Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 1.75%
2 IMED 1.74%
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 QQQS 0.48%
10 SBB 0.47%
11 SDD 0.47%
12 FSCC 0.44%
13 MOO 0.31%
14 MMSC 0.28%
15 JHSC 0.27%
16 ANEW 0.26%
17 ISMD 0.22%
18 PSC 0.22%
19 DFSV 0.19%
20 VIOV 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 30.60M (14.91%) -959.29K
Decreased by -3.13%
Jun 30, 25
2 Vanguard Group Inc 23.58M (11.49%) 27.21K
Increased by +0.12%
Jun 30, 25
3 Clarkston Capital Partners, LLC 14.01M (6.82%) 7.73M
Increased by +55.19%
Jun 30, 25
4 Gates Capital Management Inc 12.79M (6.23%) 3.64M
Increased by +28.43%
Jun 30, 25
5 Southpoint Capital Advisors LP 10.00M (4.87%) 10.00M
Increased by +100.00%
Jun 30, 25
6 William Blair Investment Management, LLC 9.40M (4.58%) -4.16M
Decreased by -44.20%
Jun 30, 25
7 Select Equity Group LP 9.40M (4.58%) -3.85M
Decreased by -40.92%
Dec 31, 24
8 Wasatch Advisors Inc. 9.35M (4.55%) -931.11K
Decreased by -9.96%
Dec 31, 23
9 Baillie Gifford & Co Limited. 9.16M (4.46%) -590.13K
Decreased by -6.44%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 9.13M (4.45%) 697.10K
Increased by +7.63%
Jun 30, 25
11 NORGES BANK 9.08M (4.42%) -8.40M
Decreased by -92.55%
Jun 30, 25
12 State Street Corp 8.59M (4.19%) -18.09K
Decreased by -0.21%
Jun 30, 25
13 Conestoga Capital Advisors, LLC 8.54M (4.16%) 37.27K
Increased by +0.44%
Mar 31, 25
14 T. Rowe Price Investment Management,Inc. 8.46M (4.12%) 1.34M
Increased by +15.89%
Mar 31, 25
15 Mackenzie Investments 7.81M (3.81%) 54.59K
Increased by +0.70%
Jun 30, 25
16 State Street Corporation 7.56M (3.68%) 100.39K
Increased by +1.33%
Mar 31, 24
17 BAMCO Inc 6.85M (3.34%) -692.37K
Decreased by -10.11%
Jun 30, 25
18 Champlain Investment Partners, LLC 6.83M (3.33%) -288.33K
Decreased by -4.22%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 6.22M (3.03%) 2.86M
Increased by +45.95%
Jun 30, 25
20 Geode Capital Management, LLC 5.14M (2.51%) 41.19K
Increased by +0.80%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 13.44M (6.55%) 8.93M
Increased by +66.46%
Jun 30, 25
2 iShares Core S&P Small-Cap ETF 11.75M (5.73%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 6.85M (3.34%) -151.86K
Decreased by -2.22%
Jul 31, 25
4 iShares Core S&P Mid-Cap ETF 6.41M (3.12%) 4.81K
Increased by +0.07%
Feb 28, 25
5 Vanguard US Total Market Shares ETF 6.16M (3.00%) 6.36K
Increased by +0.10%
Sep 30, 24
6 Canada Life US Small-Mid Cap Growth A 5.90M (2.87%) 0.00
Increased by 0.00%
Jan 31, 25
7 Canada Life US Small-Mid Cap Growth F 5.90M (2.87%) 0.00
Increased by 0.00%
Jun 30, 25
8 Baron Opp. Small Cap Growth Strategy 5.50M (2.68%) 500.00K
Increased by +9.09%
Jun 30, 25
9 Baron Small Cap Retail 5.50M (2.68%) 500.00K
Increased by +9.09%
Jun 30, 25
10 Vanguard Small Cap Index 5.28M (2.57%) -35.26K
Decreased by -0.67%
Jul 31, 25
11 iShares Russell 2000 ETF 5.27M (2.57%) 0.00
Increased by 0.00%
Aug 31, 25
12 Conestoga Small Cap Investors 5.19M (2.53%) -55.90K
Decreased by -1.08%
Mar 31, 25
13 Clarkston Partners Founders 5.13M (2.50%) 2.98M
Increased by +58.05%
Jun 30, 25
14 Champlain Small Company Fund, LLC 4.74M (2.31%) -7.17K
Decreased by -0.15%
Mar 31, 25
15 Vanguard Small Cap Growth Index Inv 3.00M (1.46%) -31.92K
Decreased by -1.06%
May 31, 25
16 DFA US Small Cap Value I 2.62M (1.28%) -118.53K
Decreased by -4.52%
Jul 31, 25
17 William Blair SMID Growth CIT 1 2.43M (1.18%) 0.00
Increased by 0.00%
Jul 31, 25
18 William Blair SMID Growth CIT 5 2.43M (1.18%) 0.00
Increased by 0.00%
Jul 31, 25
19 William Blair Small-Mid Cap Growth CIT 2.42M (1.18%) 36.64K
Increased by +1.52%
Nov 30, 24
20 Champlain Small Company Adv 2.38M (1.16%) -245.00K
Decreased by -10.27%
Mar 31, 25