Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.70%
2 WBIG 3.83%
3 ZIG 3.00%
4 ERNZ 2.97%
5 PSCI 2.09%
6 PRN 1.73%
7 WBIF 1.69%
8 GRPZ 1.68%
9 ECML 1.50%
10 SMCF 1.50%
11 SIXS 1.34%
12 SQLV 1.10%
13 VMAX 1.02%
14 XSMO 1.01%
15 NVQ_old 1.00%
16 NVQ 1.00%
17 SDVY 0.98%
18 SMCP 0.98%
19 CNTR 0.96%
20 FLRG 0.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.20M (18.96%) -97.21K
Decreased by -1.35%
Jun 30, 24
2 Vanguard Group Inc 4.44M (11.67%) -177.52K
Decreased by -4.00%
Sep 30, 24
3 Wellington Management Company LLP 2.68M (7.05%) -39.79K
Decreased by -1.48%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 2.66M (6.99%) -155.44K
Decreased by -5.85%
Sep 30, 24
5 State Street Corporation 1.53M (4.02%) 34.95K
Increased by +2.29%
Mar 31, 24
6 State Street Corp 1.52M (4.00%) -510.00
Decreased by -0.03%
Sep 30, 24
7 Acadian Asset Management LLC 1.29M (3.38%) -162.70K
Decreased by -12.65%
Mar 31, 24
8 Pacer Advisors, INC. 1.24M (3.26%) 142.13K
Increased by +11.47%
Jun 30, 24
9 Macquarie Group Ltd 1.18M (3.11%) -20.76K
Decreased by -1.76%
Sep 30, 24
10 Westwood Holdings Group Inc 1.15M (3.02%) 29.70K
Increased by +2.59%
Sep 30, 24
11 American Century Companies Inc 1.01M (2.66%) 115.44K
Increased by +11.40%
Sep 30, 24
12 Geode Capital Management, LLC 1.01M (2.66%) -73.14K
Decreased by -7.23%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 548.34K (1.44%) -241.42K
Decreased by -44.03%
Sep 30, 24
14 First Trust Advisors L.P. 516.75K (1.36%) 102.49K
Increased by +19.83%
Sep 30, 24
15 NORGES BANK 474.03K (1.25%) 7.25K
Increased by +1.53%
Jun 30, 24
16 Arrowstreet Capital Limited Partnership 451.18K (1.19%) -14.45K
Decreased by -3.20%
Mar 31, 24
17 Charles Schwab Investment Management Inc 437.51K (1.15%) 9.13K
Increased by +2.09%
Sep 30, 24
18 Bank of New York Mellon Corp 433.39K (1.14%) -28.02K
Decreased by -6.47%
Sep 30, 24
19 Jacobs Levy Equity Management, Inc. 431.79K (1.14%) -11.46K
Decreased by -2.66%
Sep 30, 24
20 Northern Trust Corp 410.10K (1.08%) -117.31K
Decreased by -28.60%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 2.97M (7.82%) 2.97M
Increased by +100.00%
Feb 29, 24
2 iShares Core S&P Small-Cap ETF 2.52M (6.63%) 0.00
Increased by 0.00%
Nov 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.24M (3.27%) -5.31K
Decreased by -0.43%
Oct 31, 24
4 Pacer US Small Cap Cash Cows 100 ETF 1.20M (3.17%) -299.00
Decreased by -0.02%
Aug 30, 24
5 iShares Russell 2000 ETF 1.12M (2.94%) 0.00
Increased by 0.00%
Nov 30, 24
6 Vanguard Small Cap Index 975.99K (2.57%) 1.90K
Increased by +0.19%
Oct 31, 24
7 Avantis US Small Cap Value ETF 935.59K (2.46%) 4.24K
Increased by +0.45%
Nov 30, 24
8 Delaware US Small Cap Core Equity (SMA) 804.60K (2.12%) -145.61K
Decreased by -18.10%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 804.60K (2.12%) -145.61K
Decreased by -18.10%
Mar 31, 24
10 Delaware Small Cap Core I 778.86K (2.05%) 0.00
Increased by 0.00%
Oct 31, 24
11 Vanguard Small Cap Value Index Inv 659.45K (1.74%) -228.00
Decreased by -0.03%
Oct 31, 24
12 Vanguard Explorer Inv 656.36K (1.73%) -43.22K
Decreased by -6.59%
Sep 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 579.74K (1.53%) -4.76K
Decreased by -0.82%
Oct 31, 24
14 First Trust SMID Cp Rising Div Achv ETF 549.83K (1.45%) 2.48K
Increased by +0.45%
Nov 28, 24
15 DFA US Small Cap Value I 430.50K (1.13%) -87.98K
Decreased by -20.44%
Oct 31, 24
16 Fidelity Small Cap Index 402.92K (1.06%) -2.66K
Decreased by -0.66%
Sep 30, 24
17 Fidelity® Small Cap Index 382.52K (1.01%) 10.24K
Increased by +2.68%
Oct 31, 23
18 iShares S&P Small-Cap 600 Growth ETF 381.11K (1.00%) 0.00
Increased by 0.00%
Nov 30, 24
19 iShares Russell 2000 Value ETF 369.01K (0.97%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 355.35K (0.94%) 325.00
Increased by +0.09%
Nov 29, 24