Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLOU 3.55%
2 PSCT 3.17%
3 COWS 2.89%
4 WFH 2.13%
5 SRHQ 1.84%
6 WCLD 1.51%
7 CAFG 1.34%
8 SIXS 1.19%
9 SAWS 1.17%
10 IVES 0.85%
11 JSMD 0.81%
12 XSW 0.81%
13 XSLV 0.79%
14 SLYG 0.71%
15 QSML 0.70%
16 IJT 0.70%
17 HAPS 0.70%
18 VIOG 0.65%
19 CLDL 0.61%
20 SKYY 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.50M (18.45%) -90.20K
Decreased by -0.35%
Jun 30, 24
2 Vanguard Group Inc 18.34M (13.27%) 865.16K
Increased by +4.72%
Sep 30, 24
3 Earnest Partners LLC 7.73M (5.60%) -226.43K
Decreased by -2.93%
Sep 30, 24
4 State Street Corporation 5.71M (4.13%) 2.20M
Increased by +38.46%
Mar 31, 24
5 State Street Corp 5.62M (4.07%) 69.11K
Increased by +1.23%
Sep 30, 24
6 RGM Capital LLC 4.41M (3.19%) -868.74K
Decreased by -19.69%
Sep 30, 24
7 Bank of America Corp 3.72M (2.69%) 199.23K
Increased by +5.36%
Jun 30, 24
8 Geode Capital Management, LLC 3.25M (2.35%) 13.03K
Increased by +0.40%
Sep 30, 24
9 SEI Investments Co 3.08M (2.23%) 125.44K
Increased by +4.07%
Jun 30, 24
10 Champlain Investment Partners, LLC 3.06M (2.21%) -20.47K
Decreased by -0.67%
Jun 30, 24
11 JPMorgan Chase & Co 2.86M (2.07%) -42.86K
Decreased by -1.50%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 2.78M (2.01%) -3.79M
Decreased by -136.23%
Sep 30, 24
13 Deutsche Bank AG 2.77M (2.01%) 106.53K
Increased by +3.84%
Jun 30, 24
14 First Trust Advisors L.P. 2.70M (1.95%) -34.05K
Decreased by -1.26%
Mar 31, 24
15 Dimensional Fund Advisors, Inc. 2.60M (1.88%) 34.41K
Increased by +1.32%
Sep 30, 24
16 Jacobs Levy Equity Management, Inc. 2.43M (1.75%) 44.19K
Increased by +1.82%
Sep 30, 24
17 Loomis, Sayles & Company LP 2.37M (1.71%) -157.75K
Decreased by -6.66%
Sep 30, 23
18 Macquarie Group Ltd 2.09M (1.51%) -149.78K
Decreased by -7.17%
Sep 30, 24
19 Acadian Asset Management LLC 2.09M (1.51%) -11.25K
Decreased by -0.54%
Mar 31, 24
20 Renaissance Technologies Corp 1.97M (1.43%) 126.32K
Increased by +6.40%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.41M (6.81%) 4.19K
Increased by +0.04%
Nov 27, 24
2 Vanguard Total Stock Mkt Idx Inv 4.34M (3.14%) -17.95K
Decreased by -0.41%
Oct 31, 24
3 iShares Russell 2000 ETF 3.91M (2.83%) -8.18K
Decreased by -0.21%
Nov 27, 24
4 Vanguard Small Cap Index 3.47M (2.51%) 6.80K
Increased by +0.20%
Oct 31, 24
5 Vanguard Information Technology ETF 2.90M (2.10%) 13.28K
Increased by +0.46%
Oct 31, 24
6 EARNEST Partners Smid Cap Core Founders 2.54M (1.84%) -13.07K
Decreased by -0.51%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.17M (1.57%) -13.94K
Decreased by -0.64%
Oct 31, 24
8 Delaware US Small Cap Core Equity (SMA) 1.99M (1.44%) 6.76K
Increased by +0.34%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 1.99M (1.44%) 6.76K
Increased by +0.34%
Mar 31, 24
10 Vanguard Small Cap Growth Index Inv 1.91M (1.38%) -2.07K
Decreased by -0.11%
Oct 31, 24
11 First Trust Dow Jones Internet ETF 1.73M (1.25%) -2.94K
Decreased by -0.17%
May 30, 24
12 EARNEST Small Cap Value 1.53M (1.11%) 1.53M
Increased by +99.85%
Dec 31, 23
13 Fidelity Small Cap Index 1.43M (1.04%) -10.89K
Decreased by -0.76%
Sep 30, 24
14 Harbor Small Cap Value Instl 1.39M (1.01%) -100.88K
Decreased by -7.24%
Sep 30, 24
15 Delaware Small Cap Core I 1.37M (0.99%) -8.47K
Decreased by -0.62%
Sep 30, 24
16 Fidelity® Small Cap Index 1.36M (0.98%) 37.58K
Increased by +2.77%
Oct 31, 23
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.33M (0.96%) 980.00
Increased by +0.07%
Nov 27, 24
18 iShares Russell 2000 Growth ETF 1.27M (0.92%) 0.00
Increased by 0.00%
Nov 27, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 1.27M (0.92%) -1.81K
Decreased by -0.14%
May 30, 24
20 Champlain Small Company Adv 1.24M (0.89%) -20.00K
Decreased by -1.62%
Jun 30, 24