Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USSE 5.41%
2 BOUT 3.43%
3 CSMD 2.44%
4 PKB 2.39%
5 GAST 1.92%
6 HAPS 1.84%
7 VNMC 1.59%
8 MID 0.98%
9 FRTY 0.86%
10 LSAF 0.86%
11 FPX 0.67%
12 HOMZ 0.66%
13 AIEQ 0.66%
14 EVSTC_old 0.55%
15 NAIL 0.53%
16 JHSC 0.48%
17 FTLS 0.46%
18 HWAY 0.46%
19 FXR 0.45%
20 MMSC 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.38M (10.13%) 67.97K
Increased by +0.47%
Sep 30, 24
2 Wellington Management Company LLP 10.63M (7.49%) 952.14K
Increased by +8.96%
Jun 30, 24
3 BlackRock Inc 8.64M (6.09%) 428.99K
Increased by +4.97%
Jun 30, 24
4 FMR Inc 6.81M (4.80%) 2.50M
Increased by +36.66%
Sep 30, 24
5 Massachusetts Financial Services Company 5.96M (4.20%) -302.85K
Decreased by -5.08%
Sep 30, 24
6 Capital Research Global Investors 5.13M (3.61%) 720.86K
Increased by +14.07%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 5.03M (3.54%) -525.78K
Decreased by -10.45%
Jun 30, 24
8 Capital World Investors 4.34M (3.06%) 0.00
Increased by 0.00%
Sep 30, 24
9 William Blair Investment Management, LLC 3.54M (2.50%) 3.54M
Increased by +100.00%
Sep 30, 24
10 Balyasny Asset Management LLC 3.43M (2.41%) 2.05M
Increased by +59.84%
Jun 30, 24
11 AllianceBernstein L.P. 3.11M (2.19%) -41.80K
Decreased by -1.34%
Jun 30, 24
12 UBS Asset Mgmt Americas Inc 2.92M (2.06%) -45.95K
Decreased by -1.57%
Sep 30, 24
13 Citadel Advisors Llc 2.86M (2.02%) -3.44M
Decreased by -120.45%
Sep 30, 23
14 Adage Capital Partners Gp LLC 2.55M (1.80%) 1.80M
Increased by +70.59%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 2.43M (1.71%) 78.62K
Increased by +3.23%
Sep 30, 24
16 State Street Corp 2.41M (1.70%) 51.64K
Increased by +2.15%
Jun 30, 24
17 State Street Corporation 2.35M (1.66%) 102.11K
Increased by +4.34%
Mar 31, 24
18 Amvescap Plc. 2.32M (1.64%) -1.01M
Decreased by -43.57%
Jun 30, 24
19 Geode Capital Management, LLC 2.32M (1.63%) 67.65K
Increased by +2.92%
Jun 30, 24
20 Wasatch Advisors Inc. 2.19M (1.54%) -2.28K
Decreased by -0.10%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 9.02M (6.35%) 720.86K
Increased by +7.99%
Sep 30, 24
2 Capital Group AMCAP Composite 4.99M (3.52%) -356.20K
Decreased by -7.14%
Mar 31, 24
3 VA CollegeAmerica Amcap 529A 4.99M (3.52%) -356.20K
Decreased by -7.14%
Mar 31, 24
4 Vanguard Total Stock Mkt Idx Inv 4.59M (3.23%) -17.84K
Decreased by -0.39%
Oct 31, 24
5 MFS Mid Cap Growth A 3.86M (2.72%) 0.00
Increased by 0.00%
Sep 30, 24
6 MFS Mid Cap Growth Equity 3.86M (2.72%) -175.66K
Decreased by -4.55%
Sep 30, 24
7 Vanguard Small Cap Index 3.63M (2.56%) 7.10K
Increased by +0.20%
Oct 31, 24
8 Vanguard Explorer Inv 3.17M (2.23%) 756.73K
Increased by +23.89%
Sep 30, 24
9 BlackRock Mid-Cap Growth Equity Instl 2.50M (1.76%) 464.16K
Increased by +18.60%
Sep 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 2.17M (1.53%) -57.72K
Decreased by -2.66%
Sep 30, 24
11 Vanguard Small Cap Growth Index Inv 1.99M (1.41%) -2.66K
Decreased by -0.13%
Oct 31, 24
12 American Century Small Cap Growth Inv 1.34M (0.94%) -184.32K
Decreased by -13.76%
Sep 30, 24
13 American Century U.S. Small Cap Growth 1.34M (0.94%) -184.32K
Decreased by -13.76%
Sep 30, 24
14 Calvert US Small-Cap Strategy 1.26M (0.88%) -253.99K
Decreased by -20.23%
Jun 30, 24
15 UBS: US Equity Small Cap Growth 1.20M (0.85%) 0.00
Increased by 0.00%
Jun 30, 24
16 T. Rowe Price Integrated US Sm Gr Eq 1.18M (0.83%) 0.00
Increased by 0.00%
Sep 30, 24
17 T. Rowe Price Integrated US SmCapGrEq 1.18M (0.83%) 97.76K
Increased by +8.28%
Sep 30, 24
18 Calvert Small-Cap A 1.17M (0.82%) 0.00
Increased by 0.00%
Sep 30, 24
19 Wasatch Small Cap Growth Investor 1.13M (0.80%) -45.42K
Decreased by -4.00%
Sep 30, 24
20 Impax Specialists Strategy Composite 1.12M (0.79%) -4.37K
Decreased by -0.39%
Sep 30, 24