Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WCEO 1.04%
2 FDM 0.82%
3 FSCC 0.68%
4 EHLS 0.55%
5 QABA 0.53%
6 ETHO 0.47%
7 DWAS 0.39%
8 SCDS 0.27%
9 BSVO 0.27%
10 BFOR 0.25%
11 CSML 0.20%
12 FESM 0.15%
13 IWC 0.15%
14 KRE 0.15%
15 TMSL 0.14%
16 EES 0.14%
17 DPST 0.11%
18 FSMD 0.10%
19 JSML 0.10%
20 EBIT 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.88M (13.61%) 117.10K
Increased by +4.06%
Jun 30, 24
2 Adage Capital Partners Gp LLC 1.53M (7.23%) -111.74K
Decreased by -7.29%
Jun 30, 24
3 Vanguard Group Inc 1.30M (6.12%) 77.84K
Increased by +6.00%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 1.19M (5.60%) 29.85K
Increased by +2.51%
Sep 30, 24
5 Brown Advisory Holdings Inc 845.17K (3.99%) 11.94K
Increased by +1.41%
Sep 30, 24
6 State Street Corporation 709.66K (3.35%) 267.98K
Increased by +37.76%
Mar 31, 24
7 State Street Corp 671.77K (3.17%) -37.88K
Decreased by -5.64%
Jun 30, 24
8 American Century Companies Inc 485.44K (2.29%) 56.69K
Increased by +11.68%
Sep 30, 24
9 JPMorgan Chase & Co 478.17K (2.26%) 57.00K
Increased by +11.92%
Jun 30, 24
10 Geode Capital Management, LLC 444.78K (2.10%) 29.53K
Increased by +6.64%
Jun 30, 24
11 First Manhattan Co. LLC 402.90K (1.90%) -2.55K
Decreased by -0.63%
Jun 30, 24
12 Morgan Stanley - Brokerage Accounts 301.85K (1.42%) -95.90K
Decreased by -31.77%
Jun 30, 24
13 Goldman Sachs Group Inc 293.16K (1.38%) -49.06K
Decreased by -16.74%
Jun 30, 24
14 Bridgeway Capital Management, LLC 248.15K (1.17%) 8.46K
Increased by +3.41%
Jun 30, 24
15 Federated Hermes Inc 230.64K (1.09%) 86.23K
Increased by +37.39%
Sep 30, 24
16 Nia Impact Capital 226.47K (1.07%) 5.07K
Increased by +2.24%
Sep 30, 24
17 DekaBank Deutsche Girozentrale 226.18K (1.07%) -380.00K
Decreased by -168.01%
Dec 31, 23
18 Schroder Investment Management Group 223.13K (1.05%) -93.98K
Decreased by -42.12%
Dec 31, 23
19 Empowered Funds, LLC 219.53K (1.04%) 117.99K
Increased by +53.75%
Mar 31, 24
20 Northern Trust Corp 215.67K (1.02%) -17.72K
Decreased by -8.21%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 690.51K (3.26%) 1.01K
Increased by +0.15%
Oct 31, 24
2 iShares Russell 2000 ETF 549.84K (2.59%) -1.23K
Decreased by -0.22%
Oct 31, 24
3 Avantis US Small Cap Value ETF 408.35K (1.93%) 0.00
Increased by 0.00%
Oct 31, 24
4 Brown Advisory Small-Cap Fdmtl Val Inv 392.84K (1.85%) -111.19K
Decreased by -28.31%
Oct 31, 24
5 Deka-Nachhaltigkeit Impact Aktien CF 380.00K (1.79%) 125.81K
Increased by +33.11%
May 31, 23
6 BlackRock Advantage Small Cap Core Instl 314.84K (1.48%) 52.06K
Increased by +16.54%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 289.12K (1.36%) 4.30K
Increased by +1.49%
Sep 30, 24
8 J39 Schroder ISF US Smlr Coms Impct USD 223.13K (1.05%) 0.00
Increased by 0.00%
Jan 31, 24
9 Deka-Nachhaltigkeit Aktien CF (A) 222.00K (1.05%) 0.00
Increased by 0.00%
Oct 31, 23
10 DFA US Targeted Value I 211.76K (1.00%) 0.00
Increased by 0.00%
Sep 30, 24
11 Federated Hermes MDT SCC Institutional 206.92K (0.98%) 78.27K
Increased by +37.83%
Sep 30, 24
12 Federated Hermes MDT Small Cap Core IS 206.92K (0.98%) 78.27K
Increased by +37.83%
Sep 30, 24
13 Fidelity Small Cap Index 184.13K (0.87%) -6.26K
Decreased by -3.40%
Aug 31, 24
14 iShares Russell 2000 Value ETF 177.22K (0.84%) 0.00
Increased by 0.00%
Oct 31, 24
15 Fidelity® Small Cap Index 173.65K (0.82%) 5.24K
Increased by +3.02%
Oct 31, 23
16 SPDR® S&P Regional Banking ETF 170.99K (0.81%) 0.00
Increased by 0.00%
Oct 31, 24
17 Dimensional US Targeted Value ETF 166.33K (0.78%) 0.00
Increased by 0.00%
Oct 31, 24
18 State St Russell Sm/Mid Cp® Indx NL Cl C 160.46K (0.76%) -3.90K
Decreased by -2.43%
Oct 31, 24
19 Goldman Sachs Small Cp Val Insghts Instl 151.98K (0.72%) -5.46K
Decreased by -3.59%
Oct 31, 23
20 CREF Stock R1 149.55K (0.71%) 58.14K
Increased by +38.88%
Aug 31, 24