Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 9.71%
2 SLX 4.10%
3 XME 3.98%
4 PYZ 3.79%
5 MNM 3.43%
6 RSHO 2.84%
7 VIOG 1.23%
8 DRIV 1.07%
9 IJT 1.01%
10 SLYG 1.01%
11 LSEQ 0.89%
12 PPA 0.81%
13 PDP 0.78%
14 ESIX 0.78%
15 CGBL 0.77%
16 WCEO 0.64%
17 RZG 0.62%
18 OASC 0.62%
19 DWAS 0.61%
20 VTWG 0.60%

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 15.08M (10.68%) -13.34K
Decreased by -0.09%
Sep 30, 24
3 Vanguard Group Inc 13.32M (9.43%) 87.76K
Increased by +0.66%
Sep 30, 24
4 FMR Inc 9.28M (6.57%) 2.02M
Increased by +21.77%
Sep 30, 24
5 State Street Corporation 6.48M (4.59%) -264.34K
Decreased by -4.08%
Mar 31, 24
6 State Street Corp 5.41M (3.83%) -303.29K
Decreased by -5.60%
Sep 30, 24
7 AllianceBernstein L.P. 5.24M (3.71%) 2.08M
Increased by +39.60%
Mar 31, 24
8 Amvescap Plc. 4.49M (3.18%) 47.20K
Increased by +1.05%
Sep 30, 24
9 Capital World Investors 3.43M (2.43%) 559.78K
Increased by +16.33%
Sep 30, 24
10 Ameriprise Financial Inc 3.14M (2.23%) -505.96K
Decreased by -16.10%
Sep 30, 24
11 Frontier Capital Management CO Inc 3.12M (2.21%) -11.03K
Decreased by -0.35%
Sep 30, 24
12 Goldman Sachs Group Inc 2.61M (1.85%) 1.62M
Increased by +62.07%
Dec 31, 23
13 Dimensional Fund Advisors, Inc. 2.48M (1.75%) -31.30K
Decreased by -1.26%
Sep 30, 24
14 Palestra Capital Management LLC 2.19M (1.55%) 1.96M
Increased by +89.35%
Sep 30, 23
15 Geode Capital Management, LLC 1.95M (1.38%) 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 (1.20%) -1.83M
Decreased by -107.38%
Sep 30, 24
18 Millennium Management LLC 1.60M (1.13%) -349.90K
Decreased by -21.94%
Sep 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 8.05M (5.70%) 3.47K
Increased by +0.04%
Nov 27, 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 3.95M (2.80%) -15.40K
Decreased by -0.39%
Oct 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 3.12M (2.21%) 6.10K
Increased by +0.20%
Oct 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 1.85M (1.31%) -10.05K
Decreased by -0.54%
Oct 31, 24
14 American Funds SMALLCAP World A 1.73M (1.23%) 0.00
Increased by 0.00%
Sep 30, 24
15 Vanguard Small Cap Growth Index Inv 1.72M (1.22%) -2.00K
Decreased by -0.12%
Oct 31, 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 SPDR® S&P Metals and Mining ETF 1.30M (0.92%) 0.00
Increased by 0.00%
Nov 27, 24
20 Columbia Focused Mid Cap Value 1.29M (0.91%) 0.00
Increased by 0.00%
Sep 30, 23