Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 9.40%
2 SLX 3.86%
3 XME 3.85%
4 PYZ 3.72%
5 MNM 3.43%
6 RSHO 2.83%
7 VIOG 1.23%
8 DRIV 1.13%
9 IJT 1.05%
10 SLYG 1.03%
11 LSEQ 0.89%
12 PPA 0.83%
13 ESIX 0.79%
14 PDP 0.78%
15 AIEQ 0.76%
16 CGBL 0.68%
17 OASC 0.65%
18 WCEO 0.65%
19 RZG 0.64%
20 DWAS 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.54M (11.01%) -4.54M
Decreased by -29.19%
Jun 30, 24
2 Capital Research & Mgmt Co - Division 3 15.10M (10.69%) -312.18K
Decreased by -2.07%
Jun 30, 24
3 Vanguard Group Inc 13.23M (9.37%) -1.11M
Decreased by -8.40%
Jun 30, 24
4 FMR Inc 7.26M (5.14%) 1.53M
Increased by +21.04%
Jun 30, 24
5 State Street Corporation 6.48M (4.59%) -264.34K
Decreased by -4.08%
Mar 31, 24
6 State Street Corp 5.72M (4.05%) -762.64K
Decreased by -13.34%
Jun 30, 24
7 AllianceBernstein L.P. 5.24M (3.71%) 2.08M
Increased by +39.60%
Mar 31, 24
8 Amvescap Plc. 4.45M (3.15%) 1.43M
Increased by +32.22%
Jun 30, 24
9 Ameriprise Financial Inc 3.65M (2.58%) 401.21K
Increased by +11.00%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 3.53M (2.50%) -233.98K
Decreased by -6.64%
Jun 30, 24
11 Frontier Capital Management CO Inc 3.13M (2.22%) -207.09K
Decreased by -6.61%
Jun 30, 24
12 Capital World Investors 2.87M (2.03%) 27.92K
Increased by +0.97%
Jun 30, 24
13 Goldman Sachs Group Inc 2.61M (1.85%) 1.62M
Increased by +62.07%
Dec 31, 23
14 Dimensional Fund Advisors, Inc. 2.51M (1.78%) 102.69K
Increased by +4.10%
Jun 30, 24
15 Palestra Capital Management LLC 2.19M (1.55%) 1.96M
Increased by +89.35%
Sep 30, 23
16 Geode Capital Management, LLC 1.95M (1.38%) -822.61K
Decreased by -42.23%
Jun 30, 24
17 Millennium Management LLC 1.94M (1.38%) 1.20M
Increased by +61.76%
Jun 30, 24
18 Federated Hermes Inc 1.70M (1.21%) 70.81K
Increased by +4.16%
Jun 30, 24
19 NORGES BANK 1.56M (1.10%) 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 7.90M (5.60%) -7.73K
Decreased by -0.10%
Sep 30, 24
2 American Funds Growth Fund of Amer A 5.99M (4.25%) 0.00
Increased by 0.00%
Sep 30, 24
3 Capital Group Growth Fnd of Amer Comp 5.99M (4.25%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.96M (2.81%) 9.69K
Increased by +0.24%
Aug 31, 24
5 iShares $ High Yld Corp Bd ETF USD Dist 3.58M (2.54%) 3.58M
Increased by +100.00%
Aug 7, 23
6 Capital Group AMCAP Composite 3.33M (2.36%) -95.37K
Decreased by -2.86%
Sep 30, 24
7 VA CollegeAmerica Amcap 529A 3.33M (2.36%) -95.37K
Decreased by -2.86%
Sep 30, 24
8 Vanguard Small Cap Index 3.15M (2.23%) 7.50K
Increased by +0.24%
Aug 31, 24
9 iShares Russell 2000 ETF 3.03M (2.14%) -24.11K
Decreased by -0.80%
Apr 30, 24
10 American Funds IS® Asset Allocation 1 2.95M (2.09%) 141.40K
Increased by +4.80%
Sep 30, 24
11 American Funds IS® Growth 1 2.09M (1.48%) 0.00
Increased by 0.00%
Sep 30, 24
12 Capital Group Growth Composite 2.09M (1.48%) 0.00
Increased by 0.00%
Sep 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.90M (1.35%) 2.42K
Increased by +0.13%
Aug 31, 24
14 Vanguard Small Cap Growth Index Inv 1.74M (1.23%) -10.43K
Decreased by -0.60%
Aug 31, 24
15 American Funds SMALLCAP World A 1.73M (1.23%) 0.00
Increased by 0.00%
Sep 30, 24
16 American Funds IS® Growth-Income 1 1.63M (1.15%) 0.00
Increased by 0.00%
Sep 30, 23
17 Capital Group Core Equity Composite 1.63M (1.15%) 0.00
Increased by 0.00%
Sep 30, 23
18 Fidelity Small Cap Index 1.33M (0.94%) 47.25K
Increased by +3.54%
Jun 30, 24
19 Columbia Focused Mid Cap Value 1.29M (0.91%) 0.00
Increased by 0.00%
Sep 30, 23
20 SPDR® S&P Metals and Mining ETF 1.28M (0.91%) 13.49K
Increased by +1.05%
Sep 30, 24