Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JHAC 1.07%
2 FMCX 0.34%
3 FTLS 0.06%
4 IPKW 0.05%
5 LUXX 0.04%
6 SCHC 0.03%
7 PDN 0.02%
8 GWX 0.02%
9 AVDS 0.02%
10 AVSD 0.01%
11 VSS 0.01%
12 FNDC 0.01%
13 AVDE 0.00%
14 DXIV 0.00%
15 IDEV 0.00%
16 DFSI 0.00%
17 IXUS 0.00%
18 DFAI 0.00%
19 SPGM 0.00%
20 VEA 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Manufacturers Life Insurance Co 5.36M (11.78%) 39.01K
Increased by +0.73%
Mar 31, 25
2 FMR Inc 5.27M (11.57%) 143.00
Increased by +0.00%
Mar 31, 25
3 Patient Capital Management, LLC 4.13M (9.08%) 290.74K
Increased by +7.03%
Mar 31, 24
4 Morgan Stanley - Brokerage Accounts 3.92M (8.61%) -297.89K
Decreased by -7.60%
Mar 31, 25
5 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 3.82M (8.39%) -599.00
Decreased by -0.02%
Sep 30, 23
6 Patients Capital Management LLC 2.71M (5.94%) -1.15M
Decreased by -42.49%
Mar 31, 25
7 Timucuan Asset Management Inc/FL 1.95M (4.28%) 189.72K
Increased by +9.74%
Mar 31, 25
8 Massachusetts Financial Services Company 1.85M (4.06%) -694.09K
Decreased by -37.56%
Mar 31, 25
9 Vanguard Group Inc 1.79M (3.92%) 56.53K
Increased by +3.16%
Dec 31, 23
10 Bank of America Corp 1.43M (3.13%) -67.68K
Decreased by -4.75%
Sep 30, 24
11 Wasatch Advisors Inc. 1.18M (2.59%) -56.54K
Decreased by -4.80%
Sep 30, 23
12 Arrowstreet Capital Limited Partnership 1.14M (2.51%) -79.32K
Decreased by -6.95%
Mar 31, 25
13 HSBC Holdings PLC 1.08M (2.38%) -86.70K
Decreased by -8.02%
Dec 31, 23
14 Scheer, Rowlett & Assoc Invest Mgmt Ltd. 1.02M (2.24%) -197.53K
Decreased by -19.35%
Mar 31, 25
15 Pier Capital, LLC 800.04K (1.76%) 442.20K
Increased by +55.27%
Mar 31, 25
16 Silvercrest Asset Management Group LLC 723.51K (1.59%) 125.83K
Increased by +17.39%
Sep 30, 24
17 Barclays PLC 672.44K (1.48%) -244.83K
Decreased by -36.41%
Sep 30, 23
18 Ameriprise Financial Inc 613.58K (1.35%) 12.59K
Increased by +2.05%
Sep 30, 24
19 Penn Capital Management Company LLC 568.53K (1.25%) 568.53K
Increased by +100.00%
Dec 31, 24
20 EVR Research LP 565.00K (1.24%) 165.00K
Increased by +29.20%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley Inst Intl Advtg I 2.81M (6.17%) -265.07K
Decreased by -9.44%
Mar 31, 25
2 Morgan Stanley International Advantage 2.81M (6.17%) -265.07K
Decreased by -9.44%
Mar 31, 25
3 JHVIT Fundamental All Cap Core I 2.12M (4.67%) -55.15K
Decreased by -2.60%
Mar 31, 25
4 Patient Opportunity C 2.00M (4.40%) -896.52K
Decreased by -44.75%
Mar 31, 25
5 Fidelity Growth Compy Commingled Pl S 1.94M (4.25%) 0.00
Increased by 0.00%
Mar 31, 25
6 Fidelity Growth Compy Commingled Pl O 1.87M (4.12%) 0.00
Increased by 0.00%
Aug 31, 24
7 Fidelity® Growth Company 1.62M (3.55%) -1.28K
Decreased by -0.08%
Nov 30, 23
8 Fidelity Growth Company Fund 1.51M (3.33%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Explorer Inv 1.38M (3.04%) 0.00
Increased by 0.00%
Sep 30, 23
10 MFS New Discovery Value I 1.38M (3.04%) -12.91K
Decreased by -0.93%
Mar 31, 25
11 Manulife US All Cap Equity F 1.27M (2.79%) -34.08K
Decreased by -2.68%
Mar 31, 25
12 Meridian Growth Legacy 703.11K (1.54%) 0.00
Increased by 0.00%
Sep 30, 23
13 Fidelity® Series Canada 640.63K (1.41%) -1.69K
Decreased by -0.26%
Nov 30, 23
14 Fidelity Series Canada 580.33K (1.27%) -900.00
Decreased by -0.16%
Mar 31, 25
15 JHancock Fundamental All Cap Core I 534.58K (1.17%) -11.59K
Decreased by -2.17%
Mar 31, 25
16 Manulife IM US All Cap Core 534.58K (1.17%) 62.27K
Increased by +11.65%
Mar 31, 25
17 Morgan Stanley Inst International Opp I 534.54K (1.17%) -47.89K
Decreased by -8.96%
Jun 30, 24
18 Morgan Stanley International Opportunity 534.54K (1.17%) -47.89K
Decreased by -8.96%
Jun 30, 24
19 Fidelity® Growth Company K6 522.38K (1.15%) -10.04K
Decreased by -1.92%
Nov 30, 23
20 Fidelity® Series Growth Company 497.51K (1.09%) -500.00
Decreased by -0.10%
Nov 30, 23