Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.51%
2 MVFD 3.24%
3 GLRY 2.47%
4 RAYD 2.19%
5 OUSM 2.05%
6 RSMC 2.03%
7 COWS 1.98%
8 BOUT 1.97%
9 HCOW 1.95%
10 FXO 1.73%
11 REGL 1.69%
12 KCE 1.65%
13 BSMC 1.49%
14 XMHQ 1.45%
15 EQWM 1.45%
16 VSDA 1.33%
17 PAMC 1.23%
18 FSCS 1.16%
19 XMLV 1.16%
20 XITK 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.07M (11.11%) -189.23K
Decreased by -1.71%
Dec 31, 25
2 BlackRock Inc 9.64M (9.67%) 375.24K
Increased by +3.89%
Dec 31, 25
3 Loomis, Sayles & Company LP 8.63M (8.66%) -115.75K
Decreased by -1.34%
Mar 31, 26
4 State Street Corporation 5.82M (5.84%) -129.80K
Decreased by -2.23%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 5.08M (5.09%) -518.56K
Decreased by -10.22%
Dec 31, 25
6 State Street Corp 4.28M (4.30%) -253.52K
Decreased by -5.92%
Dec 31, 25
7 Bank of America Corp 2.92M (2.93%) -198.74K
Decreased by -6.80%
Dec 31, 25
8 Geode Capital Management, LLC 2.89M (2.91%) 109.97K
Increased by +3.80%
Dec 31, 25
9 Lord, Abbett & Co LLC 1.92M (1.92%) 308.99K
Increased by +16.12%
Dec 31, 25
10 Beutel, Goodman & Company Ltd. 1.88M (1.89%) -140.52K
Decreased by -7.46%
Dec 31, 25
11 Dimensional Fund Advisors, Inc. 1.87M (1.88%) 20.05K
Increased by +1.07%
Mar 31, 26
12 First Trust Advisors L.P. 1.80M (1.81%) 75.92K
Increased by +4.22%
Dec 31, 25
13 Boston Partners Global Investors, Inc 1.77M (1.78%) 1.77M
Increased by +100.00%
Mar 31, 26
14 FMR Inc 1.34M (1.35%) -6.46K
Decreased by -0.48%
Dec 31, 25
15 Caisse De Depot Et Placement Du Quebec 1.20M (1.20%) -182.91K
Decreased by -15.27%
Mar 31, 26
16 Amvescap Plc. 1.15M (1.15%) -586.98K
Decreased by -51.25%
Mar 31, 26
17 BTIM Corp 1.04M (1.04%) -45.06K
Decreased by -4.33%
Mar 31, 26
18 Legal & General Group PLC 1.01M (1.02%) -13.20K
Decreased by -1.30%
Jun 30, 24
19 Franklin Resources Inc 983.11K (0.99%) 164.42K
Increased by +16.72%
Mar 31, 26
20 Royal Bank of Canada 951.08K (0.95%) -1.30M
Decreased by -136.18%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.72M (3.74%) 2.15K
Increased by +0.06%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.51M (3.52%) 15.36K
Increased by +0.44%
Mar 31, 26
3 Eaton Vance Atlanta Capital SMID-Cap I 3.43M (3.44%) -99.80K
Decreased by -2.91%
Mar 31, 26
4 iShares Core S&P Mid-Cap ETF 3.14M (3.15%) -1.58K
Decreased by -0.05%
Apr 30, 26
5 Vanguard Small Cap Index 2.54M (2.55%) 37.86K
Increased by +1.49%
Mar 31, 26
6 Loomis Sayles Growth Y 2.24M (2.25%) 0.00
Increased by 0.00%
Mar 31, 26
7 Vanguard Small Cap Value Index Inv 1.62M (1.62%) 9.32K
Increased by +0.58%
Mar 31, 26
8 JHancock Disciplined Value Mid Cap I 1.25M (1.25%) 1.25M
Increased by +100.00%
Mar 31, 26
9 Invesco Global Multi Cap Growth 1.22M (1.22%) 76.40K
Increased by +6.28%
Jun 30, 24
10 First Trust SMID Cp Rising Div Achv ETF 1.05M (1.05%) 1.41K
Increased by +0.14%
Apr 30, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 1.04M (1.04%) 24.23K
Increased by +2.33%
Mar 31, 26
12 Loomis Sayles Large Cap Growth Trust C 1.03M (1.04%) -2.07K
Decreased by -0.20%
Feb 28, 25
13 SPDR® S&P Dividend ETF 1.02M (1.02%) 0.00
Increased by 0.00%
Aug 31, 25
14 Loomis Sayles Large Cap Growth Trust B 1.01M (1.02%) -11.74K
Decreased by -1.16%
Mar 31, 26
15 Beutel Goodman American Equity Class F 939.67K (0.94%) 12.39K
Increased by +1.32%
Mar 31, 24
16 State Street® SPDR® S&P® Dividend ETF 909.54K (0.91%) 622.00
Increased by +0.07%
Apr 30, 26
17 Loomis Sayles US Growth Eq I/A USD 852.69K (0.86%) -10.85K
Decreased by -1.27%
Mar 31, 26
18 Lord Abbett Affiliated A 844.27K (0.85%) 0.00
Increased by 0.00%
Mar 31, 26
19 Invesco S&P MidCap Quality ETF 840.83K (0.84%) 0.00
Increased by 0.00%
Apr 30, 26
20 Invesco Global Opportunities A 817.43K (0.82%) -116.41K
Decreased by -14.24%
Feb 28, 25