Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.74%
2 RORE 2.05%
3 JPRE 1.87%
4 PXSG 1.55%
5 HSMV 1.54%
6 OLD 1.51%
7 SIXS 1.39%
8 PSCF 1.33%
9 SPRE 1.24%
10 XSLV 1.18%
11 XSMO 1.18%
12 SMHB 1.16%
13 PSR 1.15%
14 JPSV 1.05%
15 REZ 1.04%
16 SRET 0.87%
17 CVY 0.74%
18 CRED 0.73%
19 RYJ 0.63%
20 USVM 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.94M (15.78%) 2.04M
Increased by +7.57%
Jun 30, 24
2 Vanguard Group Inc 23.04M (13.49%) 1.16M
Increased by +5.04%
Sep 30, 24
3 Wellington Management Company LLP 12.13M (7.10%) 1.84M
Increased by +15.17%
Jun 30, 24
4 State Street Corp 7.80M (4.57%) 589.79K
Increased by +7.56%
Jun 30, 24
5 State Street Corporation 7.21M (4.22%) 382.64K
Increased by +5.31%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 5.60M (3.28%) 959.52K
Increased by +17.15%
Jun 30, 24
7 FMR Inc 5.22M (3.06%) 3.54M
Increased by +67.73%
Sep 30, 24
8 Geode Capital Management, LLC 3.47M (2.04%) 459.74K
Increased by +13.23%
Jun 30, 24
9 Zimmer Partners LP 3.26M (1.91%) 1.54M
Increased by +47.36%
Jun 30, 24
10 American Century Companies Inc 2.87M (1.68%) -1.25M
Decreased by -43.68%
Jun 30, 24
11 CenterSquare Investment Management LLC 2.65M (1.55%) -215.24K
Decreased by -8.11%
Jun 30, 24
12 Deutsche Bank AG 2.56M (1.50%) 925.02K
Increased by +36.09%
Jun 30, 24
13 Millennium Management LLC 2.52M (1.48%) 205.09K
Increased by +8.12%
Mar 31, 24
14 Marshall Wace Asset Management Ltd 2.47M (1.45%) -165.06K
Decreased by -6.67%
Jun 30, 24
15 Balyasny Asset Management LLC 2.41M (1.41%) 602.63K
Increased by +25.01%
Sep 30, 23
16 Bank of New York Mellon Corp 2.38M (1.40%) -4.53K
Decreased by -0.19%
Jun 30, 24
17 Charles Schwab Investment Management Inc 2.32M (1.36%) 132.87K
Increased by +5.72%
Sep 30, 24
18 Prudential Financial Inc 2.21M (1.29%) -206.32K
Decreased by -9.36%
Sep 30, 24
19 Alyeska Investment Group, L.P. 2.19M (1.28%) -163.94K
Decreased by -7.48%
Jun 30, 24
20 Dimensional Fund Advisors, Inc. 2.12M (1.24%) 61.79K
Increased by +2.92%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.83M (5.76%) 8.59K
Increased by +0.09%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 5.85M (3.43%) 1.01M
Increased by +17.32%
Oct 31, 24
3 Vanguard Real Estate Index Investor 5.59M (3.28%) -13.89K
Decreased by -0.25%
Oct 31, 24
4 Vanguard Small Cap Index 4.65M (2.72%) 786.00K
Increased by +16.92%
Oct 31, 24
5 iShares Russell 2000 ETF 3.70M (2.17%) -8.32K
Decreased by -0.22%
Oct 31, 24
6 Vanguard Explorer Inv 3.53M (2.07%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Small Cap Growth Index Inv 2.55M (1.50%) 424.29K
Increased by +16.61%
Oct 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 2.19M (1.28%) 22.06K
Increased by +1.01%
Sep 30, 24
9 American Century Small Cap Value Inv 1.60M (0.94%) -1.10M
Decreased by -68.85%
Jun 30, 24
10 American Century U.S. Small Cap Value 1.60M (0.94%) -1.10M
Decreased by -68.85%
Jun 30, 24
11 Fidelity Small Cap Index 1.40M (0.82%) -34.57K
Decreased by -2.46%
Aug 31, 24
12 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.37M (0.80%) 10.32K
Increased by +0.75%
Oct 31, 24
13 iShares Russell 2000 Value ETF 1.26M (0.74%) 0.00
Increased by 0.00%
Oct 31, 24
14 Fidelity Series Small Cap Opps 1.21M (0.71%) -37.20K
Decreased by -3.07%
Aug 31, 24
15 Vanguard Small Cap Value Index Inv 1.21M (0.71%) -105.00
Decreased by -0.01%
Aug 31, 24
16 Vanguard Tax-Managed Small Cap Adm 1.14M (0.67%) 50.70K
Increased by +4.43%
Oct 31, 24
17 SPDR® Portfolio S&P 600 Sm Cap ETF 1.08M (0.63%) 219.00
Increased by +0.02%
Feb 29, 24
18 TMA Global Health Care REIT Mother Fund 1.06M (0.62%) -557.13K
Decreased by -52.78%
Oct 18, 23
19 Fidelity® Small Cap Index 976.55K (0.57%) 23.37K
Increased by +2.39%
Oct 31, 23
20 DWS Global Real Estate Sec Focus Comp 963.21K (0.56%) 90.36K
Increased by +9.38%
Sep 30, 24