Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMED 1.74%
2 XHE 0.88%
3 AWEG 0.79%
4 SMCP 0.78%
5 PSCH 0.73%
6 FSCC 0.67%
7 PAMC 0.57%
8 IVEG 0.55%
9 RFV 0.53%
10 SDD 0.47%
11 SBB 0.47%
12 MMSC 0.28%
13 JHSC 0.27%
14 VIOV 0.27%
15 ANEW 0.26%
16 MOO 0.24%
17 PSC 0.22%
18 ISMD 0.22%
19 DFSV 0.19%
20 TPSC 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.83M (12.82%) 314.05K
Increased by +1.22%
Dec 31, 24
2 Vanguard Group Inc 21.64M (10.74%) 1.93M
Increased by +8.91%
Dec 31, 24
3 NORGES BANK 17.48M (8.68%) -728.34K
Decreased by -4.17%
Dec 31, 24
4 Mackenzie Investments 15.65M (7.77%) 8.25M
Increased by +52.71%
Dec 31, 24
5 William Blair Investment Management, LLC 14.35M (7.12%) 1.07M
Increased by +7.49%
Dec 31, 24
6 Baillie Gifford & Co Limited. 9.75M (4.84%) -1.48M
Decreased by -15.16%
Dec 31, 24
7 Select Equity Group LP 9.40M (4.66%) -3.85M
Decreased by -40.92%
Dec 31, 24
8 Wasatch Advisors Inc. 9.35M (4.64%) -931.11K
Decreased by -9.96%
Dec 31, 23
9 Conestoga Capital Advisors, LLC 8.50M (4.22%) -202.64K
Decreased by -2.38%
Dec 31, 24
10 BAMCO Inc 8.49M (4.21%) 1.18M
Increased by +13.93%
Dec 31, 24
11 State Street Corp 8.33M (4.13%) 395.57K
Increased by +4.75%
Dec 31, 24
12 State Street Corporation 7.56M (3.75%) 100.39K
Increased by +1.33%
Mar 31, 24
13 Champlain Investment Partners, LLC 7.12M (3.53%) 8.11K
Increased by +0.11%
Dec 31, 24
14 T. Rowe Price Investment Management,Inc. 7.11M (3.53%) 1.52M
Increased by +21.39%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 6.94M (3.44%) 1.35M
Increased by +19.38%
Dec 31, 24
16 Geode Capital Management, LLC 5.12M (2.54%) -29.97K
Decreased by -0.59%
Dec 31, 24
17 King Luther Capital Management Corp 4.91M (2.44%) -174.53K
Decreased by -3.56%
Dec 31, 24
18 RIVULET CAPITAL, LLC 4.50M (2.23%) -1.40M
Decreased by -31.17%
Jun 30, 24
19 Morgan Stanley - Brokerage Accounts 4.35M (2.16%) -368.71K
Decreased by -8.47%
Dec 31, 24
20 Fred Alger Management, LLC 4.22M (2.09%) 233.09K
Increased by +5.52%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 12.21M (6.06%) 7.91K
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 6.96M (3.45%) 34.24K
Increased by +0.49%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 6.41M (3.18%) 4.81K
Increased by +0.07%
Feb 28, 25
4 Vanguard US Total Market Shares ETF 6.16M (3.06%) 6.36K
Increased by +0.10%
Sep 30, 24
5 Canada Life US Small-Mid Cap Growth A 5.90M (2.93%) 0.00
Increased by 0.00%
Jan 31, 25
6 Canada Life US Small-Mid Cap Growth F 5.90M (2.93%) 0.00
Increased by 0.00%
Jan 31, 25
7 iShares Russell 2000 ETF 5.69M (2.83%) -49.34K
Decreased by -0.87%
Mar 31, 25
8 Vanguard Small Cap Index 5.43M (2.69%) -106.66K
Decreased by -1.97%
Mar 31, 25
9 Conestoga Small Cap Investors 5.25M (2.61%) 0.00
Increased by 0.00%
Feb 28, 25
10 Baron Opp. Small Cap Growth Strategy 5.00M (2.48%) -1.00M
Decreased by -20.00%
Mar 31, 25
11 Baron Small Cap Retail 5.00M (2.48%) -1.00M
Decreased by -20.00%
Mar 31, 25
12 Champlain Small Company Fund, LLC 4.74M (2.35%) -7.17K
Decreased by -0.15%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 3.09M (1.53%) 75.49K
Increased by +2.45%
Mar 31, 25
14 Vanguard Small Cap Growth Index Inv 3.05M (1.51%) -53.52K
Decreased by -1.76%
Mar 31, 25
15 Clarkston Capital SMID Composite 2.71M (1.35%) 2.71M
Increased by +100.00%
Dec 31, 24
16 DFA US Small Cap Value I 2.67M (1.32%) 19.18K
Increased by +0.72%
Feb 28, 25
17 Champlain Small Company Adv 2.63M (1.31%) 5.00K
Increased by +0.19%
Dec 31, 24
18 William Blair SMID Growth CIT 1 2.43M (1.21%) 50.60K
Increased by +2.08%
Feb 28, 25
19 William Blair Small-Mid Cap Growth CIT 2.42M (1.20%) 36.64K
Increased by +1.52%
Nov 30, 24
20 Wasatch Small Cap Growth Investor 2.32M (1.15%) 0.00
Increased by 0.00%
Dec 31, 23