Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 4.31%
2 FCUS 3.31%
3 ADPV 3.16%
4 PEJ 2.68%
5 PBJ 2.58%
6 PSL 2.45%
7 BKIV 1.75%
8 BOUT 1.55%
9 FXD 1.51%
10 IPO 1.50%
11 GURU 1.47%
12 FRTY 1.17%
13 LSAF 1.09%
14 HAPS 0.99%
15 FPX 0.86%
16 EHLS 0.81%
17 QMID 0.77%
18 SFYX 0.71%
19 LSEQ 0.71%
20 MMSC 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.92M (8.05%) -262.22K
Decreased by -2.64%
Mar 31, 25
2 FMR Inc 6.19M (5.03%) -321.99K
Decreased by -5.20%
Mar 31, 25
3 D. E. Shaw & Co LP 5.12M (4.15%) 627.88K
Increased by +12.27%
Dec 31, 24
4 BlackRock Inc 5.09M (4.13%) 302.76K
Increased by +5.95%
Mar 31, 25
5 Marshall Wace Asset Management Ltd 4.91M (3.99%) 952.13K
Increased by +19.37%
Sep 30, 24
6 Baillie Gifford & Co Limited. 3.80M (3.08%) -2.34M
Decreased by -61.47%
Mar 31, 25
7 1832 Asset Management L.P 3.42M (2.77%) 788.10K
Increased by +23.04%
Mar 31, 25
8 Wasatch Advisors LP 3.24M (2.63%) -888.24K
Decreased by -27.41%
Dec 31, 24
9 Citadel Advisors Llc 2.63M (2.13%) -1.27M
Decreased by -48.43%
Sep 30, 24
10 T. Rowe Price Investment Management,Inc. 2.18M (1.77%) -294.68K
Decreased by -13.54%
Mar 31, 25
11 Balyasny Asset Management LLC 2.15M (1.74%) 2.15M
Increased by +100.00%
Mar 31, 25
12 Ameriprise Financial Inc 2.11M (1.71%) -2.20K
Decreased by -0.10%
Sep 30, 24
13 Waratah Capital Advisors Ltd 2.06M (1.67%) 2.06M
Increased by +100.00%
Jun 30, 24
14 Eagle Asset Management, Inc. 2.02M (1.64%) 741.77K
Increased by +36.71%
Sep 30, 24
15 Wellington Management Company LLP 1.98M (1.61%) 1.14M
Increased by +57.57%
Sep 30, 24
16 JOHO Capital LLC 1.92M (1.56%) 0.00
Increased by 0.00%
Mar 31, 25
17 Geode Capital Management, LLC 1.91M (1.55%) 111.15K
Increased by +5.83%
Mar 31, 25
18 State Street Corp 1.86M (1.51%) 14.00K
Increased by +0.75%
Mar 31, 25
19 AllianceBernstein L.P. 1.81M (1.47%) -278.74K
Decreased by -15.37%
Dec 31, 24
20 Qube Research & Technologies 1.78M (1.45%) 547.52K
Increased by +30.68%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 11.65M (9.45%) 11.65M
Increased by +99.98%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.35M (2.72%) 46.92K
Increased by +1.40%
Apr 30, 25
3 Vanguard Small Cap Index 2.63M (2.13%) 15.77K
Increased by +0.60%
Apr 30, 25
4 Fidelity Greater Canada Sr F 2.20M (1.78%) -950.00K
Decreased by -43.18%
Dec 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 1.80M (1.46%) 9.54K
Increased by +0.53%
Apr 30, 25
6 Fidelity Canadian Growth Company Sr B 1.60M (1.30%) 0.00
Increased by 0.00%
Dec 31, 23
7 Vanguard Small Cap Growth Index Inv 1.46M (1.19%) -1.61K
Decreased by -0.11%
Apr 30, 25
8 Dynamic Power American Growth 1.27M (1.03%) 0.00
Increased by 0.00%
Jan 31, 25
9 Wasatch Core Growth 1.10M (0.89%) -333.93K
Decreased by -30.38%
Dec 31, 24
10 American Century Growth Inv 1.05M (0.86%) -427.60K
Decreased by -40.55%
Dec 31, 24
11 American Century U.S. Large Cap Growth 1.05M (0.86%) -427.60K
Decreased by -40.55%
Dec 31, 24
12 Eagle Mid-Cap Growth - Institutional 1.05M (0.85%) -530.04K
Decreased by -50.53%
Mar 31, 25
13 Columbia Small Cap Growth 1.00M (0.81%) -101.78K
Decreased by -10.14%
Sep 30, 24
14 Columbia Small Cap Growth Inst 1.00M (0.81%) 4.98K
Increased by +0.50%
Sep 30, 24
15 AB Small Cap Growth A 910.52K (0.74%) -75.37K
Decreased by -8.28%
Jan 31, 25
16 Fidelity Growth Compy Commingled Pl O 896.23K (0.73%) 0.00
Increased by 0.00%
Jul 31, 24
17 T. Rowe Price Small-Cap Stock 891.89K (0.72%) -75.50K
Decreased by -8.47%
Sep 30, 24
18 FullerThaler Behavioral Small-Cap Growth 861.43K (0.70%) 161.19K
Increased by +18.71%
Mar 31, 25
19 FullerThaler Behavioral Sm-Cp Gr R6 855.54K (0.69%) 13.50K
Increased by +1.58%
Mar 31, 25
20 Carillon Eagle Mid Cap Growth A 849.43K (0.69%) -424.09K
Decreased by -49.93%
Mar 31, 25