Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACT_old 4.00%
2 EATZ 3.03%
3 FDM 1.48%
4 PSCD 0.41%
5 IWC 0.17%
6 AVUV 0.13%
7 IJS 0.12%
8 VIOV 0.12%
9 SLYV 0.11%
10 SSLY 0.11%
11 RWJ 0.11%
12 AVSC 0.10%
13 ESIX 0.10%
14 SLY 0.08%
15 QVMS 0.07%
16 VIOO 0.06%
17 IJR 0.06%
18 SPSM 0.06%
19 DFAT 0.05%
20 RFLR 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.50M (18.11%) -250.44K
Decreased by -7.15%
Jun 30, 24
2 Vanguard Group Inc 2.51M (12.98%) -16.03K
Decreased by -0.64%
Sep 30, 24
3 Fund 1 Investments LLC 2.32M (11.99%) -17.57K
Decreased by -0.76%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 1.16M (6.01%) 92.25K
Increased by +7.93%
Sep 30, 24
5 State Street Corporation 883.07K (4.57%) 5.58K
Increased by +0.63%
Mar 31, 24
6 State Street Corp 850.78K (4.40%) -20.64K
Decreased by -2.43%
Sep 30, 24
7 Nomura Holdings Inc 675.54K (3.49%) -30.43K
Decreased by -4.50%
Sep 30, 24
8 American Century Companies Inc 619.92K (3.21%) 90.81K
Increased by +14.65%
Sep 30, 24
9 Neuberger Berman Group LLC 602.17K (3.11%) 99.41K
Increased by +16.51%
Sep 30, 24
10 Emerald Advisers, LLC 569.22K (2.94%) 4.01K
Increased by +0.70%
Sep 30, 24
11 Goldman Sachs Group Inc 507.35K (2.62%) 424.62K
Increased by +83.69%
Sep 30, 24
12 Geode Capital Management, LLC 493.01K (2.55%) 5.08K
Increased by +1.03%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 399.63K (2.07%) -293.11K
Decreased by -73.35%
Sep 30, 24
14 Woodline Partners LP 381.62K (1.97%) 381.62K
Increased by +100.00%
Sep 30, 24
15 Emerald Mutual Fund Advisers Trust 364.03K (1.88%) -23.88K
Decreased by -6.56%
Sep 30, 24
16 Millennium Management LLC 354.96K (1.84%) 339.35K
Increased by +95.60%
Sep 30, 24
17 Arrowstreet Capital Limited Partnership 352.67K (1.82%) 68.76K
Increased by +19.50%
Sep 30, 23
18 BNP Paribas Investment Partners SA 342.44K (1.77%) 40.28K
Increased by +11.76%
Sep 30, 24
19 Cramer Rosenthal McGlynn LLC 324.42K (1.68%) 14.34K
Increased by +4.42%
Sep 30, 24
20 PEAK6 INVESTMENTS LP 270.95K (1.40%) 265.16K
Increased by +97.86%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.50M (7.76%) 0.00
Increased by 0.00%
Nov 30, 24
2 T. Rowe Price Small-Cap Stock 741.43K (3.83%) -217.25K
Decreased by -29.30%
Jun 30, 24
3 T. Rowe Price US Small-Cap Core Equity 741.43K (3.83%) -217.25K
Decreased by -29.30%
Jun 30, 24
4 Vanguard Total Stock Mkt Idx Inv 693.53K (3.59%) 1.03K
Increased by +0.15%
Oct 31, 24
5 Avantis US Small Cap Value ETF 568.25K (2.94%) 2.69K
Increased by +0.47%
Nov 30, 24
6 Vanguard Small Cap Index 552.51K (2.86%) 1.10K
Increased by +0.20%
Oct 31, 24
7 iShares Russell 2000 ETF 538.66K (2.79%) 0.00
Increased by 0.00%
Nov 30, 24
8 T. Rowe Price Small-Cap Value 434.46K (2.25%) -60.07K
Decreased by -13.83%
Jun 30, 24
9 T. Rowe Price U.S. SC Core Eq Tr-Z 387.45K (2.00%) -92.55K
Decreased by -23.89%
Jun 30, 24
10 T. Rowe Price Instl Small-Cap Stock 372.82K (1.93%) -76.93K
Decreased by -20.64%
Jun 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 351.68K (1.82%) -3.71K
Decreased by -1.05%
Oct 31, 24
12 BNP Paribas US Small Cap Classic R 348.86K (1.80%) 6.09K
Increased by +1.75%
Oct 31, 24
13 T. Rowe Price U.S. SC Value Eq Tr-Z 265.76K (1.37%) -18.03K
Decreased by -6.78%
Jun 30, 24
14 iShares S&P Small-Cap 600 Value ETF 237.89K (1.23%) 0.00
Increased by 0.00%
Nov 30, 24
15 Fidelity® Small Cap Index 219.05K (1.13%) 6.55K
Increased by +2.99%
Oct 31, 23
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 211.85K (1.10%) 195.00
Increased by +0.09%
Nov 29, 24
17 SPDR® Portfolio S&P 600 Sm Cap ETF 207.46K (1.07%) 0.00
Increased by 0.00%
Apr 30, 24
18 Fidelity Small Cap Index 193.31K (1.00%) -3.07K
Decreased by -1.59%
Sep 30, 24
19 Emerald Growth A 192.04K (0.99%) 30.62K
Increased by +15.95%
Oct 31, 24
20 Vanguard Small Cap Value Index Inv 186.35K (0.96%) -64.00
Decreased by -0.03%
Oct 31, 24