Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 0.34%
2 FTLS 0.06%
3 SCHC 0.03%
4 VSS 0.02%
5 FNDC 0.01%
6 AVSD 0.01%
7 AVDE 0.00%
8 IDEV 0.00%
9 IXUS 0.00%
10 SPGM 0.00%
11 DFAI 0.00%
12 VEA 0.00%
13 VXUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 7.21M (14.85%) -235.30K
Decreased by -3.26%
Sep 30, 23
2 FMR Inc 5.95M (12.26%) -135.50K
Decreased by -2.28%
Sep 30, 23
3 Manufacturers Life Insurance Co 4.97M (10.24%) 812.17K
Increased by +16.35%
Sep 30, 23
4 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 3.82M (7.87%) -599.00
Decreased by -0.02%
Sep 30, 23
5 Massachusetts Financial Services Company 3.34M (6.89%) 20.75K
Increased by +0.62%
Sep 30, 23
6 Patient Capital Management, LLC 3.31M (6.83%) 490.64K
Increased by +14.81%
Sep 30, 23
7 Timucuan Asset Management Inc/FL 1.76M (3.62%) 306.78K
Increased by +17.44%
Sep 30, 23
8 Vanguard Group Inc 1.73M (3.56%) 21.97K
Increased by +1.27%
Sep 30, 23
9 Bank of America Corp 1.72M (3.55%) -19.08K
Decreased by -1.11%
Sep 30, 23
10 Ameriprise Financial Inc 1.55M (3.20%) 1.18M
Increased by +75.81%
Sep 30, 23
11 Royal Bank of Canada 1.49M (3.07%) -343.38K
Decreased by -23.01%
Sep 30, 23
12 Goldman Sachs Group Inc 1.42M (2.93%) -1.16M
Decreased by -81.37%
Sep 30, 23
13 Wasatch Advisors Inc. 1.18M (2.43%) -56.54K
Decreased by -4.80%
Sep 30, 23
14 HSBC Holdings PLC 1.17M (2.41%) 54.97K
Increased by +4.71%
Sep 30, 23
15 Citadel Advisors Llc 1.10M (2.27%) 222.82K
Increased by +20.25%
Sep 30, 23
16 Scheer, Rowlett & Assoc Invest Mgmt Ltd. 894.90K (1.84%) 259.60K
Increased by +29.01%
Sep 30, 23
17 Silvercrest Asset Management Group LLC 674.70K (1.39%) 3.86K
Increased by +0.57%
Sep 30, 23
18 Barclays PLC 672.44K (1.39%) -244.83K
Decreased by -36.41%
Sep 30, 23
19 Mitsubishi UFJ Trust & Banking Corp 645.04K (1.33%) 645.04K
Increased by +100.00%
Sep 30, 23
20 Citigroup Inc 629.90K (1.30%) 1.69K
Increased by +0.27%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley International Advantage 4.69M (9.66%) 0.00
Increased by 0.00%
Sep 30, 23
2 Morgan Stanley Inst Intl Advtg I 4.55M (9.38%) -136.85K
Decreased by -3.01%
Sep 30, 23
3 Patient Opportunity C 2.60M (5.36%) 400.00K
Increased by +15.38%
Sep 30, 23
4 MFS New Discovery Value I 2.30M (4.73%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Growth Compy Commingled Pl O 2.01M (4.14%) 7.94K
Increased by +0.40%
Nov 30, 23
6 JHVIT Fundamental All Cap Core I 1.66M (3.43%) -40.05K
Decreased by -2.41%
Nov 30, 23
7 Fidelity® Growth Company 1.62M (3.33%) -1.28K
Decreased by -0.08%
Nov 30, 23
8 Vanguard Explorer Inv 1.38M (2.85%) 0.00
Increased by 0.00%
Sep 30, 23
9 Morgan Stanley International Opportunity 1.24M (2.56%) -13.45K
Decreased by -1.08%
Sep 30, 23
10 Morgan Stanley Inst International Opp I 1.11M (2.28%) -146.43K
Decreased by -13.21%
Sep 30, 23
11 Manulife US All Cap Equity F 1.01M (2.08%) -43.50K
Decreased by -4.32%
Nov 30, 23
12 Columbia Small Cap Growth 790.59K (1.63%) 232.39K
Increased by +29.39%
Oct 31, 23
13 Columbia Small Cap Growth Inst 790.59K (1.63%) 232.39K
Increased by +29.39%
Oct 31, 23
14 Columbia Small Cap Growth SMA Cmp 790.59K (1.63%) 232.39K
Increased by +29.39%
Oct 31, 23
15 Meridian Growth Legacy 703.11K (1.45%) 0.00
Increased by 0.00%
Sep 30, 23
16 Fidelity® Series Canada 640.63K (1.32%) -1.69K
Decreased by -0.26%
Nov 30, 23
17 Vanguard Total Intl Stock Index Inv 632.90K (1.30%) 0.00
Increased by 0.00%
Nov 30, 23
18 Bridge Builder Small/Mid Cap Value 601.22K (1.24%) 9.79K
Increased by +1.63%
Dec 31, 23
19 Fidelity® Growth Company K6 522.38K (1.08%) -10.04K
Decreased by -1.92%
Nov 30, 23
20 Fidelity® Series Growth Company 497.51K (1.03%) -500.00
Decreased by -0.10%
Nov 30, 23