Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EBIZ 3.79%
2 RUNN 1.94%
3 PAMC 1.89%
4 RUNN 1.86%
5 FPXI 1.72%
6 GDVD 1.54%
7 PLAT 1.33%
8 RFG 1.16%
9 RISN 1.16%
10 MDYG 1.14%
11 MDYG 1.12%
12 IJK 1.12%
13 IVOG 1.06%
14 FXD 0.91%
15 KLDW 0.91%
16 PID 0.84%
17 SCHC 0.83%
18 SCHC 0.79%
19 EWC 0.72%
20 QVMM 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.92M (13.51%) 358.75K
Increased by +1.44%
Dec 31, 24
2 BlackRock Inc 14.56M (7.89%) 37.89K
Increased by +0.26%
Sep 30, 24
3 Massachusetts Financial Services Company 9.89M (5.36%) -72.21K
Decreased by -0.73%
Dec 31, 24
4 Independent Franchise Partners LLP 9.66M (5.24%) -1.06M
Decreased by -10.95%
Dec 31, 24
5 Vontobel Holding Ltd. 8.45M (4.58%) 753.70K
Increased by +8.92%
Dec 31, 24
6 EdgePoint Investment Group, Inc. 8.35M (4.53%) -159.20K
Decreased by -1.91%
Sep 30, 24
7 Vontobel Asset Management Inc 6.66M (3.61%) 13.29K
Increased by +0.20%
Mar 31, 24
8 Beutel, Goodman & Company Ltd. 6.00M (3.25%) -657.82K
Decreased by -10.97%
Dec 31, 24
9 State Street Corp 5.05M (2.74%) 103.08K
Increased by +2.04%
Sep 30, 24
10 Geode Capital Management, LLC 3.70M (2.01%) 108.19K
Increased by +2.92%
Sep 30, 24
11 HHG PLC 3.38M (1.83%) 24.10K
Increased by +0.71%
Sep 30, 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 Cooke & Bieler LP 3.15M (1.71%) -65.60K
Decreased by -2.08%
Dec 31, 24
15 Ancora Advisors LLC 3.09M (1.68%) -262.66K
Decreased by -8.49%
Dec 31, 23
16 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.84M (1.54%) -618.49K
Decreased by -21.77%
Sep 30, 24
17 State Street Corporation 2.77M (1.50%) -9.66K
Decreased by -0.35%
Mar 31, 24
18 JPMorgan Chase & Co 2.68M (1.46%) -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 6.02M (3.26%) -1.57K
Decreased by -0.03%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 5.80M (3.14%) 5.15K
Increased by +0.09%
Dec 31, 24
3 Vanguard Small Cap Index 4.70M (2.55%) 47.22K
Increased by +1.01%
Dec 31, 24
4 EdgePoint Global Portfolio Series F 3.62M (1.96%) -142.85K
Decreased by -3.95%
Sep 30, 24
5 MFS International Growth A 3.61M (1.96%) 0.00
Increased by 0.00%
Dec 31, 24
6 EdgePoint Global 3.29M (1.78%) -329.24K
Decreased by -10.01%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.79M (1.51%) 29.76K
Increased by +1.07%
Dec 31, 24
8 Vanguard Small Cap Growth Index Inv 2.66M (1.44%) 103.59K
Increased by +3.89%
Dec 31, 24
9 Vanguard Total Intl Stock Index Inv 2.57M (1.39%) 10.80K
Increased by +0.42%
Dec 31, 24
10 Janus Henderson Enterprise D 2.54M (1.38%) 0.00
Increased by 0.00%
Nov 30, 24
11 Janus Inst Mid Cap Growth CF 2.54M (1.38%) 0.00
Increased by 0.00%
Dec 31, 24
12 JHancock Disciplined Value Mid Cap I 2.39M (1.30%) -60.15K
Decreased by -2.52%
Dec 31, 24
13 Eagle Mid-Cap Growth - Institutional 1.95M (1.06%) -90.94K
Decreased by -4.66%
Dec 31, 24
14 Beutel Goodman Canadian Equity Class D 1.90M (1.03%) -57.90K
Decreased by -3.05%
Dec 31, 24
15 EdgePoint Global Growth & Inc Port Sr F 1.77M (0.96%) -37.65K
Decreased by -2.12%
Sep 30, 24
16 EdgePoint Global Growth and Income 1.59M (0.86%) -219.26K
Decreased by -13.79%
Dec 31, 24
17 Vanguard Developed Markets Index Admiral 1.58M (0.86%) 8.68K
Increased by +0.55%
Dec 31, 24
18 Carillon Eagle Mid Cap Growth A 1.57M (0.85%) -54.15K
Decreased by -3.45%
Dec 31, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 1.48M (0.80%) -61.89K
Decreased by -4.19%
Jan 31, 25
20 Vanguard Explorer Inv 1.42M (0.77%) -83.47K
Decreased by -5.88%
Sep 30, 24