Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EBIZ 4.59%
2 FPXI 2.79%
3 SMIG 2.38%
4 GRW 2.38%
5 RUNN 1.98%
6 BOUT 1.92%
7 RUNN 1.81%
8 REGL 1.57%
9 GDVD 1.54%
10 XMMO 1.47%
11 PLAT 1.33%
12 XMLV 1.24%
13 IJK 1.22%
14 MDYG 1.17%
15 RISN 1.16%
16 BGDV 1.12%
17 IVOG 1.11%
18 MDYG 1.07%
19 RFG 0.94%
20 MIDE 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.30M (13.61%) -35.15K
Decreased by -0.14%
Dec 31, 25
2 BlackRock Inc 15.02M (8.08%) -82.71K
Decreased by -0.55%
Dec 31, 25
3 Massachusetts Financial Services Company 11.24M (6.05%) 348.47K
Increased by +3.10%
Mar 31, 26
4 EdgePoint Investment 8.81M (4.74%) 1.11M
Increased by +12.61%
Mar 31, 26
5 Fidelity International Ltd 8.64M (4.65%) -1.30M
Decreased by -15.03%
Dec 31, 25
6 EdgePoint Investment Group, Inc. 6.88M (3.70%) -714.61K
Decreased by -10.38%
Jun 30, 25
7 Vontobel Asset Management Inc 6.66M (3.59%) 13.29K
Increased by +0.20%
Mar 31, 24
8 State Street Corp 6.29M (3.39%) 104.29K
Increased by +1.66%
Dec 31, 25
9 Independent Franchise Partners LLP 5.70M (3.07%) -47.86K
Decreased by -0.84%
Jun 30, 25
10 Geode Capital Management, LLC 5.00M (2.69%) 250.89K
Increased by +5.02%
Dec 31, 25
11 Vontobel Holding Ltd. 4.58M (2.46%) -2.64M
Decreased by -57.57%
Dec 31, 25
12 Royal Bank of Canada 4.45M (2.40%) -390.29K
Decreased by -8.77%
Dec 31, 25
13 Fiera Capital Corporation 4.16M (2.24%) 90.98K
Increased by +2.19%
Dec 31, 25
14 HHG PLC 4.09M (2.20%) 576.35K
Increased by +14.11%
Dec 31, 25
15 T. Rowe Price Investment Management,Inc. 4.08M (2.20%) 4.08M
Increased by +100.00%
Dec 31, 25
16 FMR Inc 3.54M (1.90%) -1.13M
Decreased by -32.03%
Dec 31, 25
17 1832 Asset Management L.P 3.50M (1.88%) 3.47M
Increased by +99.13%
Dec 31, 25
18 Ancora Advisors LLC 3.09M (1.66%) -262.66K
Decreased by -8.49%
Dec 31, 23
19 Amvescap Plc. 2.95M (1.59%) 83.44K
Increased by +2.83%
Dec 31, 25
20 State Street Corporation 2.77M (1.49%) -9.66K
Decreased by -0.35%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 6.27M (3.38%) -3.15K
Decreased by -0.05%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 5.92M (3.18%) 43.40K
Increased by +0.73%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 5.82M (3.13%) -2.02K
Decreased by -0.03%
Sep 30, 24
4 Vanguard Small Cap Index 4.29M (2.31%) 75.41K
Increased by +1.76%
Mar 31, 26
5 MFS International Growth A 4.03M (2.17%) 0.00
Increased by 0.00%
Mar 31, 26
6 EdgePoint Global 2.87M (1.54%) 265.07K
Increased by +9.24%
Dec 31, 25
7 EdgePoint Global Portfolio Series F 2.87M (1.54%) 265.07K
Increased by +9.24%
Dec 31, 25
8 Vanguard Total Intl Stock Index Inv 2.71M (1.46%) -2.28K
Decreased by -0.08%
Mar 31, 26
9 Janus Henderson Enterprise D 2.68M (1.44%) 0.00
Increased by 0.00%
Jan 31, 26
10 Janus Inst Mid Cap Growth CF 2.68M (1.44%) 0.00
Increased by 0.00%
Mar 31, 26
11 Vanguard Small Cap Growth Index Inv 2.40M (1.29%) 60.73K
Increased by +2.53%
Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 2.08M (1.12%) 52.29K
Increased by +2.52%
Mar 31, 26
13 Beutel Goodman Canadian Equity Class D 1.82M (0.98%) -74.63K
Decreased by -4.09%
Jan 31, 25
14 Vanguard Developed Markets Index Admiral 1.79M (0.96%) 13.14K
Increased by +0.73%
Mar 31, 26
15 T. Rowe Price Mid-Cap Growth 1.75M (0.94%) 242.80K
Increased by +13.89%
Mar 31, 26
16 T. Rowe Price US Mid-Cap Growth Equity 1.75M (0.94%) 1.75M
Increased by +100.00%
Mar 31, 26
17 Fiera Capital Canadian Equity Value 1.58M (0.85%) 0.00
Increased by 0.00%
Dec 31, 25
18 JHancock Disciplined Value Mid Cap I 1.55M (0.83%) -126.36K
Decreased by -8.17%
Mar 31, 26
19 Eagle Mid-Cap Growth - Institutional 1.52M (0.82%) -156.46K
Decreased by -10.32%
Dec 31, 25
20 Carillon Eagle Mid Cap Growth A 1.44M (0.77%) -30.62K
Decreased by -2.13%
Jun 30, 25