Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSEQ 2.48%
2 IHF 0.38%
3 IJJ 0.15%
4 ROGS 0.10%
5 DMRM 0.09%
6 JKK 0.09%
7 ISCG 0.09%
8 IJH 0.07%
9 JKJ 0.05%
10 ISCB 0.05%
11 IYH 0.04%
12 RTLA 0.03%
13 IWS 0.02%
14 IWR 0.02%
15 IUSV 0.01%
16 IWD 0.01%
17 ITOT 0.00%
18 IYY 0.00%
19 IWB 0.00%
20 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 New Mountain Capital, L.L.C. 94.98M (32.34%) 0.00
Increased by 0.00%
Sep 30, 24
2 BlackRock Inc 16.49M (5.61%) -182.07K
Decreased by -1.10%
Jun 30, 24
3 Vanguard Group Inc 14.27M (4.86%) -663.95K
Decreased by -4.65%
Sep 30, 24
4 Sachem Head Capital Management LP 9.61M (3.27%) 4.94M
Increased by +51.48%
Dec 31, 23
5 Hawk Ridge Management LLC 6.28M (2.14%) 1.67M
Increased by +26.60%
Jun 30, 24
6 P2 Capital Partners, LLC 5.40M (1.84%) 3.83M
Increased by +71.02%
Jun 30, 24
7 State Street Corp 5.38M (1.83%) 113.70K
Increased by +2.11%
Jun 30, 24
8 State Street Corporation 5.27M (1.79%) 25.88K
Increased by +0.49%
Mar 31, 24
9 Amvescap Plc. 5.12M (1.74%) 218.10K
Increased by +4.26%
Sep 30, 23
10 Orbimed Advisors, LLC 4.80M (1.64%) 1.36M
Increased by +28.36%
Dec 31, 23
11 Polar Capital Holdings PLC 4.70M (1.60%) 22.55K
Increased by +0.48%
Sep 30, 23
12 Bank of New York Mellon Corp 4.53M (1.54%) -857.37K
Decreased by -18.92%
Jun 30, 24
13 Paradigm Capital Management, Inc. 4.45M (1.52%) 0.00
Increased by 0.00%
Jun 30, 24
14 American Century Companies Inc 3.73M (1.27%) -324.46K
Decreased by -8.70%
Jun 30, 24
15 Coliseum Capital Management LLC 3.50M (1.19%) -6.78M
Decreased by -193.42%
Sep 30, 24
16 Geode Capital Management, LLC 3.43M (1.17%) 98.96K
Increased by +2.89%
Jun 30, 24
17 Dimensional Fund Advisors, Inc. 3.13M (1.07%) -24.07K
Decreased by -0.77%
Sep 30, 24
18 Parsifal Capital Management, LP 3.03M (1.03%) 3.03M
Increased by +100.00%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 2.96M (1.01%) 228.29K
Increased by +7.70%
Jun 30, 24
20 Snyder Capital Management LP 2.84M (0.97%) -1.57M
Decreased by -55.35%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.92M (1.68%) 2.67K
Increased by +0.05%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.62M (1.57%) -22.16K
Decreased by -0.48%
Oct 31, 24
3 Vanguard Small Cap Index 3.71M (1.26%) 7.25K
Increased by +0.20%
Oct 31, 24
4 Worldwide Healthcare Ord 3.60M (1.23%) 0.00
Increased by 0.00%
Jan 31, 24
5 Fidelity Canadian Large Cp Mlt Ast Bs O 3.36M (1.14%) 0.00
Increased by 0.00%
Sep 30, 24
6 American Funds IS® Growth 1 3.16M (1.08%) 0.00
Increased by 0.00%
Dec 31, 23
7 Capital Group Growth Composite 3.16M (1.08%) 0.00
Increased by 0.00%
Dec 31, 23
8 Calvert Small-Cap A 3.05M (1.04%) -426.72K
Decreased by -13.98%
Dec 31, 23
9 Calvert US Small-Cap Strategy 3.05M (1.04%) -416.49K
Decreased by -13.64%
Dec 31, 23
10 American Funds Growth Fund of Amer A 3.02M (1.03%) 0.00
Increased by 0.00%
Dec 31, 23
11 Capital Group Growth Fnd of Amer Comp 3.02M (1.03%) 0.00
Increased by 0.00%
Dec 31, 23
12 American Century Small Cap Growth Inv 2.75M (0.94%) 174.48K
Increased by +6.34%
Jun 30, 24
13 American Century U.S. Small Cap Growth 2.75M (0.94%) 174.48K
Increased by +6.34%
Jun 30, 24
14 Polar Capital Healthcare Opports Inc 2.54M (0.86%) -141.80K
Decreased by -5.58%
Nov 30, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 2.35M (0.80%) -653.84K
Decreased by -27.85%
Sep 30, 24
16 Vanguard Small Cap Growth Index Inv 2.03M (0.69%) -5.88K
Decreased by -0.29%
Oct 31, 24
17 American Funds SMALLCAP World A 1.74M (0.59%) 0.00
Increased by 0.00%
Dec 31, 23
18 Arbitrage R 1.70M (0.58%) 1.70M
Increased by +100.00%
Aug 31, 24
19 UBS: US Equity Small Cap Growth 1.62M (0.55%) 0.00
Increased by 0.00%
Jun 30, 24
20 American Century Heritage Inv 1.54M (0.53%) -1.50M
Decreased by -96.91%
Sep 30, 23