Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XMVM 1.23%
2 KBE 1.23%
3 XMLV 1.19%
4 SMCP 1.00%
5 SDVY 0.99%
6 AFMC 0.97%
7 FLRG 0.82%
8 XMHQ 0.82%
9 PAMC 0.76%
10 XMMO 0.71%
11 FNK 0.71%
12 FQAL 0.59%
13 USVM 0.58%
14 HSMV 0.52%
15 USVT 0.48%
16 MDYV 0.47%
17 IVOV 0.46%
18 IJJ 0.46%
19 IWN 0.45%
20 JHSC 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.18M (12.77%) 699.23K
Increased by +5.30%
Dec 31, 23
2 Vanguard Group Inc 11.48M (11.12%) 75.83K
Increased by +0.66%
Dec 31, 23
3 Capital World Investors 10.52M (10.19%) 0.00
Increased by 0.00%
Dec 31, 23
4 FMR Inc 8.58M (8.32%) -744.24K
Decreased by -8.67%
Dec 31, 23
5 State Street Corporation 4.17M (4.04%) 247.62K
Increased by +5.94%
Dec 31, 23
6 Dimensional Fund Advisors, Inc. 4.03M (3.90%) 258.25K
Increased by +6.41%
Dec 31, 23
7 Macquarie Group Ltd 3.50M (3.39%) -102.79K
Decreased by -2.94%
Dec 31, 23
8 Cooke & Bieler LP 2.73M (2.65%) -60.74K
Decreased by -2.22%
Dec 31, 23
9 Polar Capital Holdings PLC 2.39M (2.31%) -12.50K
Decreased by -0.52%
Dec 31, 23
10 Geode Capital Management, LLC 2.36M (2.28%) 96.47K
Increased by +4.09%
Dec 31, 23
11 Capital Research & Mgmt Co - Division 3 2.11M (2.04%) 0.00
Increased by 0.00%
Dec 31, 23
12 Bank of New York Mellon Corp 2.10M (2.04%) -120.58K
Decreased by -5.73%
Dec 31, 23
13 Capital Research Global Investors 1.70M (1.65%) 0.00
Increased by 0.00%
Dec 31, 23
14 Amvescap Plc. 1.67M (1.62%) 591.80K
Increased by +35.49%
Dec 31, 23
15 Northern Trust Corp 1.50M (1.45%) 90.30K
Increased by +6.02%
Dec 31, 23
16 Charles Schwab Investment Management Inc 1.50M (1.45%) 25.48K
Increased by +1.70%
Dec 31, 23
17 Ameriprise Financial Inc 1.33M (1.28%) -128.16K
Decreased by -9.67%
Dec 31, 23
18 Principal Financial Group Inc 1.25M (1.21%) 120.88K
Increased by +9.69%
Mar 31, 24
19 NORGES BANK 1.15M (1.11%) 102.98K
Increased by +8.95%
Dec 31, 23
20 Goldman Sachs Group Inc 1.15M (1.11%) 495.97K
Increased by +43.12%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 7.60M (7.37%) -1.00M
Decreased by -13.15%
Mar 31, 24
2 American Funds Growth Fund of Amer A 5.45M (5.28%) 0.00
Increased by 0.00%
Mar 31, 24
3 Capital Group Growth Fnd of Amer Comp 5.45M (5.28%) 0.00
Increased by 0.00%
Mar 31, 24
4 iShares Core S&P Mid-Cap ETF 3.31M (3.21%) -590.00
Decreased by -0.02%
Apr 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.15M (3.05%) 11.34K
Increased by +0.36%
Mar 31, 24
6 Vanguard Small Cap Index 2.59M (2.51%) -24.50K
Decreased by -0.95%
Mar 31, 24
7 iShares Russell 2000 ETF 2.46M (2.39%) -19.60K
Decreased by -0.80%
Apr 30, 24
8 Polar Capital Global Ins A Inc 2.33M (2.26%) 0.00
Increased by 0.00%
Mar 31, 24
9 Vanguard Small Cap Value Index Inv 1.75M (1.69%) -39.27K
Decreased by -2.25%
Mar 31, 24
10 Fidelity Low-Priced Stock 1.68M (1.63%) 44.96K
Increased by +2.68%
Feb 29, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.59M (1.54%) 19.00K
Increased by +1.19%
Mar 31, 24
12 Delaware Small Cap Core I 1.41M (1.36%) 0.00
Increased by 0.00%
Mar 31, 24
13 Macquarie US Small Cap Core Equity 1.41M (1.36%) -16.45K
Decreased by -1.17%
Mar 31, 24
14 Fidelity® Series Small Cap Opps 1.12M (1.09%) 0.00
Increased by 0.00%
Oct 31, 23
15 Fidelity Series Small Cap Opps 1.09M (1.06%) 0.00
Increased by 0.00%
Feb 29, 24
16 Fidelity Small Cap Index 1.07M (1.04%) 10.73K
Increased by +1.00%
Feb 29, 24
17 Fidelity VIP Mid Cap Initial 1.06M (1.02%) 0.00
Increased by 0.00%
Mar 31, 24
18 Vanguard Selected Value Inv 1.02M (0.99%) 13.40K
Increased by +1.31%
Mar 31, 24
19 Fidelity® Small Cap Index 1.02M (0.99%) 26.72K
Increased by +2.62%
Oct 31, 23
20 VIP Mid Cap Initial 990.70K (0.96%) 107.60K
Increased by +10.86%
Nov 30, 23