Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 PSCM 9.31%
2 SLX 4.38%
3 XME 4.28%
4 PYZ 2.71%
5 DRIV 1.28%
6 SLYG 1.08%
7 IJT 1.08%
8 VIOG 1%
9 PPA 0.94%
10 PDP 0.78%
11 RZG 0.64%
12 FNY 0.62%
13 QVMS 0.6%
14 SPSM 0.56%
15 IJR 0.55%
16 VIOO 0.54%
17 DWAS 0.53%
18 IWO 0.51%
19 VTWG 0.49%
20 FMAT 0.49%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.88M (15.75%) -433K
Decreased by -2.18%
Sep 30, 23
2 Capital Research & Mgmt Co - Division 3 15.23M (12.06%) 22.46K
Increased by +0.15%
Sep 30, 23
3 Vanguard Group Inc 14.31M (11.34%) -64.54K
Decreased by -0.45%
Sep 30, 23
4 State Street Corporation 6.28M (4.97%) -239.35K
Decreased by -3.81%
Sep 30, 23
5 FMR Inc 3.2M (2.54%) -91.31K
Decreased by -2.85%
Sep 30, 23
6 AllianceBernstein L.P. 3.16M (2.5%) -1.01M
Decreased by -32.06%
Sep 30, 23
7 Frontier Capital Management CO Inc 3.05M (2.42%) -442.59K
Decreased by -14.51%
Sep 30, 23
8 Ameriprise Financial Inc 3.04M (2.41%) -22.05K
Decreased by -0.73%
Sep 30, 23
9 Geode Capital Management, LLC 2.58M (2.04%) 100.58K
Increased by +3.9%
Sep 30, 23
10 Amvescap Plc. 2.53M (2%) 155.61K
Increased by +6.15%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 2.32M (1.84%) 139.69K
Increased by +6.03%
Dec 31, 23
12 Palestra Capital Management LLC 2.19M (1.74%) 1.96M
Increased by +89.35%
Sep 30, 23
13 Driehaus Capital Management LLC 2.17M (1.72%) 4.79K
Increased by +0.22%
Sep 30, 23
14 Barrow Hanley Mewhinney & Strauss LLC 2.03M (1.61%) 38.85K
Increased by +1.91%
Sep 30, 23
15 Capital World Investors 1.97M (1.56%) 996.94K
Increased by +50.68%
Sep 30, 23
16 Charles Schwab Investment Management Inc 1.58M (1.25%) 404.8K
Increased by +25.59%
Sep 30, 23
17 Channing Capital Management, LLC 1.54M (1.22%) -207.16K
Decreased by -13.48%
Dec 31, 23
18 Allspring Global Investments Holdings, LLC 1.54M (1.22%) -125.52K
Decreased by -8.18%
Dec 31, 23
19 Northern Trust Corp 1.44M (1.14%) 61.58K
Increased by +4.27%
Sep 30, 23
20 Bowen, Hanes & CO Inc 1.37M (1.08%) -45.17K
Decreased by -3.31%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.67M (6.87%) 6.48K
Increased by +0.07%
Jan 31, 24
2 American Funds Growth Fund of Amer A 5.95M (4.71%) 0
Increased by 0%
Dec 31, 23
3 Capital Group Growth Fnd of Amer Comp 5.95M (4.71%) 0
Increased by 0%
Dec 31, 23
4 Vanguard Total Stock Mkt Idx Inv 4.04M (3.2%) -13.38K
Decreased by -0.33%
Dec 31, 23
5 iShares $ High Yld Corp Bd ETF USD Dist 3.58M (2.84%) 3.58M
Increased by +100%
Aug 7, 23
6 Capital Group AMCAP Composite 3.35M (2.65%) 0
Increased by 0%
Dec 31, 23
7 VA CollegeAmerica Amcap 529A 3.35M (2.65%) 0
Increased by 0%
Dec 31, 23
8 Vanguard Small Cap Index 3.25M (2.57%) -82.21K
Decreased by -2.53%
Dec 31, 23
9 iShares Russell 2000 ETF 3.17M (2.51%) -57.68K
Decreased by -1.82%
Jan 31, 24
10 American Funds IS® Growth 1 2.07M (1.64%) 0
Increased by 0%
Dec 31, 23
11 Capital Group Growth Composite 2.07M (1.64%) 0
Increased by 0%
Dec 31, 23
12 American Funds IS® Asset Allocation 1 1.96M (1.56%) 0
Increased by 0%
Dec 31, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 1.88M (1.49%) 33.11K
Increased by +1.76%
Dec 31, 23
14 American Funds SMALLCAP World A 1.82M (1.44%) 0
Increased by 0%
Dec 31, 23
15 Vanguard Small Cap Growth Index Inv 1.81M (1.43%) -52.97K
Decreased by -2.92%
Dec 31, 23
16 SPDR® S&P Metals and Mining ETF 1.75M (1.39%) -35.4K
Decreased by -2.02%
Jan 31, 24
17 American Funds IS® Growth-Income 1 1.63M (1.29%) 0
Increased by 0%
Sep 30, 23
18 Capital Group Core Equity Composite 1.63M (1.29%) 0
Increased by 0%
Sep 30, 23
19 Columbia Focused Mid Cap Value 1.29M (1.02%) 0
Increased by 0%
Sep 30, 23
20 Fidelity Small Cap Index 1.27M (1%) 24.48K
Increased by +1.93%
Nov 30, 23