Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMED 1.74%
2 XHE 1.62%
3 NBSM 1.16%
4 PSCH 1.10%
5 AWEG 0.79%
6 SMCP 0.78%
7 QQQS 0.72%
8 FSCC 0.59%
9 PAMC 0.57%
10 RFV 0.53%
11 IVEG 0.49%
12 MOO 0.48%
13 SBB 0.47%
14 SDD 0.47%
15 MMSC 0.28%
16 JHSC 0.27%
17 ANEW 0.26%
18 VIOV 0.26%
19 ISMD 0.25%
20 PRFZ 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 32.02M (14.79%) 1.42M
Increased by +4.42%
Sep 30, 25
2 Vanguard Group Inc 23.80M (10.99%) -161.32K
Decreased by -0.68%
Dec 31, 25
3 ING Groep NV 14.06M (6.49%) 14.06M
Increased by +100.00%
Sep 30, 25
4 Clarkston Capital Partners, LLC 11.33M (5.23%) -364.58K
Decreased by -3.22%
Dec 31, 25
5 Southpoint Capital Advisors LP 10.00M (4.62%) 10.00M
Increased by +100.00%
Jun 30, 25
6 William Blair Investment Management, LLC 9.40M (4.34%) -4.16M
Decreased by -44.20%
Jun 30, 25
7 Select Equity Group LP 9.40M (4.34%) -3.85M
Decreased by -40.92%
Dec 31, 24
8 T. Rowe Price Investment Management,Inc. 9.38M (4.33%) 7.04M
Increased by +75.03%
Dec 31, 25
9 Wasatch Advisors Inc. 9.35M (4.32%) -931.11K
Decreased by -9.96%
Dec 31, 23
10 Baillie Gifford & Co Limited. 9.16M (4.23%) -590.13K
Decreased by -6.44%
Mar 31, 25
11 NORGES BANK 9.08M (4.19%) -8.40M
Decreased by -92.55%
Jun 30, 25
12 State Street Corp 8.75M (4.04%) 158.17K
Increased by +1.81%
Sep 30, 25
13 Conestoga Capital Advisors, LLC 8.54M (3.94%) 37.27K
Increased by +0.44%
Mar 31, 25
14 Gates Capital Management Inc 8.39M (3.87%) -2.51M
Decreased by -29.99%
Dec 31, 25
15 Mackenzie Investments 7.82M (3.61%) 6.35K
Increased by +0.08%
Sep 30, 25
16 State Street Corporation 7.56M (3.49%) 100.39K
Increased by +1.33%
Mar 31, 24
17 Dimensional Fund Advisors, Inc. 7.40M (3.42%) -627.46K
Decreased by -8.48%
Dec 31, 25
18 CIBC World Markets Corp 6.86M (3.17%) 6.84M
Increased by +99.61%
Dec 31, 25
19 Champlain Investment Partners, LLC 6.83M (3.15%) -288.33K
Decreased by -4.22%
Mar 31, 25
20 Hudson Bay Capital Management LP 6.50M (3.00%) 1.50M
Increased by +23.08%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.06M (6.03%) 5.01K
Increased by +0.04%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 6.91M (3.19%) 48.98K
Increased by +0.71%
Mar 31, 26
3 iShares Core S&P Mid-Cap ETF 6.41M (2.96%) 4.81K
Increased by +0.07%
Feb 28, 25
4 Vanguard US Total Market Shares ETF 6.16M (2.84%) 6.36K
Increased by +0.10%
Sep 30, 24
5 Canada Life US Small-Mid Cap Growth A 5.90M (2.73%) 0.00
Increased by 0.00%
Jan 31, 25
6 Canada Life US Small-Mid Cap Growth F 5.90M (2.73%) 0.00
Increased by 0.00%
Jan 31, 26
7 Baron Opp. Small Cap Growth Strategy 5.50M (2.54%) 500.00K
Increased by +9.09%
Jun 30, 25
8 iShares Russell 2000 ETF 5.30M (2.45%) -43.29K
Decreased by -0.82%
Mar 31, 26
9 Conestoga Small Cap Investors 5.19M (2.40%) -55.90K
Decreased by -1.08%
Mar 31, 25
10 Vanguard Small Cap Index 5.03M (2.32%) 96.07K
Increased by +1.91%
Mar 31, 26
11 Baron Small Cap Retail 5.00M (2.31%) -500.00K
Decreased by -10.00%
Mar 31, 26
12 Baron Small Cap Strategy 5.00M (2.31%) -500.00K
Decreased by -10.00%
Mar 31, 26
13 Champlain Small Company Fund, LLC 4.74M (2.19%) -7.17K
Decreased by -0.15%
Mar 31, 25
14 Clarkston Partners Founders 4.13M (1.91%) 0.00
Increased by 0.00%
Dec 31, 25
15 Neuberger Genesis Inv 3.69M (1.71%) 3.69M
Increased by +100.00%
Mar 31, 26
16 Jupiter Merian Glb Eq AbsRet I USD Acc 3.23M (1.49%) 3.23M
Increased by +100.00%
Dec 31, 25
17 Vanguard Small Cap Value Index Inv 3.20M (1.48%) 26.00K
Increased by +0.81%
Mar 31, 26
18 Vanguard Small Cap Growth Index Inv 3.00M (1.39%) -31.92K
Decreased by -1.06%
May 31, 25
19 T. Rowe Price Small-Cap Stock 2.67M (1.23%) -350.10K
Decreased by -13.12%
Mar 31, 26
20 T. Rowe Price US Small-Cap Core Equity 2.52M (1.16%) 2.52M
Increased by +100.00%
Dec 31, 25