Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.51%
2 MVFD 3.24%
3 GLRY 2.94%
4 OUSM 2.61%
5 RAYD 2.19%
6 BOUT 1.91%
7 REGL 1.87%
8 VLLU 1.69%
9 BSMC 1.69%
10 KCE 1.61%
11 XMHQ 1.49%
12 EQWM 1.49%
13 VSDA 1.22%
14 XMLV 1.09%
15 XITK 1.06%
16 VFMV 1.03%
17 SURE 1.02%
18 XMMO 1.02%
19 QMID 1.01%
20 CLSE 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.37M (10.16%) -132.25K
Decreased by -1.16%
Mar 31, 25
2 Vanguard Group Inc 11.23M (10.04%) -231.57K
Decreased by -2.06%
Jun 30, 25
3 Loomis, Sayles & Company LP 8.84M (7.90%) 121.20K
Increased by +1.37%
Jun 30, 25
4 State Street Corporation 5.82M (5.20%) -129.80K
Decreased by -2.23%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 5.80M (5.18%) 167.49K
Increased by +2.89%
Mar 31, 25
6 State Street Corp 5.74M (5.13%) 55.16K
Increased by +0.96%
Mar 31, 25
7 Bank of America Corp 3.03M (2.71%) 180.93K
Increased by +5.98%
Mar 31, 25
8 Geode Capital Management, LLC 2.69M (2.40%) 106.85K
Increased by +3.98%
Mar 31, 25
9 Beutel, Goodman & Company Ltd. 2.68M (2.39%) 11.74K
Increased by +0.44%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 1.83M (1.64%) 98.59K
Increased by +5.38%
Jun 30, 25
11 Amvescap Plc. 1.70M (1.52%) -552.08K
Decreased by -32.42%
Mar 31, 25
12 First Trust Advisors L.P. 1.58M (1.41%) 1.10M
Increased by +69.51%
Mar 31, 25
13 BTIM Corp 1.37M (1.22%) 44.20K
Increased by +3.23%
Jun 30, 25
14 Royce & Associates, LP 1.23M (1.10%) -53.44K
Decreased by -4.36%
Jun 30, 25
15 Bank of New York Mellon Corp 1.13M (1.01%) -38.80K
Decreased by -3.42%
Mar 31, 25
16 Northern Trust Corp 1.05M (0.94%) -14.33K
Decreased by -1.36%
Mar 31, 25
17 Legal & General Group PLC 1.01M (0.90%) -13.20K
Decreased by -1.30%
Jun 30, 24
18 FMR Inc 914.24K (0.82%) -318.98K
Decreased by -34.89%
Mar 31, 25
19 Great West Life Assurance Co 912.57K (0.82%) -621.74K
Decreased by -68.13%
Mar 31, 24
20 UBS Asset Mgmt Americas Inc 861.49K (0.77%) 60.43K
Increased by +7.02%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 4.11M (3.68%) -24.79K
Decreased by -0.60%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 3.72M (3.33%) 2.15K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.50M (3.13%) -74.50K
Decreased by -2.13%
Jul 31, 25
4 iShares Core S&P Mid-Cap ETF 3.08M (2.76%) -5.55K
Decreased by -0.18%
Jul 31, 25
5 Vanguard Small Cap Index 2.72M (2.43%) -16.70K
Decreased by -0.61%
Jul 31, 25
6 Loomis Sayles Growth Y 2.28M (2.04%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Small Cap Value Index Inv 1.75M (1.56%) 3.90K
Increased by +0.22%
Jul 31, 25
8 Invesco Global Multi Cap Growth 1.22M (1.09%) 76.40K
Increased by +6.28%
Jun 30, 24
9 Loomis Sayles Large Cap Growth Trust C 1.03M (0.92%) -2.07K
Decreased by -0.20%
Feb 28, 25
10 SPDR® S&P Dividend ETF 1.02M (0.91%) -107.00K
Decreased by -10.48%
Jul 31, 25
11 Loomis Sayles Large Cap Growth Trust B 1.02M (0.91%) -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 (0.84%) 12.39K
Increased by +1.32%
Mar 31, 24
14 First Trust SMID Cp Rising Div Achv ETF 880.10K (0.79%) -1.71K
Decreased by -0.19%
Jul 31, 25
15 Loomis Sayles US Growth Eq I/A USD 842.85K (0.75%) 54.90K
Increased by +6.51%
Jun 30, 25
16 Invesco S&P MidCap Quality ETF 837.16K (0.75%) -1.39K
Decreased by -0.17%
Jul 31, 25
17 Invesco Global Opportunities A 817.43K (0.73%) -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 (0.61%) -257.34K
Decreased by -37.64%
Dec 31, 23
20 Beutel Goodman American Equity Class D 626.28K (0.56%) 1.98K
Increased by +0.32%
Jun 30, 25