Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTY 6.25%
2 IWN 0.22%
3 IWM 0.11%
4 IWO 0.10%
5 JKL 0.09%
6 ISCV 0.08%
7 ISCG 0.08%
8 JKJ 0.08%
9 ISCB 0.08%
10 JKK 0.08%
11 SMLF 0.01%
12 ITOT 0.01%
13 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.03M (8.41%) 3.35M
Increased by +33.36%
Sep 30, 24
2 BlackRock Inc 8.57M (7.19%) 793.42K
Increased by +9.26%
Jun 30, 24
3 D. E. Shaw & Co LP 4.68M (3.93%) 4.01M
Increased by +85.66%
Sep 30, 24
4 Broad Run Investment Management, LLC 3.80M (3.19%) -47.22K
Decreased by -1.24%
Sep 30, 24
5 HHG PLC 3.63M (3.04%) -3.83M
Decreased by -105.42%
Sep 30, 24
6 Geode Capital Management, LLC 3.27M (2.74%) 281.75K
Increased by +8.62%
Sep 30, 24
7 State Street Corp 3.09M (2.59%) 399.71K
Increased by +12.93%
Sep 30, 24
8 Susquehanna International Group, LLP 2.70M (2.27%) 119.81K
Increased by +4.43%
Sep 30, 24
9 No Street GP LP 2.50M (2.10%) 2.50M
Increased by +100.00%
Mar 31, 24
10 State Street Corporation 2.42M (2.03%) 650.38K
Increased by +26.86%
Mar 31, 24
11 Amvescap Plc. 2.09M (1.76%) 2.06M
Increased by +98.38%
Jun 30, 24
12 Group One Trading, LP 2.04M (1.71%) 1.64M
Increased by +80.48%
Sep 30, 24
13 Goldman Sachs Group Inc 1.81M (1.51%) 985.46K
Increased by +54.59%
Sep 30, 24
14 Millennium Management LLC 1.77M (1.49%) 1.57M
Increased by +88.59%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 1.60M (1.34%) -385.90K
Decreased by -24.19%
Sep 30, 24
16 Northern Trust Corp 1.13M (0.95%) 144.02K
Increased by +12.71%
Sep 30, 24
17 Charles Schwab Investment Management Inc 1.13M (0.95%) 787.57K
Increased by +69.59%
Sep 30, 24
18 Nomura Holdings Inc 1.03M (0.86%) 990.78K
Increased by +96.33%
Sep 30, 24
19 Citadel Advisors Llc 980.55K (0.82%) -561.83K
Decreased by -57.30%
Sep 30, 24
20 Becker Drapkin Management, L.P. 921.75K (0.77%) 921.75K
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.07M (3.42%) -16.59K
Decreased by -0.41%
Oct 31, 24
2 iShares Russell 2000 ETF 3.71M (3.11%) -7.74K
Decreased by -0.21%
Nov 27, 24
3 Hennessy Focus Investor 2.98M (2.50%) 0.00
Increased by 0.00%
Sep 30, 24
4 Janus Henderson Opportunistic Alpha MA 2.74M (2.30%) 2.74M
Increased by +99.99%
Jun 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 2.08M (1.74%) -11.18K
Decreased by -0.54%
Oct 31, 24
6 Invesco Dorsey Wright Technology MomtETF 1.98M (1.66%) 0.00
Increased by 0.00%
Sep 30, 24
7 Janus Henderson Triton D 1.95M (1.64%) 0.00
Increased by 0.00%
Sep 30, 24
8 Janus Henderson US SMID Cap Growth 1.95M (1.64%) -1.34M
Decreased by -68.84%
Sep 30, 24
9 Janus Henderson US SMID Cap Growth MA 1.95M (1.64%) 1.95M
Increased by +100.00%
Sep 30, 24
10 Vanguard Small Cap Index 1.62M (1.36%) 3.15K
Increased by +0.19%
Oct 31, 24
11 iShares Russell 2000 Value ETF 1.31M (1.10%) 1.69K
Increased by +0.13%
Nov 27, 24
12 Fidelity Small Cap Index 1.21M (1.01%) -30.93K
Decreased by -2.56%
Aug 31, 24
13 Vanguard Small Cap Value Index Inv 1.09M (0.92%) -376.00
Decreased by -0.03%
Oct 31, 24
14 iShares Russell 2000 Growth ETF 966.51K (0.81%) -2.31K
Decreased by -0.24%
Apr 30, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 817.90K (0.69%) -29.30K
Decreased by -3.58%
Oct 31, 24
16 Fidelity Extended Market Index 810.40K (0.68%) -27.77K
Decreased by -3.43%
Sep 30, 24
17 Fidelity® Small Cap Index 776.89K (0.65%) 18.94K
Increased by +2.44%
Oct 31, 23
18 Broad Run Focus Equity Composite 760.34K (0.64%) -45.68K
Decreased by -6.01%
Sep 30, 24
19 Janus Henderson Contrarian D 744.85K (0.62%) -111.48K
Decreased by -14.97%
Sep 30, 24
20 Janus Henderson US Opportunistic Alpha 744.85K (0.62%) -2.00M
Decreased by -267.98%
Sep 30, 24