Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 3.62%
2 IMED 1.74%
3 XHE 1.69%
4 IVEG 1.05%
5 SMCP 0.82%
6 MOO 0.76%
7 SBB 0.47%
8 SDD 0.47%
9 ANEW 0.43%
10 PAMC 0.36%
11 MMSC 0.35%
12 JHSC 0.27%
13 PSC 0.27%
14 IWN 0.24%
15 VTWV 0.24%
16 DFSV 0.23%
17 MDYV 0.20%
18 IVOV 0.20%
19 IJJ 0.20%
20 TPSC 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.01M (12.47%) 465.87K
Increased by +1.86%
Jun 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 Morgan Stanley - Brokerage Accounts 10.96M (5.47%) -2.56M
Decreased by -23.31%
Jun 30, 24
8 Wasatch Advisors Inc. 9.35M (4.66%) -931.11K
Decreased by -9.96%
Dec 31, 23
9 Conestoga Capital Advisors, LLC 8.71M (4.34%) 1.71M
Increased by +19.66%
Sep 30, 24
10 State Street Corp 7.70M (3.84%) 135.03K
Increased by +1.75%
Jun 30, 24
11 State Street Corporation 7.56M (3.77%) 100.39K
Increased by +1.33%
Mar 31, 24
12 Mackenzie Investments 7.40M (3.69%) -43.78K
Decreased by -0.59%
Sep 30, 24
13 BAMCO Inc 7.21M (3.59%) -99.92K
Decreased by -1.39%
Jun 30, 24
14 Champlain Investment Partners, LLC 7.11M (3.54%) 690.03K
Increased by +9.70%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 5.59M (2.79%) 1.49M
Increased by +26.56%
Sep 30, 24
16 T. Rowe Price Investment Management,Inc. 5.59M (2.79%) 301.39K
Increased by +5.39%
Sep 30, 24
17 Geode Capital Management, LLC 5.13M (2.56%) 276.96K
Increased by +5.40%
Jun 30, 24
18 King Luther Capital Management Corp 5.08M (2.53%) 7.59K
Increased by +0.15%
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 6.21M (3.09%) 3.36K
Increased by +0.05%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 6.12M (3.05%) -36.34K
Decreased by -0.59%
Oct 31, 24
3 iShares Russell 2000 ETF 5.61M (2.79%) -12.60K
Decreased by -0.22%
Oct 31, 24
4 Canada Life US Small-Mid Cap Growth A 5.44M (2.71%) 0.00
Increased by 0.00%
Aug 31, 24
5 Conestoga Small Cap Investors 5.41M (2.70%) 1.13M
Increased by +20.87%
Sep 30, 24
6 Champlain Small Company Fund, LLC 5.09M (2.54%) 49.16K
Increased by +0.97%
Oct 31, 24
7 Baron Opp. Small Cap Growth Strategy 5.00M (2.49%) 0.00
Increased by 0.00%
Sep 30, 24
8 Baron Small Cap Retail 5.00M (2.49%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Small Cap Index 4.89M (2.44%) 9.55K
Increased by +0.20%
Oct 31, 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%) -51.41K
Decreased by -1.75%
Sep 30, 24
12 Vanguard Small Cap Growth Index Inv 2.69M (1.34%) -5.62K
Decreased by -0.21%
Oct 31, 24
13 Champlain Small Company Adv 2.56M (1.28%) 285.00K
Increased by +11.11%
Jun 30, 24
14 T. Rowe Price Small-Cap Stock 2.52M (1.26%) 118.10K
Increased by +4.68%
Sep 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 Wasatch Small Cap Growth Investor 2.32M (1.16%) 0.00
Increased by 0.00%
Dec 31, 23
17 Janus Henderson Triton D 2.31M (1.15%) 0.00
Increased by 0.00%
Aug 31, 24
18 Janus Henderson US SMID Cap Growth 2.31M (1.15%) 0.00
Increased by 0.00%
Sep 30, 24
19 DFA US Small Cap Value I 2.27M (1.13%) 133.13K
Increased by +5.87%
Sep 30, 24
20 Fidelity Small Cap Index 2.23M (1.11%) -54.12K
Decreased by -2.42%
Aug 31, 24