Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DGS 0.02%
2 IWC 0.02%
3 EWX 0.01%
4 AVEE 0.01%
5 VCR 0.01%
6 PRFZ 0.01%
7 IWN 0.00%
8 AVSE 0.00%
9 DFEV 0.00%
10 IWM 0.00%
11 DFEM 0.00%
12 UWM 0.00%
13 URTY 0.00%
14 DFAE 0.00%
15 AVEM 0.00%
16 HDG 0.00%
17 IWV 0.00%
18 VTWO 0.00%
19 VTWV 0.00%
20 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 11.74M (221.67%) 1.81M
Increased by +15.44%
Jun 30, 24
2 Vanguard Group Inc 5.11M (96.45%) -492.80K
Decreased by -9.65%
Jun 30, 24
3 Oasis Management Co. Ltd 2.51M (47.32%) 0.00
Increased by 0.00%
Mar 31, 24
4 State Street Corporation 1.77M (33.45%) 20.82K
Increased by +1.18%
Mar 31, 24
5 Millennium Management LLC 1.42M (26.73%) 1.42M
Increased by +100.00%
Jun 30, 24
6 BlackRock Inc 1.25M (23.67%) -5.08M
Decreased by -405.42%
Jun 30, 24
7 Geode Capital Management, LLC 1.06M (19.93%) -1.11M
Decreased by -105.42%
Jun 30, 24
8 Two Sigma Advisers, LLC 823.70K (15.56%) -89.90K
Decreased by -10.91%
Jun 30, 24
9 Goldman Sachs Group Inc 792.64K (14.97%) 596.89K
Increased by +75.30%
Jun 30, 24
10 Northern Trust Corp 775.03K (14.64%) -38.30K
Decreased by -4.94%
Jun 30, 24
11 Susquehanna International Group, LLP 615.35K (11.62%) 509.62K
Increased by +82.82%
Jun 30, 24
12 Laidlaw Wealth Management LLC 613.00K (11.58%) 613.00K
Increased by +100.00%
Dec 31, 23
13 Nuveen Asset Management, LLC 603.79K (11.40%) 0.00
Increased by 0.00%
Mar 31, 24
14 Two Sigma Investments LLC 590.21K (11.15%) -121.65K
Decreased by -20.61%
Jun 30, 24
15 Bridgeway Capital Management, LLC 561.10K (10.60%) -125.00K
Decreased by -22.28%
Mar 31, 24
16 Baillie Gifford & Co Limited. 532.50K (10.06%) 0.00
Increased by 0.00%
Mar 31, 24
17 JANE STREET GROUP, LLC 406.98K (7.69%) 244.32K
Increased by +60.03%
Jun 30, 24
18 Y-Intercept (Hong Kong) Ltd 372.85K (7.04%) 372.85K
Increased by +100.00%
Jun 30, 24
19 Amvescap Plc. 358.43K (6.77%) -26.21K
Decreased by -7.31%
Jun 30, 24
20 State Street Corp 357.55K (6.75%) -1.41M
Decreased by -395.31%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Canadian Growth Company Sr B 4.68M (88.31%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.08M (58.17%) 0.00
Increased by 0.00%
Aug 31, 24
3 Fidelity Global Innovators Cl F 3.03M (57.16%) -12.68K
Decreased by -0.42%
Jun 30, 24
4 Fidelity Special Situations Series F 2.35M (44.37%) 0.00
Increased by 0.00%
Jun 30, 24
5 iShares Russell 2000 ETF 2.21M (41.75%) -17.63K
Decreased by -0.80%
Apr 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.38M (26.09%) 0.00
Increased by 0.00%
Aug 31, 24
7 Fidelity Small Cap Index 975.14K (18.42%) 32.54K
Increased by +3.34%
Jun 30, 24
8 iShares Russell 2000 Value ETF 935.46K (17.67%) 0.00
Increased by 0.00%
Apr 30, 24
9 Fidelity® Small Cap Index 884.91K (16.71%) 0.00
Increased by 0.00%
Oct 31, 23
10 Fidelity Extended Market Index 592.40K (11.19%) -9.53K
Decreased by -1.61%
Aug 31, 24
11 Fidelity® Extended Market Index 474.92K (8.97%) 0.00
Increased by 0.00%
Nov 30, 23
12 Vanguard Consumer Discretionary ETF 453.77K (8.57%) -8.08K
Decreased by -1.78%
Aug 31, 24
13 Bridgeway Ultra-Small Company 411.10K (7.76%) 0.00
Increased by 0.00%
Mar 31, 24
14 Nuveen Equity Index Instl 393.68K (7.43%) 0.00
Increased by 0.00%
Feb 29, 24
15 Nuveen Equity Index R6 393.68K (7.43%) 0.00
Increased by 0.00%
May 31, 24
16 TIAA-CREF Equity Index Instl 393.68K (7.43%) 0.00
Increased by 0.00%
Jan 31, 24
17 Vanguard Russell 2000 ETF 371.38K (7.01%) 11.68K
Increased by +3.14%
Mar 31, 24
18 Invesco FTSE RAFI US 1500 Small-Mid ETF 358.43K (6.77%) -174.00
Decreased by -0.05%
Aug 30, 24
19 State St Russell Sm Cap® Indx SL Cl I 339.48K (6.41%) 0.00
Increased by 0.00%
Apr 30, 24
20 Fidelity Glb Innovtr Ccy Netrl Cl F 325.89K (6.15%) -5.58K
Decreased by -1.71%
Jun 30, 24