Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 3.95%
2 ADPV 3.16%
3 FFTY 2.81%
4 PEJ 2.53%
5 PSL 2.45%
6 PBJ 2.22%
7 FCUS 2.18%
8 BKIV 1.65%
9 BOUT 1.55%
10 IPO 1.50%
11 GURU 1.47%
12 FXD 1.41%
13 LSAF 0.97%
14 HAPS 0.87%
15 FPX 0.87%
16 EHLS 0.71%
17 LSEQ 0.71%
18 QMID 0.69%
19 MMSC 0.64%
20 BRNY 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.18M (9.52%) 153.07K
Increased by +1.50%
Dec 31, 24
2 FMR Inc 6.52M (6.09%) 3.23M
Increased by +49.53%
Dec 31, 24
3 Baillie Gifford & Co Limited. 6.14M (5.74%) -870.74K
Decreased by -14.19%
Dec 31, 24
4 D. E. Shaw & Co LP 5.12M (4.78%) 627.88K
Increased by +12.27%
Dec 31, 24
5 Marshall Wace Asset Management Ltd 4.91M (4.59%) 952.13K
Increased by +19.37%
Sep 30, 24
6 BlackRock Inc 4.79M (4.47%) 196.80K
Increased by +4.11%
Dec 31, 24
7 Fidelity International Ltd 3.37M (3.15%) 3.37M
Increased by +100.00%
Dec 31, 24
8 Wasatch Advisors LP 3.24M (3.03%) -888.24K
Decreased by -27.41%
Dec 31, 24
9 1832 Asset Management L.P 2.63M (2.46%) 2.55M
Increased by +96.85%
Dec 31, 24
10 Citadel Advisors Llc 2.63M (2.46%) -1.27M
Decreased by -48.43%
Sep 30, 24
11 T. Rowe Price Investment Management,Inc. 2.47M (2.31%) -534.13K
Decreased by -21.62%
Dec 31, 24
12 Ameriprise Financial Inc 2.11M (1.98%) -2.20K
Decreased by -0.10%
Sep 30, 24
13 Waratah Capital Advisors Ltd 2.06M (1.93%) 2.06M
Increased by +100.00%
Jun 30, 24
14 Eagle Asset Management, Inc. 2.02M (1.89%) 741.77K
Increased by +36.71%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 1.98M (1.85%) 1.34M
Increased by +67.37%
Dec 31, 24
16 Wellington Management Company LLP 1.98M (1.85%) 1.14M
Increased by +57.57%
Sep 30, 24
17 JOHO Capital LLC 1.92M (1.79%) 0.00
Increased by 0.00%
Dec 31, 24
18 State Street Corp 1.84M (1.72%) 108.11K
Increased by +5.87%
Dec 31, 24
19 AllianceBernstein L.P. 1.81M (1.69%) -278.74K
Decreased by -15.37%
Dec 31, 24
20 Geode Capital Management, LLC 1.80M (1.68%) 22.21K
Increased by +1.24%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 11.65M (10.89%) 11.65M
Increased by +99.98%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.42M (3.20%) 1.97K
Increased by +0.06%
Feb 28, 25
3 Vanguard Small Cap Index 2.76M (2.58%) 2.25K
Increased by +0.08%
Feb 28, 25
4 Fidelity Greater Canada Sr F 2.20M (2.06%) -950.00K
Decreased by -43.18%
Dec 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 1.73M (1.62%) 5.38K
Increased by +0.31%
Feb 28, 25
6 Fidelity Canadian Growth Company Sr B 1.60M (1.49%) 0.00
Increased by 0.00%
Dec 31, 23
7 Eagle Mid-Cap Growth - Institutional 1.58M (1.48%) -332.05K
Decreased by -21.03%
Dec 31, 24
8 Vanguard Small Cap Growth Index Inv 1.55M (1.45%) -8.80K
Decreased by -0.57%
Feb 28, 25
9 Carillon Eagle Mid Cap Growth A 1.27M (1.19%) -250.71K
Decreased by -19.69%
Dec 31, 24
10 Dynamic Power American Growth 1.27M (1.19%) 330.80K
Increased by +26.02%
Dec 31, 24
11 Wasatch Core Growth 1.10M (1.03%) -333.93K
Decreased by -30.38%
Dec 31, 24
12 American Century Growth Inv 1.05M (0.99%) -427.60K
Decreased by -40.55%
Dec 31, 24
13 American Century U.S. Large Cap Growth 1.05M (0.99%) -427.60K
Decreased by -40.55%
Dec 31, 24
14 Columbia Small Cap Growth 1.00M (0.94%) -101.78K
Decreased by -10.14%
Sep 30, 24
15 Columbia Small Cap Growth Inst 1.00M (0.94%) 4.98K
Increased by +0.50%
Sep 30, 24
16 AB Small Cap Growth A 910.52K (0.85%) -75.37K
Decreased by -8.28%
Jan 31, 25
17 Fidelity Growth Compy Commingled Pl O 896.23K (0.84%) 0.00
Increased by 0.00%
Jul 31, 24
18 T. Rowe Price Small-Cap Stock 891.89K (0.83%) -75.50K
Decreased by -8.47%
Sep 30, 24
19 FullerThaler Behavioral Sm-Cp Gr R6 842.04K (0.79%) 51.90K
Increased by +6.16%
Feb 28, 25
20 Fidelity Global Innovators Cl F 840.09K (0.79%) -4.32K
Decreased by -0.51%
Mar 31, 24