Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.43%
2 CAFG 2.08%
3 MGMT 1.68%
4 PSCD 1.64%
5 COWS 1.30%
6 XRT 1.18%
7 SQLV 1.16%
8 AIEQ 0.95%
9 RETL 0.77%
10 SMCP 0.76%
11 XSMO 0.69%
12 CSB 0.65%
13 FESM 0.60%
14 VIOG 0.59%
15 AVUV 0.55%
16 SFLO 0.52%
17 NIXT 0.47%
18 SLYG 0.47%
19 FYT 0.45%
20 IJT 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 9.48M (5.39%) 3.27M
Increased by +34.47%
Jun 30, 24
6 State Street Corporation 7.25M (4.12%) 255.57K
Increased by +3.52%
Mar 31, 24
7 State Street Corp 7.13M (4.05%) -119.28K
Decreased by -1.67%
Jun 30, 24
8 Morgan Stanley - Brokerage Accounts 6.31M (3.59%) 376.61K
Increased by +5.96%
Jun 30, 24
9 Arrowstreet Capital Limited Partnership 6.31M (3.59%) -320.61K
Decreased by -5.08%
Jun 30, 24
10 Cooke & Bieler LP 6.21M (3.53%) -171.80K
Decreased by -2.77%
Sep 30, 24
11 Pacer Advisors, INC. 6.09M (3.46%) 1.66M
Increased by +27.30%
Dec 31, 23
12 Congress Asset Management Company, LLP 5.35M (3.04%) 5.35M
Increased by +100.00%
Sep 30, 24
13 American Century Companies Inc 5.03M (2.86%) 560.58K
Increased by +11.14%
Sep 30, 24
14 Candlestick Capital Management LP 4.82M (2.74%) 4.82M
Increased by +100.00%
Sep 30, 23
15 Victory Capital Management Inc. 4.37M (2.48%) 1.26M
Increased by +28.89%
Sep 30, 24
16 Geode Capital Management, LLC 4.15M (2.36%) 107.06K
Increased by +2.58%
Jun 30, 24
17 Balyasny Asset Management LLC 3.91M (2.22%) 3.91M
Increased by +100.00%
Mar 31, 24
18 Goldman Sachs Group Inc 3.86M (2.19%) 1.95M
Increased by +50.49%
Jun 30, 24
19 Bank of New York Mellon Corp 3.20M (1.82%) -110.59K
Decreased by -3.45%
Jun 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 11.39M (6.47%) 10.28K
Increased by +0.09%
Oct 31, 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 Vanguard Explorer Inv 4.84M (2.75%) 710.16K
Increased by +14.67%
Sep 30, 24
7 iShares Russell 2000 ETF 4.70M (2.67%) -10.57K
Decreased by -0.22%
Oct 31, 24
8 Avantis US Small Cap Value ETF 4.56M (2.59%) 0.00
Increased by 0.00%
Oct 31, 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 2.68M (1.52%) -146.89K
Decreased by -5.48%
Sep 30, 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 1.87M (1.06%) -45.64K
Decreased by -2.44%
Aug 31, 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 1.73M (0.99%) 0.00
Increased by 0.00%
Oct 31, 24