Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 4.50%
2 WCBR 3.51%
3 GLRY 3.10%
4 SAWS 2.65%
5 CSMD 2.00%
6 CPAI 1.76%
7 XMLV 1.54%
8 XMHQ 1.37%
9 PTF 1.36%
10 XMMO 1.25%
11 HACK 1.22%
12 GRPM 1.21%
13 IVES 1.13%
14 FSCS 1.09%
15 RNMC 1.09%
16 FDLS 1.03%
17 RAYD 1.03%
18 RFG 1.01%
19 SMCP 1.00%
20 FRTY 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.13M (14.17%) -44.66K
Decreased by -0.73%
Sep 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 1.42M (3.29%) 4.75K
Increased by +0.33%
Dec 31, 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%) 1.27K
Increased by +0.09%
Dec 31, 24
4 iShares Russell 2000 ETF 1.17M (2.71%) -4.50K
Decreased by -0.38%
Dec 31, 24
5 Vanguard Small Cap Index 1.11M (2.57%) 10.42K
Increased by +0.94%
Dec 31, 24
6 Neuberger Berman Genesis Inv 966.78K (2.23%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 659.23K (1.52%) 4.58K
Increased by +0.70%
Dec 31, 24
8 Vanguard Information Technology ETF 640.19K (1.48%) 9.26K
Increased by +1.45%
Dec 31, 24
9 Vanguard Small Cap Growth Index Inv 631.36K (1.46%) 24.48K
Increased by +3.88%
Dec 31, 24
10 Invesco S&P MidCap Quality ETF 525.01K (1.21%) -2.52K
Decreased by -0.48%
Dec 31, 24
11 Fidelity Small Cap Index 446.18K (1.03%) 1.53K
Increased by +0.34%
Oct 31, 24
12 FullerThaler Behavioral Sm-Cp Eq R6 428.75K (0.99%) 428.75K
Increased by +100.00%
Sep 30, 24
13 FullerThaler Behavioral Small-Cap Equity 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 373.33K (0.86%) 0.00
Increased by 0.00%
Dec 31, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 364.57K (0.84%) 10.14K
Increased by +2.78%
Dec 31, 24
17 Canada Life US Small-Mid Cap Growth A 353.10K (0.82%) -131.26K
Decreased by -37.17%
Oct 31, 24
18 T. Rowe Price Integrated US Sm Gr Eq 345.44K (0.80%) 10.60K
Increased by +3.07%
Dec 31, 24
19 Champlain Small Company Adv 340.00K (0.79%) 121.16K
Increased by +35.63%
Mar 31, 24
20 Invesco S&P MidCap Momentum ETF 329.63K (0.76%) 700.00
Increased by +0.21%
Dec 31, 24