Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.51%
2 MVFD 3.24%
3 GLRY 2.65%
4 RAYD 2.19%
5 OUSM 2.07%
6 REGL 1.97%
7 BOUT 1.91%
8 KCE 1.63%
9 RSMC 1.55%
10 BSMC 1.53%
11 XMHQ 1.39%
12 EQWM 1.39%
13 VSDA 1.26%
14 PAMC 1.23%
15 FXO 1.21%
16 XMLV 1.21%
17 XITK 1.06%
18 RNMC 1.06%
19 FSCS 1.06%
20 SURE 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.23M (11.03%) -231.57K
Decreased by -2.06%
Jun 30, 25
2 BlackRock Inc 9.20M (9.04%) -2.17M
Decreased by -23.56%
Jun 30, 25
3 Loomis, Sayles & Company LP 8.84M (8.68%) 121.20K
Increased by +1.37%
Jun 30, 25
4 State Street Corporation 5.82M (5.72%) -129.80K
Decreased by -2.23%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 5.63M (5.53%) -161.59K
Decreased by -2.87%
Jun 30, 25
6 State Street Corp 4.75M (4.66%) -992.33K
Decreased by -20.91%
Jun 30, 25
7 Bank of America Corp 3.16M (3.10%) 133.06K
Increased by +4.21%
Jun 30, 25
8 Beutel, Goodman & Company Ltd. 2.60M (2.55%) -74.99K
Decreased by -2.88%
Jun 30, 25
9 Geode Capital Management, LLC 2.58M (2.53%) -111.55K
Decreased by -4.33%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 1.83M (1.80%) 98.59K
Increased by +5.38%
Jun 30, 25
11 First Trust Advisors L.P. 1.73M (1.70%) 144.79K
Increased by +8.38%
Jun 30, 25
12 Amvescap Plc. 1.66M (1.63%) -40.31K
Decreased by -2.42%
Jun 30, 25
13 Lord, Abbett & Co LLC 1.48M (1.46%) 815.93K
Increased by +55.02%
Jun 30, 25
14 BTIM Corp 1.37M (1.35%) 44.20K
Increased by +3.23%
Jun 30, 25
15 Royce & Associates, LP 1.23M (1.21%) -53.44K
Decreased by -4.36%
Jun 30, 25
16 Royal Bank of Canada 1.12M (1.10%) 497.22K
Increased by +44.27%
Jun 30, 25
17 Caisse De Depot Et Placement Du Quebec 1.03M (1.01%) 288.81K
Increased by +28.15%
Jun 30, 25
18 Bank of New York Mellon Corp 1.02M (1.00%) -112.60K
Decreased by -11.04%
Jun 30, 25
19 Legal & General Group PLC 1.01M (0.99%) -13.20K
Decreased by -1.30%
Jun 30, 24
20 Northern Trust Corp 914.47K (0.90%) -139.38K
Decreased by -15.24%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 4.11M (4.04%) 0.00
Increased by 0.00%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 3.72M (3.66%) 2.15K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.50M (3.44%) -74.50K
Decreased by -2.13%
Jul 31, 25
4 iShares Core S&P Mid-Cap ETF 3.08M (3.02%) 0.00
Increased by 0.00%
Aug 31, 25
5 Vanguard Small Cap Index 2.72M (2.67%) -16.70K
Decreased by -0.61%
Jul 31, 25
6 Loomis Sayles Growth Y 2.28M (2.24%) 0.00
Increased by 0.00%
Jul 31, 25
7 Vanguard Small Cap Value Index Inv 1.75M (1.72%) 3.90K
Increased by +0.22%
Jul 31, 25
8 Invesco Global Multi Cap Growth 1.22M (1.19%) 76.40K
Increased by +6.28%
Jun 30, 24
9 Loomis Sayles Large Cap Growth Trust C 1.03M (1.02%) -2.07K
Decreased by -0.20%
Feb 28, 25
10 SPDR® S&P Dividend ETF 1.02M (1.00%) 0.00
Increased by 0.00%
Aug 31, 25
11 Loomis Sayles Large Cap Growth Trust B 1.02M (1.00%) -12.98K
Decreased by -1.28%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (0.99%) -439.18K
Decreased by -43.37%
Jul 31, 25
13 Beutel Goodman American Equity Class F 939.67K (0.92%) 12.39K
Increased by +1.32%
Mar 31, 24
14 Loomis Sayles US Growth Eq I/A USD 933.99K (0.92%) 91.14K
Increased by +9.76%
Jul 31, 25
15 First Trust SMID Cp Rising Div Achv ETF 894.15K (0.88%) 950.00
Increased by +0.11%
Aug 28, 25
16 Invesco S&P MidCap Quality ETF 839.42K (0.82%) 174.00
Increased by +0.02%
Aug 29, 25
17 Invesco Global Opportunities A 817.43K (0.80%) -116.41K
Decreased by -14.24%
Feb 28, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 724.72K (0.71%) -18.14K
Decreased by -2.50%
Jul 31, 25
19 Tandem Large Cap Core WRAP 683.65K (0.67%) -257.34K
Decreased by -37.64%
Dec 31, 23
20 Beutel Goodman American Equity Class D 621.38K (0.61%) -4.90K
Decreased by -0.79%
Jul 31, 25