Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 7.32%
2 RUFF 3.80%
3 STCE 3.29%
4 GABF 3.25%
5 KONG 3.24%
6 FOVL 3.21%
7 BOUT 2.82%
8 IAI 2.04%
9 FFTY 1.99%
10 BITQ 1.85%
11 KCE 1.83%
12 XMMO 1.67%
13 BIBL 1.46%
14 JSMD 0.94%
15 PAMC 0.88%
16 JOET 0.83%
17 TMFX 0.76%
18 FTLS 0.68%
19 FNY 0.65%
20 SFYX 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.69M (9.64%) 123.23K
Increased by +1.27%
Dec 31, 23
2 BlackRock Inc 9.02M (8.98%) 13.05K
Increased by +0.14%
Dec 31, 23
3 Orbis Allan Gray Ltd 7.77M (7.73%) -380.23K
Decreased by -4.89%
Dec 31, 23
4 Kayne Anderson Rudnick Investment Management LLC 6.31M (6.28%) -63.70K
Decreased by -1.01%
Dec 31, 23
5 Cantillon Capital Management LLC 3.73M (3.71%) -90.76K
Decreased by -2.43%
Dec 31, 23
6 Marshall Wace Asset Management Ltd 3.16M (3.15%) 619.46K
Increased by +19.60%
Dec 31, 23
7 Greenwich Wealth Management LLC 3.12M (3.10%) 317.00
Increased by +0.01%
Dec 31, 23
8 State Street Corporation 3.09M (3.08%) 130.17K
Increased by +4.21%
Dec 31, 23
9 Bares Capital Management Inc 2.57M (2.55%) -4.90K
Decreased by -0.19%
Sep 30, 23
10 Bank of America Corp 1.97M (1.96%) -29.87K
Decreased by -1.52%
Sep 30, 23
11 Goldman Sachs Group Inc 1.90M (1.89%) 1.48M
Increased by +77.57%
Dec 31, 23
12 Jarislowsky Fraser Ltd 1.81M (1.80%) -16.27K
Decreased by -0.90%
Dec 31, 23
13 FMR Inc 1.78M (1.77%) 1.94K
Increased by +0.11%
Dec 31, 23
14 Select Equity Group LP 1.75M (1.74%) -492.01K
Decreased by -28.19%
Sep 30, 23
15 Geode Capital Management, LLC 1.67M (1.66%) 71.33K
Increased by +4.27%
Dec 31, 23
16 JPMorgan Chase & Co 1.39M (1.38%) 1.09M
Increased by +78.89%
Dec 31, 23
17 Neuberger Berman Group LLC 1.22M (1.21%) 435.40K
Increased by +35.67%
Dec 31, 23
18 Fidelity International Ltd 1.21M (1.21%) -422.56K
Decreased by -34.88%
Dec 31, 23
19 NORGES BANK 1.18M (1.17%) -174.79K
Decreased by -14.87%
Dec 31, 23
20 Morgan Stanley - Brokerage Accounts 979.62K (0.97%) 142.13K
Increased by +14.51%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.32M (3.30%) -595.00
Decreased by -0.02%
Apr 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.19M (3.18%) 10.95K
Increased by +0.34%
Mar 31, 24
3 Vanguard Mid Cap Index Institutional 2.21M (2.20%) -62.94K
Decreased by -2.85%
Mar 31, 24
4 Orbis Global Equity Investor 2.08M (2.07%) -95.67K
Decreased by -4.60%
Dec 31, 23
5 Virtus KAR Small-Cap Growth I 1.80M (1.79%) -145.00K
Decreased by -8.05%
Dec 31, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 1.60M (1.59%) 13.63K
Increased by +0.85%
Mar 31, 24
7 JPMorgan Growth Advantage A 1.20M (1.20%) 394.19K
Increased by +32.76%
Mar 31, 24
8 JPMorgan Mid Cap Growth I 913.33K (0.91%) 0.00
Increased by 0.00%
Mar 31, 24
9 SPDR® S&P MIDCAP 400 ETF Trust 874.95K (0.87%) 20.22K
Increased by +2.31%
Mar 31, 24
10 Vanguard Mid-Cap Growth ETF 722.08K (0.72%) -7.25K
Decreased by -1.00%
Mar 31, 24
11 JPM US Growth Advantage-MA 652.54K (0.65%) 652.54K
Increased by +100.00%
Mar 31, 24
12 State St Russell Sm/Mid Cp® Indx NL Cl C 636.78K (0.63%) 7.10K
Increased by +1.11%
Apr 30, 24
13 Fidelity Extended Market Index 616.25K (0.61%) 13.45K
Increased by +2.18%
Mar 31, 24
14 Allianz Global Artfcl Intlgc W EUR 583.69K (0.58%) -335.80K
Decreased by -57.53%
Mar 31, 24
15 Fidelity® Extended Market Index 577.01K (0.57%) 8.13K
Increased by +1.41%
Nov 30, 23
16 Scotia Wealth US Dividend Pool K 532.30K (0.53%) 0.00
Increased by 0.00%
Mar 31, 24
17 State St S&P Midcap® Indx SL Cl II 508.17K (0.51%) -5.80K
Decreased by -1.14%
Apr 30, 24
18 Vanguard Growth Index Investor 508.06K (0.51%) 36.46K
Increased by +7.18%
Mar 31, 24
19 Virtus KAR Small-Mid Cap Core R6 488.00K (0.49%) 52.91K
Increased by +10.84%
Dec 31, 23
20 Fidelity Canadian Disciplined Eq B 482.96K (0.48%) -4.54K
Decreased by -0.94%
Dec 31, 23