Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRHQ 1.37%
2 XMLV 1.23%
3 XMVM 1.07%
4 SMCP 1.01%
5 KBE 0.89%
6 SDVY 0.87%
7 XMHQ 0.72%
8 FLRG 0.72%
9 HSMV 0.67%
10 FNK 0.62%
11 FQAL 0.59%
12 XMMO 0.55%
13 OASC 0.51%
14 USVT 0.48%
15 PSC 0.47%
16 PAPI 0.46%
17 USVM 0.45%
18 AFMC 0.44%
19 IWN 0.42%
20 VTWV 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.85M (12.50%) 118.01K
Increased by +0.92%
Jun 30, 24
2 Vanguard Group Inc 11.94M (11.61%) 46.69K
Increased by +0.39%
Sep 30, 24
3 Capital World Investors 10.52M (10.23%) 0.00
Increased by 0.00%
Sep 30, 24
4 FMR Inc 8.92M (8.68%) -535.10K
Decreased by -6.00%
Sep 30, 24
5 Dimensional Fund Advisors, Inc. 4.97M (4.83%) 288.32K
Increased by +5.80%
Sep 30, 24
6 State Street Corp 4.21M (4.09%) 59.75K
Increased by +1.42%
Sep 30, 24
7 State Street Corporation 4.14M (4.03%) -28.23K
Decreased by -0.68%
Mar 31, 24
8 Macquarie Group Ltd 3.19M (3.11%) -41.12K
Decreased by -1.29%
Sep 30, 24
9 Geode Capital Management, LLC 2.62M (2.55%) -82.61K
Decreased by -3.15%
Sep 30, 24
10 Polar Capital Holdings PLC 2.35M (2.29%) 0.00
Increased by 0.00%
Sep 30, 24
11 Capital Research & Mgmt Co - Division 3 2.15M (2.09%) 38.66K
Increased by +1.80%
Sep 30, 24
12 Amvescap Plc. 1.89M (1.84%) 120.17K
Increased by +6.34%
Sep 30, 24
13 Capital Research Global Investors 1.70M (1.65%) 0.00
Increased by 0.00%
Dec 31, 23
14 Charles Schwab Investment Management Inc 1.55M (1.51%) 12.43K
Increased by +0.80%
Sep 30, 24
15 Bank of New York Mellon Corp 1.55M (1.51%) -297.89K
Decreased by -19.24%
Sep 30, 24
16 Cooke & Bieler LP 1.53M (1.49%) -801.04K
Decreased by -52.42%
Sep 30, 24
17 Ameriprise Financial Inc 1.52M (1.48%) 46.30K
Increased by +3.04%
Sep 30, 24
18 Northern Trust Corp 1.31M (1.28%) -17.23K
Decreased by -1.31%
Sep 30, 24
19 NORGES BANK 1.26M (1.23%) 111.90K
Increased by +8.86%
Jun 30, 24
20 First Trust Advisors L.P. 1.19M (1.16%) 200.85K
Increased by +16.82%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 7.10M (6.91%) 0.00
Increased by 0.00%
Sep 30, 24
2 American Funds Growth Fund of Amer A 5.45M (5.30%) 0.00
Increased by 0.00%
Sep 30, 24
3 Capital Group Growth Fnd of Amer Comp 5.45M (5.30%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 3.41M (3.32%) 6.67K
Increased by +0.20%
Nov 27, 24
5 Vanguard Total Stock Mkt Idx Inv 3.17M (3.08%) -11.81K
Decreased by -0.37%
Oct 31, 24
6 iShares Russell 2000 ETF 2.96M (2.88%) -6.19K
Decreased by -0.21%
Nov 27, 24
7 Vanguard Small Cap Index 2.53M (2.46%) 4.95K
Increased by +0.20%
Oct 31, 24
8 Polar Capital Global Ins A Inc 2.35M (2.29%) 0.00
Increased by 0.00%
Oct 31, 24
9 Vanguard Small Cap Value Index Inv 1.71M (1.66%) -589.00
Decreased by -0.03%
Oct 31, 24
10 Fidelity Low-Priced Stock 1.65M (1.61%) -784.00
Decreased by -0.05%
Aug 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.58M (1.54%) -9.52K
Decreased by -0.60%
Oct 31, 24
12 Delaware US Small Cap Core Equity (SMA) 1.41M (1.37%) -16.45K
Decreased by -1.17%
Mar 31, 24
13 Macquarie US Small Cap Core Equity 1.41M (1.37%) -16.45K
Decreased by -1.17%
Mar 31, 24
14 Delaware Small Cap Core I 1.29M (1.25%) -7.98K
Decreased by -0.62%
Sep 30, 24
15 First Trust SMID Cp Rising Div Achv ETF 1.19M (1.16%) 5.38K
Increased by +0.45%
Nov 28, 24
16 Fidelity® Series Small Cap Opps 1.12M (1.09%) 0.00
Increased by 0.00%
Oct 31, 23
17 Fidelity Small Cap Index 1.07M (1.04%) -25.89K
Decreased by -2.42%
Aug 31, 24
18 Fidelity VIP Mid Cap Initial 1.06M (1.03%) 0.00
Increased by 0.00%
Sep 30, 24
19 iShares Russell 2000 Value ETF 1.03M (1.01%) 1.34K
Increased by +0.13%
Nov 27, 24
20 Fidelity Series Small Cap Opps 1.02M (0.99%) -10.80K
Decreased by -1.06%
Aug 31, 24