Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEZ 2.42%
2 FRTY 2.11%
3 XMMO 1.65%
4 XRT 1.15%
5 PAMC 0.95%
6 CNTR 0.94%
7 FXD 0.91%
8 RETL 0.85%
9 SHRT 0.67%
10 QMID 0.59%
11 FLCV 0.58%
12 QSML 0.54%
13 MIDE 0.53%
14 MMSC 0.47%
15 FLCC 0.44%
16 FLCG 0.43%
17 AVUV 0.43%
18 BRNY 0.42%
19 RFG 0.41%
20 QQJG 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.20M (9.70%) 177.91K
Increased by +3.42%
Dec 31, 24
2 Vanguard Group Inc 5.05M (9.41%) 43.54K
Increased by +0.86%
Dec 31, 24
3 T. Rowe Price Investment Management,Inc. 3.60M (6.72%) -735.27K
Decreased by -20.40%
Dec 31, 24
4 Wasatch Advisors LP 2.42M (4.51%) 86.27K
Increased by +3.56%
Dec 31, 24
5 Montrusco Bolton Investments Inc 2.33M (4.34%) 341.07K
Increased by +14.64%
Jun 30, 24
6 Marshall Wace Asset Management Ltd 2.32M (4.33%) 1.07M
Increased by +46.23%
Dec 31, 24
7 Fidelity International Ltd 2.20M (4.10%) 0.00
Increased by 0.00%
Dec 31, 24
8 Wasatch Advisors Inc. 1.84M (3.43%) -263.22K
Decreased by -14.32%
Dec 31, 23
9 State Street Corp 1.72M (3.21%) 61.59K
Increased by +3.57%
Dec 31, 24
10 State Street Corporation 1.65M (3.07%) 65.83K
Increased by +4.00%
Mar 31, 24
11 FMR Inc 1.58M (2.94%) -121.80K
Decreased by -7.73%
Dec 31, 24
12 Holocene Advisors, LP 1.37M (2.55%) 928.37K
Increased by +67.87%
Dec 31, 24
13 Capital World Investors 1.36M (2.54%) -239.22K
Decreased by -17.54%
Dec 31, 24
14 T. Rowe Price Associates, Inc. 1.22M (2.27%) -1.17M
Decreased by -96.38%
Dec 31, 24
15 Riverbridge Partners LLC 1.20M (2.24%) -100.91K
Decreased by -8.39%
Dec 31, 24
16 Steadfast Capital Management LLC 1.18M (2.20%) 1.18M
Increased by +100.00%
Dec 31, 24
17 Artisan Partners Limited Partnership 1.15M (2.15%) 9.84K
Increased by +0.85%
Dec 31, 23
18 D. E. Shaw & Co LP 1.09M (2.03%) -234.40K
Decreased by -21.53%
Dec 31, 24
19 Samlyn Capital, LLC 1.07M (2.00%) 15.20K
Increased by +1.42%
Dec 31, 24
20 William Blair Investment Management, LLC 999.75K (1.86%) -35.84K
Decreased by -3.58%
Dec 31, 23

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 1.79M (3.34%) 1.33K
Increased by +0.07%
Feb 28, 25
4 T. Rowe Price US Mid-Cap Growth Equity 1.74M (3.25%) -2.20K
Decreased by -0.13%
Dec 31, 24
5 T. Rowe Price New Horizons 1.69M (3.16%) 9.21K
Increased by +0.54%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.65M (3.08%) 1.06K
Increased by +0.06%
Feb 28, 25
7 Fidelity Greater Canada Sr F 1.55M (2.89%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Small Cap Index 1.33M (2.49%) 1.09K
Increased by +0.08%
Feb 28, 25
9 American Funds SMALLCAP World A 1.32M (2.47%) -77.58K
Decreased by -5.86%
Dec 31, 24
10 T. Rowe Price Mid-Cap Growth 1.15M (2.14%) -594.60K
Decreased by -51.73%
Jan 31, 25
11 Capital Group AMCAP Composite 1.09M (2.04%) -1.43K
Decreased by -0.13%
Mar 31, 24
12 VA CollegeAmerica Amcap 529A 1.09M (2.04%) -1.43K
Decreased by -0.13%
Mar 31, 24
13 Avantis US Small Cap Value ETF 877.03K (1.64%) 5.81K
Increased by +0.66%
Feb 28, 25
14 Fidelity Blue Chip Growth 875.46K (1.63%) 181.00K
Increased by +20.67%
Jan 31, 25
15 US Small-Cap Growth II Equity Comp 843.80K (1.57%) -850.09K
Decreased by -100.75%
Dec 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 835.22K (1.56%) 2.28K
Increased by +0.27%
Feb 28, 25
17 Vanguard Small Cap Growth Index Inv 749.54K (1.40%) -4.17K
Decreased by -0.56%
Feb 28, 25
18 Fidelity® Blue Chip Growth 743.47K (1.39%) -27.20K
Decreased by -3.66%
Nov 30, 23
19 Vanguard Explorer Inv 722.23K (1.35%) 168.49K
Increased by +23.33%
Jun 30, 24
20 Columbia Acorn Inst 715.95K (1.34%) 106.59K
Increased by +14.89%
Jan 31, 25