Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LOPX 1.18%
2 HOMZ 0.68%
3 FESM 0.61%
4 MMSC 0.28%
5 FREL 0.20%
6 VTWG 0.18%
7 IWO 0.18%
8 GSSC 0.17%
9 VNQ 0.17%
10 BBSC 0.16%
11 PRFZ 0.15%
12 FNDA 0.12%
13 RFLR 0.11%
14 OALC 0.11%
15 JKL 0.11%
16 ISCV 0.11%
17 VBR 0.10%
18 IWM 0.09%
19 RSSL 0.09%
20 VTWO 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 SB INVESTMENT ADVISERS (UK) LTD 68.07M (16.60%) -7.50M
Decreased by -11.02%
Sep 30, 24
2 Vanguard Group Inc 67.20M (16.39%) 2.94M
Increased by +4.37%
Sep 30, 24
3 FMR Inc 46.79M (11.41%) 11.13M
Increased by +23.80%
Sep 30, 24
4 BlackRock Inc 26.64M (6.50%) 4.38M
Increased by +16.43%
Jun 30, 24
5 Geode Capital Management, LLC 9.59M (2.34%) 1.03M
Increased by +10.77%
Sep 30, 24
6 State Street Corp 8.16M (1.99%) 242.07K
Increased by +2.97%
Sep 30, 24
7 Maple Rock Capital Partners, Inc. 7.77M (1.90%) 0.00
Increased by 0.00%
Jun 30, 24
8 Winslow Capital Management, LLC 7.12M (1.74%) 0.00
Increased by 0.00%
Sep 30, 24
9 Kanen Wealth Management LLC 7.07M (1.72%) 31.46K
Increased by +0.44%
Sep 30, 24
10 State Street Corporation 6.88M (1.68%) 127.14K
Increased by +1.85%
Mar 31, 24
11 RIMA MANAGEMENT, LLC 5.42M (1.32%) -4.08M
Decreased by -75.21%
Sep 30, 24
12 Charles Schwab Investment Management Inc 5.36M (1.31%) 1.31M
Increased by +24.39%
Sep 30, 24
13 Wellington Management Company LLP 5.01M (1.22%) 1.38M
Increased by +27.52%
Jun 30, 24
14 Davidson Kempner Capital Management LP 4.99M (1.22%) 3.28M
Increased by +65.66%
Mar 31, 24
15 Driehaus Capital Management LLC 4.83M (1.18%) 4.83M
Increased by +100.00%
Sep 30, 24
16 J. Goldman & Co LP 4.70M (1.15%) 459.57K
Increased by +9.78%
Jun 30, 24
17 Granahan Investment Management Inc.. 4.28M (1.04%) -587.82K
Decreased by -13.74%
Sep 30, 24
18 Jacobs Levy Equity Management, Inc. 4.10M (1.00%) -233.13K
Decreased by -5.68%
Sep 30, 24
19 Balyasny Asset Management LLC 3.67M (0.90%) 3.67M
Increased by +100.00%
Mar 31, 24
20 Antipodes Partners Limited 3.60M (0.88%) -13.07M
Decreased by -363.08%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 15.90M (3.88%) -45.79K
Decreased by -0.29%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 15.78M (3.85%) -80.01K
Decreased by -0.51%
Oct 31, 24
3 Vanguard Small Cap Index 12.66M (3.09%) 24.80K
Increased by +0.20%
Oct 31, 24
4 iShares Russell 2000 ETF 10.83M (2.64%) 0.00
Increased by 0.00%
Nov 30, 24
5 Fidelity Small Cap Growth 8.97M (2.19%) 1.39M
Increased by +15.48%
Sep 30, 24
6 Vanguard Small Cap Value Index Inv 8.57M (2.09%) -2.95K
Decreased by -0.03%
Oct 31, 24
7 Fidelity Value 7.87M (1.92%) -752.30K
Decreased by -9.56%
Oct 31, 24
8 Fidelity Small Cap Value Fund 7.82M (1.91%) -1.30M
Decreased by -16.62%
Sep 30, 24
9 Fidelity® Value 6.45M (1.57%) 345.00K
Increased by +5.35%
Nov 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 6.14M (1.50%) -22.73K
Decreased by -0.37%
Oct 31, 24
11 Fidelity Small Cap Growth K6 3.87M (0.94%) 927.50K
Increased by +23.98%
Sep 30, 24
12 Fidelity Small Cap Index 3.87M (0.94%) 124.51K
Increased by +3.22%
Sep 30, 24
13 iShares Russell 2000 Growth ETF 3.43M (0.84%) 0.00
Increased by 0.00%
Nov 30, 24
14 Fidelity Real Estate Investment Port 3.42M (0.83%) 347.20K
Increased by +10.16%
Oct 31, 24
15 Fidelity® Small Cap Index 2.87M (0.70%) 67.98K
Increased by +2.37%
Oct 31, 23
16 Vanguard Real Estate II Index 2.59M (0.63%) 3.56K
Increased by +0.14%
Oct 31, 24
17 FIAM Small Cap Core CIT Cl B 2.51M (0.61%) 2.51M
Increased by +100.00%
Sep 30, 24
18 Strategic Advisers Fidelity US TtlStk 2.39M (0.58%) 445.77K
Increased by +18.69%
Oct 31, 24
19 Fidelity Extended Market Index 2.31M (0.56%) -100.62K
Decreased by -4.35%
Oct 31, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 2.19M (0.54%) 0.00
Increased by 0.00%
Nov 30, 24