Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 2.44%
2 IMED 1.74%
3 XHE 1.56%
4 PSCH 1.10%
5 IVEG 0.88%
6 SMCP 0.78%
7 PAMC 0.57%
8 RFV 0.53%
9 SBB 0.47%
10 SDD 0.47%
11 MOO 0.40%
12 MMSC 0.28%
13 JHSC 0.27%
14 IJS 0.27%
15 ANEW 0.26%
16 PSC 0.22%
17 ISMD 0.22%
18 DFSV 0.19%
19 TPSC 0.18%
20 VTWV 0.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.83M (12.99%) 314.05K
Increased by +1.22%
Dec 31, 24
2 Vanguard Group Inc 21.64M (10.88%) 1.93M
Increased by +8.91%
Dec 31, 24
3 NORGES BANK 17.48M (8.79%) -728.34K
Decreased by -4.17%
Dec 31, 24
4 Mackenzie Investments 15.65M (7.87%) 8.25M
Increased by +52.71%
Dec 31, 24
5 William Blair Investment Management, LLC 14.35M (7.22%) 1.07M
Increased by +7.49%
Dec 31, 24
6 Baillie Gifford & Co Limited. 9.75M (4.90%) -1.48M
Decreased by -15.16%
Dec 31, 24
7 Select Equity Group LP 9.40M (4.73%) -3.85M
Decreased by -40.92%
Dec 31, 24
8 Wasatch Advisors Inc. 9.35M (4.70%) -931.11K
Decreased by -9.96%
Dec 31, 23
9 Conestoga Capital Advisors, LLC 8.50M (4.28%) -202.64K
Decreased by -2.38%
Dec 31, 24
10 BAMCO Inc 8.49M (4.27%) 1.18M
Increased by +13.93%
Dec 31, 24
11 State Street Corp 8.33M (4.19%) 395.57K
Increased by +4.75%
Dec 31, 24
12 State Street Corporation 7.56M (3.80%) 100.39K
Increased by +1.33%
Mar 31, 24
13 Champlain Investment Partners, LLC 7.12M (3.58%) 8.11K
Increased by +0.11%
Dec 31, 24
14 T. Rowe Price Investment Management,Inc. 7.11M (3.58%) 1.52M
Increased by +21.39%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 6.94M (3.49%) 1.35M
Increased by +19.38%
Dec 31, 24
16 Geode Capital Management, LLC 5.12M (2.57%) -29.97K
Decreased by -0.59%
Dec 31, 24
17 King Luther Capital Management Corp 4.91M (2.47%) -174.53K
Decreased by -3.56%
Dec 31, 24
18 RIVULET CAPITAL, LLC 4.50M (2.26%) -1.40M
Decreased by -31.17%
Jun 30, 24
19 Morgan Stanley - Brokerage Accounts 4.35M (2.19%) -368.71K
Decreased by -8.47%
Dec 31, 24
20 Fred Alger Management, LLC 4.22M (2.12%) 233.09K
Increased by +5.52%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 12.21M (6.14%) 7.91K
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 6.92M (3.48%) 6.46K
Increased by +0.09%
Feb 28, 25
3 iShares Core S&P Mid-Cap ETF 6.41M (3.22%) 4.81K
Increased by +0.07%
Feb 28, 25
4 Baron Opp. Small Cap Growth Strategy 6.00M (3.02%) 1.00M
Increased by +16.67%
Dec 31, 24
5 Baron Small Cap Retail 6.00M (3.02%) 1.00M
Increased by +16.67%
Dec 31, 24
6 Canada Life US Small-Mid Cap Growth A 5.90M (2.97%) 0.00
Increased by 0.00%
Jan 31, 25
7 iShares Russell 2000 ETF 5.69M (2.86%) -49.34K
Decreased by -0.87%
Mar 31, 25
8 Vanguard Small Cap Index 5.53M (2.78%) 4.54K
Increased by +0.08%
Feb 28, 25
9 Conestoga Small Cap Investors 5.25M (2.64%) 0.00
Increased by 0.00%
Feb 28, 25
10 Champlain Small Company Fund, LLC 4.74M (2.39%) -28.40K
Decreased by -0.60%
Feb 28, 25
11 Canada Life US Small-Mid Cap Growth F 4.18M (2.10%) 0.00
Increased by 0.00%
Nov 30, 23
12 Vanguard Small Cap Growth Index Inv 3.10M (1.56%) -27.44K
Decreased by -0.88%
Feb 28, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 3.01M (1.51%) 4.45K
Increased by +0.15%
Feb 28, 25
14 Clarkston Capital SMID Composite 2.71M (1.36%) 2.71M
Increased by +100.00%
Dec 31, 24
15 DFA US Small Cap Value I 2.67M (1.34%) 19.18K
Increased by +0.72%
Feb 28, 25
16 Champlain Small Company Adv 2.63M (1.32%) 5.00K
Increased by +0.19%
Dec 31, 24
17 William Blair SMID Growth CIT 1 2.43M (1.22%) 50.60K
Increased by +2.08%
Feb 28, 25
18 William Blair Small-Mid Cap Growth CIT 2.42M (1.21%) 36.64K
Increased by +1.52%
Nov 30, 24
19 T. Rowe Price US Small-Cap Core Equity 2.39M (1.20%) -136.51K
Decreased by -5.72%
Dec 31, 24
20 Wasatch Small Cap Growth Investor 2.32M (1.17%) 0.00
Increased by 0.00%
Dec 31, 23