Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMED 1.74%
2 XHE 1.16%
3 PSCH 0.81%
4 AWEG 0.79%
5 SMCP 0.78%
6 IVEG 0.59%
7 PAMC 0.57%
8 RFV 0.53%
9 SDD 0.47%
10 SBB 0.47%
11 FSCC 0.44%
12 MMSC 0.28%
13 JHSC 0.27%
14 ANEW 0.26%
15 MOO 0.25%
16 PSC 0.22%
17 ISMD 0.22%
18 DFSV 0.19%
19 IJS 0.19%
20 TPSC 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 31.56M (15.67%) 5.73M
Increased by +18.15%
Mar 31, 25
2 Vanguard Group Inc 23.55M (11.69%) 1.91M
Increased by +8.12%
Mar 31, 25
3 NORGES BANK 17.48M (8.68%) -728.34K
Decreased by -4.17%
Dec 31, 24
4 William Blair Investment Management, LLC 13.56M (6.73%) -787.83K
Decreased by -5.81%
Mar 31, 25
5 Select Equity Group LP 9.40M (4.66%) -3.85M
Decreased by -40.92%
Dec 31, 24
6 Wasatch Advisors Inc. 9.35M (4.64%) -931.11K
Decreased by -9.96%
Dec 31, 23
7 Baillie Gifford & Co Limited. 9.16M (4.55%) -590.13K
Decreased by -6.44%
Mar 31, 25
8 Gates Capital Management Inc 9.16M (4.55%) 9.16M
Increased by +100.00%
Mar 31, 25
9 State Street Corp 8.61M (4.27%) 282.73K
Increased by +3.28%
Mar 31, 25
10 Conestoga Capital Advisors, LLC 8.54M (4.24%) 37.27K
Increased by +0.44%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 8.46M (4.20%) 1.34M
Increased by +15.89%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 8.44M (4.19%) 1.50M
Increased by +17.73%
Mar 31, 25
13 Mackenzie Investments 7.76M (3.85%) -7.89M
Decreased by -101.75%
Mar 31, 25
14 State Street Corporation 7.56M (3.75%) 100.39K
Increased by +1.33%
Mar 31, 24
15 BAMCO Inc 7.54M (3.74%) -941.40K
Decreased by -12.48%
Mar 31, 25
16 Champlain Investment Partners, LLC 6.83M (3.39%) -288.33K
Decreased by -4.22%
Mar 31, 25
17 Clarkston Capital Partners, LLC 6.28M (3.12%) 3.41M
Increased by +54.32%
Mar 31, 25
18 Geode Capital Management, LLC 5.10M (2.53%) -16.86K
Decreased by -0.33%
Mar 31, 25
19 Bank of America Corp 4.94M (2.45%) 1.36M
Increased by +27.52%
Mar 31, 25
20 Shapiro Capital Management Co Inc 4.65M (2.31%) 1.71M
Increased by +36.87%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 11.95M (5.93%) -12.49K
Decreased by -0.10%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 6.99M (3.47%) 31.94K
Increased by +0.46%
Apr 30, 25
3 iShares Core S&P Mid-Cap ETF 6.41M (3.18%) 4.81K
Increased by +0.07%
Feb 28, 25
4 Vanguard US Total Market Shares ETF 6.16M (3.06%) 6.36K
Increased by +0.10%
Sep 30, 24
5 Canada Life US Small-Mid Cap Growth F 5.90M (2.93%) 0.00
Increased by 0.00%
Feb 28, 25
6 Canada Life US Small-Mid Cap Growth A 5.90M (2.93%) 0.00
Increased by 0.00%
Jan 31, 25
7 Vanguard Small Cap Index 5.43M (2.70%) 6.33K
Increased by +0.12%
Apr 30, 25
8 iShares Russell 2000 ETF 5.36M (2.66%) 906.00
Increased by +0.02%
Apr 30, 25
9 Conestoga Small Cap Investors 5.19M (2.58%) -55.90K
Decreased by -1.08%
Mar 31, 25
10 Baron Opp. Small Cap Growth Strategy 5.00M (2.48%) -1.00M
Decreased by -20.00%
Mar 31, 25
11 Baron Small Cap Retail 5.00M (2.48%) -1.00M
Decreased by -20.00%
Mar 31, 25
12 Champlain Small Company Fund, LLC 4.74M (2.35%) -7.17K
Decreased by -0.15%
Mar 31, 25
13 Clarkston Capital SMID Composite 4.51M (2.24%) 1.80M
Increased by +39.87%
Mar 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 3.09M (1.53%) 4.33K
Increased by +0.14%
Apr 30, 25
15 Vanguard Small Cap Growth Index Inv 3.03M (1.51%) -15.46K
Decreased by -0.51%
Apr 30, 25
16 DFA US Small Cap Value I 2.71M (1.35%) 42.64K
Increased by +1.57%
Mar 31, 25
17 Champlain Small Company Adv 2.63M (1.31%) 5.00K
Increased by +0.19%
Dec 31, 24
18 William Blair Small-Mid Cap Growth CIT 2.42M (1.20%) 36.64K
Increased by +1.52%
Nov 30, 24
19 William Blair SMID Growth CIT 1 2.38M (1.18%) 0.00
Increased by 0.00%
Apr 30, 25
20 Wasatch Small Cap Growth Investor 2.32M (1.15%) 0.00
Increased by 0.00%
Dec 31, 23