Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXZ 2.32%
2 EWMC 2.09%
3 XMLV 1.44%
4 SMCO 1.43%
5 GRPM 1.42%
6 NBSM 1.34%
7 PRAY 1.31%
8 PYZ 1.29%
9 XRT 1.23%
10 XMVM 1.04%
11 RETL 0.89%
12 LSAF 0.88%
13 FSCS 0.85%
14 RNMC 0.85%
15 RFG 0.82%
16 IYM 0.80%
17 SMN 0.64%
18 SBM 0.64%
19 WCEO 0.61%
20 EQWM 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.36M (9.76%) -21.85K
Decreased by -0.18%
Jun 30, 25
2 BlackRock Inc 12.26M (9.68%) -154.24K
Decreased by -1.26%
Jun 30, 25
3 Wasatch Advisors LP 10.38M (8.20%) -2.27M
Decreased by -21.84%
Jun 30, 25
4 Wasatch Advisors Inc. 6.98M (5.51%) 1.48M
Increased by +21.24%
Sep 30, 23
5 Wellington Management Company LLP 5.55M (4.38%) 4.36M
Increased by +78.52%
Jun 30, 25
6 Fiduciary Management, Inc. of Milwaukee 4.78M (3.77%) 8.03K
Increased by +0.17%
Jun 30, 25
7 State Street Corporation 4.21M (3.33%) 49.53K
Increased by +1.18%
Mar 31, 24
8 State Street Corp 4.04M (3.19%) -223.63K
Decreased by -5.53%
Jun 30, 25
9 Boston Partners Global Investors, Inc 3.98M (3.14%) 1.60M
Increased by +40.23%
Jun 30, 25
10 Alua Capital Management LP 3.74M (2.95%) 2.47K
Increased by +0.07%
Jun 30, 25
11 Congress Asset Management Company, LLP 3.42M (2.70%) -238.80K
Decreased by -6.99%
Dec 31, 24
12 D1 Capital Partners L.P. 3.29M (2.59%) 685.00K
Increased by +20.85%
Sep 30, 23
13 Fidelity International Ltd 3.28M (2.59%) -1.71M
Decreased by -52.07%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 3.03M (2.40%) 1.40M
Increased by +46.25%
Jun 30, 25
15 OZ Management LLC 3.00M (2.37%) 966.50K
Increased by +32.22%
Jun 30, 25
16 Dimensional Fund Advisors, Inc. 2.94M (2.32%) 45.21K
Increased by +1.54%
Jun 30, 25
17 Amvescap Plc. 2.93M (2.32%) -471.35K
Decreased by -16.07%
Jun 30, 25
18 Cooke & Bieler LP 2.92M (2.30%) 2.92M
Increased by +100.00%
Jun 30, 25
19 Mawer Investment Management Ltd 2.68M (2.12%) 1.45M
Increased by +54.29%
Jun 30, 25
20 FMR Inc 2.52M (1.99%) -1.98M
Decreased by -78.74%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.14M (3.27%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 4.10M (3.24%) 3.17K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.01M (3.17%) -84.33K
Decreased by -2.10%
Jul 31, 25
4 Vanguard Small Cap Index 3.09M (2.44%) -21.25K
Decreased by -0.69%
Jul 31, 25
5 JHancock Disciplined Value Mid Cap I 2.86M (2.26%) 0.00
Increased by 0.00%
Jul 31, 25
6 Vanguard Explorer Inv 2.57M (2.03%) 2.01M
Increased by +78.26%
Jun 30, 25
7 FMI Common Stock Investor 2.55M (2.01%) 0.00
Increased by 0.00%
Jun 30, 25
8 Wasatch Core Growth 2.53M (2.00%) -797.00K
Decreased by -31.47%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 1.99M (1.57%) 6.10K
Increased by +0.31%
Jul 31, 25
10 Hartford MidCap Y 1.89M (1.49%) -44.41K
Decreased by -2.35%
Oct 31, 24
11 Mawer Global Small Cap A 1.63M (1.28%) -277.60K
Decreased by -17.07%
Jul 31, 25
12 True Potential Close Brothers Bal Acc 1.62M (1.28%) 1.01M
Increased by +62.75%
Sep 30, 23
13 Fidelity Greater Canada Sr F 1.55M (1.22%) -125.00K
Decreased by -8.06%
Jun 30, 25
14 Calvert Small-Cap A 1.49M (1.18%) 128.66K
Increased by +8.63%
Jul 31, 25
15 Fidelity Global Small Cap Opps F 1.49M (1.17%) -124.61K
Decreased by -8.37%
Jun 30, 25
16 Invesco Main Street A 1.42M (1.12%) 0.00
Increased by 0.00%
Jul 31, 25
17 Invesco OFI Large Cap Core 1.42M (1.12%) -180.96K
Decreased by -12.73%
Jun 30, 25
18 Allspring LT Large Cap Fundamental Div 1.40M (1.11%) 22.44K
Increased by +1.60%
Dec 31, 23
19 Vanguard Institutional Extnd Mkt Idx Tr 1.37M (1.08%) -592.69K
Decreased by -43.37%
Jul 31, 25
20 Calvert US Small-Cap Strategy 1.36M (1.07%) 1.36M
Increased by +100.00%
Jun 30, 25