Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 3.18%
2 IMED 1.74%
3 XHE 1.64%
4 IVEG 1.21%
5 SMCP 0.78%
6 RFV 0.67%
7 MOO 0.49%
8 SBB 0.47%
9 SDD 0.47%
10 ANEW 0.39%
11 MMSC 0.28%
12 JHSC 0.27%
13 PSC 0.22%
14 ISMD 0.22%
15 PAMC 0.21%
16 VTWV 0.20%
17 DFSV 0.19%
18 IWN 0.19%
19 TPSC 0.18%
20 IVOV 0.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.52M (12.72%) 503.62K
Increased by +1.97%
Sep 30, 24
2 Vanguard Group Inc 19.71M (9.82%) 113.43K
Increased by +0.58%
Sep 30, 24
3 NORGES BANK 18.21M (9.07%) 15.67K
Increased by +0.09%
Jun 30, 24
4 William Blair Investment Management, LLC 13.27M (6.62%) 1.26M
Increased by +9.49%
Sep 30, 24
5 Select Equity Group LP 13.24M (6.60%) -2.29M
Decreased by -17.29%
Sep 30, 24
6 Baillie Gifford & Co Limited. 11.23M (5.60%) -353.77K
Decreased by -3.15%
Sep 30, 24
7 Wasatch Advisors Inc. 9.35M (4.66%) -931.11K
Decreased by -9.96%
Dec 31, 23
8 Conestoga Capital Advisors, LLC 8.71M (4.34%) 1.71M
Increased by +19.66%
Sep 30, 24
9 State Street Corp 7.93M (3.95%) 236.76K
Increased by +2.98%
Sep 30, 24
10 State Street Corporation 7.56M (3.77%) 100.39K
Increased by +1.33%
Mar 31, 24
11 Mackenzie Investments 7.40M (3.69%) -43.78K
Decreased by -0.59%
Sep 30, 24
12 BAMCO Inc 7.30M (3.64%) 98.07K
Increased by +1.34%
Sep 30, 24
13 Champlain Investment Partners, LLC 7.11M (3.54%) 690.03K
Increased by +9.70%
Sep 30, 24
14 Dimensional Fund Advisors, Inc. 5.59M (2.79%) 1.49M
Increased by +26.56%
Sep 30, 24
15 T. Rowe Price Investment Management,Inc. 5.59M (2.79%) 301.39K
Increased by +5.39%
Sep 30, 24
16 Geode Capital Management, LLC 5.15M (2.57%) 20.39K
Increased by +0.40%
Sep 30, 24
17 King Luther Capital Management Corp 5.08M (2.53%) 7.59K
Increased by +0.15%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 4.72M (2.35%) -6.24M
Decreased by -132.15%
Sep 30, 24
19 RIVULET CAPITAL, LLC 4.50M (2.24%) -1.40M
Decreased by -31.17%
Jun 30, 24
20 Citadel Advisors Llc 4.17M (2.08%) 712.79K
Increased by +17.10%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 6.42M (3.20%) 21.21K
Increased by +0.33%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 6.09M (3.04%) -25.70K
Decreased by -0.42%
Nov 30, 24
3 Baron Opp. Small Cap Growth Strategy 6.00M (2.99%) 1.00M
Increased by +16.67%
Dec 31, 24
4 Baron Small Cap Retail 6.00M (2.99%) 1.00M
Increased by +16.67%
Dec 31, 24
5 iShares Russell 2000 ETF 5.84M (2.91%) -22.43K
Decreased by -0.38%
Dec 31, 24
6 Canada Life US Small-Mid Cap Growth A 5.44M (2.71%) 0.00
Increased by 0.00%
Oct 31, 24
7 Conestoga Small Cap Investors 5.25M (2.62%) 850.00K
Increased by +16.19%
Nov 30, 24
8 Champlain Small Company Fund, LLC 5.07M (2.53%) -28.26K
Decreased by -0.56%
Nov 30, 24
9 Vanguard Small Cap Index 4.92M (2.45%) 28.80K
Increased by +0.59%
Nov 30, 24
10 Canada Life US Small-Mid Cap Growth F 4.18M (2.08%) 0.00
Increased by 0.00%
Nov 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 2.94M (1.47%) 14.90K
Increased by +0.51%
Nov 30, 24
12 Vanguard Small Cap Growth Index Inv 2.70M (1.35%) 17.51K
Increased by +0.65%
Nov 30, 24
13 Champlain Small Company Adv 2.63M (1.31%) 60.00K
Increased by +2.29%
Sep 30, 24
14 DFA US Small Cap Value I 2.58M (1.29%) 55.49K
Increased by +2.15%
Nov 30, 24
15 T. Rowe Price US Small-Cap Core Equity 2.52M (1.26%) 108.76K
Increased by +4.31%
Sep 30, 24
16 T. Rowe Price Small-Cap Stock 2.52M (1.26%) -4.16K
Decreased by -0.17%
Oct 31, 24
17 William Blair Small-Mid Cap Growth CIT 2.42M (1.20%) 36.64K
Increased by +1.52%
Nov 30, 24
18 Wasatch Small Cap Growth Investor 2.32M (1.16%) 0.00
Increased by 0.00%
Dec 31, 23
19 Janus Henderson Triton D 2.31M (1.15%) 0.00
Increased by 0.00%
Sep 30, 24
20 Janus Henderson US SMID Cap Growth 2.31M (1.15%) 0.00
Increased by 0.00%
Sep 30, 24