Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.51%
2 MVFD 3.24%
3 GLRY 2.32%
4 RAYD 2.19%
5 BOUT 1.91%
6 HCOW 1.86%
7 OUSM 1.86%
8 COWS 1.78%
9 FXO 1.69%
10 KCE 1.58%
11 RSMC 1.48%
12 REGL 1.43%
13 BSMC 1.32%
14 XMHQ 1.30%
15 EQWM 1.30%
16 PAMC 1.23%
17 VSDA 1.17%
18 XMLV 1.15%
19 XITK 1.06%
20 FSCS 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.07M (10.90%) -189.23K
Decreased by -1.71%
Dec 31, 25
2 BlackRock Inc 9.26M (9.12%) 60.58K
Increased by +0.65%
Sep 30, 25
3 Loomis, Sayles & Company LP 8.74M (8.61%) -231.41K
Decreased by -2.65%
Dec 31, 25
4 State Street Corporation 5.82M (5.73%) -129.80K
Decreased by -2.23%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 5.59M (5.51%) -40.59K
Decreased by -0.73%
Sep 30, 25
6 State Street Corp 4.54M (4.47%) -208.90K
Decreased by -4.60%
Sep 30, 25
7 Bank of America Corp 3.12M (3.07%) -39.57K
Decreased by -1.27%
Sep 30, 25
8 Geode Capital Management, LLC 2.89M (2.85%) 109.97K
Increased by +3.80%
Dec 31, 25
9 Lord, Abbett & Co LLC 1.92M (1.89%) 308.99K
Increased by +16.12%
Dec 31, 25
10 Beutel, Goodman & Company Ltd. 1.88M (1.85%) -140.52K
Decreased by -7.46%
Dec 31, 25
11 Dimensional Fund Advisors, Inc. 1.85M (1.82%) -9.91K
Decreased by -0.53%
Dec 31, 25
12 First Trust Advisors L.P. 1.80M (1.77%) 75.92K
Increased by +4.22%
Dec 31, 25
13 Amvescap Plc. 1.73M (1.70%) 68.87K
Increased by +3.98%
Sep 30, 25
14 Caisse De Depot Et Placement Du Quebec 1.38M (1.36%) 37.24K
Increased by +2.70%
Dec 31, 25
15 FMR Inc 1.34M (1.32%) -6.46K
Decreased by -0.48%
Dec 31, 25
16 BTIM Corp 1.08M (1.07%) -20.62K
Decreased by -1.90%
Dec 31, 25
17 Bank of New York Mellon Corp 1.01M (1.00%) -6.43K
Decreased by -0.63%
Sep 30, 25
18 Legal & General Group PLC 1.01M (1.00%) -13.20K
Decreased by -1.30%
Jun 30, 24
19 Royal Bank of Canada 951.08K (0.94%) -1.30M
Decreased by -136.18%
Sep 30, 25
20 Northern Trust Corp 922.62K (0.91%) 8.15K
Increased by +0.88%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.72M (3.67%) 2.15K
Increased by +0.06%
Sep 30, 24
2 Eaton Vance Atlanta Capital SMID-Cap I 3.53M (3.47%) -66.71K
Decreased by -1.89%
Jan 31, 26
3 Vanguard Total Stock Mkt Idx Inv 3.49M (3.44%) 4.99K
Increased by +0.14%
Feb 28, 26
4 iShares Core S&P Mid-Cap ETF 3.01M (2.96%) -158.85K
Decreased by -5.28%
Feb 28, 26
5 Vanguard Small Cap Index 2.50M (2.46%) 5.79K
Increased by +0.23%
Feb 28, 26
6 Loomis Sayles Growth Y 2.26M (2.23%) -1.23K
Decreased by -0.05%
Jan 31, 26
7 Vanguard Small Cap Value Index Inv 1.61M (1.58%) 4.57K
Increased by +0.28%
Feb 28, 26
8 Invesco Global Multi Cap Growth 1.22M (1.20%) 76.40K
Increased by +6.28%
Jun 30, 24
9 Loomis Sayles Large Cap Growth Trust C 1.03M (1.02%) -2.07K
Decreased by -0.20%
Feb 28, 25
10 SPDR® S&P Dividend ETF 1.02M (1.00%) 0.00
Increased by 0.00%
Aug 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (1.00%) 7.55K
Increased by +0.75%
Feb 28, 26
12 Loomis Sayles Large Cap Growth Trust B 1.00M (0.99%) 41.13K
Increased by +4.10%
Dec 31, 25
13 First Trust SMID Cp Rising Div Achv ETF 968.86K (0.95%) 570.00
Increased by +0.06%
Feb 26, 26
14 Beutel Goodman American Equity Class F 939.67K (0.93%) 12.39K
Increased by +1.32%
Mar 31, 24
15 Loomis Sayles US Growth Eq I/A USD 897.14K (0.88%) -56.22K
Decreased by -6.27%
Jan 31, 26
16 State Street® SPDR® S&P® Dividend ETF 880.09K (0.87%) 0.00
Increased by 0.00%
Feb 28, 26
17 Invesco S&P MidCap Quality ETF 856.84K (0.84%) -870.00
Decreased by -0.10%
Feb 27, 26
18 Invesco Global Opportunities A 817.43K (0.80%) -116.41K
Decreased by -14.24%
Feb 28, 25
19 Lord Abbett Affiliated A 766.38K (0.75%) 309.81K
Increased by +40.43%
Jan 31, 26
20 SPDR® S&P MIDCAP 400 ETF Trust 724.72K (0.71%) -18.14K
Decreased by -2.50%
Jul 31, 25