Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 0.34%
2 FTLS 0.05%
3 SCHC 0.03%
4 PDN 0.02%
5 FNDC 0.02%
6 AVSD 0.01%
7 VSS 0.01%
8 AVDE 0.01%
9 IXUS 0.00%
10 IDEV 0.00%
11 DFAI 0.00%
12 SPGM 0.00%
13 VEA 0.00%
14 VT 0.00%
15 VXUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 6.06M (13.37%) -1.14M
Decreased by -18.87%
Dec 31, 23
2 FMR Inc 5.78M (12.75%) -169.37K
Decreased by -2.93%
Dec 31, 23
3 Manufacturers Life Insurance Co 4.38M (9.65%) -589.51K
Decreased by -13.46%
Dec 31, 23
4 Patient Capital Management, LLC 3.84M (8.47%) 529.18K
Increased by +13.77%
Dec 31, 23
5 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 3.82M (8.42%) -599.00
Decreased by -0.02%
Sep 30, 23
6 Massachusetts Financial Services Company 3.54M (7.81%) 201.32K
Increased by +5.68%
Dec 31, 23
7 Goldman Sachs Group Inc 3.23M (7.12%) 1.81M
Increased by +56.00%
Dec 31, 23
8 Bank of America Corp 2.16M (4.77%) 442.58K
Increased by +20.45%
Dec 31, 23
9 Marshall Wace Asset Management Ltd 1.97M (4.35%) 1.97M
Increased by +100.00%
Dec 31, 23
10 Vanguard Group Inc 1.79M (3.94%) 56.53K
Increased by +3.16%
Dec 31, 23
11 Timucuan Asset Management Inc/FL 1.76M (3.88%) 0.00
Increased by 0.00%
Dec 31, 23
12 Wasatch Advisors Inc. 1.18M (2.60%) -56.54K
Decreased by -4.80%
Sep 30, 23
13 Citadel Advisors Llc 1.10M (2.43%) 222.82K
Increased by +20.25%
Sep 30, 23
14 HSBC Holdings PLC 1.08M (2.38%) -86.70K
Decreased by -8.02%
Dec 31, 23
15 Scheer, Rowlett & Assoc Invest Mgmt Ltd. 925.86K (2.04%) 30.96K
Increased by +3.34%
Dec 31, 23
16 Ameriprise Financial Inc 877.87K (1.94%) -674.93K
Decreased by -76.88%
Dec 31, 23
17 Barclays PLC 672.44K (1.48%) -244.83K
Decreased by -36.41%
Sep 30, 23
18 Citigroup Inc 618.26K (1.36%) -11.64K
Decreased by -1.88%
Dec 31, 23
19 Pinnacle Associates Inc 602.34K (1.33%) -4.37K
Decreased by -0.72%
Dec 31, 23
20 Silvercrest Asset Management Group LLC 602.30K (1.33%) -72.40K
Decreased by -12.02%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley Inst Intl Advtg I 3.98M (8.78%) -571.80K
Decreased by -14.36%
Dec 31, 23
2 Morgan Stanley International Advantage 3.98M (8.78%) -708.65K
Decreased by -17.80%
Dec 31, 23
3 Patient Opportunity C 3.20M (7.05%) 200.00K
Increased by +6.25%
Mar 31, 24
4 MFS New Discovery Value I 1.93M (4.25%) -305.91K
Decreased by -15.87%
Mar 31, 24
5 Fidelity Growth Compy Commingled Pl O 1.85M (4.08%) -63.60K
Decreased by -3.44%
Mar 31, 24
6 JHVIT Fundamental All Cap Core I 1.64M (3.62%) 0.00
Increased by 0.00%
Mar 31, 24
7 Fidelity® Growth Company 1.62M (3.57%) -1.28K
Decreased by -0.08%
Nov 30, 23
8 Fidelity Growth Company Fund 1.43M (3.16%) -54.13K
Decreased by -3.78%
Mar 31, 24
9 Vanguard Explorer Inv 1.38M (3.05%) 0.00
Increased by 0.00%
Sep 30, 23
10 Manulife US All Cap Equity F 985.97K (2.17%) -21.93K
Decreased by -2.22%
Mar 31, 24
11 Meridian Growth Legacy 703.11K (1.55%) 0.00
Increased by 0.00%
Sep 30, 23
12 Morgan Stanley Inst International Opp I 676.53K (1.49%) -432.29K
Decreased by -63.90%
Dec 31, 23
13 Morgan Stanley International Opportunity 676.53K (1.49%) -565.26K
Decreased by -83.55%
Dec 31, 23
14 Fidelity® Series Canada 640.63K (1.41%) -1.69K
Decreased by -0.26%
Nov 30, 23
15 Fidelity Series Canada 565.73K (1.25%) -19.90K
Decreased by -3.52%
Mar 31, 24
16 Bridge Builder Small/Mid Cap Value 529.22K (1.17%) -474.00
Decreased by -0.09%
Apr 30, 24
17 Fidelity® Growth Company K6 522.38K (1.15%) -10.04K
Decreased by -1.92%
Nov 30, 23
18 Fidelity® Series Growth Company 497.51K (1.10%) -500.00
Decreased by -0.10%
Nov 30, 23
19 VALIC Company I International Growth 486.74K (1.07%) -8.45K
Decreased by -1.74%
Mar 31, 24
20 Vanguard Total Intl Stock Index Inv 482.94K (1.06%) -149.96K
Decreased by -31.05%
Jan 31, 24