Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 3.55%
2 FXG 2.59%
3 PBJ 2.24%
4 XRT 1.63%
5 TSME 1.08%
6 RETL 1.05%
7 RZV 0.56%
8 RWJ 0.42%
9 QLV 0.39%
10 ETHO 0.34%
11 QSML 0.27%
12 FYT 0.26%
13 SIXL 0.26%
14 SSLY 0.26%
15 SLYV 0.25%
16 HSMV 0.24%
17 IJS 0.24%
18 ISMD 0.22%
19 VIOV 0.21%
20 CSML 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.94M (13.70%) 153.34K
Increased by +1.28%
Dec 31, 24
2 Vanguard Group Inc 10.13M (11.63%) -130.93K
Decreased by -1.29%
Dec 31, 24
3 Mackenzie Investments 9.59M (11.00%) 4.66M
Increased by +48.57%
Dec 31, 24
4 FPR Partners LLC 5.99M (6.87%) 791.47K
Increased by +13.21%
Dec 31, 24
5 AllianceBernstein L.P. 5.51M (6.32%) 415.35K
Increased by +7.54%
Jun 30, 24
6 12 West Capital Management LP 5.45M (6.25%) 1.82M
Increased by +33.49%
Jun 30, 24
7 Van Berkom and Associates Inc 3.95M (4.53%) -398.44K
Decreased by -10.09%
Dec 31, 24
8 Dimensional Fund Advisors, Inc. 3.83M (4.40%) 35.94K
Increased by +0.94%
Dec 31, 24
9 Capital Research Global Investors 3.56M (4.08%) 0.00
Increased by 0.00%
Dec 31, 24
10 State Street Corp 3.42M (3.93%) 14.37K
Increased by +0.42%
Dec 31, 24
11 Simcoe Capital Management, LLC 3.41M (3.91%) 3.41M
Increased by +100.00%
Dec 31, 24
12 Parnassus Investments, LLC 3.33M (3.82%) -1.15M
Decreased by -34.46%
Sep 30, 23
13 Bank of New York Mellon Corp 3.19M (3.65%) -230.91K
Decreased by -7.25%
Dec 31, 23
14 ClearBridge Advisors, LLC 3.16M (3.62%) 272.29K
Increased by +8.62%
Dec 31, 24
15 State Street Corporation 3.10M (3.56%) 147.73K
Increased by +4.77%
Mar 31, 24
16 Capital World Investors 2.97M (3.41%) -1.40M
Decreased by -47.24%
Dec 31, 24
17 Junto Capital Management LP 2.51M (2.88%) 2.51M
Increased by +100.00%
Dec 31, 24
18 Solel Partners LP 2.49M (2.86%) 51.37K
Increased by +2.06%
Dec 31, 24
19 CLEARFIELD CAPITAL MANAGEMENT LP 2.47M (2.84%) 1.43M
Increased by +57.83%
Sep 30, 23
20 Jackson Square Partners, LLC 2.11M (2.42%) -285.27K
Decreased by -13.51%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 6.53M (7.49%) -1.40M
Decreased by -21.50%
Dec 31, 24
2 iShares Core S&P Small-Cap ETF 6.01M (6.89%) 4.11K
Increased by +0.07%
Mar 31, 25
3 Capital Group AMCAP Composite 3.89M (4.47%) -5.09K
Decreased by -0.13%
Mar 31, 24
4 VA CollegeAmerica Amcap 529A 3.89M (4.47%) -5.09K
Decreased by -0.13%
Mar 31, 24
5 Canada Life US Small-Mid Cap Growth A 3.63M (4.16%) 0.00
Increased by 0.00%
Jan 31, 25
6 Canada Life US Small-Mid Cap Growth F 3.50M (4.01%) 0.00
Increased by 0.00%
Nov 30, 23
7 Van Berkom Sm-Cap Eq 3.44M (3.94%) 3.44M
Increased by +100.00%
Jun 30, 24
8 iShares Core S&P Mid-Cap ETF 3.08M (3.53%) -550.00
Decreased by -0.02%
Apr 30, 24
9 Parnassus Mid-Cap 3.05M (3.50%) -278.78K
Decreased by -9.13%
Nov 30, 23
10 Vanguard Total Stock Mkt Idx Inv 2.78M (3.18%) 0.00
Increased by 0.00%
Feb 28, 25
11 Vanguard Small Cap Index 2.23M (2.56%) 1.86K
Increased by +0.08%
Feb 28, 25
12 Fidelity Value 2.09M (2.39%) 601.60K
Increased by +28.85%
Feb 28, 25
13 ClearBridge Small Cap Growth A 1.59M (1.83%) -50.40K
Decreased by -3.17%
Feb 28, 25
14 ClearBridge Small Cap Growth 1.55M (1.78%) -89.50K
Decreased by -5.76%
Feb 28, 25
15 Jackson Square - Smid-Cap Growth-Focus 1.51M (1.74%) 1.11M
Increased by +73.31%
Feb 28, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.48M (1.69%) 2.22K
Increased by +0.15%
Feb 28, 25
17 Vanguard Small Cap Value Index Inv 1.47M (1.68%) -7.50K
Decreased by -0.51%
Feb 28, 25
18 BNY Mellon Sm/Md Cp Gr I 1.41M (1.61%) -18.09K
Decreased by -1.29%
Dec 31, 23
19 AB Small Cap Growth A 1.34M (1.54%) 34.04K
Increased by +2.54%
Aug 31, 24
20 Columbia Small Cap Growth Inst 1.27M (1.46%) 392.85K
Increased by +30.87%
Jul 31, 24