Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.43%
2 CAFG 2.08%
3 MGMT 1.68%
4 PSCD 1.53%
5 COWS 1.28%
6 DGRS 1.20%
7 SQLV 1.16%
8 XRT 1.09%
9 AIEQ 0.95%
10 RETL 0.76%
11 SMCP 0.72%
12 XSMO 0.68%
13 CSB 0.64%
14 VIOG 0.59%
15 FESM 0.58%
16 AVUV 0.53%
17 SFLO 0.50%
18 NIXT 0.48%
19 SLYG 0.46%
20 FYT 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 28.93M (16.44%) -210.74K
Decreased by -0.73%
Jun 30, 24
2 Vanguard Group Inc 21.32M (12.12%) 420.15K
Increased by +1.97%
Sep 30, 24
3 FMR Inc 15.39M (8.75%) -5.01M
Decreased by -32.56%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 9.81M (5.58%) -304.68K
Decreased by -3.11%
Sep 30, 24
5 Wellington Management Company LLP 9.75M (5.54%) 268.33K
Increased by +2.75%
Sep 30, 24
6 State Street Corporation 7.25M (4.12%) 255.57K
Increased by +3.52%
Mar 31, 24
7 State Street Corp 7.14M (4.06%) 9.74K
Increased by +0.14%
Sep 30, 24
8 Cooke & Bieler LP 6.21M (3.53%) -171.80K
Decreased by -2.77%
Sep 30, 24
9 Pacer Advisors, INC. 6.09M (3.46%) 1.66M
Increased by +27.30%
Dec 31, 23
10 Congress Asset Management Company, LLP 5.35M (3.04%) 5.35M
Increased by +100.00%
Sep 30, 24
11 American Century Companies Inc 5.03M (2.86%) 560.58K
Increased by +11.14%
Sep 30, 24
12 Candlestick Capital Management LP 4.82M (2.74%) 4.82M
Increased by +100.00%
Sep 30, 23
13 Victory Capital Management Inc. 4.37M (2.48%) 1.26M
Increased by +28.89%
Sep 30, 24
14 Geode Capital Management, LLC 4.13M (2.35%) -19.95K
Decreased by -0.48%
Sep 30, 24
15 Arrowstreet Capital Limited Partnership 4.10M (2.33%) -2.22M
Decreased by -54.08%
Sep 30, 24
16 Balyasny Asset Management LLC 3.91M (2.22%) 3.91M
Increased by +100.00%
Mar 31, 24
17 Morgan Stanley - Brokerage Accounts 2.97M (1.69%) -3.34M
Decreased by -112.35%
Sep 30, 24
18 Goldman Sachs Group Inc 2.97M (1.69%) -890.95K
Decreased by -30.02%
Sep 30, 24
19 Marshall Wace Asset Management Ltd 2.71M (1.54%) 1.37M
Increased by +50.42%
Sep 30, 24
20 Principal Financial Group Inc 2.69M (1.53%) 1.73M
Increased by +64.16%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 11.55M (6.57%) 5.47K
Increased by +0.05%
Nov 27, 24
2 Fidelity® Blue Chip Growth 10.86M (6.17%) -229.50K
Decreased by -2.11%
Nov 30, 23
3 Pacer US Small Cap Cash Cows 100 ETF 9.11M (5.18%) 0.00
Increased by 0.00%
May 31, 24
4 Fidelity Blue Chip Growth 6.58M (3.74%) -796.60K
Decreased by -12.11%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 5.56M (3.16%) -26.85K
Decreased by -0.48%
Oct 31, 24
6 iShares Russell 2000 ETF 5.06M (2.88%) -10.57K
Decreased by -0.21%
Nov 27, 24
7 Vanguard Explorer Inv 4.84M (2.75%) 710.16K
Increased by +14.67%
Sep 30, 24
8 Avantis US Small Cap Value ETF 4.76M (2.71%) 15.05K
Increased by +0.32%
Nov 28, 24
9 Vanguard Small Cap Index 4.43M (2.52%) 8.68K
Increased by +0.20%
Oct 31, 24
10 Vanguard Small Cap Value Index Inv 3.00M (1.70%) -1.03K
Decreased by -0.03%
Oct 31, 24
11 Fidelity® Value 2.73M (1.55%) 54.10K
Increased by +1.98%
Nov 30, 23
12 Vanguard Selected Value Inv 2.69M (1.53%) 0.00
Increased by 0.00%
Sep 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 2.67M (1.52%) -9.58K
Decreased by -0.36%
Oct 31, 24
14 Fidelity Value 2.62M (1.49%) -113.70K
Decreased by -4.35%
Dec 31, 23
15 Fidelity® Blue Chip Growth K6 2.32M (1.32%) 6.50K
Increased by +0.28%
Nov 30, 23
16 DFA US Small Cap Value I 2.09M (1.19%) 0.00
Increased by 0.00%
Dec 31, 23
17 Fidelity® Series Blue Chip Growth 2.06M (1.17%) 5.40K
Increased by +0.26%
Nov 30, 23
18 Fidelity Small Cap Index 1.86M (1.05%) -12.73K
Decreased by -0.69%
Sep 30, 24
19 Fidelity® Small Cap Index 1.76M (1.00%) 49.84K
Increased by +2.83%
Oct 31, 23
20 iShares S&P Small-Cap 600 Growth ETF 1.76M (1.00%) 0.00
Increased by 0.00%
Nov 27, 24