Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EBIZ 4.75%
2 FPXI 2.79%
3 SMIG 2.42%
4 GRW 2.41%
5 RUNN 1.98%
6 BOUT 1.92%
7 MCOW 1.85%
8 RUNN 1.81%
9 REGL 1.59%
10 GDVD 1.54%
11 XMMO 1.46%
12 PLAT 1.33%
13 XMLV 1.24%
14 IJK 1.22%
15 MDYG 1.17%
16 RISN 1.16%
17 BGDV 1.13%
18 IVOG 1.08%
19 MDYG 1.08%
20 RFG 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 15.43M (8.30%) 410.38K
Increased by +2.66%
Mar 31, 26
3 Vanguard Capital Management, LLC 13.31M (7.16%) 13.31M
Increased by +100.00%
Mar 31, 26
4 Massachusetts Financial Services Company 11.24M (6.05%) 348.47K
Increased by +3.10%
Mar 31, 26
5 EdgePoint Investment 8.81M (4.74%) 1.11M
Increased by +12.61%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 8.41M (4.53%) 8.41M
Increased by +100.00%
Mar 31, 26
7 EdgePoint Investment Group, Inc. 6.88M (3.70%) -714.61K
Decreased by -10.38%
Jun 30, 25
8 Vontobel Asset Management Inc 6.66M (3.59%) 13.29K
Increased by +0.20%
Mar 31, 24
9 Fidelity International Ltd 6.25M (3.36%) -2.40M
Decreased by -38.37%
Mar 31, 26
10 State Street Corp 6.24M (3.36%) -45.76K
Decreased by -0.73%
Mar 31, 26
11 Independent Franchise Partners LLP 5.70M (3.07%) -47.86K
Decreased by -0.84%
Jun 30, 25
12 Geode Capital Management, LLC 5.07M (2.73%) 69.86K
Increased by +1.38%
Mar 31, 26
13 Royal Bank of Canada 5.04M (2.71%) 591.62K
Increased by +11.73%
Mar 31, 26
14 Vontobel Holding Ltd. 4.42M (2.38%) -160.80K
Decreased by -3.64%
Mar 31, 26
15 HHG PLC 4.37M (2.35%) 285.71K
Increased by +6.54%
Mar 31, 26
16 T. Rowe Price Investment Management,Inc. 3.93M (2.11%) -156.59K
Decreased by -3.99%
Mar 31, 26
17 Fiera Capital Corporation 3.69M (1.99%) -465.92K
Decreased by -12.62%
Mar 31, 26
18 1832 Asset Management L.P 3.47M (1.87%) -31.08K
Decreased by -0.90%
Mar 31, 26
19 Ancora Advisors LLC 3.09M (1.66%) -262.66K
Decreased by -8.49%
Dec 31, 23
20 FMR Inc 3.03M (1.63%) -503.62K
Decreased by -16.61%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 6.30M (3.39%) 1.18K
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 5.93M (3.19%) 14.26K
Increased by +0.24%
Apr 30, 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 4.28M (2.30%) -9.60K
Decreased by -0.22%
Apr 30, 26
5 MFS International Growth A 4.03M (2.17%) 0.00
Increased by 0.00%
Apr 30, 26
6 EdgePoint Global 3.23M (1.74%) 362.98K
Increased by +11.24%
Mar 31, 26
7 EdgePoint Global Portfolio Series F 3.23M (1.74%) 362.98K
Increased by +11.24%
Mar 31, 26
8 Vanguard Total Intl Stock Index Inv 2.71M (1.46%) 851.00
Increased by +0.03%
Apr 30, 26
9 Janus Henderson Enterprise D 2.68M (1.44%) 0.00
Increased by 0.00%
Mar 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%) 379.00
Increased by +0.02%
Apr 30, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 2.10M (1.13%) 19.97K
Increased by +0.95%
Apr 30, 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 1.80M (0.97%) 10.43K
Increased by +0.58%
Apr 30, 26
15 T. Rowe Price US Mid-Cap Growth Equity 1.75M (0.94%) 1.75M
Increased by +100.00%
Mar 31, 26
16 T. Rowe Price Mid-Cap Growth 1.75M (0.94%) -759.00
Decreased by -0.04%
Apr 30, 26
17 EdgePoint Global Growth & Inc Port Sr F 1.55M (0.83%) 150.76K
Increased by +9.72%
Mar 31, 26
18 EdgePoint Global Growth and Income 1.55M (0.83%) 150.76K
Increased by +9.72%
Mar 31, 26
19 JHancock Disciplined Value Mid Cap I 1.55M (0.83%) 0.00
Increased by 0.00%
Apr 30, 26
20 Eagle Mid-Cap Growth - Institutional 1.52M (0.82%) -156.46K
Decreased by -10.32%
Dec 31, 25