Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.00%
2 WBIL 4.18%
3 UTRN 4.01%
4 MGRO 3.64%
5 XHB 3.53%
6 MOTE 3.05%
7 FMTM 2.92%
8 DVOL 2.59%
9 MVFD 2.10%
10 RYJ 1.94%
11 UPGD 1.94%
12 DFRA 1.93%
13 VNMC 1.75%
14 KMID 1.74%
15 LEAD 1.57%
16 DDIV 1.50%
17 SMIG 1.47%
18 BOUT 1.35%
19 RSPN 1.32%
20 RGI 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.61M (12.49%) -9.95K
Decreased by -0.09%
Dec 31, 25
2 BlackRock Inc 7.38M (8.69%) -1.15M
Decreased by -15.64%
Sep 30, 25
3 Boston Partners Global Investors, Inc 4.61M (5.43%) -133.56K
Decreased by -2.90%
Dec 31, 25
4 State Street Corp 4.23M (4.98%) 260.97K
Increased by +6.17%
Sep 30, 25
5 Kayne Anderson Rudnick Investment Management LLC 4.04M (4.76%) -339.15K
Decreased by -8.39%
Dec 31, 25
6 State Street Corporation 4.01M (4.72%) 43.46K
Increased by +1.08%
Mar 31, 24
7 Apg All Pensions Group 3.63M (4.28%) -2.08M
Decreased by -57.33%
Sep 30, 24
8 Geode Capital Management, LLC 2.69M (3.17%) 13.88K
Increased by +0.52%
Dec 31, 25
9 Massachusetts Financial Services Company 2.59M (3.05%) 236.25K
Increased by +9.11%
Dec 31, 25
10 Brown Advisory Holdings Inc 1.94M (2.29%) -1.29K
Decreased by -0.07%
Dec 31, 25
11 JPMorgan Chase & Co 1.88M (2.22%) 1.01M
Increased by +53.56%
Sep 30, 25
12 Van Eck Associates Corporation 1.58M (1.86%) -1.34M
Decreased by -84.52%
Sep 30, 25
13 Lord, Abbett & Co LLC 1.34M (1.58%) -87.28K
Decreased by -6.52%
Dec 31, 25
14 Morgan Stanley - Brokerage Accounts 1.34M (1.57%) 202.99K
Increased by +15.20%
Sep 30, 25
15 Nordea Investment Mgmt Bank Demark A/s 1.33M (1.56%) -141.25K
Decreased by -10.66%
Dec 31, 25
16 Pictet Asset Manangement SA 1.31M (1.55%) -55.86K
Decreased by -4.26%
Dec 31, 24
17 Amvescap Plc. 1.24M (1.47%) -182.83K
Decreased by -14.69%
Sep 30, 25
18 Ako Capital Llp 1.24M (1.46%) -973.69K
Decreased by -78.72%
Sep 30, 23
19 Deutsche Bank AG 1.22M (1.44%) -11.54K
Decreased by -0.95%
Dec 31, 25
20 Northern Trust Corp 1.21M (1.43%) 52.61K
Increased by +4.35%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.74M (3.23%) -43.54K
Decreased by -1.59%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.72M (3.20%) 8.19K
Increased by +0.30%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 2.47M (2.91%) 15.30K
Increased by +0.62%
May 31, 25
4 VanEck Morningstar Wide Moat 2.30M (2.71%) -385.98K
Decreased by -16.80%
Jun 30, 25
5 Vanguard 500 Index Investor 2.21M (2.61%) 20.95K
Increased by +0.95%
Feb 28, 26
6 VanEck Morningstar Wide Moat ETF 2.21M (2.60%) -1.71K
Decreased by -0.08%
Aug 30, 25
7 Vanguard Small Cap Index 1.95M (2.30%) 4.84K
Increased by +0.25%
Feb 28, 26
8 JHancock Disciplined Value Mid Cap I 1.89M (2.22%) 14.81K
Increased by +0.78%
Jan 31, 26
9 Vanguard Small Cap Value Index Inv 1.25M (1.48%) 3.57K
Increased by +0.28%
Feb 28, 26
10 iShares Core S&P 500 ETF 1.10M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
11 Fidelity 500 Index 1.09M (1.29%) 5.07K
Increased by +0.46%
Jan 31, 26
12 Russell CDN_Core Equity SMA 1.09M (1.29%) 540.11K
Increased by +49.47%
Dec 31, 23
13 Russell Investments Core Equity SMA 1.09M (1.29%) 0.00
Increased by 0.00%
Jun 30, 25
14 SPDR® S&P 500 ETF 1.08M (1.27%) -15.81K
Decreased by -1.46%
Mar 31, 25
15 Invesco S&P 500® Equal Weight ETF 1.06M (1.25%) -456.00
Decreased by -0.04%
Feb 27, 26
16 SPDR® S&P 500® ETF Trust 1.05M (1.24%) -5.51K
Decreased by -0.52%
Mar 31, 25
17 MFS Mid Cap Value Equity 1.05M (1.24%) -42.58K
Decreased by -4.05%
Dec 31, 25
18 SPDR® S&P 500 ETF Trust 1.04M (1.22%) 2.34K
Increased by +0.23%
Apr 30, 24
19 MFS Mid Cap Value A 1.04M (1.22%) 1.04M
Increased by +100.00%
Jan 31, 26
20 SPDR® S&P 500® ETF 1.03M (1.22%) 12.90K
Increased by +1.25%
Aug 31, 25