Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 1.78%
2 IMED 1.74%
3 AWEG 0.79%
4 SMCP 0.78%
5 PSCH 0.78%
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 MOO 0.28%
13 MMSC 0.28%
14 JHSC 0.27%
15 ANEW 0.26%
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 (15.50%) 5.73M
Increased by +18.15%
Mar 31, 25
2 Vanguard Group Inc 23.58M (11.58%) 27.21K
Increased by +0.12%
Jun 30, 25
3 Southpoint Capital Advisors LP 10.00M (4.91%) 10.00M
Increased by +100.00%
Jun 30, 25
4 William Blair Investment Management, LLC 9.40M (4.62%) -4.16M
Decreased by -44.20%
Jun 30, 25
5 Select Equity Group LP 9.40M (4.62%) -3.85M
Decreased by -40.92%
Dec 31, 24
6 Wasatch Advisors Inc. 9.35M (4.59%) -931.11K
Decreased by -9.96%
Dec 31, 23
7 Baillie Gifford & Co Limited. 9.16M (4.50%) -590.13K
Decreased by -6.44%
Mar 31, 25
8 Gates Capital Management Inc 9.16M (4.50%) 9.16M
Increased by +100.00%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 9.13M (4.49%) 697.10K
Increased by +7.63%
Jun 30, 25
10 NORGES BANK 9.08M (4.46%) -8.40M
Decreased by -92.55%
Jun 30, 25
11 State Street Corp 8.61M (4.23%) 282.73K
Increased by +3.28%
Mar 31, 25
12 Conestoga Capital Advisors, LLC 8.54M (4.20%) 37.27K
Increased by +0.44%
Mar 31, 25
13 T. Rowe Price Investment Management,Inc. 8.46M (4.15%) 1.34M
Increased by +15.89%
Mar 31, 25
14 Mackenzie Investments 7.76M (3.81%) -7.89M
Decreased by -101.75%
Mar 31, 25
15 State Street Corporation 7.56M (3.71%) 100.39K
Increased by +1.33%
Mar 31, 24
16 BAMCO Inc 7.54M (3.71%) -941.40K
Decreased by -12.48%
Mar 31, 25
17 Champlain Investment Partners, LLC 6.83M (3.35%) -288.33K
Decreased by -4.22%
Mar 31, 25
18 Clarkston Capital Partners, LLC 6.28M (3.08%) 3.41M
Increased by +54.32%
Mar 31, 25
19 Geode Capital Management, LLC 5.10M (2.51%) -16.86K
Decreased by -0.33%
Mar 31, 25
20 Bank of America Corp 4.94M (2.43%) 1.36M
Increased by +27.52%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 13.44M (6.60%) 8.93M
Increased by +66.46%
Jun 30, 25
2 iShares Core S&P Small-Cap ETF 11.79M (5.79%) 2.00K
Increased by +0.02%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 6.85M (3.36%) -151.86K
Decreased by -2.22%
Jul 31, 25
4 iShares Core S&P Mid-Cap ETF 6.41M (3.15%) 4.81K
Increased by +0.07%
Feb 28, 25
5 Vanguard US Total Market Shares ETF 6.16M (3.02%) 6.36K
Increased by +0.10%
Sep 30, 24
6 Canada Life US Small-Mid Cap Growth A 5.90M (2.90%) 0.00
Increased by 0.00%
Jan 31, 25
7 Canada Life US Small-Mid Cap Growth F 5.90M (2.90%) 0.00
Increased by 0.00%
May 31, 25
8 Baron Opp. Small Cap Growth Strategy 5.50M (2.70%) 500.00K
Increased by +9.09%
Jun 30, 25
9 Baron Small Cap Retail 5.50M (2.70%) 500.00K
Increased by +9.09%
Jun 30, 25
10 Vanguard Small Cap Index 5.28M (2.59%) -35.26K
Decreased by -0.67%
Jul 31, 25
11 Conestoga Small Cap Investors 5.19M (2.55%) -55.90K
Decreased by -1.08%
Mar 31, 25
12 iShares Russell 2000 ETF 5.16M (2.54%) -98.07K
Decreased by -1.90%
Jul 31, 25
13 Clarkston Partners Founders 5.13M (2.52%) 2.98M
Increased by +58.05%
Jun 30, 25
14 Champlain Small Company Fund, LLC 4.74M (2.33%) -7.17K
Decreased by -0.15%
Mar 31, 25
15 Vanguard Small Cap Growth Index Inv 3.00M (1.47%) -31.92K
Decreased by -1.06%
May 31, 25
16 DFA US Small Cap Value I 2.74M (1.35%) 0.00
Increased by 0.00%
Jun 30, 25
17 Alger Small Cap Focus Composite 2.61M (1.28%) 2.61M
Increased by +100.00%
May 31, 25
18 Alger Small Cap Focus I 2.61M (1.28%) 2.61M
Increased by +100.00%
May 31, 25
19 William Blair SMID Growth CIT 1 2.43M (1.19%) 76.97K
Increased by +3.17%
Jun 30, 25
20 William Blair SMID Growth CIT 5 2.43M (1.19%) 76.97K
Increased by +3.17%
Jun 30, 25