Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EBIZ 4.41%
2 FPXI 2.79%
3 GRW 2.52%
4 SMIG 2.45%
5 RUNN 1.98%
6 BOUT 1.92%
7 RUNN 1.81%
8 GDVD 1.54%
9 XMMO 1.52%
10 REGL 1.47%
11 PLAT 1.33%
12 XMLV 1.24%
13 IJK 1.22%
14 MDYG 1.17%
15 RISN 1.16%
16 BGDV 1.14%
17 MDYG 1.12%
18 IVOG 1.04%
19 RFG 0.94%
20 MIDE 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.30M (13.64%) -35.15K
Decreased by -0.14%
Dec 31, 25
2 BlackRock Inc 15.10M (8.14%) -72.04K
Decreased by -0.48%
Sep 30, 25
3 Massachusetts Financial Services Company 10.89M (5.87%) 165.26K
Increased by +1.52%
Dec 31, 25
4 Fidelity International Ltd 8.64M (4.66%) -1.30M
Decreased by -15.03%
Dec 31, 25
5 EdgePoint Investment 7.70M (4.15%) 821.32K
Increased by +10.66%
Dec 31, 25
6 EdgePoint Investment Group, Inc. 6.88M (3.71%) -714.61K
Decreased by -10.38%
Jun 30, 25
7 Vontobel Asset Management Inc 6.66M (3.59%) 13.29K
Increased by +0.20%
Mar 31, 24
8 State Street Corp 6.19M (3.34%) -31.54K
Decreased by -0.51%
Sep 30, 25
9 Independent Franchise Partners LLP 5.70M (3.07%) -47.86K
Decreased by -0.84%
Jun 30, 25
10 Geode Capital Management, LLC 5.00M (2.70%) 250.89K
Increased by +5.02%
Dec 31, 25
11 Royal Bank of Canada 4.84M (2.61%) 2.18M
Increased by +45.03%
Sep 30, 25
12 Vontobel Holding Ltd. 4.58M (2.47%) -2.64M
Decreased by -57.57%
Dec 31, 25
13 Fiera Capital Corporation 4.16M (2.24%) 90.98K
Increased by +2.19%
Dec 31, 25
14 T. Rowe Price Investment Management,Inc. 4.08M (2.20%) 4.08M
Increased by +100.00%
Dec 31, 25
15 FMR Inc 3.54M (1.91%) -1.13M
Decreased by -32.03%
Dec 31, 25
16 HHG PLC 3.51M (1.89%) 39.22K
Increased by +1.12%
Sep 30, 25
17 1832 Asset Management L.P 3.50M (1.89%) 3.47M
Increased by +99.13%
Dec 31, 25
18 Ancora Advisors LLC 3.09M (1.67%) -262.66K
Decreased by -8.49%
Dec 31, 23
19 Amvescap Plc. 2.86M (1.54%) 430.73K
Increased by +15.04%
Sep 30, 25
20 State Street Corporation 2.77M (1.50%) -9.66K
Decreased by -0.35%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 6.00M (3.23%) 174.04K
Increased by +2.90%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 5.87M (3.17%) 9.73K
Increased by +0.17%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 5.82M (3.14%) -2.02K
Decreased by -0.03%
Sep 30, 24
4 Vanguard Small Cap Index 4.22M (2.27%) 10.91K
Increased by +0.26%
Feb 28, 26
5 MFS International Growth A 4.03M (2.17%) 1.35M
Increased by +33.57%
Jan 31, 26
6 EdgePoint Global 2.87M (1.55%) 265.07K
Increased by +9.24%
Dec 31, 25
7 EdgePoint Global Portfolio Series F 2.87M (1.55%) 265.07K
Increased by +9.24%
Dec 31, 25
8 Vanguard Total Intl Stock Index Inv 2.71M (1.46%) -888.00
Decreased by -0.03%
Feb 28, 26
9 Janus Henderson Enterprise D 2.68M (1.45%) 0.00
Increased by 0.00%
Jan 31, 26
10 Janus Inst Mid Cap Growth CF 2.68M (1.45%) 136.98K
Increased by +5.11%
Dec 31, 25
11 Vanguard Small Cap Growth Index Inv 2.34M (1.26%) 4.22K
Increased by +0.18%
Feb 28, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 2.02M (1.09%) 17.41K
Increased by +0.86%
Feb 28, 26
13 Beutel Goodman Canadian Equity Class D 1.82M (0.98%) -74.63K
Decreased by -4.09%
Jan 31, 25
14 Vanguard Developed Markets Index Admiral 1.78M (0.96%) 16.65K
Increased by +0.94%
Feb 28, 26
15 JHancock Disciplined Value Mid Cap I 1.67M (0.90%) -208.62K
Decreased by -12.48%
Jan 31, 26
16 Fiera Capital Canadian Equity Value 1.58M (0.85%) 89.60K
Increased by +5.67%
Nov 30, 25
17 Eagle Mid-Cap Growth - Institutional 1.52M (0.82%) -156.46K
Decreased by -10.32%
Dec 31, 25
18 Carillon Eagle Mid Cap Growth A 1.44M (0.77%) -30.62K
Decreased by -2.13%
Jun 30, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 1.42M (0.77%) -35.49K
Decreased by -2.50%
Jul 31, 25
20 Vanguard Explorer Inv 1.42M (0.76%) -83.47K
Decreased by -5.88%
Sep 30, 24