Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMED 1.74%
2 XHE 1.56%
3 AWEG 0.79%
4 SMCP 0.78%
5 PSCH 0.75%
6 PAMC 0.57%
7 RFV 0.53%
8 IVEG 0.49%
9 SBB 0.47%
10 SDD 0.47%
11 FSCC 0.44%
12 MMSC 0.28%
13 JHSC 0.27%
14 ANEW 0.26%
15 MOO 0.24%
16 PSC 0.22%
17 ISMD 0.22%
18 DFSV 0.19%
19 TPSC 0.18%
20 MDYV 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 31.56M (14.59%) 5.73M
Increased by +18.15%
Mar 31, 25
2 Vanguard Group Inc 23.55M (10.88%) 1.91M
Increased by +8.12%
Mar 31, 25
3 NORGES BANK 17.48M (8.08%) -728.34K
Decreased by -4.17%
Dec 31, 24
4 William Blair Investment Management, LLC 13.56M (6.27%) -787.83K
Decreased by -5.81%
Mar 31, 25
5 Select Equity Group LP 9.40M (4.34%) -3.85M
Decreased by -40.92%
Dec 31, 24
6 Wasatch Advisors Inc. 9.35M (4.32%) -931.11K
Decreased by -9.96%
Dec 31, 23
7 Baillie Gifford & Co Limited. 9.16M (4.23%) -590.13K
Decreased by -6.44%
Mar 31, 25
8 Gates Capital Management Inc 9.16M (4.23%) 9.16M
Increased by +100.00%
Mar 31, 25
9 State Street Corp 8.61M (3.98%) 282.73K
Increased by +3.28%
Mar 31, 25
10 Conestoga Capital Advisors, LLC 8.54M (3.95%) 37.27K
Increased by +0.44%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 8.46M (3.91%) 1.34M
Increased by +15.89%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 8.44M (3.90%) 1.50M
Increased by +17.73%
Mar 31, 25
13 Mackenzie Investments 7.76M (3.59%) -7.89M
Decreased by -101.75%
Mar 31, 25
14 State Street Corporation 7.56M (3.49%) 100.39K
Increased by +1.33%
Mar 31, 24
15 BAMCO Inc 7.54M (3.49%) -941.40K
Decreased by -12.48%
Mar 31, 25
16 Champlain Investment Partners, LLC 6.83M (3.16%) -288.33K
Decreased by -4.22%
Mar 31, 25
17 Clarkston Capital Partners, LLC 6.28M (2.90%) 3.41M
Increased by +54.32%
Mar 31, 25
18 Geode Capital Management, LLC 5.10M (2.36%) -16.86K
Decreased by -0.33%
Mar 31, 25
19 Bank of America Corp 4.94M (2.28%) 1.36M
Increased by +27.52%
Mar 31, 25
20 UBS Group AG 4.75M (2.20%) 1.22M
Increased by +25.69%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 13.44M (6.21%) 8.93M
Increased by +66.46%
Jun 30, 25
2 iShares Core S&P Small-Cap ETF 11.73M (5.42%) -38.90K
Decreased by -0.33%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 7.00M (3.23%) 7.93K
Increased by +0.11%
May 31, 25
4 iShares Core S&P Mid-Cap ETF 6.41M (2.96%) 4.81K
Increased by +0.07%
Feb 28, 25
5 Vanguard US Total Market Shares ETF 6.16M (2.84%) 6.36K
Increased by +0.10%
Sep 30, 24
6 Canada Life US Small-Mid Cap Growth A 5.90M (2.73%) 0.00
Increased by 0.00%
Jan 31, 25
7 Canada Life US Small-Mid Cap Growth F 5.90M (2.73%) 0.00
Increased by 0.00%
Apr 30, 25
8 Baron Opp. Small Cap Growth Strategy 5.50M (2.54%) 500.00K
Increased by +9.09%
Jun 30, 25
9 Baron Small Cap Retail 5.50M (2.54%) 500.00K
Increased by +9.09%
Jun 30, 25
10 Vanguard Small Cap Index 5.48M (2.53%) 46.23K
Increased by +0.84%
May 31, 25
11 iShares Russell 2000 ETF 5.47M (2.53%) 37.97K
Increased by +0.69%
Jun 30, 25
12 Conestoga Small Cap Investors 5.19M (2.40%) -55.90K
Decreased by -1.08%
Mar 31, 25
13 Clarkston Partners Founders 5.13M (2.37%) 2.98M
Increased by +58.05%
Jun 30, 25
14 Champlain Small Company Fund, LLC 4.74M (2.19%) -7.17K
Decreased by -0.15%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 3.11M (1.44%) 23.18K
Increased by +0.74%
May 31, 25
16 Vanguard Small Cap Growth Index Inv 3.00M (1.39%) -31.92K
Decreased by -1.06%
May 31, 25
17 DFA US Small Cap Value I 2.74M (1.27%) 0.00
Increased by 0.00%
May 31, 25
18 William Blair SMID Growth CIT 1 2.43M (1.12%) 76.97K
Increased by +3.17%
Jun 30, 25
19 William Blair Small-Mid Cap Growth CIT 2.42M (1.12%) 36.64K
Increased by +1.52%
Nov 30, 24
20 Champlain Small Company Adv 2.38M (1.10%) -245.00K
Decreased by -10.27%
Mar 31, 25