Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RUNN 1.85%
2 GDVD 1.54%
3 FPXI 1.42%
4 PID 1.18%
5 RISN 1.13%
6 IVOG 1.00%
7 FXD 0.91%
8 KLDW 0.76%
9 EWC 0.72%
10 SCHC 0.57%
11 IVOO 0.52%
12 VBK 0.52%
13 VSS 0.39%
14 IWP 0.33%
15 FSMD 0.33%
16 SCHM 0.30%
17 IYC 0.26%
18 DEUS 0.24%
19 TPIF 0.23%
20 ONEY 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.65M (12.46%) 13.40M
Increased by +59.17%
Sep 30, 23
2 Independent Franchise Partners LLP 15.90M (8.75%) -178.49K
Decreased by -1.12%
Sep 30, 23
3 Massachusetts Financial Services Company 10.32M (5.68%) 977.17K
Increased by +9.47%
Sep 30, 23
4 EdgePoint Investment Group, Inc. 8.35M (4.60%) 824.34K
Increased by +9.87%
Sep 30, 23
5 Beutel, Goodman & Company Ltd. 6.99M (3.84%) 61.30K
Increased by +0.88%
Sep 30, 23
6 BlackRock Inc 6.65M (3.66%) 167.49K
Increased by +2.52%
Sep 30, 23
7 Vontobel Asset Management Inc 3.99M (2.20%) 746.11K
Increased by +18.68%
Sep 30, 23
8 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 3.81M (2.09%) -691.32K
Decreased by -18.16%
Sep 30, 23
9 Riverbridge Partners LLC 3.59M (1.97%) -480.40K
Decreased by -13.40%
Sep 30, 23
10 Cooke & Bieler LP 3.50M (1.93%) -844.04K
Decreased by -24.09%
Sep 30, 23
11 Boston Partners Global Investors, Inc 3.37M (1.85%) -143.33K
Decreased by -4.26%
Sep 30, 23
12 Ancora Advisors LLC 3.36M (1.85%) -130.50K
Decreased by -3.89%
Sep 30, 23
13 Eagle Asset Management, Inc. 3.33M (1.83%) -188.55K
Decreased by -5.67%
Sep 30, 23
14 HHG PLC 3.17M (1.74%) 6.89K
Increased by +0.22%
Sep 30, 23
15 Geode Capital Management, LLC 3.02M (1.66%) 36.20K
Increased by +1.20%
Sep 30, 23
16 State Street Corporation 2.64M (1.45%) 105.66K
Increased by +4.00%
Sep 30, 23
17 Adage Capital Partners Gp LLC 2.61M (1.44%) -564.33K
Decreased by -21.58%
Sep 30, 23
18 Fiera Capital Corporation 2.61M (1.44%) 113.51K
Increased by +4.34%
Sep 30, 23
19 Alyeska Investment Group, L.P. 2.60M (1.43%) 660.45K
Increased by +25.37%
Sep 30, 23
20 JPMorgan Chase & Co 2.39M (1.32%) -323.70K
Decreased by -13.53%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.71M (3.14%) 6.97K
Increased by +0.12%
Nov 30, 23
2 Vanguard Small Cap Index 4.72M (2.60%) 19.42K
Increased by +0.41%
Nov 30, 23
3 EdgePoint Global 3.72M (2.05%) 359.23K
Increased by +9.64%
Sep 30, 23
4 MFS International Growth A 3.69M (2.03%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard Small Cap Growth Index Inv 2.64M (1.45%) 16.80K
Increased by +0.64%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 2.64M (1.45%) 46.56K
Increased by +1.76%
Nov 30, 23
7 Vanguard Total Intl Stock Index Inv 2.46M (1.35%) 4.28K
Increased by +0.17%
Nov 30, 23
8 Beutel Goodman Canadian Equity Class D 2.41M (1.33%) -29.92K
Decreased by -1.24%
Nov 30, 23
9 Janus Henderson Enterprise D 2.40M (1.32%) -8.14K
Decreased by -0.34%
Sep 30, 23
10 Janus Inst Mid Cap Growth CF 2.40M (1.32%) -8.14K
Decreased by -0.34%
Sep 30, 23
11 Eagle Mid-Cap Growth - Institutional 2.39M (1.32%) 4.39K
Increased by +0.18%
Dec 31, 23
12 JHancock Disciplined Value Mid Cap I 2.26M (1.25%) -318.95K
Decreased by -14.09%
Nov 30, 23
13 Carillon Eagle Mid Cap Growth A 1.84M (1.01%) 0.00
Increased by 0.00%
Dec 31, 23
14 Independent Franchise Partners US Equity 1.83M (1.01%) 0.00
Increased by 0.00%
Sep 29, 23
15 EdgePoint Global Growth and Income 1.74M (0.96%) 119.38K
Increased by +6.87%
Sep 30, 23
16 Vanguard Developed Markets Index Admiral 1.47M (0.81%) 10.27K
Increased by +0.70%
Nov 30, 23
17 Vanguard Explorer Inv 1.44M (0.79%) -219.54K
Decreased by -15.22%
Sep 30, 23
18 MFS International Research Equity 1.44M (0.79%) 153.01K
Increased by +10.63%
Sep 30, 23
19 MFS Research International I 1.41M (0.78%) -16.43K
Decreased by -1.16%
Nov 30, 23
20 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 1.17M (0.64%) 3.69K
Increased by +0.32%
Nov 30, 23