Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EBIZ 4.15%
2 RUNN 1.94%
3 RUNN 1.76%
4 FPXI 1.67%
5 GDVD 1.54%
6 PLAT 1.33%
7 RISN 1.16%
8 PID 1.10%
9 MDYG 1.09%
10 IJK 1.09%
11 RFG 0.99%
12 IVOG 0.99%
13 FXD 0.91%
14 KLDW 0.89%
15 SCHC 0.80%
16 EWC 0.72%
17 QVMM 0.60%
18 VBK 0.56%
19 SPMD 0.56%
20 MDY 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.55M (13.34%) 557.65K
Increased by +2.27%
Jun 30, 24
2 BlackRock Inc 14.52M (7.89%) 7.58M
Increased by +52.19%
Jun 30, 24
3 Independent Franchise Partners LLP 11.77M (6.39%) -1.98M
Decreased by -16.82%
Jun 30, 24
4 Massachusetts Financial Services Company 9.96M (5.41%) -153.03K
Decreased by -1.54%
Jun 30, 24
5 EdgePoint Investment Group, Inc. 8.51M (4.62%) -53.92K
Decreased by -0.63%
Jun 30, 24
6 Vontobel Holding Ltd. 7.73M (4.20%) 7.64M
Increased by +98.85%
Jun 30, 24
7 Beutel, Goodman & Company Ltd. 6.79M (3.69%) -98.47K
Decreased by -1.45%
Jun 30, 24
8 Vontobel Asset Management Inc 6.66M (3.62%) 13.29K
Increased by +0.20%
Mar 31, 24
9 State Street Corp 4.94M (2.68%) 2.17M
Increased by +43.88%
Jun 30, 24
10 Geode Capital Management, LLC 3.59M (1.95%) 314.46K
Increased by +8.75%
Jun 30, 24
11 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 3.46M (1.88%) -133.76K
Decreased by -3.87%
Jun 30, 24
12 Boston Partners Global Investors, Inc 3.42M (1.86%) 389.46K
Increased by +11.39%
Jun 30, 24
13 HHG PLC 3.36M (1.82%) 193.52K
Increased by +5.76%
Jun 30, 24
14 Cooke & Bieler LP 3.31M (1.80%) 109.06K
Increased by +3.29%
Jun 30, 24
15 Fiera Capital Corporation 3.14M (1.71%) 168.94K
Increased by +5.37%
Jun 30, 24
16 Ancora Advisors LLC 3.09M (1.68%) -262.66K
Decreased by -8.49%
Dec 31, 23
17 Eagle Asset Management, Inc. 2.94M (1.60%) -289.91K
Decreased by -9.85%
Jun 30, 24
18 State Street Corporation 2.77M (1.51%) -9.66K
Decreased by -0.35%
Mar 31, 24
19 Riverbridge Partners LLC 2.76M (1.50%) -132.99K
Decreased by -4.81%
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 Vanguard Total Stock Mkt Idx Inv 5.83M (3.17%) 3.98K
Increased by +0.07%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 5.80M (3.15%) 9.21K
Increased by +0.16%
Oct 30, 24
3 Vanguard Small Cap Index 4.61M (2.51%) -35.47K
Decreased by -0.77%
Sep 30, 24
4 EdgePoint Global Portfolio Series F 3.76M (2.04%) 0.00
Increased by 0.00%
Jun 30, 24
5 MFS International Growth A 3.64M (1.98%) 0.00
Increased by 0.00%
Sep 30, 24
6 EdgePoint Global 3.62M (1.97%) -142.85K
Decreased by -3.95%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.75M (1.49%) -55.34K
Decreased by -2.01%
Sep 30, 24
8 Vanguard Total Intl Stock Index Inv 2.55M (1.38%) -11.17K
Decreased by -0.44%
Sep 30, 24
9 Janus Henderson Enterprise D 2.54M (1.38%) 0.00
Increased by 0.00%
Aug 31, 24
10 Janus Inst Mid Cap Growth CF 2.54M (1.38%) 0.00
Increased by 0.00%
Sep 30, 24
11 Vanguard Small Cap Growth Index Inv 2.54M (1.38%) -25.99K
Decreased by -1.02%
Sep 30, 24
12 Beutel Goodman Canadian Equity Class D 2.32M (1.26%) -14.17K
Decreased by -0.61%
Sep 30, 24
13 JHancock Disciplined Value Mid Cap I 2.28M (1.24%) 0.00
Increased by 0.00%
Aug 31, 24
14 Eagle Mid-Cap Growth - Institutional 2.04M (1.11%) -195.29K
Decreased by -9.57%
Sep 30, 24
15 EdgePoint Global Growth & Inc Port Sr F 1.81M (0.98%) 0.00
Increased by 0.00%
Jun 30, 24
16 EdgePoint Global Growth and Income 1.81M (0.98%) 0.00
Increased by 0.00%
Jun 30, 24
17 Carillon Eagle Mid Cap Growth A 1.63M (0.88%) -99.35K
Decreased by -6.11%
Sep 30, 24
18 Vanguard Developed Markets Index Admiral 1.56M (0.85%) 7.61K
Increased by +0.49%
Sep 30, 24
19 Vanguard Explorer Inv 1.50M (0.82%) 0.00
Increased by 0.00%
Jun 30, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 1.47M (0.80%) 4.73K
Increased by +0.32%
Sep 30, 24