Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLOU 3.92%
2 PSCT 3.23%
3 COWS 2.89%
4 WFH 2.27%
5 SRHQ 1.81%
6 WCLD 1.53%
7 CAFG 1.30%
8 SIXS 1.11%
9 IVES 0.85%
10 XSLV 0.79%
11 QSML 0.70%
12 JSMD 0.69%
13 XT 0.68%
14 CLDL 0.67%
15 HAPS 0.67%
16 XSW 0.63%
17 SKYY 0.57%
18 ESIX 0.55%
19 VUSE 0.55%
20 FNY 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.50M (18.52%) -90.20K
Decreased by -0.35%
Jun 30, 24
2 Vanguard Group Inc 18.34M (13.32%) 865.16K
Increased by +4.72%
Sep 30, 24
3 Earnest Partners LLC 7.96M (5.78%) 620.45K
Increased by +7.79%
Jun 30, 24
4 Morgan Stanley - Brokerage Accounts 6.57M (4.77%) 161.32K
Increased by +2.46%
Jun 30, 24
5 State Street Corporation 5.71M (4.15%) 2.20M
Increased by +38.46%
Mar 31, 24
6 State Street Corp 5.55M (4.03%) -159.14K
Decreased by -2.87%
Jun 30, 24
7 RGM Capital LLC 4.41M (3.21%) -868.74K
Decreased by -19.69%
Sep 30, 24
8 Bank of America Corp 3.72M (2.70%) 199.23K
Increased by +5.36%
Jun 30, 24
9 Geode Capital Management, LLC 3.24M (2.35%) 114.38K
Increased by +3.53%
Jun 30, 24
10 Macquarie Group Ltd 3.13M (2.27%) -120.29K
Decreased by -3.85%
Mar 31, 24
11 SEI Investments Co 3.08M (2.24%) 125.44K
Increased by +4.07%
Jun 30, 24
12 Champlain Investment Partners, LLC 3.06M (2.22%) -20.47K
Decreased by -0.67%
Jun 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 (1.96%) -34.05K
Decreased by -1.26%
Mar 31, 24
15 Dimensional Fund Advisors, Inc. 2.60M (1.89%) 34.41K
Increased by +1.32%
Sep 30, 24
16 JPMorgan Chase & Co 2.53M (1.84%) -831.26K
Decreased by -32.81%
Mar 31, 24
17 Jacobs Levy Equity Management, Inc. 2.38M (1.73%) 6.41K
Increased by +0.27%
Jun 30, 24
18 Loomis, Sayles & Company LP 2.37M (1.72%) -157.75K
Decreased by -6.66%
Sep 30, 23
19 Acadian Asset Management LLC 2.09M (1.52%) -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 9.27M (6.73%) 8.16K
Increased by +0.09%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.34M (3.15%) -17.95K
Decreased by -0.41%
Oct 31, 24
3 iShares Russell 2000 ETF 3.64M (2.64%) -8.18K
Decreased by -0.22%
Oct 31, 24
4 Vanguard Small Cap Index 3.47M (2.52%) 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 (1.85%) -13.07K
Decreased by -0.51%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.18M (1.58%) -17.16K
Decreased by -0.79%
Sep 30, 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 (1.39%) -2.07K
Decreased by -0.11%
Oct 31, 24
11 First Trust Dow Jones Internet ETF 1.73M (1.26%) -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 1.44M (1.05%) -33.40K
Decreased by -2.32%
Aug 31, 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 (0.99%) 37.58K
Increased by +2.77%
Oct 31, 23
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.29M (0.93%) 9.72K
Increased by +0.76%
Oct 31, 24
18 SPDR® Portfolio S&P 600 Sm Cap ETF 1.27M (0.92%) -1.81K
Decreased by -0.14%
May 30, 24
19 iShares Russell 2000 Growth ETF 1.25M (0.91%) 0.00
Increased by 0.00%
Oct 31, 24
20 Champlain Small Company Adv 1.24M (0.90%) -20.00K
Decreased by -1.62%
Jun 30, 24