Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.51%
2 MVFD 3.11%
3 GLRY 2.96%
4 OUSM 2.58%
5 REGL 2.14%
6 IPDP 2.02%
7 BOUT 1.91%
8 EQWM 1.90%
9 BSMC 1.74%
10 KCE 1.69%
11 XMHQ 1.51%
12 VSDA 1.48%
13 PAMC 1.25%
14 XMLV 1.17%
15 FSCS 1.09%
16 RNMC 1.09%
17 XITK 1.06%
18 LSAF 1.03%
19 FXO 1.03%
20 SURE 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.46M (10.16%) -139.09K
Decreased by -1.21%
Mar 31, 25
2 BlackRock Inc 11.37M (10.08%) -132.25K
Decreased by -1.16%
Mar 31, 25
3 Loomis, Sayles & Company LP 8.72M (7.73%) -117.26K
Decreased by -1.34%
Mar 31, 25
4 State Street Corporation 5.82M (5.16%) -129.80K
Decreased by -2.23%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 5.80M (5.14%) 167.49K
Increased by +2.89%
Mar 31, 25
6 State Street Corp 5.74M (5.08%) 55.16K
Increased by +0.96%
Mar 31, 25
7 Bank of America Corp 3.03M (2.68%) 180.93K
Increased by +5.98%
Mar 31, 25
8 Geode Capital Management, LLC 2.69M (2.38%) 106.85K
Increased by +3.98%
Mar 31, 25
9 Beutel, Goodman & Company Ltd. 2.68M (2.37%) 11.74K
Increased by +0.44%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 1.73M (1.54%) 111.06K
Increased by +6.41%
Mar 31, 25
11 Amvescap Plc. 1.70M (1.51%) -552.08K
Decreased by -32.42%
Mar 31, 25
12 BTIM Corp 1.33M (1.17%) 19.15K
Increased by +1.44%
Mar 31, 25
13 Royce & Associates, LP 1.28M (1.13%) -77.05K
Decreased by -6.02%
Mar 31, 25
14 Bank of New York Mellon Corp 1.13M (1.00%) -38.80K
Decreased by -3.42%
Mar 31, 25
15 Northern Trust Corp 1.05M (0.93%) -14.33K
Decreased by -1.36%
Mar 31, 25
16 Legal & General Group PLC 1.01M (0.90%) -13.20K
Decreased by -1.30%
Jun 30, 24
17 First Trust Advisors L.P. 951.18K (0.84%) 54.46K
Increased by +5.73%
Sep 30, 24
18 FMR Inc 914.24K (0.81%) -318.98K
Decreased by -34.89%
Mar 31, 25
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 (3.67%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 3.72M (3.30%) 2.15K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.66M (3.24%) 73.38K
Increased by +2.01%
Apr 30, 25
4 iShares Core S&P Mid-Cap ETF 3.13M (2.77%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 2.87M (2.54%) 18.63K
Increased by +0.65%
Apr 30, 25
6 Loomis Sayles Growth Y 2.27M (2.01%) 89.24K
Increased by +3.93%
Apr 30, 25
7 Vanguard Small Cap Value Index Inv 1.85M (1.64%) 5.87K
Increased by +0.32%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.49M (1.32%) 7.54K
Increased by +0.50%
Apr 30, 25
9 Invesco Global Multi Cap Growth 1.22M (1.08%) 76.40K
Increased by +6.28%
Jun 30, 24
10 SPDR® S&P Dividend ETF 1.14M (1.01%) -388.00
Decreased by -0.03%
May 31, 25
11 Loomis Sayles Large Cap Growth Trust C 1.03M (0.92%) -2.07K
Decreased by -0.20%
Feb 28, 25
12 Loomis Sayles Large Cap Growth Trust B 1.03M (0.91%) 1.55K
Increased by +0.15%
Apr 30, 25
13 Beutel Goodman American Equity Class F 939.67K (0.83%) 12.39K
Increased by +1.32%
Mar 31, 24
14 Invesco Global Opportunities A 817.43K (0.72%) -116.41K
Decreased by -14.24%
Feb 28, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 761.26K (0.67%) -8.42K
Decreased by -1.11%
Apr 30, 25
16 Invesco S&P MidCap Quality ETF 759.54K (0.67%) 0.00
Increased by 0.00%
May 30, 25
17 Loomis Sayles US Growth Eq I/A USD 757.86K (0.67%) -29.00K
Decreased by -3.83%
Apr 30, 25
18 Tandem Large Cap Core WRAP 683.65K (0.61%) -257.34K
Decreased by -37.64%
Dec 31, 23
19 First Trust SMID Cp Rising Div Achv ETF 672.75K (0.60%) 1.02K
Increased by +0.15%
May 29, 25
20 Beutel Goodman American Equity Class D 624.30K (0.55%) 10.00
Increased by +0.00%
Apr 30, 25