Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 5.55%
2 CSD 4.44%
3 XTN 2.70%
4 SEA 2.56%
5 GAST 2.23%
6 SUPL 1.79%
7 PEXL 1.15%
8 ROBO 1.15%
9 PAMC 0.86%
10 TPOR 0.77%
11 JHSC 0.54%
12 FXR 0.51%
13 RWK 0.51%
14 ROBT 0.47%
15 SHPP 0.44%
16 FTXR 0.38%
17 TMFX 0.36%
18 FNY 0.34%
19 MIDE 0.34%
20 TFPN 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Orbis Allan Gray Ltd 14.32M (12.09%) -676.73K
Decreased by -4.73%
Mar 31, 24
2 Vanguard Group Inc 11.23M (9.48%) 82.48K
Increased by +0.73%
Mar 31, 24
3 BlackRock Inc 11.16M (9.42%) 560.11K
Increased by +5.02%
Mar 31, 24
4 Perpetual Ltd 3.62M (3.06%) 46.05K
Increased by +1.27%
Jun 30, 24
5 State Street Corporation 3.58M (3.02%) 96.35K
Increased by +2.69%
Mar 31, 24
6 Neuberger Berman Group LLC 2.98M (2.51%) 484.00K
Increased by +16.26%
Mar 31, 24
7 ClearBridge Advisors, LLC 2.96M (2.50%) 15.46K
Increased by +0.52%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 2.90M (2.45%) -424.28K
Decreased by -14.62%
Mar 31, 24
9 American Century Companies Inc 2.57M (2.17%) -1.32M
Decreased by -51.38%
Mar 31, 24
10 FORT PITT CAPITAL GROUP, LLC 2.42M (2.04%) 563.06K
Increased by +23.30%
Jun 30, 24
11 FMR Inc 2.29M (1.93%) 3.85K
Increased by +0.17%
Mar 31, 24
12 Dimensional Fund Advisors, Inc. 2.16M (1.82%) 322.68K
Increased by +14.95%
Mar 31, 24
13 Geode Capital Management, LLC 1.90M (1.61%) 76.43K
Increased by +4.02%
Mar 31, 24
14 Amundi 1.78M (1.50%) -219.25K
Decreased by -12.34%
Mar 31, 24
15 Swedbank AB 1.57M (1.33%) 1.57M
Increased by +100.00%
Mar 31, 24
16 Amvescap Plc. 1.51M (1.28%) 32.69K
Increased by +2.16%
Mar 31, 24
17 British Columbia Investment Management Corp 1.20M (1.01%) 126.39K
Increased by +10.55%
Mar 31, 24
18 Mar Vista Investment Partners, LLC 1.18M (1.00%) -350.19K
Decreased by -29.58%
Mar 31, 24
19 Charles Schwab Investment Management Inc 1.15M (0.97%) 19.63K
Increased by +1.70%
Mar 31, 24
20 Cardinal Capital Management Llc 1.15M (0.97%) -148.17K
Decreased by -12.86%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.79M (3.20%) 2.41K
Increased by +0.06%
Jun 30, 24
2 iShares Core S&P Mid-Cap ETF 3.74M (3.16%) 910.00
Increased by +0.02%
Jul 29, 24
3 Orbis Global Equity Investor 3.63M (3.06%) -91.43K
Decreased by -2.52%
Mar 31, 24
4 Vanguard Small Cap Index 3.00M (2.53%) -41.82K
Decreased by -1.39%
Jun 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 1.81M (1.53%) 13.65K
Increased by +0.75%
Jun 30, 24
6 Vanguard Small Cap Growth Index Inv 1.69M (1.42%) -41.90K
Decreased by -2.48%
Jun 30, 24
7 CPR Invest Glbl Dsrpt Opp R EUR Acc 1.33M (1.12%) -54.89K
Decreased by -4.14%
Apr 30, 24
8 ClearBridge Small Cap Growth 1.08M (0.91%) 0.00
Increased by 0.00%
Jun 30, 24
9 ClearBridge Small Cap Growth A 1.08M (0.91%) -118.10K
Decreased by -10.92%
Jun 30, 24
10 American Century Small Cap Growth Inv 981.13K (0.83%) 217.96K
Increased by +22.21%
Jun 30, 24
11 American Century U.S. Small Cap Growth 981.13K (0.83%) 217.96K
Increased by +22.21%
Jun 30, 24
12 SPDR® S&P MIDCAP 400 ETF Trust 959.00K (0.81%) -20.42K
Decreased by -2.13%
Jun 30, 24
13 Fidelity VIP Mid Cap Initial 928.53K (0.78%) 0.00
Increased by 0.00%
Jun 30, 24
14 VIP Mid Cap Initial 928.53K (0.78%) 0.00
Increased by 0.00%
Nov 30, 23
15 Federated Hermes Kaufmann Small Cap A 903.22K (0.76%) 0.00
Increased by 0.00%
Mar 31, 24
16 Federated Hermes Kaufmann Small Cap Grow 903.22K (0.76%) 0.00
Increased by 0.00%
Jun 30, 24
17 Cardinal Capital SMID Cap Value Equity 881.62K (0.74%) -117.10K
Decreased by -13.28%
Mar 31, 24
18 Orbis SICAV Global Equity Inv 773.78K (0.65%) -33.19K
Decreased by -4.29%
Dec 31, 23
19 Swedbank Robur Kapitalinvest 750.00K (0.63%) 50.00K
Increased by +6.67%
Jun 30, 24
20 Orbis Optimal (US$) Fund 739.09K (0.62%) -35.69K
Decreased by -4.83%
Mar 31, 24