Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMED 1.74%
2 XHE 1.59%
3 NBSM 1.13%
4 PSCH 1.01%
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 0.49%
13 SDD 0.47%
14 SBB 0.47%
15 MMSC 0.28%
16 JHSC 0.27%
17 ANEW 0.26%
18 ISMD 0.25%
19 PRFZ 0.24%
20 VIOV 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 32.62M (15.08%) 111.98K
Increased by +0.34%
Mar 31, 26
2 Vanguard Group Inc 23.80M (11.00%) -161.32K
Decreased by -0.68%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 12.83M (5.93%) 12.83M
Increased by +100.00%
Mar 31, 26
4 Clarkston Capital Partners, LLC 11.33M (5.24%) -364.58K
Decreased by -3.22%
Dec 31, 25
5 T. Rowe Price Investment Management,Inc. 10.16M (4.70%) 779.82K
Increased by +7.67%
Mar 31, 26
6 Southpoint Capital Advisors LP 10.00M (4.62%) 10.00M
Increased by +100.00%
Jun 30, 25
7 Vanguard Capital Management, LLC 9.57M (4.42%) 9.57M
Increased by +100.00%
Mar 31, 26
8 William Blair Investment Management, LLC 9.40M (4.35%) -4.16M
Decreased by -44.20%
Jun 30, 25
9 Select Equity Group LP 9.40M (4.34%) -3.85M
Decreased by -40.92%
Dec 31, 24
10 Wasatch Advisors Inc. 9.35M (4.32%) -931.11K
Decreased by -9.96%
Dec 31, 23
11 Baillie Gifford & Co Limited. 9.16M (4.23%) -590.13K
Decreased by -6.44%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 9.13M (4.22%) 1.73M
Increased by +18.99%
Mar 31, 26
13 NORGES BANK 9.08M (4.20%) -8.40M
Decreased by -92.55%
Jun 30, 25
14 ING Groep NV 8.90M (4.12%) 126.80K
Increased by +1.42%
Mar 31, 26
15 State Street Corp 8.59M (3.97%) -134.52K
Decreased by -1.57%
Mar 31, 26
16 Conestoga Capital Advisors, LLC 8.54M (3.95%) 37.27K
Increased by +0.44%
Mar 31, 25
17 Mackenzie Investments 7.80M (3.61%) -95.21K
Decreased by -1.22%
Mar 31, 26
18 Neuberger Berman Group LLC 7.75M (3.58%) 6.55M
Increased by +84.55%
Mar 31, 26
19 State Street Corporation 7.56M (3.50%) 100.39K
Increased by +1.33%
Mar 31, 24
20 CIBC World Markets Corp 6.86M (3.17%) 6.84M
Increased by +99.61%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.18M (6.10%) 5.01K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 6.93M (3.20%) 24.88K
Increased by +0.36%
Apr 30, 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 (2.85%) 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 5.73M (2.65%) -3.31K
Decreased by -0.06%
Mar 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 5.21M (2.41%) 48.15K
Increased by +0.92%
May 29, 26
9 Conestoga Small Cap Investors 5.19M (2.40%) -55.90K
Decreased by -1.08%
Mar 31, 25
10 Vanguard Small Cap Index 5.01M (2.31%) -22.09K
Decreased by -0.44%
Apr 30, 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 3.22M (1.49%) 22.38K
Increased by +0.70%
Apr 30, 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 US Small-Cap Core Equity 2.67M (1.23%) 147.67K
Increased by +5.54%
Mar 31, 26
20 T. Rowe Price Small-Cap Stock 2.58M (1.19%) -88.64K
Decreased by -3.44%
Apr 30, 26