Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.13%
2 IPS 0.07%
3 IWO 0.04%
4 IWM 0.02%
5 IWN 0.00%
6 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Oaktree Capital Management LLC 20.73M (26.48%) 0.00
Increased by 0.00%
Mar 31, 26
2 Fidelity International Ltd 12.61M (16.11%) 12.61M
Increased by +100.00%
Mar 31, 26
3 Cooperman Leon G 9.30M (11.88%) 246.70K
Increased by +2.65%
Mar 31, 26
4 CastleKnight Management LP 8.20M (10.48%) 6.32M
Increased by +77.00%
Dec 31, 25
5 BlackRock Inc 7.21M (9.21%) -695.13K
Decreased by -9.64%
Mar 31, 26
6 Barrow Hanley Mewhinney & Strauss LLC 4.27M (5.46%) -313.84K
Decreased by -7.34%
Dec 31, 25
7 AllianceBernstein L.P. 4.04M (5.17%) 3.92M
Increased by +96.97%
Mar 31, 26
8 Nomura Holdings Inc 3.88M (4.95%) -99.79K
Decreased by -2.58%
Mar 31, 26
9 Pictet Asset Manangement SA 3.46M (4.42%) 2.06M
Increased by +59.50%
Dec 31, 25
10 Eckert Corp 2.97M (3.79%) 2.97M
Increased by +100.00%
Mar 31, 26
11 Glazer Capital, LLC 2.94M (3.76%) 2.94M
Increased by +100.00%
Mar 31, 26
12 FMR Inc 2.87M (3.67%) 292.10K
Increased by +10.17%
Mar 31, 25
13 Fidelity Management and Research Company 2.87M (3.67%) 292.10K
Increased by +10.17%
Mar 31, 25
14 Granahan Investment Management Inc.. 2.67M (3.41%) -57.60K
Decreased by -2.16%
Dec 31, 25
15 abrdn PLC 2.56M (3.27%) -476.92K
Decreased by -18.66%
Sep 30, 23
16 Diamond Hill Capital Management Inc 2.53M (3.23%) -312.48K
Decreased by -12.35%
Mar 31, 24
17 Geode Capital Management, LLC 2.41M (3.08%) 119.83K
Increased by +4.97%
Mar 31, 26
18 Vanguard Group Inc 2.37M (3.03%) 107.31K
Increased by +4.52%
Dec 31, 25
19 D. E. Shaw & Co LP 2.19M (2.80%) 1.04M
Increased by +47.27%
Mar 31, 26
20 Rockefeller Capital Management L.P. 2.15M (2.75%) -2.69M
Decreased by -124.89%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Canadian Large Cap Sr B 4.00M (5.11%) 0.00
Increased by 0.00%
Mar 31, 26
2 Fidelity Canadian Large Cp Mlt Ast Bs O 3.80M (4.85%) 1.75M
Increased by +46.04%
Mar 31, 26
3 Fidelity Global Equity+ Fund - F8 2.39M (3.05%) 1.25M
Increased by +52.55%
Mar 31, 26
4 iShares Russell 2000 ETF 2.26M (2.89%) 19.04K
Increased by +0.84%
Apr 30, 26
5 Diamond Hill Select Equity 2.25M (2.88%) 88.12K
Increased by +3.91%
Apr 30, 24
6 Diamond Hill Select I 2.05M (2.61%) 88.12K
Increased by +4.31%
Apr 30, 24
7 Thornburg Small/Mid Cap Core Composite 2.02M (2.58%) 220.83K
Increased by +10.95%
Aug 31, 24
8 Thornburg American Opportunities A 2.00M (2.55%) 0.00
Increased by 0.00%
Jan 31, 26
9 Thornburg Small/Mid Cap Core A 2.00M (2.55%) 0.00
Increased by 0.00%
Jan 31, 26
10 Pictet-Global Megatrend Sel I USD 1.86M (2.37%) 346.94K
Increased by +18.69%
Jan 31, 26
11 Embark Small Cap Equity Institutional 1.84M (2.35%) -98.78K
Decreased by -5.38%
Mar 31, 25
12 Pictet-Nutrition I USD 1.70M (2.17%) 40.96K
Increased by +2.41%
Jan 31, 26
13 Strategic Advisers® Small-Mid Cap 1.46M (1.86%) 182.53K
Increased by +12.52%
Oct 31, 23
14 American Beacon Small Cp Val R5 1.29M (1.65%) -34.16K
Decreased by -2.64%
Jan 31, 26
15 Strategic Advisers® Fidelity US TtlStk 1.25M (1.60%) -138.63K
Decreased by -11.08%
Nov 30, 23
16 Fidelity Concntr Val Priv Pool Sr F 1.13M (1.44%) 786.00
Increased by +0.07%
Mar 31, 26
17 Rockefeller US Sm Cp Eq Impr F USDAccUnh 1.10M (1.41%) 17.53K
Increased by +1.59%
Jan 31, 26
18 Fidelity NorthStar Sr F 1.10M (1.41%) 650.00K
Increased by +59.09%
Mar 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 1.08M (1.37%) 5.09K
Increased by +0.47%
Apr 30, 26
20 JNL Multi-Manager Small Cap Growth A 1.04M (1.33%) 48.56K
Increased by +4.66%
Dec 31, 25