Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLRY 3.63%
2 ZIG 3.51%
3 BOUT 1.91%
4 EQWM 1.90%
5 KCE 1.69%
6 XMLV 1.55%
7 VALQ 1.38%
8 VSDA 1.27%
9 XMHQ 1.18%
10 XITK 1.06%
11 HSMV 1.04%
12 FSCS 1.02%
13 SURE 1.00%
14 RNMC 0.99%
15 QMID 0.98%
16 DBLV 0.96%
17 LSAF 0.94%
18 FXO 0.92%
19 SMIZ 0.83%
20 DSMC 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.59M (11.29%) -247.32K
Decreased by -2.13%
Sep 30, 24
2 BlackRock Inc 11.41M (11.12%) -83.36K
Decreased by -0.73%
Sep 30, 24
3 Loomis, Sayles & Company LP 9.15M (8.91%) -294.48K
Decreased by -3.22%
Sep 30, 24
4 Morgan Stanley - Brokerage Accounts 5.85M (5.70%) -6.05M
Decreased by -103.34%
Sep 30, 24
5 State Street Corporation 5.82M (5.67%) -129.80K
Decreased by -2.23%
Mar 31, 24
6 State Street Corp 5.71M (5.56%) -403.32K
Decreased by -7.07%
Sep 30, 24
7 Beutel, Goodman & Company Ltd. 4.01M (3.91%) -41.95K
Decreased by -1.04%
Sep 30, 24
8 Bank of America Corp 3.03M (2.96%) -3.16K
Decreased by -0.10%
Sep 30, 24
9 Amvescap Plc. 2.56M (2.49%) 161.94K
Increased by +6.33%
Sep 30, 24
10 Geode Capital Management, LLC 2.52M (2.46%) 300.70K
Increased by +11.93%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 1.64M (1.59%) 255.48K
Increased by +15.62%
Sep 30, 24
12 Royce & Associates, LP 1.47M (1.43%) 1.83K
Increased by +0.12%
Sep 30, 24
13 BTIM Corp 1.31M (1.27%) 20.02K
Increased by +1.53%
Dec 31, 24
14 Citadel Advisors Llc 1.22M (1.18%) 303.19K
Increased by +24.93%
Sep 30, 24
15 Bank of New York Mellon Corp 1.13M (1.10%) -61.12K
Decreased by -5.43%
Sep 30, 24
16 Legal & General Group PLC 1.01M (0.99%) -13.20K
Decreased by -1.30%
Jun 30, 24
17 First Trust Advisors L.P. 951.18K (0.93%) 54.46K
Increased by +5.73%
Sep 30, 24
18 Great West Life Assurance Co 912.57K (0.89%) -621.74K
Decreased by -68.13%
Mar 31, 24
19 FMR Inc 885.11K (0.86%) 632.02K
Increased by +71.41%
Sep 30, 24
20 Northern Trust Corp 883.84K (0.86%) -122.71K
Decreased by -13.88%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 4.14M (4.03%) -67.91K
Decreased by -1.64%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.61M (3.52%) -63.90K
Decreased by -1.77%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 3.19M (3.11%) 10.61K
Increased by +0.33%
Dec 31, 24
4 Vanguard Small Cap Index 2.95M (2.88%) 3.52K
Increased by +0.12%
Dec 31, 24
5 Loomis Sayles Growth Y 2.24M (2.18%) -35.94K
Decreased by -1.61%
Nov 30, 24
6 Vanguard Small Cap Value Index Inv 1.96M (1.91%) -32.32K
Decreased by -1.65%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.47M (1.44%) -2.14K
Decreased by -0.14%
Dec 31, 24
8 Invesco Global Multi Cap Growth 1.22M (1.19%) 76.40K
Increased by +6.28%
Jun 30, 24
9 SPDR® S&P Dividend ETF 1.11M (1.08%) 730.00
Increased by +0.07%
Dec 31, 24
10 Loomis Sayles Large Cap Growth Trust C 1.03M (1.00%) -13.53K
Decreased by -1.32%
Nov 30, 24
11 Invesco Global Opportunities A 975.86K (0.95%) -119.99K
Decreased by -12.30%
Nov 30, 24
12 Beutel Goodman American Equity Class F 939.67K (0.92%) 12.39K
Increased by +1.32%
Mar 31, 24
13 Invesco S&P MidCap Quality ETF 868.48K (0.85%) -4.15K
Decreased by -0.48%
Dec 31, 24
14 SPDR® S&P MIDCAP 400 ETF Trust 816.84K (0.80%) 16.42K
Increased by +2.01%
Dec 31, 24
15 Loomis Sayles US Growth Eq I/A USD 719.97K (0.70%) 54.91K
Increased by +7.63%
Nov 30, 24
16 Tandem Large Cap Core WRAP 683.65K (0.67%) -257.34K
Decreased by -37.64%
Dec 31, 23
17 First Trust Value Line® Dividend ETF 627.06K (0.61%) -292.00
Decreased by -0.05%
Oct 31, 24
18 Beutel Goodman American Equity Class D 626.51K (0.61%) 0.00
Increased by 0.00%
Nov 30, 24
19 Royce Premier Invmt 615.77K (0.60%) 0.00
Increased by 0.00%
Sep 30, 24
20 Royce Small-Cap Premier Quality 615.77K (0.60%) 0.00
Increased by 0.00%
Sep 30, 24