Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 4.93%
2 WCBR 3.48%
3 GLRY 3.20%
4 SAWS 2.70%
5 CSMD 2.10%
6 GRPM 1.78%
7 CPAI 1.76%
8 XMLV 1.54%
9 PTF 1.45%
10 XMHQ 1.36%
11 XMMO 1.27%
12 HACK 1.22%
13 IVES 1.13%
14 FSCS 1.09%
15 RNMC 1.09%
16 FDLS 1.04%
17 SMCP 1.00%
18 FRTY 0.91%
19 HLGE 0.87%
20 NSCS 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.18M (14.27%) -143.97K
Decreased by -2.33%
Jun 30, 24
2 Vanguard Group Inc 5.58M (12.90%) 23.63K
Increased by +0.42%
Sep 30, 24
3 Renaissance Technologies Corp 1.88M (4.35%) 70.80K
Increased by +3.76%
Sep 30, 24
4 State Street Corporation 1.60M (3.70%) 23.57K
Increased by +1.47%
Mar 31, 24
5 Acadian Asset Management LLC 1.60M (3.69%) 223.35K
Increased by +13.99%
Mar 31, 24
6 State Street Corp 1.59M (3.68%) 25.08K
Increased by +1.57%
Sep 30, 24
7 Neuberger Berman Group LLC 1.47M (3.39%) -6.48K
Decreased by -0.44%
Sep 30, 24
8 Geode Capital Management, LLC 1.24M (2.88%) -24.38K
Decreased by -1.96%
Sep 30, 24
9 Amvescap Plc. 1.05M (2.43%) 117.72K
Increased by +11.19%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 971.19K (2.24%) -1.08M
Decreased by -110.96%
Sep 30, 24
11 Nuveen Asset Management, LLC 770.37K (1.78%) -57.23K
Decreased by -7.43%
Sep 30, 24
12 American Capital Management Inc 767.82K (1.77%) -11.41K
Decreased by -1.49%
Sep 30, 24
13 Mackenzie Investments 691.98K (1.60%) -430.97K
Decreased by -62.28%
Sep 30, 24
14 Arrowstreet Capital Limited Partnership 627.91K (1.45%) 72.32K
Increased by +11.52%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 624.76K (1.44%) 101.28K
Increased by +16.21%
Sep 30, 24
16 NORGES BANK 615.33K (1.42%) 313.09K
Increased by +50.88%
Jun 30, 24
17 Alyeska Investment Group, L.P. 596.70K (1.38%) 174.15K
Increased by +29.19%
Sep 30, 23
18 Northern Trust Corp 593.73K (1.37%) 13.21K
Increased by +2.22%
Sep 30, 24
19 AllianceBernstein L.P. 593.20K (1.37%) -486.78K
Decreased by -82.06%
Sep 30, 24
20 Charles Schwab Investment Management Inc 586.79K (1.36%) 120.78K
Increased by +20.58%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.40M (3.24%) 0.00
Increased by 0.00%
Nov 30, 24
2 Canada Life US Small-Mid Cap Growth F 1.40M (3.24%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.37M (3.17%) -5.38K
Decreased by -0.39%
Oct 31, 24
4 iShares Russell 2000 ETF 1.22M (2.83%) 0.00
Increased by 0.00%
Nov 30, 24
5 Vanguard Small Cap Index 1.10M (2.53%) 2.15K
Increased by +0.20%
Oct 31, 24
6 Neuberger Berman Genesis Inv 966.78K (2.23%) -4.72K
Decreased by -0.49%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 649.86K (1.50%) -4.28K
Decreased by -0.66%
Oct 31, 24
8 Vanguard Information Technology ETF 637.28K (1.47%) 2.95K
Increased by +0.46%
Oct 31, 24
9 Vanguard Small Cap Growth Index Inv 601.76K (1.39%) -1.63K
Decreased by -0.27%
Oct 31, 24
10 Invesco S&P MidCap Quality ETF 495.93K (1.15%) 1.60K
Increased by +0.32%
Nov 29, 24
11 Canada Life US Small-Mid Cap Growth A 484.36K (1.12%) -146.20K
Decreased by -30.18%
Sep 30, 24
12 Fidelity Small Cap Index 444.65K (1.03%) -2.56K
Decreased by -0.58%
Sep 30, 24
13 FullerThaler Behavioral Sm-Cp Eq R6 428.75K (0.99%) 428.75K
Increased by +100.00%
Sep 30, 24
14 Fidelity® Small Cap Index 424.96K (0.98%) 11.75K
Increased by +2.76%
Oct 31, 23
15 iShares Russell 2000 Growth ETF 367.94K (0.85%) 0.00
Increased by 0.00%
Nov 30, 24
16 CREF Stock R1 352.40K (0.81%) 0.00
Increased by 0.00%
Aug 31, 24
17 SPDR® S&P MIDCAP 400 ETF Trust 343.82K (0.79%) -5.06K
Decreased by -1.47%
Oct 31, 24
18 Champlain Small Company Adv 340.00K (0.79%) 121.16K
Increased by +35.63%
Mar 31, 24
19 AB Discovery Value Advisor 313.38K (0.72%) -13.70K
Decreased by -4.37%
Feb 29, 24
20 T. Rowe Price Integrated US Sm Gr Eq 308.15K (0.71%) 28.32K
Increased by +9.19%
Oct 31, 24