Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MID 3.95%
2 SCAP 2.11%
3 PYZ 2.00%
4 SMIG 1.41%
5 NSCS 1.26%
6 CSB 1.10%
7 SHRT 0.50%
8 DES 0.44%
9 VAW 0.32%
10 VTWV 0.32%
11 DFSV 0.31%
12 FMAT 0.31%
13 IWN 0.31%
14 TFPN 0.30%
15 IVOV 0.30%
16 MDYV 0.29%
17 JPSE 0.29%
18 IJJ 0.28%
19 GVLU 0.27%
20 EBIT 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.12M (12.39%) -72.89K
Decreased by -0.66%
Jun 30, 24
2 Vanguard Group Inc 10.23M (11.40%) 78.41K
Increased by +0.77%
Sep 30, 24
3 State Street Corp 4.23M (4.72%) 121.35K
Increased by +2.87%
Sep 30, 24
4 State Street Corporation 4.09M (4.55%) 37.46K
Increased by +0.92%
Mar 31, 24
5 Allspring Global Investments Holdings, LLC 4.06M (4.52%) 65.45K
Increased by +1.61%
Sep 30, 24
6 Dimensional Fund Advisors, Inc. 3.98M (4.43%) 42.24K
Increased by +1.06%
Sep 30, 24
7 AllianceBernstein L.P. 3.04M (3.39%) -63.96K
Decreased by -2.10%
Sep 30, 24
8 Franklin Resources Inc 2.91M (3.24%) -864.71K
Decreased by -29.72%
Sep 30, 24
9 Geode Capital Management, LLC 2.17M (2.42%) 43.25K
Increased by +1.99%
Sep 30, 24
10 Goldman Sachs Group Inc 2.16M (2.40%) 1.06M
Increased by +49.18%
Dec 31, 23
11 Channing Capital Management, LLC 1.92M (2.14%) 23.94K
Increased by +1.25%
Sep 30, 24
12 Jennison Associates LLC 1.70M (1.89%) 17.98K
Increased by +1.06%
Sep 30, 24
13 Macquarie Group Ltd 1.53M (1.71%) 10.50K
Increased by +0.68%
Sep 30, 24
14 Westfield Capital Management Company, LP 1.52M (1.70%) 63.14K
Increased by +4.15%
Sep 30, 24
15 Lord, Abbett & Co LLC 1.52M (1.69%) -1.48M
Decreased by -97.66%
Sep 30, 24
16 BAMCO Inc 1.50M (1.67%) -200.00K
Decreased by -13.33%
Sep 30, 24
17 GW&K Investment Management, LLC 1.32M (1.47%) -7.74K
Decreased by -0.59%
Sep 30, 24
18 Massachusetts Financial Services Company 1.25M (1.40%) -193.57K
Decreased by -15.43%
Jun 30, 24
19 Charles Schwab Investment Management Inc 1.24M (1.39%) 9.89K
Increased by +0.80%
Sep 30, 24
20 Bank of New York Mellon Corp 1.22M (1.36%) -84.96K
Decreased by -6.98%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 3.32M (3.70%) 0.00
Increased by 0.00%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 2.93M (3.27%) 5.72K
Increased by +0.20%
Nov 27, 24
3 Vanguard Total Stock Mkt Idx Inv 2.86M (3.19%) -18.77K
Decreased by -0.66%
Oct 31, 24
4 iShares Russell 2000 ETF 2.58M (2.88%) -5.39K
Decreased by -0.21%
Nov 27, 24
5 Vanguard Small Cap Index 2.29M (2.55%) 4.50K
Increased by +0.20%
Oct 31, 24
6 Franklin Small Cap Value SMA Composite 1.73M (1.93%) 15.77K
Increased by +0.91%
Mar 31, 24
7 Vanguard Small Cap Value Index Inv 1.55M (1.72%) -532.00
Decreased by -0.03%
Oct 31, 24
8 Baron Opp. Small Cap Growth Strategy 1.50M (1.67%) -200.00K
Decreased by -13.33%
Sep 30, 24
9 Baron Small Cap Retail 1.50M (1.67%) -200.00K
Decreased by -13.33%
Sep 30, 24
10 Franklin Small Cap Value A 1.45M (1.61%) 211.23K
Increased by +14.61%
Oct 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.36M (1.52%) -4.98K
Decreased by -0.36%
Oct 31, 24
12 Franklin US Small Cap Value Equity 1.23M (1.38%) -497.34K
Decreased by -40.30%
Sep 30, 24
13 Delaware Small Cap Value A 1.04M (1.16%) 0.00
Increased by 0.00%
Sep 30, 24
14 American Century Heritage Inv 946.51K (1.05%) -276.27K
Decreased by -29.19%
Sep 30, 24
15 American Century US Opport. Mid Cap Gr 946.51K (1.05%) -276.27K
Decreased by -29.19%
Sep 30, 24
16 Fidelity Small Cap Index 918.83K (1.02%) -5.14K
Decreased by -0.56%
Sep 30, 24
17 JHancock Small Cap Core NAV 896.36K (1.00%) 7.32K
Increased by +0.82%
Dec 31, 23
18 iShares Russell 2000 Value ETF 894.07K (1.00%) 1.15K
Increased by +0.13%
Nov 27, 24
19 Franklin Mutual Quest Z 878.79K (0.98%) 0.00
Increased by 0.00%
Sep 30, 24
20 Fidelity® Small Cap Index 870.13K (0.97%) 22.99K
Increased by +2.64%
Oct 31, 23