Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 JKJ 1000.00%
3 IWV 1000.00%
4 IWN 1000.00%
5 IWM 1000.00%
6 IVEG 1000.00%
7 IUSV 1000.00%
8 ITOT 1000.00%
9 ISCV 1000.00%
10 JKL 1000.00%
11 IMED 1.74%
12 XHE 1.54%
13 SMCP 0.93%
14 MOO 0.83%
15 SDD 0.47%
16 SBB 0.47%
17 ANEW 0.46%
18 MMSC 0.38%
19 PSC 0.29%
20 PAMC 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.55M (12.26%) -303.51K
Decreased by -1.24%
Mar 31, 24
2 Vanguard Group Inc 19.72M (9.85%) 169.24K
Increased by +0.86%
Mar 31, 24
3 NORGES BANK 18.19M (9.09%) -211.25K
Decreased by -1.16%
Dec 31, 23
4 Select Equity Group LP 12.62M (6.30%) 4.25M
Increased by +33.69%
Mar 31, 24
5 Baillie Gifford & Co Limited. 11.79M (5.89%) 3.50M
Increased by +29.71%
Mar 31, 24
6 Wasatch Advisors Inc. 9.35M (4.67%) -931.11K
Decreased by -9.96%
Dec 31, 23
7 State Street Corporation 7.56M (3.78%) 100.39K
Increased by +1.33%
Mar 31, 24
8 Mackenzie Investments 7.49M (3.74%) 1.62M
Increased by +21.64%
Mar 31, 24
9 BAMCO Inc 7.30M (3.65%) 680.67K
Increased by +9.32%
Mar 31, 24
10 William Blair Investment Management, LLC 7.30M (3.64%) -240.79K
Decreased by -3.30%
Mar 31, 24
11 Conestoga Capital Advisors, LLC 6.87M (3.43%) 47.44K
Increased by +0.69%
Mar 31, 24
12 Morgan Stanley - Brokerage Accounts 6.76M (3.38%) 835.86K
Increased by +12.37%
Mar 31, 24
13 RIVULET CAPITAL, LLC 5.90M (2.95%) 5.90M
Increased by +100.00%
Mar 31, 24
14 T. Rowe Price Investment Management,Inc. 5.76M (2.88%) 334.97K
Increased by +5.82%
Mar 31, 24
15 King Luther Capital Management Corp 5.70M (2.85%) -303.80K
Decreased by -5.33%
Mar 31, 24
16 Champlain Investment Partners, LLC 5.56M (2.78%) -36.92K
Decreased by -0.66%
Mar 31, 24
17 Geode Capital Management, LLC 4.85M (2.42%) 151.41K
Increased by +3.12%
Mar 31, 24
18 Citadel Advisors Llc 4.17M (2.08%) 712.79K
Increased by +17.10%
Sep 30, 23
19 JPMorgan Chase & Co 4.12M (2.06%) 220.96K
Increased by +5.36%
Mar 31, 24
20 HHG PLC 3.63M (1.81%) 46.85K
Increased by +1.29%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 6.14M (3.07%) 10.15K
Increased by +0.17%
Jun 28, 24
2 Vanguard Total Stock Mkt Idx Inv 6.12M (3.06%) 4.82K
Increased by +0.08%
Jun 30, 24
3 Canada Life US Small-Mid Cap Growth A 5.44M (2.72%) 0.00
Increased by 0.00%
Apr 30, 24
4 iShares Russell 2000 ETF 5.29M (2.64%) 193.68K
Increased by +3.66%
Jun 28, 24
5 Baron Opp. Small Cap Growth Strategy 5.00M (2.50%) 0.00
Increased by 0.00%
Jun 30, 24
6 Baron Small Cap Retail 5.00M (2.50%) 0.00
Increased by 0.00%
Jun 30, 24
7 Vanguard Small Cap Index 4.90M (2.45%) -69.54K
Decreased by -1.42%
Jun 30, 24
8 Champlain Small Company Fund, LLC 4.79M (2.39%) 603.25K
Increased by +12.60%
Jun 30, 24
9 Conestoga Small Cap Investors 4.28M (2.14%) 0.00
Increased by 0.00%
May 31, 24
10 Canada Life US Small-Mid Cap Growth F 4.18M (2.09%) 0.00
Increased by 0.00%
Nov 30, 23
11 Calvert US Small-Cap Strategy 3.26M (1.63%) 525.57K
Increased by +16.12%
Mar 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 2.97M (1.48%) -9.04K
Decreased by -0.30%
Jun 30, 24
13 Vanguard Small Cap Growth Index Inv 2.75M (1.37%) -79.67K
Decreased by -2.90%
Jun 30, 24
14 T. Rowe Price Small-Cap Stock 2.41M (1.21%) 166.73K
Increased by +6.91%
Jun 30, 24
15 T. Rowe Price US Small-Cap Core Equity 2.41M (1.21%) 166.73K
Increased by +6.91%
Jun 30, 24
16 Wasatch Small Cap Growth Investor 2.32M (1.16%) 0.00
Increased by 0.00%
Dec 31, 23
17 Janus Henderson Triton D 2.31M (1.15%) 0.00
Increased by 0.00%
May 31, 24
18 Janus Henderson US SMID Cap Growth 2.31M (1.15%) -11.78K
Decreased by -0.51%
Mar 31, 24
19 Champlain Small Company Adv 2.28M (1.14%) -20.00K
Decreased by -0.88%
Mar 31, 24
20 JPM US Small Cap Core-Composite 2.22M (1.11%) 0.00
Increased by 0.00%
Dec 31, 23