Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCUS 3.26%
2 PEZ 2.57%
3 XMMO 1.65%
4 SHRT 1.49%
5 XRT 1.47%
6 FRTY 1.31%
7 RETL 0.98%
8 AVUV 0.95%
9 RNSC 0.95%
10 PAMC 0.95%
11 CNTR 0.94%
12 QSML 0.81%
13 FLCG 0.74%
14 FNK 0.72%
15 MMSC 0.70%
16 QMID 0.63%
17 FLCV 0.63%
18 OPTZ 0.63%
19 WCEO 0.63%
20 ETHO 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.52M (10.28%) 321.83K
Increased by +5.83%
Mar 31, 25
2 Vanguard Group Inc 5.42M (10.09%) 376.93K
Increased by +6.95%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 3.60M (6.70%) -735.27K
Decreased by -20.40%
Dec 31, 24
4 Montrusco Bolton Investments Inc 2.33M (4.33%) 341.07K
Increased by +14.64%
Jun 30, 24
5 Wasatch Advisors LP 2.28M (4.24%) -141.51K
Decreased by -6.21%
Mar 31, 25
6 Fidelity International Ltd 2.17M (4.05%) -25.00K
Decreased by -1.15%
Mar 31, 25
7 Wasatch Advisors Inc. 1.84M (3.42%) -263.22K
Decreased by -14.32%
Dec 31, 23
8 State Street Corp 1.74M (3.24%) 19.85K
Increased by +1.14%
Mar 31, 25
9 State Street Corporation 1.65M (3.06%) 65.83K
Increased by +4.00%
Mar 31, 24
10 Federated Hermes Inc 1.49M (2.76%) 1.48M
Increased by +99.62%
Mar 31, 25
11 Holocene Advisors, LP 1.37M (2.54%) 928.37K
Increased by +67.87%
Dec 31, 24
12 Capital World Investors 1.32M (2.46%) -43.68K
Decreased by -3.31%
Mar 31, 25
13 Marshall Wace Asset Management Ltd 1.30M (2.42%) -1.02M
Decreased by -78.68%
Mar 31, 25
14 T. Rowe Price Associates, Inc. 1.22M (2.26%) -1.17M
Decreased by -96.38%
Dec 31, 24
15 Steadfast Capital Management LLC 1.18M (2.19%) 1.18M
Increased by +100.00%
Dec 31, 24
16 American Century Companies Inc 1.18M (2.19%) 977.41K
Increased by +83.18%
Mar 31, 25
17 Artisan Partners Limited Partnership 1.15M (2.14%) 9.84K
Increased by +0.85%
Dec 31, 23
18 FMR Inc 1.14M (2.12%) -434.73K
Decreased by -38.11%
Mar 31, 25
19 Samlyn Capital, LLC 1.11M (2.06%) 39.38K
Increased by +3.55%
Mar 31, 25
20 D. E. Shaw & Co LP 1.09M (2.03%) -234.40K
Decreased by -21.53%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 1.88M (3.50%) -857.00
Decreased by -0.05%
Jun 30, 24
2 Capital Group Fundamental Invtrs Comp 1.88M (3.50%) -857.00
Decreased by -0.05%
Jun 30, 24
3 iShares Core S&P Mid-Cap ETF 1.79M (3.34%) 944.00
Increased by +0.05%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 1.76M (3.28%) 1.19K
Increased by +0.07%
May 31, 25
5 T. Rowe Price US Mid-Cap Growth Equity 1.74M (3.24%) -2.20K
Decreased by -0.13%
Dec 31, 24
6 T. Rowe Price New Horizons 1.69M (3.15%) 9.21K
Increased by +0.54%
Sep 30, 24
7 Vanguard US Total Market Shares ETF 1.67M (3.10%) 1.32K
Increased by +0.08%
Sep 30, 24
8 Fidelity Greater Canada Sr F 1.55M (2.88%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Small Cap Index 1.39M (2.58%) 6.91K
Increased by +0.50%
May 31, 25
10 Avantis US Small Cap Value ETF 1.18M (2.20%) 0.00
Increased by 0.00%
Jun 28, 25
11 American Funds SMALLCAP World A 1.16M (2.16%) -161.16K
Decreased by -13.86%
Jun 30, 25
12 Capital Group AMCAP Composite 1.09M (2.04%) -1.43K
Decreased by -0.13%
Mar 31, 24
13 VA CollegeAmerica Amcap 529A 1.09M (2.04%) -1.43K
Decreased by -0.13%
Mar 31, 24
14 Fidelity Blue Chip Growth 1.00M (1.86%) -114.00K
Decreased by -11.38%
May 31, 25
15 T. Rowe Price Mid-Cap Growth 900.00K (1.67%) -249.50K
Decreased by -27.72%
Feb 28, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 857.36K (1.60%) 6.70K
Increased by +0.78%
May 31, 25
17 US Small-Cap Growth II Equity Comp 843.80K (1.57%) -850.09K
Decreased by -100.75%
Dec 31, 24
18 Vanguard Small Cap Growth Index Inv 764.25K (1.42%) -4.67K
Decreased by -0.61%
May 31, 25
19 Fidelity® Blue Chip Growth 743.47K (1.38%) -27.20K
Decreased by -3.66%
Nov 30, 23
20 Fidelity® OTC 702.13K (1.31%) -137.00K
Decreased by -19.51%
Nov 30, 23