Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIVC 3.33%
2 EVAV 2.59%
3 FDRV 2.08%
4 INVN 2.06%
5 KONG 1.94%
6 SIMS 1.77%
7 EQWM 1.76%
8 IDRV 1.75%
9 OUSM 1.65%
10 SAEF 1.59%
11 ROBT 1.50%
12 FXD 1.47%
13 ECML 1.42%
14 XMLV 1.40%
15 COWS 1.33%
16 HCOW 1.30%
17 DIVD 1.26%
18 RNIN 1.26%
19 XMHQ 1.09%
20 RISN 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.56M (10.05%) -165.73K
Decreased by -0.77%
Dec 31, 25
2 BlackRock Inc 20.61M (9.61%) -542.96K
Decreased by -2.63%
Sep 30, 25
3 JPMorgan Chase & Co 13.45M (6.27%) 7.93M
Increased by +58.97%
Sep 30, 25
4 Wellington Management Company LLP 13.44M (6.27%) -1.81M
Decreased by -13.46%
Jun 30, 25
5 Fuller & Thaler Asset Management Inc 13.10M (6.11%) 6.52M
Increased by +49.76%
Dec 31, 25
6 American Century Companies Inc 9.83M (4.59%) 3.09M
Increased by +31.44%
Dec 31, 25
7 Burgundy Asset Management Ltd 7.92M (3.70%) -40.64K
Decreased by -0.51%
Sep 30, 25
8 Ariel Investments, LLC 7.89M (3.68%) 671.85K
Increased by +8.52%
Dec 31, 25
9 State Street Corp 7.44M (3.47%) 462.00
Increased by +0.01%
Sep 30, 25
10 State Street Corporation 7.13M (3.32%) 214.35K
Increased by +3.01%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 6.63M (3.09%) 1.35M
Increased by +20.36%
Dec 31, 25
12 Beutel, Goodman & Company Ltd. 6.07M (2.83%) 22.83K
Increased by +0.38%
Mar 31, 25
13 Boston Partners Global Investors, Inc 5.81M (2.71%) -106.74K
Decreased by -1.84%
Dec 31, 25
14 Geode Capital Management, LLC 5.68M (2.65%) -33.12K
Decreased by -0.58%
Dec 31, 25
15 EdgePoint Investment Group, Inc. 5.64M (2.63%) -1.58M
Decreased by -28.09%
Jun 30, 25
16 Disciplined Growth Investors Inc 4.80M (2.24%) 66.60K
Increased by +1.39%
Dec 31, 25
17 Maj Invest Holding A/S 4.03M (1.88%) -222.21K
Decreased by -5.51%
Sep 30, 23
18 Cooke & Bieler LP 3.77M (1.76%) -89.54K
Decreased by -2.37%
Dec 31, 24
19 TD Global Investment Solutions – TD Epoch 3.76M (1.76%) -559.78K
Decreased by -14.87%
Jun 30, 25
20 Morgan Stanley - Brokerage Accounts 3.67M (1.71%) -487.84K
Decreased by -13.29%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.34M (3.42%) 3.23K
Increased by +0.04%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 7.07M (3.30%) -262.26K
Decreased by -3.71%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 6.94M (3.24%) 11.16K
Increased by +0.16%
Feb 28, 26
4 Vanguard Small Cap Index 4.97M (2.32%) 14.41K
Increased by +0.29%
Feb 28, 26
5 Vanguard Windsor Investor Shares 4.80M (2.24%) -11.87K
Decreased by -0.25%
Jun 30, 25
6 FullerThaler Behavioral Small-Cap Value 4.62M (2.16%) -244.20K
Decreased by -5.28%
Dec 31, 25
7 JHancock Disciplined Value Mid Cap I 4.24M (1.97%) 33.21K
Increased by +0.78%
Jan 31, 26
8 Undiscovered Managers Behavioral Val L 4.15M (1.94%) -241.40K
Decreased by -5.81%
Jan 31, 26
9 Avantis US Small Cap Value ETF 4.02M (1.87%) 9.02K
Increased by +0.22%
Feb 28, 26
10 EdgePoint Global 2.82M (1.32%) -1.04M
Decreased by -36.73%
Jun 30, 25
11 EdgePoint Global Portfolio Series F 2.82M (1.32%) -1.04M
Decreased by -36.73%
Jun 30, 25
12 Vanguard Explorer Inv 2.78M (1.30%) 0.00
Increased by 0.00%
Jun 30, 25
13 Vanguard Small Cap Growth Index Inv 2.76M (1.29%) 6.94K
Increased by +0.25%
Feb 28, 26
14 JPM Large Cap Value - MA 2.69M (1.25%) 1.82M
Increased by +67.70%
Mar 31, 25
15 JPM US Large Cap Value-Composite 2.69M (1.25%) 1.82M
Increased by +67.70%
Mar 31, 25
16 Ariel Fund Investor 2.65M (1.24%) 378.17K
Increased by +14.25%
Dec 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 2.39M (1.11%) 18.13K
Increased by +0.76%
Feb 28, 26
18 Disciplined Growth - Mid Cap Growth 1.77M (0.83%) -114.07K
Decreased by -6.45%
Sep 30, 25
19 Vanguard Selected Value Inv 1.72M (0.80%) -59.20K
Decreased by -3.43%
Dec 31, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 1.72M (0.80%) -43.09K
Decreased by -2.50%
Jul 31, 25