Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 BOUT 3.43%
2 PKB 2.66%
3 GAST 1.91%
4 HAPS 1.86%
5 VNMC 1.43%
6 HOMZ 1%
7 LSAF 0.95%
8 FPX 0.83%
9 MMSC 0.79%
10 FNY 0.71%
11 NAIL 0.64%
12 JHSC 0.51%
13 FTLS 0.46%
14 AIEQ 0.4%
15 BKSE 0.38%
16 FNX 0.35%
17 JKK 0.32%
18 ISCG 0.32%
19 VBK 0.29%
20 AFMC 0.26%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.01M (9.1%) 881.7K
Increased by +6.78%
Sep 30, 23
2 Wellington Management Company LLP 12.11M (8.47%) -1.46M
Decreased by -12.08%
Sep 30, 23
3 Capital Research Global Investors 10.63M (7.43%) -1.98M
Decreased by -18.65%
Sep 30, 23
4 BlackRock Inc 7.64M (5.34%) 738.5K
Increased by +9.67%
Sep 30, 23
5 Massachusetts Financial Services Company 7.12M (4.98%) 1.52K
Increased by +0.02%
Sep 30, 23
6 Capital World Investors 4.34M (3.03%) -830K
Decreased by -19.14%
Sep 30, 23
7 AllianceBernstein L.P. 3.78M (2.65%) 3.06M
Increased by +80.88%
Sep 30, 23
8 UBS Asset Mgmt Americas Inc 3.61M (2.52%) 571.03K
Increased by +15.82%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 3.14M (2.2%) -143.29K
Decreased by -4.56%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 2.88M (2.02%) -209.59K
Decreased by -7.27%
Sep 30, 23
11 Citadel Advisors Llc 2.86M (2%) -3.44M
Decreased by -120.45%
Sep 30, 23
12 JPMorgan Chase & Co 2.85M (1.99%) 22.08K
Increased by +0.78%
Sep 30, 23
13 Amvescap Plc. 2.7M (1.89%) 853.66K
Increased by +31.64%
Sep 30, 23
14 Loomis, Sayles & Company LP 2.43M (1.7%) 246.21K
Increased by +10.14%
Sep 30, 23
15 Impax Asset Management Group PLC 2.39M (1.67%) -412.14K
Decreased by -17.27%
Sep 30, 23
16 FMR Inc 2.35M (1.64%) 825.68K
Increased by +35.16%
Sep 30, 23
17 Wasatch Advisors Inc. 2.19M (1.53%) -2.28K
Decreased by -0.1%
Sep 30, 23
18 State Street Corporation 2.08M (1.46%) 275.41K
Increased by +13.23%
Sep 30, 23
19 Geode Capital Management, LLC 2.06M (1.44%) 343.08K
Increased by +16.64%
Sep 30, 23
20 American Century Companies Inc 1.98M (1.38%) 35.54K
Increased by +1.8%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 9.09M (6.36%) 0
Increased by 0%
Dec 31, 23
2 Capital Group AMCAP Composite 5.35M (3.74%) 0
Increased by 0%
Dec 31, 23
3 VA CollegeAmerica Amcap 529A 5.35M (3.74%) 0
Increased by 0%
Dec 31, 23
4 Vanguard Total Stock Mkt Idx Inv 4.47M (3.12%) 6.42K
Increased by +0.14%
Jan 31, 24
5 Vanguard Small Cap Index 3.62M (2.53%) 10K
Increased by +0.28%
Jan 31, 24
6 MFS Mid Cap Growth A 3.6M (2.52%) 357.98K
Increased by +9.95%
Dec 31, 23
7 MFS Mid Cap Growth Equity 3.6M (2.52%) 357.98K
Increased by +9.95%
Dec 31, 23
8 Vanguard Explorer Inv 2.74M (1.92%) -179.71K
Decreased by -6.56%
Dec 31, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 2.2M (1.54%) -5.84K
Decreased by -0.27%
Jan 31, 24
10 Vanguard Small Cap Growth Index Inv 2.02M (1.41%) 7.77K
Increased by +0.38%
Jan 31, 24
11 Impax Specialists Strategy Composite 1.74M (1.22%) -31.02K
Decreased by -1.78%
Nov 30, 23
12 Calvert Small-Cap A 1.61M (1.12%) -242.23K
Decreased by -15.08%
Dec 31, 23
13 Calvert US Small-Cap Strategy 1.61M (1.12%) -236.79K
Decreased by -14.74%
Dec 31, 23
14 JPM US Small Cap Core-Composite 1.45M (1.02%) -361.09K
Decreased by -24.85%
Dec 31, 23
15 JPMorgan Small Cap Equity A 1.45M (1.02%) -244.88K
Decreased by -16.85%
Dec 31, 23
16 American Century Small Cap Growth Inv 1.45M (1.01%) 133.88K
Increased by +9.24%
Dec 31, 23
17 American Century U.S. Small Cap Growth 1.45M (1.01%) 133.88K
Increased by +9.24%
Dec 31, 23
18 Wasatch Small Cap Growth Investor 1.37M (0.96%) 0
Increased by 0%
Dec 31, 23
19 AB Small Cap Growth A 1.33M (0.93%) 31.58K
Increased by +2.37%
Dec 31, 23
20 UBS: US Equity Small Cap Growth 1.2M (0.84%) 0
Increased by 0%
Sep 30, 23