Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 4.99%
2 WCBR 4.25%
3 GLRY 3.10%
4 SAWS 2.92%
5 PTF 2.31%
6 CSMD 2.19%
7 GSC 1.83%
8 CPAI 1.76%
9 XMHQ 1.62%
10 XMLV 1.54%
11 NSCS 1.43%
12 NBSM 1.43%
13 GRPM 1.42%
14 JSMD 1.35%
15 HACK 1.22%
16 RFG 1.14%
17 IVES 1.13%
18 FSCS 1.09%
19 RNMC 1.09%
20 FDLS 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.16M (14.10%) 24.90K
Increased by +0.40%
Dec 31, 24
2 Vanguard Group Inc 5.64M (12.90%) 54.56K
Increased by +0.97%
Dec 31, 24
3 Renaissance Technologies Corp 1.91M (4.37%) 24.90K
Increased by +1.30%
Dec 31, 24
4 Amvescap Plc. 1.66M (3.80%) 607.64K
Increased by +36.60%
Dec 31, 24
5 State Street Corp 1.65M (3.77%) 54.00K
Increased by +3.28%
Dec 31, 24
6 State Street Corporation 1.60M (3.67%) 23.57K
Increased by +1.47%
Mar 31, 24
7 Acadian Asset Management LLC 1.60M (3.66%) 223.35K
Increased by +13.99%
Mar 31, 24
8 Neuberger Berman Group LLC 1.56M (3.58%) 98.60K
Increased by +6.30%
Dec 31, 24
9 Geode Capital Management, LLC 1.29M (2.95%) 43.09K
Increased by +3.35%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 928.50K (2.13%) -42.70K
Decreased by -4.60%
Dec 31, 24
11 Nuveen Asset Management, LLC 726.70K (1.66%) -43.67K
Decreased by -6.01%
Dec 31, 24
12 American Capital Management Inc 695.41K (1.59%) -72.41K
Decreased by -10.41%
Dec 31, 24
13 Mackenzie Investments 691.98K (1.58%) -430.97K
Decreased by -62.28%
Sep 30, 24
14 Northern Trust Corp 651.97K (1.49%) 58.24K
Increased by +8.93%
Dec 31, 24
15 Allspring Global Investments Holdings, LLC 647.52K (1.48%) 555.66K
Increased by +85.81%
Dec 31, 24
16 Arrowstreet Capital Limited Partnership 632.87K (1.45%) 4.96K
Increased by +0.78%
Dec 31, 24
17 Alyeska Investment Group, L.P. 596.70K (1.37%) 174.15K
Increased by +29.19%
Sep 30, 23
18 Goldman Sachs Group Inc 595.48K (1.36%) 125.01K
Increased by +20.99%
Dec 31, 24
19 AllianceBernstein L.P. 593.20K (1.36%) -486.78K
Decreased by -82.06%
Sep 30, 24
20 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 588.47K (1.35%) 148.29K
Increased by +25.20%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.43M (3.27%) -705.00
Decreased by -0.05%
Apr 29, 25
2 Canada Life US Small-Mid Cap Growth F 1.40M (3.21%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.38M (3.16%) 7.31K
Increased by +0.53%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 1.38M (3.16%) 913.00
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 1.10M (2.51%) -18.52K
Decreased by -1.69%
Mar 31, 25
6 iShares Russell 2000 ETF 1.08M (2.47%) -8.74K
Decreased by -0.81%
Apr 29, 25
7 Neuberger Berman Genesis Inv 896.06K (2.05%) -70.72K
Decreased by -7.89%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 678.59K (1.55%) 14.69K
Increased by +2.16%
Mar 31, 25
9 Vanguard Information Technology ETF 654.85K (1.50%) 2.45K
Increased by +0.37%
Mar 31, 25
10 Vanguard Small Cap Growth Index Inv 615.57K (1.41%) -11.51K
Decreased by -1.87%
Mar 31, 25
11 FullerThaler Behavioral Sm-Cp Eq R6 492.45K (1.13%) 63.70K
Increased by +12.94%
Dec 31, 24
12 FullerThaler Behavioral Small-Cap Equity 492.45K (1.13%) 63.70K
Increased by +12.94%
Dec 31, 24
13 Invesco S&P MidCap Quality ETF 465.85K (1.07%) 0.00
Increased by 0.00%
Apr 30, 25
14 Fidelity Small Cap Index 432.94K (0.99%) 1.92K
Increased by +0.44%
Feb 28, 25
15 Fidelity® Small Cap Index 424.96K (0.97%) 11.75K
Increased by +2.76%
Oct 31, 23
16 iShares Russell 2000 Growth ETF 362.11K (0.83%) 0.00
Increased by 0.00%
Apr 30, 25
17 Canada Life US Small-Mid Cap Growth A 353.10K (0.81%) -131.26K
Decreased by -37.17%
Oct 31, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 351.30K (0.80%) -1.96K
Decreased by -0.56%
Mar 31, 25
19 T. Rowe Price Integrated US Sm Gr Eq 345.44K (0.79%) 0.00
Increased by 0.00%
Mar 31, 25
20 T. Rowe Price Integrated US SmCapGrEq 345.44K (0.79%) -345.44K
Decreased by -100.00%
Mar 31, 25