Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 4.39%
2 FXG 2.57%
3 PBJ 2.24%
4 XRT 1.43%
5 TSME 1.21%
6 RETL 0.93%
7 QLV 0.39%
8 ETHO 0.34%
9 RWJ 0.32%
10 QSML 0.26%
11 SIXL 0.26%
12 SSLY 0.26%
13 FYT 0.25%
14 IJS 0.25%
15 SLYV 0.24%
16 HSMV 0.24%
17 CSML 0.20%
18 VIOV 0.20%
19 SMDY 0.19%
20 FYX 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.09M (14.58%) 3.09M
Increased by +25.55%
Jun 30, 24
2 Vanguard Group Inc 10.27M (12.38%) -85.37K
Decreased by -0.83%
Sep 30, 24
3 AllianceBernstein L.P. 5.51M (6.65%) 415.35K
Increased by +7.54%
Jun 30, 24
4 12 West Capital Management LP 5.45M (6.57%) 1.82M
Increased by +33.49%
Jun 30, 24
5 FPR Partners LLC 5.20M (6.27%) 3.80M
Increased by +73.08%
Sep 30, 24
6 Mackenzie Investments 4.93M (5.95%) -29.20K
Decreased by -0.59%
Sep 30, 24
7 Capital World Investors 4.38M (5.28%) 0.00
Increased by 0.00%
Sep 30, 24
8 Van Berkom and Associates Inc 4.35M (5.25%) 850.39K
Increased by +19.55%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 3.80M (4.58%) 184.40K
Increased by +4.86%
Sep 30, 24
10 Capital Research Global Investors 3.56M (4.29%) 0.00
Increased by 0.00%
Sep 30, 24
11 State Street Corp 3.39M (4.08%) 286.20K
Increased by +8.45%
Jun 30, 24
12 Parnassus Investments, LLC 3.33M (4.02%) -1.15M
Decreased by -34.46%
Sep 30, 23
13 Bank of New York Mellon Corp 3.19M (3.84%) -230.91K
Decreased by -7.25%
Dec 31, 23
14 State Street Corporation 3.10M (3.74%) 147.73K
Increased by +4.77%
Mar 31, 24
15 ClearBridge Advisors, LLC 2.87M (3.46%) -66.84K
Decreased by -2.33%
Jun 30, 24
16 Jackson Square Partners, LLC 2.79M (3.36%) 77.36K
Increased by +2.78%
Jun 30, 24
17 CLEARFIELD CAPITAL MANAGEMENT LP 2.47M (2.98%) 1.43M
Increased by +57.83%
Sep 30, 23
18 Solel Partners LP 2.44M (2.94%) 813.63K
Increased by +33.34%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 2.00M (2.41%) 1.01M
Increased by +50.39%
Jun 30, 24
20 Neuberger Berman Group LLC 1.99M (2.41%) -48.11K
Decreased by -2.41%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 7.94M (9.58%) 0.00
Increased by 0.00%
Sep 30, 24
2 iShares Core S&P Small-Cap ETF 6.25M (7.53%) 6.55K
Increased by +0.10%
Oct 31, 24
3 Capital Group AMCAP Composite 3.89M (4.70%) -5.09K
Decreased by -0.13%
Mar 31, 24
4 VA CollegeAmerica Amcap 529A 3.89M (4.70%) -5.09K
Decreased by -0.13%
Mar 31, 24
5 Canada Life US Small-Mid Cap Growth A 3.63M (4.38%) 0.00
Increased by 0.00%
Aug 31, 24
6 Canada Life US Small-Mid Cap Growth F 3.50M (4.22%) 0.00
Increased by 0.00%
Nov 30, 23
7 Van Berkom Sm-Cap Eq 3.44M (4.14%) 3.44M
Increased by +100.00%
Jun 30, 24
8 iShares Core S&P Mid-Cap ETF 3.08M (3.71%) -550.00
Decreased by -0.02%
Apr 30, 24
9 Parnassus Mid-Cap 3.05M (3.68%) -278.78K
Decreased by -9.13%
Nov 30, 23
10 Vanguard Total Stock Mkt Idx Inv 2.81M (3.39%) -22.59K
Decreased by -0.80%
Oct 31, 24
11 Vanguard Small Cap Index 2.22M (2.67%) 4.35K
Increased by +0.20%
Oct 31, 24
12 ClearBridge Small Cap Growth 2.18M (2.62%) 0.00
Increased by 0.00%
Sep 30, 24
13 ClearBridge Small Cap Growth A 2.18M (2.62%) 0.00
Increased by 0.00%
Sep 30, 24
14 Vanguard Small Cap Value Index Inv 1.49M (1.80%) -516.00
Decreased by -0.03%
Oct 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 1.48M (1.78%) -73.66K
Decreased by -4.98%
Sep 30, 24
16 BNY Mellon Sm/Md Cp Gr I 1.41M (1.70%) -18.09K
Decreased by -1.29%
Dec 31, 23
17 AB Small Cap Growth A 1.34M (1.61%) 34.04K
Increased by +2.54%
Aug 31, 24
18 Janus Henderson Triton D 1.33M (1.61%) -357.94K
Decreased by -26.85%
Aug 31, 24
19 Columbia Small Cap Growth Inst 1.27M (1.54%) 392.85K
Increased by +30.87%
Jul 31, 24
20 AB Discovery Growth A 1.09M (1.32%) 31.36K
Increased by +2.87%
Aug 31, 24