Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEZ 2.42%
2 FRTY 2.11%
3 XMMO 1.65%
4 XRT 1.36%
5 RETL 1.02%
6 FXD 0.96%
7 CNTR 0.94%
8 QSML 0.64%
9 QMID 0.59%
10 MIDE 0.53%
11 PAMC 0.47%
12 RFG 0.40%
13 OPTZ 0.39%
14 MMSC 0.39%
15 QQJG 0.38%
16 QQQJ 0.37%
17 IJK 0.37%
18 MDYG 0.36%
19 FNK 0.35%
20 MIDZ 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.05M (9.41%) -23.18K
Decreased by -0.46%
Jun 30, 24
2 Vanguard Group Inc 5.00M (9.32%) -50.87K
Decreased by -1.02%
Sep 30, 24
3 T. Rowe Price Investment Management,Inc. 4.34M (8.08%) 1.17M
Increased by +26.87%
Sep 30, 24
4 T. Rowe Price Associates, Inc. 2.39M (4.45%) -1.42M
Decreased by -59.67%
Sep 30, 24
5 Wasatch Advisors LP 2.33M (4.35%) -435.47K
Decreased by -18.66%
Sep 30, 24
6 Montrusco Bolton Investments Inc 2.33M (4.34%) 341.07K
Increased by +14.64%
Jun 30, 24
7 Fidelity International Ltd 2.20M (4.10%) 1.29M
Increased by +58.86%
Sep 30, 24
8 Wasatch Advisors Inc. 1.84M (3.42%) -263.22K
Decreased by -14.32%
Dec 31, 23
9 FMR Inc 1.70M (3.16%) -1.43M
Decreased by -84.30%
Sep 30, 24
10 State Street Corp 1.66M (3.10%) 31.52K
Increased by +1.90%
Sep 30, 24
11 State Street Corporation 1.65M (3.07%) 65.83K
Increased by +4.00%
Mar 31, 24
12 Capital World Investors 1.60M (2.99%) -1.17M
Decreased by -72.97%
Sep 30, 24
13 D. E. Shaw & Co LP 1.32M (2.46%) 1.28M
Increased by +96.45%
Sep 30, 24
14 Riverbridge Partners LLC 1.30M (2.43%) -74.25K
Decreased by -5.70%
Sep 30, 24
15 Marshall Wace Asset Management Ltd 1.25M (2.32%) 641.87K
Increased by +51.45%
Sep 30, 24
16 Artisan Partners Limited Partnership 1.15M (2.14%) 9.84K
Increased by +0.85%
Dec 31, 23
17 Samlyn Capital, LLC 1.06M (1.97%) 1.06M
Increased by +100.00%
Sep 30, 24
18 William Blair Investment Management, LLC 999.75K (1.86%) -35.84K
Decreased by -3.58%
Dec 31, 23
19 Geode Capital Management, LLC 979.49K (1.82%) 11.50K
Increased by +1.17%
Sep 30, 24
20 Point72 Asset Management, L.P. 908.42K (1.69%) 769.98K
Increased by +84.76%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 1.88M (3.51%) -857.00
Decreased by -0.05%
Jun 30, 24
2 Capital Group Fundamental Invtrs Comp 1.88M (3.51%) -857.00
Decreased by -0.05%
Jun 30, 24
3 iShares Core S&P Mid-Cap ETF 1.77M (3.29%) 3.48K
Increased by +0.20%
Nov 27, 24
4 T. Rowe Price Mid-Cap Growth 1.75M (3.25%) 147.00K
Increased by +8.42%
Sep 30, 24
5 T. Rowe Price US Mid-Cap Growth Equity 1.75M (3.25%) 348.20K
Increased by +19.94%
Sep 30, 24
6 T. Rowe Price New Horizons 1.69M (3.15%) 9.21K
Increased by +0.54%
Sep 30, 24
7 US Small-Cap Growth II Equity Comp 1.69M (3.15%) -1.06M
Decreased by -62.45%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 1.66M (3.09%) -7.09K
Decreased by -0.43%
Oct 31, 24
9 Fidelity Greater Canada Sr F 1.55M (2.89%) -2.50K
Decreased by -0.16%
Sep 30, 24
10 American Funds SMALLCAP World A 1.40M (2.61%) 631.50K
Increased by +45.07%
Sep 30, 24
11 Vanguard Small Cap Index 1.31M (2.44%) 2.55K
Increased by +0.19%
Oct 31, 24
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 Vanguard Institutional Extnd Mkt Idx Tr 820.09K (1.53%) -5.13K
Decreased by -0.63%
Oct 31, 24
15 Fidelity® Blue Chip Growth 743.47K (1.38%) -27.20K
Decreased by -3.66%
Nov 30, 23
16 Vanguard Explorer Inv 722.23K (1.35%) 168.49K
Increased by +23.33%
Jun 30, 24
17 Vanguard Small Cap Growth Index Inv 721.19K (1.34%) -969.00
Decreased by -0.13%
Oct 31, 24
18 Columbia Acorn Inst 706.93K (1.32%) -49.31K
Decreased by -6.98%
Sep 30, 24
19 Fidelity® OTC 702.13K (1.31%) -137.00K
Decreased by -19.51%
Nov 30, 23
20 Fidelity Blue Chip Growth 694.46K (1.29%) 110.90K
Increased by +15.97%
Sep 30, 24