Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.51%
2 GLRY 2.85%
3 BOUT 1.91%
4 EQWM 1.90%
5 KCE 1.74%
6 XMHQ 1.24%
7 XMLV 1.20%
8 VSDA 1.15%
9 XITK 1.06%
10 SURE 0.99%
11 XMMO 0.99%
12 QMID 0.98%
13 FSCS 0.97%
14 RNMC 0.96%
15 DBLV 0.96%
16 FXO 0.95%
17 LSAF 0.95%
18 HSMV 0.94%
19 SMIZ 0.84%
20 VALQ 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.60M (10.34%) 9.49K
Increased by +0.08%
Dec 31, 24
2 BlackRock Inc 11.50M (10.26%) 92.57K
Increased by +0.80%
Dec 31, 24
3 Loomis, Sayles & Company LP 8.84M (7.88%) -310.62K
Decreased by -3.51%
Dec 31, 24
4 State Street Corporation 5.82M (5.19%) -129.80K
Decreased by -2.23%
Mar 31, 24
5 State Street Corp 5.68M (5.07%) -25.35K
Decreased by -0.45%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 5.63M (5.02%) -221.29K
Decreased by -3.93%
Dec 31, 24
7 Bank of America Corp 2.85M (2.54%) -187.20K
Decreased by -6.58%
Dec 31, 24
8 Beutel, Goodman & Company Ltd. 2.66M (2.37%) -1.35M
Decreased by -50.72%
Dec 31, 24
9 Geode Capital Management, LLC 2.58M (2.30%) 60.31K
Increased by +2.34%
Dec 31, 24
10 Amvescap Plc. 2.26M (2.01%) -302.00K
Decreased by -13.39%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 1.62M (1.45%) -14.35K
Decreased by -0.88%
Dec 31, 24
12 Royce & Associates, LP 1.36M (1.21%) -108.17K
Decreased by -7.97%
Dec 31, 24
13 BTIM Corp 1.31M (1.16%) 20.02K
Increased by +1.53%
Dec 31, 24
14 FMR Inc 1.23M (1.10%) 348.11K
Increased by +28.23%
Dec 31, 24
15 Bank of New York Mellon Corp 1.17M (1.04%) 46.42K
Increased by +3.96%
Dec 31, 24
16 Northern Trust Corp 1.07M (0.95%) 184.34K
Increased by +17.26%
Dec 31, 24
17 Legal & General Group PLC 1.01M (0.90%) -13.20K
Decreased by -1.30%
Jun 30, 24
18 First Trust Advisors L.P. 951.18K (0.85%) 54.46K
Increased by +5.73%
Sep 30, 24
19 Great West Life Assurance Co 912.57K (0.81%) -621.74K
Decreased by -68.13%
Mar 31, 24
20 Azora Capital LP 819.88K (0.73%) 199.09K
Increased by +24.28%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 4.14M (3.69%) 0.00
Increased by 0.00%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.65M (3.25%) 23.51K
Increased by +0.64%
Feb 28, 25
3 iShares Core S&P Mid-Cap ETF 3.19M (2.84%) 2.39K
Increased by +0.08%
Feb 28, 25
4 Vanguard Small Cap Index 2.96M (2.64%) 2.42K
Increased by +0.08%
Feb 28, 25
5 Loomis Sayles Growth Y 2.16M (1.92%) -29.63K
Decreased by -1.37%
Jan 31, 25
6 Vanguard Small Cap Value Index Inv 1.95M (1.74%) -6.38K
Decreased by -0.33%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.48M (1.32%) -5.77K
Decreased by -0.39%
Feb 28, 25
8 Invesco Global Multi Cap Growth 1.22M (1.08%) 76.40K
Increased by +6.28%
Jun 30, 24
9 SPDR® S&P Dividend ETF 1.06M (0.94%) -1.06K
Decreased by -0.10%
Feb 28, 25
10 Loomis Sayles Large Cap Growth Trust C 1.04M (0.92%) 15.15K
Increased by +1.46%
Jan 31, 25
11 Beutel Goodman American Equity Class F 939.67K (0.84%) 12.39K
Increased by +1.32%
Mar 31, 24
12 Invesco Global Opportunities A 933.84K (0.83%) -42.02K
Decreased by -4.50%
Jan 31, 25
13 Invesco S&P MidCap Quality ETF 869.20K (0.77%) -143.00
Decreased by -0.02%
Feb 28, 25
14 SPDR® S&P MIDCAP 400 ETF Trust 791.49K (0.71%) 7.53K
Increased by +0.95%
Feb 28, 25
15 Loomis Sayles US Growth Eq I/A USD 741.90K (0.66%) 14.48K
Increased by +1.95%
Jan 31, 25
16 Tandem Large Cap Core WRAP 683.65K (0.61%) -257.34K
Decreased by -37.64%
Dec 31, 23
17 First Trust Value Line® Dividend ETF 627.06K (0.56%) -292.00
Decreased by -0.05%
Oct 31, 24
18 Beutel Goodman American Equity Class D 619.61K (0.55%) 1.88K
Increased by +0.30%
Jan 31, 25
19 Royce Premier Invmt 615.77K (0.55%) 0.00
Increased by 0.00%
Sep 30, 24
20 Royce Small-Cap Premier Quality 615.77K (0.55%) 0.00
Increased by 0.00%
Sep 30, 24