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 IXUS 0.00%
17 DFSI 0.00%
18 DFAI 0.00%
19 SPGM 0.00%
20 VXUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 12.43M (27.29%) 177.60K
Increased by +1.43%
Jun 30, 24
2 Manufacturers Life Insurance Co 5.55M (12.20%) 1.67M
Increased by +30.03%
Sep 30, 24
3 FMR Inc 5.26M (11.55%) 0.00
Increased by 0.00%
Sep 30, 24
4 Patient Capital Management, LLC 4.13M (9.08%) 290.74K
Increased by +7.03%
Mar 31, 24
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 3.73M (8.18%) -157.95K
Decreased by -4.24%
Sep 30, 24
7 Massachusetts Financial Services Company 2.82M (6.19%) -67.25K
Decreased by -2.38%
Sep 30, 24
8 Vanguard Group Inc 1.79M (3.92%) 56.53K
Increased by +3.16%
Dec 31, 23
9 Timucuan Asset Management Inc/FL 1.76M (3.86%) 0.00
Increased by 0.00%
Sep 30, 24
10 Bank of America Corp 1.49M (3.28%) -82.20K
Decreased by -5.50%
Jun 30, 24
11 Scheer, Rowlett & Assoc Invest Mgmt Ltd. 1.22M (2.69%) -11.77K
Decreased by -0.96%
Jun 30, 24
12 Wasatch Advisors Inc. 1.18M (2.59%) -56.54K
Decreased by -4.80%
Sep 30, 23
13 Marshall Wace Asset Management Ltd 1.09M (2.39%) 81.09K
Increased by +7.46%
Jun 30, 24
14 HSBC Holdings PLC 1.08M (2.37%) -86.70K
Decreased by -8.02%
Dec 31, 23
15 Goldman Sachs Group Inc 964.44K (2.12%) -387.78K
Decreased by -40.21%
Jun 30, 24
16 Barclays PLC 672.44K (1.48%) -244.83K
Decreased by -36.41%
Sep 30, 23
17 Citadel Advisors Llc 640.01K (1.41%) -460.52K
Decreased by -71.96%
Jun 30, 24
18 Pinnacle Associates Inc 602.34K (1.32%) 3.34K
Increased by +0.55%
Sep 30, 24
19 Ameriprise Financial Inc 600.99K (1.32%) -155.77K
Decreased by -25.92%
Jun 30, 24
20 Royal Bank of Canada 598.57K (1.31%) -893.71K
Decreased by -149.31%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley International Advantage 3.87M (8.49%) -79.14K
Decreased by -2.05%
Jun 30, 24
2 Morgan Stanley Inst Intl Advtg I 3.13M (6.87%) -740.23K
Decreased by -23.67%
Sep 30, 24
3 Patient Opportunity C 2.90M (6.37%) -100.00K
Decreased by -3.45%
Sep 30, 24
4 JHVIT Fundamental All Cap Core I 2.28M (5.00%) 0.00
Increased by 0.00%
Sep 30, 24
5 Fidelity Growth Compy Commingled Pl S 1.89M (4.14%) 11.70K
Increased by +0.62%
Sep 30, 24
6 Fidelity Growth Compy Commingled Pl O 1.87M (4.12%) 0.00
Increased by 0.00%
Aug 31, 24
7 MFS New Discovery Value I 1.64M (3.60%) -18.58K
Decreased by -1.13%
Sep 30, 24
8 Fidelity® Growth Company 1.62M (3.55%) -1.28K
Decreased by -0.08%
Nov 30, 23
9 Fidelity Growth Company Fund 1.54M (3.38%) -3.27K
Decreased by -0.21%
Sep 30, 24
10 Vanguard Explorer Inv 1.38M (3.04%) 0.00
Increased by 0.00%
Sep 30, 23
11 Manulife US All Cap Equity F 1.37M (3.00%) 0.00
Increased by 0.00%
Sep 30, 24
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 595.53K (1.31%) -3.60K
Decreased by -0.60%
Sep 30, 24
15 Morgan Stanley Inst International Opp I 534.54K (1.17%) -47.89K
Decreased by -8.96%
Jun 30, 24
16 Morgan Stanley International Opportunity 534.54K (1.17%) -47.89K
Decreased by -8.96%
Jun 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 (1.09%) -500.00
Decreased by -0.10%
Nov 30, 23
19 Fidelity Growth Company K6 488.72K (1.07%) -8.43K
Decreased by -1.73%
Sep 30, 24
20 Bridge Builder Small/Mid Cap Value 484.34K (1.06%) 0.00
Increased by 0.00%
Oct 31, 24