Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 15.16%
2 XME 5.39%
3 SLX 4.82%
4 MNM 3.43%
5 RSHO 3.13%
6 PYZ 2.15%
7 SLYG 1.24%
8 IJT 1.23%
9 DRIV 1.19%
10 VIOG 1.13%
11 PPI 1.12%
12 PPA 1.06%
13 ESIX 1.04%
14 LSEQ 0.89%
15 CGBL 0.85%
16 RZG 0.83%
17 PDP 0.78%
18 OASC 0.71%
19 QVMS 0.65%
20 IJR 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.86M (11.31%) 316.70K
Increased by +2.00%
Sep 30, 24
2 Capital Research & Mgmt Co - Division 3 15.08M (10.76%) -13.34K
Decreased by -0.09%
Sep 30, 24
3 Vanguard Group Inc 13.32M (9.50%) 87.76K
Increased by +0.66%
Sep 30, 24
4 FMR Inc 9.28M (6.62%) 2.02M
Increased by +21.77%
Sep 30, 24
5 State Street Corporation 6.48M (4.62%) -264.34K
Decreased by -4.08%
Mar 31, 24
6 State Street Corp 5.41M (3.86%) -303.29K
Decreased by -5.60%
Sep 30, 24
7 AllianceBernstein L.P. 5.24M (3.74%) 2.08M
Increased by +39.60%
Mar 31, 24
8 Amvescap Plc. 4.49M (3.20%) 47.20K
Increased by +1.05%
Sep 30, 24
9 Capital World Investors 3.43M (2.45%) 559.78K
Increased by +16.33%
Sep 30, 24
10 Ameriprise Financial Inc 3.14M (2.24%) -505.96K
Decreased by -16.10%
Sep 30, 24
11 Frontier Capital Management CO Inc 3.12M (2.23%) -11.03K
Decreased by -0.35%
Sep 30, 24
12 Goldman Sachs Group Inc 2.61M (1.86%) 1.62M
Increased by +62.07%
Dec 31, 23
13 Dimensional Fund Advisors, Inc. 2.48M (1.77%) -31.30K
Decreased by -1.26%
Sep 30, 24
14 Palestra Capital Management LLC 2.19M (1.56%) 1.96M
Increased by +89.35%
Sep 30, 23
15 Geode Capital Management, LLC 1.95M (1.39%) 5.17K
Increased by +0.26%
Sep 30, 24
16 Federated Hermes Inc 1.79M (1.27%) 83.50K
Increased by +4.67%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 1.70M (1.21%) -1.83M
Decreased by -107.38%
Sep 30, 24
18 Millennium Management LLC 1.60M (1.14%) -349.90K
Decreased by -21.94%
Sep 30, 24
19 NORGES BANK 1.56M (1.11%) 327.10K
Increased by +21.03%
Jun 30, 24
20 Driehaus Capital Management LLC 1.55M (1.10%) -618.45K
Decreased by -39.94%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.14M (6.52%) 0.00
Increased by 0.00%
Jan 29, 25
2 American Funds Growth Fund of Amer A 5.99M (4.27%) 0.00
Increased by 0.00%
Dec 31, 24
3 Capital Group Growth Fnd of Amer Comp 5.99M (4.27%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 4.47M (3.19%) 546.72K
Increased by +12.22%
Dec 31, 24
5 American Funds IS® Asset Allocation 1 3.76M (2.68%) 816.88K
Increased by +21.71%
Dec 31, 24
6 Vanguard Small Cap Index 3.63M (2.59%) 491.87K
Increased by +13.54%
Dec 31, 24
7 iShares $ High Yld Corp Bd ETF USD Dist 3.58M (2.56%) 3.58M
Increased by +100.00%
Aug 7, 23
8 VA CollegeAmerica Amcap 529A 3.50M (2.50%) 172.18K
Increased by +4.91%
Dec 31, 24
9 Capital Group AMCAP Composite 3.33M (2.38%) -95.37K
Decreased by -2.86%
Sep 30, 24
10 iShares Russell 2000 ETF 3.03M (2.16%) -24.11K
Decreased by -0.80%
Apr 30, 24
11 American Funds American Balanced A 2.27M (1.62%) 2.27M
Increased by +100.00%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 2.16M (1.54%) 302.53K
Increased by +13.97%
Dec 31, 24
13 American Funds IS® Growth 1 2.09M (1.49%) 0.00
Increased by 0.00%
Dec 31, 24
14 Capital Group Growth Composite 2.09M (1.49%) 0.00
Increased by 0.00%
Sep 30, 24
15 Vanguard Small Cap Growth Index Inv 2.06M (1.47%) 333.47K
Increased by +16.19%
Dec 31, 24
16 American Funds SMALLCAP World A 1.73M (1.24%) 0.00
Increased by 0.00%
Dec 31, 24
17 T. Rowe Price Integrated US SmCapGrEq 1.64M (1.17%) 821.39K
Increased by +50.00%
Dec 31, 24
18 American Funds IS® Growth-Income 1 1.63M (1.16%) 0.00
Increased by 0.00%
Sep 30, 23
19 Capital Group Core Equity Composite 1.63M (1.16%) 0.00
Increased by 0.00%
Sep 30, 23
20 American Funds Invmt Co of Amer A 1.56M (1.12%) 516.80K
Increased by +33.03%
Dec 31, 24