Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.51%
2 MVFD 3.24%
3 GLRY 2.45%
4 RAYD 2.19%
5 OUSM 1.92%
6 BOUT 1.91%
7 REGL 1.77%
8 KCE 1.60%
9 BSMC 1.50%
10 EQWM 1.45%
11 XMHQ 1.45%
12 FXO 1.26%
13 VSDA 1.25%
14 PAMC 1.23%
15 RSMC 1.15%
16 XITK 1.06%
17 XMLV 1.03%
18 FSCS 1.02%
19 RNMC 1.02%
20 DBLV 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.23M (10.14%) -231.57K
Decreased by -2.06%
Jun 30, 25
2 BlackRock Inc 9.20M (8.31%) -2.17M
Decreased by -23.56%
Jun 30, 25
3 Loomis, Sayles & Company LP 8.84M (7.98%) 121.20K
Increased by +1.37%
Jun 30, 25
4 State Street Corporation 5.82M (5.26%) -129.80K
Decreased by -2.23%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 5.63M (5.09%) -161.59K
Decreased by -2.87%
Jun 30, 25
6 State Street Corp 4.75M (4.28%) -992.33K
Decreased by -20.91%
Jun 30, 25
7 Bank of America Corp 3.16M (2.85%) 133.06K
Increased by +4.21%
Jun 30, 25
8 Beutel, Goodman & Company Ltd. 2.60M (2.35%) -74.99K
Decreased by -2.88%
Jun 30, 25
9 Geode Capital Management, LLC 2.58M (2.33%) -111.55K
Decreased by -4.33%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 1.83M (1.65%) 98.59K
Increased by +5.38%
Jun 30, 25
11 First Trust Advisors L.P. 1.73M (1.56%) 144.79K
Increased by +8.38%
Jun 30, 25
12 Amvescap Plc. 1.66M (1.50%) -40.31K
Decreased by -2.42%
Jun 30, 25
13 Lord, Abbett & Co LLC 1.48M (1.34%) 815.93K
Increased by +55.02%
Jun 30, 25
14 BTIM Corp 1.37M (1.24%) 44.20K
Increased by +3.23%
Jun 30, 25
15 Royce & Associates, LP 1.23M (1.11%) -53.44K
Decreased by -4.36%
Jun 30, 25
16 Royal Bank of Canada 1.12M (1.01%) 497.22K
Increased by +44.27%
Jun 30, 25
17 Caisse De Depot Et Placement Du Quebec 1.03M (0.93%) 288.81K
Increased by +28.15%
Jun 30, 25
18 Bank of New York Mellon Corp 1.02M (0.92%) -112.60K
Decreased by -11.04%
Jun 30, 25
19 Legal & General Group PLC 1.01M (0.91%) -13.20K
Decreased by -1.30%
Jun 30, 24
20 Northern Trust Corp 914.47K (0.83%) -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 (3.71%) 0.00
Increased by 0.00%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 3.72M (3.36%) 2.15K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.50M (3.16%) -74.50K
Decreased by -2.13%
Jul 31, 25
4 iShares Core S&P Mid-Cap ETF 3.08M (2.78%) 0.00
Increased by 0.00%
Aug 31, 25
5 Vanguard Small Cap Index 2.72M (2.46%) -16.70K
Decreased by -0.61%
Jul 31, 25
6 Loomis Sayles Growth Y 2.28M (2.06%) 0.00
Increased by 0.00%
Jul 31, 25
7 Vanguard Small Cap Value Index Inv 1.75M (1.58%) 3.90K
Increased by +0.22%
Jul 31, 25
8 Invesco Global Multi Cap Growth 1.22M (1.10%) 76.40K
Increased by +6.28%
Jun 30, 24
9 Loomis Sayles Large Cap Growth Trust C 1.03M (0.93%) -2.07K
Decreased by -0.20%
Feb 28, 25
10 SPDR® S&P Dividend ETF 1.02M (0.92%) 0.00
Increased by 0.00%
Aug 31, 25
11 Loomis Sayles Large Cap Growth Trust B 1.02M (0.92%) -12.98K
Decreased by -1.28%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (0.91%) -439.18K
Decreased by -43.37%
Jul 31, 25
13 Beutel Goodman American Equity Class F 939.67K (0.85%) 12.39K
Increased by +1.32%
Mar 31, 24
14 Loomis Sayles US Growth Eq I/A USD 933.99K (0.84%) 91.14K
Increased by +9.76%
Jul 31, 25
15 First Trust SMID Cp Rising Div Achv ETF 894.15K (0.81%) 950.00
Increased by +0.11%
Aug 28, 25
16 Invesco S&P MidCap Quality ETF 839.42K (0.76%) 174.00
Increased by +0.02%
Aug 29, 25
17 Invesco Global Opportunities A 817.43K (0.74%) -116.41K
Decreased by -14.24%
Feb 28, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 724.72K (0.65%) -18.14K
Decreased by -2.50%
Jul 31, 25
19 Tandem Large Cap Core WRAP 683.65K (0.62%) -257.34K
Decreased by -37.64%
Dec 31, 23
20 Beutel Goodman American Equity Class D 621.38K (0.56%) -4.90K
Decreased by -0.79%
Jul 31, 25