Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 4.30%
2 TPMN 2.78%
3 ZIG 2.24%
4 COWS 2.21%
5 RCD 2.19%
6 RSPD 2.19%
7 XRT 1.77%
8 SPDV 1.50%
9 RETL 1.34%
10 MPAY 1.31%
11 IJS 1.19%
12 SLYV 1.17%
13 VIOV 1.07%
14 SURE 0.99%
15 PY 0.96%
16 ALTL 0.95%
17 FXD 0.93%
18 DSMC 0.88%
19 AIEQ 0.86%
20 ACTV 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.99M (13.55%) 507.46K
Increased by +1.81%
Sep 30, 24
2 BlackRock Inc 15.78M (7.64%) -408.31K
Decreased by -2.59%
Jun 30, 24
3 Third Point, LLC 11.79M (5.71%) -190.00K
Decreased by -1.61%
Sep 30, 24
4 Lone Pine Capital LLC 11.32M (5.48%) 1.55M
Increased by +13.68%
Jun 30, 24
5 T. Rowe Price Investment Management,Inc. 9.81M (4.75%) -13.53K
Decreased by -0.14%
Sep 30, 24
6 State Street Corporation 9.67M (4.68%) -249.22K
Decreased by -2.58%
Mar 31, 24
7 State Street Corp 9.13M (4.42%) -752.90K
Decreased by -8.25%
Sep 30, 24
8 JPMorgan Chase & Co 8.18M (3.96%) 1.23M
Increased by +14.98%
Sep 30, 24
9 T. Rowe Price Associates, Inc. 8.05M (3.90%) 940.77K
Increased by +11.69%
Sep 30, 24
10 PRIMECAP Management Company 5.42M (2.62%) -117.18K
Decreased by -2.16%
Sep 30, 24
11 Point72 Asset Management, L.P. 5.02M (2.43%) 1.48M
Increased by +29.45%
Sep 30, 24
12 Champlain Investment Partners, LLC 4.68M (2.27%) -130.13K
Decreased by -2.78%
Mar 31, 24
13 Morgan Stanley - Brokerage Accounts 4.43M (2.14%) -2.39M
Decreased by -53.95%
Sep 30, 24
14 Steadfast Capital Management LLC 4.17M (2.02%) -630.50K
Decreased by -15.14%
Jun 30, 24
15 Amvescap Plc. 4.01M (1.94%) -109.03K
Decreased by -2.72%
Jun 30, 24
16 GMT Capital Corp 3.87M (1.88%) 167.20K
Increased by +4.32%
Sep 30, 24
17 AllianceBernstein L.P. 3.82M (1.85%) 687.87K
Increased by +18.02%
Sep 30, 24
18 Cooper Creek Partners Management LLC 3.69M (1.79%) 3.69M
Increased by +100.00%
Sep 30, 24
19 Geode Capital Management, LLC 3.60M (1.74%) -1.74M
Decreased by -48.53%
Sep 30, 24
20 Anomaly Capital Management, LP 3.51M (1.70%) 594.92K
Increased by +16.93%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 14.43M (6.99%) 6.20K
Increased by +0.04%
Nov 27, 24
2 Vanguard Total Stock Mkt Idx Inv 6.87M (3.33%) -26.33K
Decreased by -0.38%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 5.85M (2.83%) 43.78K
Increased by +0.75%
Aug 31, 24
4 Vanguard Small Cap Index 5.50M (2.66%) 10.75K
Increased by +0.20%
Oct 31, 24
5 T. Rowe Price Mid-Cap Growth 4.74M (2.29%) -10.00K
Decreased by -0.21%
Sep 30, 24
6 T. Rowe Price US Mid-Cap Growth Equity 4.74M (2.29%) -13.00K
Decreased by -0.27%
Sep 30, 24
7 Invesco S&P 500® Equal Weight ETF 4.63M (2.24%) 2.69K
Increased by +0.06%
Sep 30, 24
8 T. Rowe Price Mid-Cap Value 3.91M (1.89%) 0.00
Increased by 0.00%
Sep 30, 24
9 T. Rowe Price US Mid-Cap Value Equity 3.91M (1.89%) 347.94K
Increased by +8.89%
Sep 30, 24
10 Vanguard Small Cap Value Index Inv 3.71M (1.80%) -1.28K
Decreased by -0.03%
Oct 31, 24
11 Vanguard PRIMECAP Inv 3.48M (1.69%) 0.00
Increased by 0.00%
Sep 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 3.32M (1.61%) -18.80K
Decreased by -0.57%
Oct 31, 24
13 Vanguard Equity-Income Inv 3.10M (1.50%) 2.92M
Increased by +94.26%
Sep 30, 24
14 Fidelity 500 Index 2.74M (1.33%) -11.33K
Decreased by -0.41%
Sep 30, 24
15 SPDR® S&P 500 ETF Trust 2.72M (1.32%) 18.76K
Increased by +0.69%
May 30, 24
16 SPDR® S&P 500® ETF Trust 2.71M (1.31%) -2.51K
Decreased by -0.09%
Sep 30, 24
17 Fidelity® 500 Index 2.67M (1.29%) 16.98K
Increased by +0.64%
Nov 30, 23
18 JPMorgan Value Advantage L 2.55M (1.23%) 819.62K
Increased by +32.16%
Sep 30, 24
19 iShares Core S&P 500 ETF 2.45M (1.19%) 133.00
Increased by +0.01%
Aug 30, 24
20 Champlain Mid Cap Fund, LLC 2.33M (1.13%) -2.23M
Decreased by -95.80%
Jun 30, 24