Increased by +0.20%
Mar 31, 24
8 Independent Franchise Partners LLP 5.75M (3.11%) -3.92M
Decreased by -68.19%
Mar 31, 25
9 Geode Capital Management, LLC 4.24M (2.29%) 267.86K
Increased by +6.32%
Mar 31, 25
10 Fiera Capital Corporation 3.77M (2.04%) 557.41K
Increased by +14.77%
Mar 31, 25
11 Fidelity International Ltd 3.65M (1.98%) 1.62M
Increased by +44.43%
Mar 31, 25
12 FMR Inc 3.58M (1.94%) 773.44K
Increased by +21.62%
Mar 31, 25
13 Beutel, Goodman & Company Ltd. 3.54M (1.92%) -2.45M
Decreased by -69.27%
Mar 31, 25
14 HHG PLC 3.45M (1.87%) 45.80K
Increased by +1.33%
Mar 31, 25
15 Boston Partners Global Investors, Inc 3.23M (1.75%) -82.61K
Decreased by -2.56%
Mar 31, 25
16 Ancora Advisors LLC 3.09M (1.67%) -262.66K
Decreased by -8.49%
Dec 31, 23
17 Cooke & Bieler LP 3.06M (1.66%) -86.15K
Decreased by -2.81%
Mar 31, 25
18 State Street Corporation 2.77M (1.50%) -9.66K
Decreased by -0.35%
Mar 31, 24
19 JPMorgan Chase & Co 2.68M (1.45%) -487.43K
Decreased by -18.16%
Sep 30, 24
20 Alyeska Investment Group, L.P. 2.60M (1.41%) 660.45K
Increased by +25.37%
Sep 30, 23

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 5.93M (3.21%) 90.85K
Increased by +1.53%
Apr 30, 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 4.64M (2.51%) 28.11K
Increased by +0.61%
Apr 30, 25
5 MFS International Growth A 3.65M (1.98%) 0.00
Increased by 0.00%
Apr 30, 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 2.85M (1.54%) 11.97K
Increased by +0.42%
Apr 30, 25
9 Vanguard Total Intl Stock Index Inv 2.60M (1.41%) 8.51K
Increased by +0.33%
Apr 30, 25
10 Vanguard Small Cap Growth Index Inv 2.58M (1.40%) -2.29K
Decreased by -0.09%
Apr 30, 25
11 Janus Henderson Enterprise D 2.54M (1.38%) 0.00
Increased by 0.00%
Mar 31, 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 2.32M (1.26%) -76.97K
Decreased by -3.32%
Mar 31, 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%) 5.42K
Increased by +0.34%
Apr 30, 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 Carillon Eagle Mid Cap Growth A 1.47M (0.79%) -104.29K
Decreased by -7.11%
Mar 31, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 1.46M (0.79%) -16.20K
Decreased by -1.11%
Apr 30, 25