Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MSGR 5.06%
2 FXH 1.49%
3 JSML 0.98%
4 TSME 0.94%
5 CGV 0.81%
6 TINY 0.78%
7 NIXT 0.68%
8 SQLV 0.40%
9 GNOM 0.33%
10 JSMD 0.33%
11 BTEC 0.28%
12 SCDS 0.26%
13 CSML 0.18%
14 EBIT 0.17%
15 AFSM 0.13%
16 TPSC 0.12%
17 QSML 0.11%
18 CSF 0.09%
19 CSA 0.09%
20 IBBQ 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 GTCR LLC 20.15M (21.75%) 0.00
Increased by 0.00%
Jun 30, 25
2 12 West Capital Management LP 12.52M (13.52%) 930.00K
Increased by +7.43%
Mar 31, 25
3 Thrivent Financial For Lutherans 11.84M (12.78%) 3.53M
Increased by +29.85%
Sep 30, 23
4 BlackRock Inc 9.55M (10.31%) -229.09K
Decreased by -2.40%
Mar 31, 25
5 Vanguard Group Inc 9.38M (10.13%) -2.28M
Decreased by -24.29%
Jun 30, 25
6 BRAIDWELL LP 8.35M (9.02%) 0.00
Increased by 0.00%
Jun 30, 25
7 Mackenzie Investments 6.11M (6.60%) -6.25M
Decreased by -102.26%
Mar 31, 25
8 Alyeska Investment Group, L.P. 5.33M (5.75%) 3.16M
Increased by +59.31%
Dec 31, 24
9 Massachusetts Financial Services Company 4.66M (5.03%) 1.06M
Increased by +22.78%
Dec 31, 24
10 JPMorgan Chase & Co 4.25M (4.59%) -3.85M
Decreased by -90.57%
Dec 31, 24
11 Renaissance Technologies Corp 4.11M (4.44%) 138.50K
Increased by +3.37%
Mar 31, 25
12 Mirabella Financial Services LLP 3.74M (4.04%) 3.74M
Increased by +100.00%
Mar 31, 25
13 Point72 Asset Management, L.P. 3.52M (3.80%) 2.11M
Increased by +59.93%
Jun 30, 24
14 ClearBridge Advisors, LLC 3.08M (3.32%) -28.37K
Decreased by -0.92%
Sep 30, 23
15 Jennison Associates LLC 2.99M (3.23%) 9.77K
Increased by +0.33%
Dec 31, 24
16 Pacer Advisors, INC. 2.96M (3.19%) 810.96K
Increased by +27.44%
Dec 31, 23
17 AQR Capital Management LLC 2.83M (3.05%) -678.24K
Decreased by -24.00%
Mar 31, 24
18 Marshall Wace Asset Management Ltd 2.78M (3.00%) 2.76M
Increased by +99.44%
Dec 31, 24
19 State Street Corp 2.73M (2.94%) -54.04K
Decreased by -1.98%
Mar 31, 25
20 Geode Capital Management, LLC 2.66M (2.88%) -130.59K
Decreased by -4.90%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Canada Life US Small-Mid Cap Growth A 4.57M (4.94%) 0.00
Increased by 0.00%
Jan 31, 25
2 Canada Life US Small-Mid Cap Growth F 4.57M (4.94%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 3.94M (4.25%) 547.00K
Increased by +13.89%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.93M (4.25%) -86.69K
Decreased by -2.20%
Jul 31, 25
5 Thrivent Mid Cap Stock A 3.78M (4.08%) 0.00
Increased by 0.00%
Oct 31, 23
6 Pacer US Cash Cows 100 ETF 3.06M (3.30%) 7.90K
Increased by +0.26%
Jan 31, 24
7 iShares Russell 2000 ETF 2.94M (3.17%) -55.86K
Decreased by -1.90%
Jul 31, 25
8 First Trust Health Care AlphaDEX® ETF 2.29M (2.47%) 2.26K
Increased by +0.10%
Jan 31, 24
9 Thrivent Mid Cap Stock 2.15M (2.32%) 0.00
Increased by 0.00%
Oct 31, 23
10 Thrivent Small Cap Stock A 2.10M (2.26%) 0.00
Increased by 0.00%
Oct 31, 23
11 Glenmede Small Cap Equity 2.03M (2.19%) -14.85K
Decreased by -0.73%
Dec 31, 24
12 Glenmede Small Cap Equity Adv 2.03M (2.19%) -14.85K
Decreased by -0.73%
Dec 31, 24
13 MFS New Discovery Value I 2.01M (2.17%) -28.80K
Decreased by -1.43%
Jan 31, 25
14 JPMorgan Small Cap Growth A 1.94M (2.09%) -21.81K
Decreased by -1.12%
Feb 28, 25
15 Jennison Health Sciences Equity 1.70M (1.83%) 0.00
Increased by 0.00%
Dec 31, 24
16 PGIM Jennison Health Sciences Z 1.70M (1.83%) 0.00
Increased by 0.00%
Jan 31, 25
17 MFS Mid Cap Value A 1.66M (1.80%) -25.69K
Decreased by -1.54%
Dec 31, 23
18 MFS Mid Cap Value Equity 1.66M (1.80%) -29.00K
Decreased by -1.74%
Dec 31, 23
19 Baron Discovery Institutional 1.63M (1.76%) 0.00
Increased by 0.00%
Dec 31, 24
20 Baron Discovery Strategy 1.63M (1.76%) 0.00
Increased by 0.00%
Dec 31, 24