Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHE 1000.00%
2 JKL 1000.00%
3 JKK 1000.00%
4 JKJ 1000.00%
5 IWV 1000.00%
6 IWO 1000.00%
7 IWM 1000.00%
8 ITOT 1000.00%
9 ISCV 1000.00%
10 ISCG 1000.00%
11 ISCB 1000.00%
12 XPH 3.57%
13 FBT 3.56%
14 PJP 3.34%
15 JSML 3.18%
16 PILL 2.80%
17 SBIO 2.56%
18 PSCH 2.39%
19 SIXS 1.61%
20 SMCP 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.54M (19.37%) -286.92K
Decreased by -1.73%
Jun 30, 24
2 Vanguard Group Inc 9.55M (11.19%) -12.08K
Decreased by -0.13%
Jun 30, 24
3 Ingalls & Snyder LLC 8.30M (9.73%) -48.68K
Decreased by -0.59%
Mar 31, 24
4 Renaissance Technologies Corp 6.91M (8.10%) -205.80K
Decreased by -2.98%
Jun 30, 24
5 Parallel Advisors, LLC 3.82M (4.47%) 83.00
Increased by +0.00%
Jun 30, 24
6 State Street Corporation 3.58M (4.19%) 188.06K
Increased by +5.26%
Mar 31, 24
7 State Street Corp 3.50M (4.10%) -76.16K
Decreased by -2.18%
Jun 30, 24
8 Dimensional Fund Advisors, Inc. 2.68M (3.14%) 108.66K
Increased by +4.06%
Jun 30, 24
9 Novo A/S 2.41M (2.82%) 0.00
Increased by 0.00%
Jun 30, 24
10 Geode Capital Management, LLC 2.28M (2.67%) 121.50K
Increased by +5.33%
Jun 30, 24
11 First Trust Advisors L.P. 1.84M (2.15%) 1.69M
Increased by +92.01%
Mar 31, 24
12 Federated Hermes Inc 1.69M (1.98%) -1.65K
Decreased by -0.10%
Dec 31, 23
13 BTIM Corp 1.58M (1.86%) -251.19K
Decreased by -15.86%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 1.51M (1.77%) 216.94K
Increased by +14.34%
Mar 31, 24
15 Arrowstreet Capital Limited Partnership 1.48M (1.74%) -203.25K
Decreased by -13.70%
Jun 30, 24
16 FMR Inc 1.09M (1.28%) 242.50K
Increased by +22.15%
Jun 30, 24
17 Goldman Sachs Group Inc 1.07M (1.25%) 656.95K
Increased by +61.65%
Dec 31, 23
18 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.03M (1.21%) 599.20K
Increased by +57.99%
Mar 31, 24
19 Charles Schwab Investment Management Inc 973.30K (1.14%) 39.84K
Increased by +4.09%
Jun 30, 24
20 D. E. Shaw & Co LP 949.14K (1.11%) -183.94K
Decreased by -19.38%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.15M (7.21%) 0.00
Increased by 0.00%
Aug 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.58M (3.03%) -7.62K
Decreased by -0.29%
Jul 31, 24
3 iShares Russell 2000 ETF 2.16M (2.53%) 13.65K
Increased by +0.63%
Aug 30, 24
4 Vanguard Small Cap Index 2.10M (2.46%) 9.86K
Increased by +0.47%
Jul 31, 24
5 Federated Hermes Kaufmann Growth 1.60M (1.87%) 0.00
Increased by 0.00%
Dec 31, 23
6 Federated Hermes Kaufmann R 1.60M (1.87%) 0.00
Increased by 0.00%
Dec 31, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 1.42M (1.66%) 9.77K
Increased by +0.69%
Jul 31, 24
8 First Trust NYSE Arca Biotech ETF 1.19M (1.39%) 0.00
Increased by 0.00%
Aug 29, 24
9 Vanguard Small Cap Growth Index Inv 1.17M (1.37%) -10.18K
Decreased by -0.87%
Jul 31, 24
10 Fidelity Small Cap Index 840.99K (0.99%) 29.04K
Increased by +3.45%
Jun 30, 24
11 Fidelity Select Biotechnology 822.20K (0.96%) 0.00
Increased by 0.00%
Jul 31, 24
12 SPDR® Portfolio S&P 600™ Sm Cap ETF 813.02K (0.95%) 320.00
Increased by +0.04%
Aug 30, 24
13 SPDR® Portfolio S&P 600 Sm Cap ETF 803.79K (0.94%) 0.00
Increased by 0.00%
Apr 30, 24
14 Fidelity® Small Cap Index 773.27K (0.91%) 21.15K
Increased by +2.73%
Oct 31, 23
15 iShares Russell 2000 Growth ETF 716.31K (0.84%) -853.00
Decreased by -0.12%
Aug 30, 24
16 Vanguard Tax-Managed Small Cap Adm 673.53K (0.79%) 0.00
Increased by 0.00%
Jul 31, 24
17 Boston Trust Walden Small Cap 650.80K (0.76%) -5.20K
Decreased by -0.80%
Jul 31, 24
18 Fidelity® Select Biotechnology 629.84K (0.74%) -15.50K
Decreased by -2.46%
Nov 30, 23
19 BlackRock Advantage Small Cap Core Instl 627.47K (0.74%) 0.00
Increased by 0.00%
Jul 31, 24
20 iShares S&P Small-Cap 600 Growth ETF 603.19K (0.71%) 0.00
Increased by 0.00%
Aug 30, 24