Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCI 1.59%
2 SIXS 1.32%
3 SOVF 1.20%
4 SMCP 1.01%
5 RNSC 0.99%
6 FSGS 0.99%
7 XSMO 0.98%
8 SAWS 0.96%
9 FSCS 0.94%
10 RNMC 0.93%
11 XSLV 0.90%
12 PFUT 0.76%
13 IJT 0.62%
14 JPSV 0.61%
15 QSML 0.59%
16 VIOG 0.58%
17 SLYG 0.57%
18 CAFG 0.56%
19 RZG 0.56%
20 HSMV 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.77M (16.32%) 577.92K
Increased by +2.24%
Dec 31, 24
2 Vanguard Group Inc 17.61M (11.15%) 159.35K
Increased by +0.90%
Dec 31, 24
3 Mackenzie Investments 10.16M (6.43%) 4.95M
Increased by +48.75%
Dec 31, 24
4 T. Rowe Price Associates, Inc. 9.11M (5.77%) 837.65K
Increased by +9.19%
Dec 31, 24
5 Wellington Management Company LLP 7.54M (4.77%) -530.08K
Decreased by -7.03%
Dec 31, 24
6 State Street Corp 6.50M (4.11%) 197.24K
Increased by +3.04%
Dec 31, 24
7 JPMorgan Chase & Co 6.36M (4.03%) -6.57M
Decreased by -103.33%
Dec 31, 24
8 State Street Corporation 5.65M (3.58%) 150.38K
Increased by +2.66%
Mar 31, 24
9 Inclusive Capital Partners LP 5.55M (3.51%) -4.85M
Decreased by -87.40%
Sep 30, 23
10 Darlington Partners Capital Management, LP 4.49M (2.84%) -3.65M
Decreased by -81.35%
Mar 31, 24
11 Westwood Holdings Group Inc 4.46M (2.82%) 994.77K
Increased by +22.30%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 4.27M (2.70%) 1.61M
Increased by +37.73%
Dec 31, 24
13 Geode Capital Management, LLC 3.88M (2.45%) -27.80K
Decreased by -0.72%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 3.27M (2.07%) 71.03K
Increased by +2.17%
Dec 31, 24
15 Platinum Equity LLC 3.17M (2.00%) 0.00
Increased by 0.00%
Jun 30, 24
16 William Blair Investment Management, LLC 2.85M (1.81%) 181.07K
Increased by +6.34%
Dec 31, 24
17 Handelsbanken Fonder AB 2.85M (1.80%) -1.37M
Decreased by -48.14%
Mar 31, 25
18 Principal Financial Group Inc 2.63M (1.67%) -71.13K
Decreased by -2.70%
Mar 31, 25
19 Amvescap Plc. 2.39M (1.52%) -199.94K
Decreased by -8.35%
Sep 30, 24
20 Northern Trust Corp 2.34M (1.48%) 39.78K
Increased by +1.70%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.00M (6.33%) -8.76K
Decreased by -0.09%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 4.97M (3.15%) 4.75K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.96M (3.14%) 17.57K
Increased by +0.35%
Mar 31, 25
4 T. Rowe Price Mid-Cap Value 4.15M (2.63%) 664.99K
Increased by +16.04%
Mar 31, 25
5 T. Rowe Price US Mid-Cap Value Equity 4.15M (2.63%) 662.42K
Increased by +15.97%
Mar 31, 25
6 iShares Russell 2000 ETF 4.07M (2.58%) -33.02K
Decreased by -0.81%
Apr 29, 25
7 Vanguard Small Cap Index 3.91M (2.48%) -87.48K
Decreased by -2.24%
Mar 31, 25
8 Canada Life US Small-Mid Cap Growth A 3.82M (2.42%) 0.00
Increased by 0.00%
Jan 31, 25
9 Canada Life US Small-Mid Cap Growth F 3.82M (2.42%) 0.00
Increased by 0.00%
Jan 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.51M (1.59%) 5.07K
Increased by +0.20%
Mar 31, 25
11 Fidelity® Low-Priced Stock 2.31M (1.47%) -2.41K
Decreased by -0.10%
Oct 31, 23
12 Handelsbanken Global Tema (A1 SEK) 2.30M (1.46%) -650.00K
Decreased by -28.25%
Mar 31, 25
13 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 2.20M (1.40%) 343.28K
Increased by +15.58%
Mar 31, 25
14 Vanguard Small Cap Growth Index Inv 2.19M (1.39%) -52.95K
Decreased by -2.41%
Mar 31, 25
15 Fidelity Low-Priced Stock 2.12M (1.34%) -8.74K
Decreased by -0.41%
Jul 31, 24
16 T. Rowe Price Integrated US Sm Gr Eq 2.00M (1.26%) 0.00
Increased by 0.00%
Mar 31, 25
17 T. Rowe Price Integrated US SmCapGrEq 2.00M (1.26%) -2.00M
Decreased by -100.00%
Mar 31, 25
18 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 1.86M (1.18%) 239.54K
Increased by +12.87%
Dec 31, 24
19 JPMorgan Small Cap Growth A 1.82M (1.15%) 325.02K
Increased by +17.85%
Mar 31, 25
20 Cardinal Capital SMID Cap Value Equity 1.74M (1.10%) -273.01K
Decreased by -15.69%
Dec 31, 23