Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RGI 1.26%
2 SPHB 0.99%
3 ALTL 0.99%
4 PFUT 0.91%
5 HIBL 0.52%
6 VBK 0.43%
7 BKMC 0.32%
8 SFYX 0.32%
9 SZNE 0.31%
10 XLI 0.31%
11 SCHM 0.27%
12 CGGR 0.25%
13 TGRW 0.24%
14 UXI 0.23%
15 SSPY 0.22%
16 FIDU 0.22%
17 IMCG 0.21%
18 VIS 0.21%
19 RSP 0.20%
20 DUSL 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 19.83M (14.44%) -1.62M
Decreased by -8.18%
Sep 30, 23
2 Vanguard Group Inc 16.71M (12.17%) 25.40K
Increased by +0.15%
Sep 30, 23
3 Select Equity Group LP 15.50M (11.28%) 561.26K
Increased by +3.62%
Sep 30, 23
4 Capital Research Global Investors 13.27M (9.66%) 223.07K
Increased by +1.68%
Sep 30, 23
5 Capital Research & Mgmt Co - Division 3 11.48M (8.36%) 27.33K
Increased by +0.24%
Sep 30, 23
6 BlackRock Inc 10.58M (7.70%) 361.50K
Increased by +3.42%
Sep 30, 23
7 Capital World Investors 6.83M (4.98%) 1.10M
Increased by +16.03%
Sep 30, 23
8 Wellington Management Company LLP 6.77M (4.93%) -2.34M
Decreased by -34.52%
Sep 30, 23
9 HHG PLC 6.71M (4.89%) 6.29K
Increased by +0.09%
Sep 30, 23
10 EdgePoint Investment Group, Inc. 5.79M (4.21%) 3.00M
Increased by +51.91%
Sep 30, 23
11 State Street Corporation 5.49M (4.00%) -59.24K
Decreased by -1.08%
Sep 30, 23
12 Echo Street Capital Management LLC 4.16M (3.03%) -166.59K
Decreased by -4.01%
Sep 30, 23
13 Cannae Holdings Inc 4.00M (2.91%) -1.00M
Decreased by -25.00%
Sep 30, 23
14 Artisan Partners Limited Partnership 3.92M (2.86%) 321.40K
Increased by +8.19%
Sep 30, 23
15 BAMCO Inc 3.53M (2.57%) 23.25K
Increased by +0.66%
Sep 30, 23
16 Geode Capital Management, LLC 3.42M (2.49%) 71.69K
Increased by +2.10%
Sep 30, 23
17 Citadel Advisors Llc 1.91M (1.39%) 1.89M
Increased by +99.26%
Sep 30, 23
18 Amvescap Plc. 1.84M (1.34%) 27.31K
Increased by +1.48%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 1.70M (1.24%) 34.32K
Increased by +2.02%
Sep 30, 23
20 Northern Trust Corp 1.46M (1.07%) 27.64K
Increased by +1.89%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 11.21M (8.16%) 241.55K
Increased by +2.15%
Sep 30, 23
2 US Small-Cap Growth II Equity Comp 10.76M (7.83%) -211.57K
Decreased by -1.97%
Dec 31, 23
3 Capital Group AMCAP Composite 7.48M (5.44%) 230.74K
Increased by +3.09%
Sep 30, 23
4 VA CollegeAmerica Amcap 529A 7.48M (5.44%) 230.74K
Increased by +3.09%
Sep 30, 23
5 American Funds Fundamental Invs A 6.02M (4.39%) 949.19K
Increased by +15.76%
Sep 30, 23
6 Capital Group Fundamental Invtrs Comp 6.02M (4.39%) 949.19K
Increased by +15.76%
Sep 30, 23
7 American Funds New Economy A 5.09M (3.71%) -4.76K
Decreased by -0.09%
Sep 30, 23
8 Capital Group New Economy Comp 5.09M (3.71%) -4.76K
Decreased by -0.09%
Sep 30, 23
9 Vanguard Total Stock Mkt Idx Inv 4.64M (3.38%) 4.09K
Increased by +0.09%
Dec 31, 23
10 American Funds Growth Fund of Amer A 4.11M (2.99%) -13.76K
Decreased by -0.34%
Sep 30, 23
11 Capital Group Growth Fnd of Amer Comp 4.11M (2.99%) -13.76K
Decreased by -0.34%
Sep 30, 23
12 Vanguard Institutional 500 Index Trust 3.81M (2.78%) 19.84K
Increased by +0.52%
Dec 31, 23
13 Vanguard Small Cap Index 3.78M (2.75%) -52.69K
Decreased by -1.39%
Dec 31, 23
14 Janus Henderson Enterprise D 3.37M (2.45%) -11.42K
Decreased by -0.34%
Sep 30, 23
15 Janus Inst Mid Cap Growth CF 3.37M (2.45%) -11.42K
Decreased by -0.34%
Sep 30, 23
16 EdgePoint Global 2.94M (2.14%) 1.48M
Increased by +50.28%
Sep 30, 23
17 American Funds Capital World Gr&Inc A 2.25M (1.64%) -1.71K
Decreased by -0.08%
Sep 30, 23
18 Capital Group World Growth & Inc Cmp 2.25M (1.64%) -1.71K
Decreased by -0.08%
Sep 30, 23
19 Vanguard Small Cap Growth Index Inv 2.14M (1.56%) 13.86K
Increased by +0.65%
Nov 30, 23
20 SPDR® S&P 500 ETF Trust 1.89M (1.38%) -13.58K
Decreased by -0.72%
Dec 31, 23