Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMHX 3.04%
2 FFTY 2.51%
3 XSD 2.28%
4 EASI 2.26%
5 PSI 2.03%
6 VERS 1.81%
7 COWG 1.69%
8 SHRT 1.26%
9 QTUM 1.16%
10 FTXL 1.13%
11 FMET 1.05%
12 QSML 0.98%
13 FXL 0.98%
14 EQWM 0.88%
15 LSAF 0.86%
16 OPTZ 0.79%
17 FDLS 0.76%
18 PEXL 0.75%
19 NIXT 0.73%
20 XMHQ 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.40M (12.12%) 55.47K
Increased by +0.87%
Sep 30, 24
2 BlackRock Inc 5.89M (11.16%) -99.75K
Decreased by -1.69%
Jun 30, 24
3 FMR Inc 3.68M (6.97%) 217.40K
Increased by +5.91%
Sep 30, 24
4 LSV Asset Management 2.10M (3.98%) 212.22K
Increased by +10.09%
Sep 30, 24
5 State Street Corp 2.06M (3.91%) 8.29K
Increased by +0.40%
Jun 30, 24
6 State Street Corporation 2.06M (3.89%) -29.36K
Decreased by -1.43%
Mar 31, 24
7 Fuller & Thaler Asset Management Inc 2.01M (3.80%) 189.10K
Increased by +9.42%
Sep 30, 24
8 Mackenzie Investments 1.64M (3.10%) -182.24K
Decreased by -11.12%
Sep 30, 24
9 Wellington Management Company LLP 1.62M (3.07%) 200.11K
Increased by +12.37%
Jun 30, 24
10 Earnest Partners LLC 1.36M (2.57%) 39.76K
Increased by +2.93%
Jun 30, 24
11 Dimensional Fund Advisors, Inc. 1.24M (2.36%) -20.22K
Decreased by -1.63%
Sep 30, 24
12 Bank of America Corp 1.24M (2.34%) 53.21K
Increased by +4.31%
Jun 30, 24
13 Geode Capital Management, LLC 1.09M (2.06%) 52.20K
Increased by +4.80%
Jun 30, 24
14 Millennium Management LLC 924.94K (1.75%) -182.13K
Decreased by -19.69%
Dec 31, 23
15 Macquarie Group Ltd 813.76K (1.54%) -23.46K
Decreased by -2.88%
Jun 30, 24
16 Amvescap Plc. 796.62K (1.51%) 274.18K
Increased by +34.42%
Jun 30, 24
17 Morgan Stanley - Brokerage Accounts 780.43K (1.48%) -56.34K
Decreased by -7.22%
Jun 30, 24
18 SEI Investments Co 756.59K (1.43%) 59.69K
Increased by +7.89%
Jun 30, 24
19 Charles Schwab Investment Management Inc 720.77K (1.37%) 129.46K
Increased by +17.96%
Sep 30, 24
20 AQR Capital Management LLC 706.77K (1.34%) -134.75K
Decreased by -19.07%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.69M (3.20%) -5.77K
Decreased by -0.34%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 1.68M (3.19%) 912.00
Increased by +0.05%
Oct 31, 24
3 Fidelity Growth Compy Commingled Pl O 1.44M (2.73%) 156.80K
Increased by +10.88%
Aug 31, 24
4 Fidelity Growth Compy Commingled Pl S 1.40M (2.65%) -41.45K
Decreased by -2.96%
Sep 30, 24
5 FullerThaler Behavioral Sm-Cp Eq R6 1.36M (2.58%) 534.56K
Increased by +39.24%
Jun 30, 24
6 FullerThaler Behavioral Small-Cap Equity 1.36M (2.58%) 0.00
Increased by 0.00%
Aug 31, 24
7 Vanguard Small Cap Index 1.34M (2.54%) 2.60K
Increased by +0.19%
Oct 31, 24
8 Fidelity® Growth Company 1.28M (2.43%) -166.60K
Decreased by -12.97%
Nov 30, 23
9 Canada Life US Small-Mid Cap Growth F 1.19M (2.25%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Growth Company Fund 1.02M (1.93%) -35.54K
Decreased by -3.49%
Sep 30, 24
11 Vanguard Small Cap Value Index Inv 905.00K (1.71%) -312.00
Decreased by -0.03%
Oct 31, 24
12 Pacer US Cash Cows 100 ETF 829.49K (1.57%) -470.00
Decreased by -0.06%
Oct 31, 24
13 Select Semiconductors 815.88K (1.55%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 797.58K (1.51%) -24.52K
Decreased by -3.07%
Sep 30, 24
15 Vanguard Information Technology ETF 720.64K (1.37%) 3.34K
Increased by +0.46%
Oct 31, 24
16 Canada Life US Small-Mid Cap Growth A 717.73K (1.36%) 0.00
Increased by 0.00%
Aug 31, 24
17 Vanguard Explorer Inv 687.59K (1.30%) -85.20K
Decreased by -12.39%
Sep 30, 24
18 EARNEST Partners Smid Cap Core Founders 676.27K (1.28%) -3.48K
Decreased by -0.51%
Oct 31, 24
19 Fuller & Thaler Behavioral Sm-Cp Eq R6 557.78K (1.06%) -175.58K
Decreased by -31.48%
Sep 30, 23
20 Fuller & Thaler Behavioral Small-Cap Eq 557.78K (1.06%) 0.00
Increased by 0.00%
Nov 30, 23