Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAPY 1.38%
2 XMLV 1.12%
3 RNMC 0.93%
4 XSW 0.77%
5 CACG 0.62%
6 SMDY 0.59%
7 FVD 0.56%
8 GAMR 0.54%
9 HSMV 0.51%
10 PAMC 0.49%
11 HLGE 0.49%
12 BTAL 0.43%
13 USVM 0.42%
14 SIXL 0.41%
15 ROUS 0.41%
16 ETHO 0.35%
17 FXL 0.33%
18 LGLV 0.31%
19 FTHI 0.30%
20 LVOL 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.39M (10.83%) 5.67K
Increased by +0.09%
Dec 31, 23
2 BlackRock Inc 5.80M (9.82%) 21.32K
Increased by +0.37%
Dec 31, 23
3 Kayne Anderson Rudnick Investment Management LLC 5.42M (9.18%) 174.90K
Increased by +3.23%
Dec 31, 23
4 Morgan Stanley - Brokerage Accounts 4.89M (8.28%) -12.70K
Decreased by -0.26%
Dec 31, 23
5 Ninety One UK Limited 2.57M (4.36%) 578.24K
Increased by +22.48%
Dec 31, 23
6 ClearBridge Advisors, LLC 2.42M (4.10%) -111.84K
Decreased by -4.62%
Dec 31, 23
7 Bank of New York Mellon Corp 2.09M (3.54%) 206.20K
Increased by +9.86%
Dec 31, 23
8 State Street Corporation 1.85M (3.14%) 69.75K
Increased by +3.77%
Dec 31, 23
9 Disciplined Growth Investors Inc 1.37M (2.32%) -13.55K
Decreased by -0.99%
Dec 31, 23
10 Mackenzie Investments 1.27M (2.16%) -203.75K
Decreased by -15.99%
Dec 31, 23
11 Geode Capital Management, LLC 1.22M (2.07%) 23.81K
Increased by +1.95%
Dec 31, 23
12 Wells Fargo & Co 1.21M (2.05%) -8.13K
Decreased by -0.67%
Dec 31, 23
13 Jackson Square Partners, LLC 684.15K (1.16%) -52.98K
Decreased by -7.74%
Sep 30, 23
14 Charles Schwab Investment Management Inc 681.15K (1.15%) 10.39K
Increased by +1.53%
Dec 31, 23
15 Acadian Asset Management LLC 676.32K (1.15%) -354.78K
Decreased by -52.46%
Dec 31, 23
16 Schroder Investment Management Group 649.68K (1.10%) -57.31K
Decreased by -8.82%
Dec 31, 23
17 ING Investment Management LLC 619.58K (1.05%) -123.39K
Decreased by -19.92%
Dec 31, 23
18 Fiera Capital Corporation 582.96K (0.99%) 4.68K
Increased by +0.80%
Dec 31, 23
19 Dimensional Fund Advisors, Inc. 564.76K (0.96%) -14.61K
Decreased by -2.59%
Dec 31, 23
20 Bank of America Corp 540.74K (0.92%) 5.99K
Increased by +1.11%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 3.55M (6.01%) 249.95K
Increased by +7.05%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 1.87M (3.17%) 6.11K
Increased by +0.33%
Mar 31, 24
3 iShares Core S&P Mid-Cap ETF 1.85M (3.13%) -2.42K
Decreased by -0.13%
Mar 28, 24
4 Vanguard Small Cap Index 1.52M (2.57%) -8.13K
Decreased by -0.54%
Mar 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 892.31K (1.51%) 9.89K
Increased by +1.11%
Mar 31, 24
6 Vanguard Small Cap Growth Index Inv 859.06K (1.45%) 1.95K
Increased by +0.23%
Mar 31, 24
7 ClearBridge Aggressive Growth 762.62K (1.29%) 0.00
Increased by 0.00%
Mar 31, 24
8 ClearBridge Aggressive Growth A 762.62K (1.29%) 0.00
Increased by 0.00%
Mar 31, 24
9 Canada Life US Small-Mid Cap Growth F 743.59K (1.26%) -24.80K
Decreased by -3.33%
Nov 30, 23
10 Virtus KAR Mid-Cap Core I 696.73K (1.18%) 66.20K
Increased by +9.50%
Dec 31, 23
11 First Trust Value Line® Dividend ETF 689.35K (1.17%) 0.00
Increased by 0.00%
Mar 31, 24
12 Vanguard Information Technology ETF 632.71K (1.07%) 7.17K
Increased by +1.13%
Mar 31, 24
13 Virtus KAR Small-Mid Cap Core R6 580.69K (0.98%) 62.84K
Increased by +10.82%
Dec 31, 23
14 BNY Mellon Dynamic Value Fund A 528.00K (0.89%) 12.55K
Increased by +2.38%
Mar 31, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 486.41K (0.82%) 10.74K
Increased by +2.21%
Mar 31, 24
16 Canada Life US Small-Mid Cap Growth A 444.59K (0.75%) -174.40K
Decreased by -39.23%
Jan 31, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 362.04K (0.61%) 2.10K
Increased by +0.58%
Mar 31, 24
18 Ninety One American Franchise A Acc£ 360.78K (0.61%) 50.34K
Increased by +13.95%
Feb 29, 24
19 Fidelity Extended Market Index 337.09K (0.57%) 4.78K
Increased by +1.42%
Feb 29, 24
20 Voya Growth and Income Port I 334.16K (0.57%) -3.10K
Decreased by -0.93%
Dec 31, 23