Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CRBN 1000.00%
2 ACWI 1000.00%
3 PABU 1000.00%
4 SUSL 1000.00%
5 URTH 1000.00%
6 EUSA 1000.00%
7 USCL 1000.00%
8 TOK 1000.00%
9 USXF 1000.00%
10 KNGS 6.53%
11 ONLN 4.06%
12 UTRN 3.75%
13 CLIX 3.53%
14 PSCD 2.98%
15 EBIZ 2.96%
16 IBUY 2.43%
17 SAGP 1.74%
18 RCD 1.65%
19 FTXD 1.62%
20 ISHP 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.25M (11.01%) -1.19M
Decreased by -9.71%
Sep 30, 24
2 BlackRock Inc 10.14M (9.11%) 684.81K
Increased by +6.75%
Jun 30, 24
3 Barclays PLC 5.85M (5.26%) 1.40M
Increased by +23.91%
Jun 30, 24
4 Van Eck Associates Corporation 5.76M (5.18%) 721.45K
Increased by +12.52%
Jun 30, 24
5 Renaissance Technologies Corp 5.19M (4.66%) 970.72K
Increased by +18.72%
Sep 30, 24
6 State Street Corporation 4.86M (4.37%) 55.17K
Increased by +1.13%
Mar 31, 24
7 State Street Corp 4.84M (4.35%) -20.40K
Decreased by -0.42%
Jun 30, 24
8 Elliott Investment Management LP 4.50M (4.04%) 2.25M
Increased by +50.00%
Jun 30, 24
9 Impactive Capital LP 4.39M (3.95%) 4.04M
Increased by +92.01%
Sep 30, 24
10 Goldman Sachs Group Inc 4.04M (3.63%) 363.06K
Increased by +9.00%
Jun 30, 24
11 Bares Capital Management Inc 3.83M (3.45%) -24.34K
Decreased by -0.63%
Jun 30, 24
12 Capital Research & Mgmt Co - Division 3 2.99M (2.69%) -5.18M
Decreased by -173.31%
Mar 31, 24
13 Geode Capital Management, LLC 2.90M (2.61%) 98.00K
Increased by +3.37%
Jun 30, 24
14 Amvescap Plc. 2.78M (2.50%) 646.13K
Increased by +23.26%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 2.68M (2.41%) -591.52K
Decreased by -22.04%
Jun 30, 24
16 T. Rowe Price Associates, Inc. 2.60M (2.34%) 558.09K
Increased by +21.48%
Sep 30, 23
17 Harris Associates L.P. 2.46M (2.21%) 2.44M
Increased by +99.24%
Jun 30, 24
18 Elliott Investment Management L.P. 2.25M (2.02%) 350.00K
Increased by +15.56%
Mar 31, 24
19 FMR Inc 2.25M (2.02%) 151.04K
Increased by +6.72%
Sep 30, 24
20 Pacer Advisors, INC. 2.10M (1.89%) 2.08M
Increased by +99.20%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.31M (6.57%) 6.35K
Increased by +0.09%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.45M (3.10%) -13.96K
Decreased by -0.40%
Oct 31, 24
3 American Funds Growth Fund of Amer A 3.28M (2.95%) 0.00
Increased by 0.00%
Dec 31, 23
4 Capital Group Growth Fnd of Amer Comp 3.28M (2.95%) 0.00
Increased by 0.00%
Dec 31, 23
5 Pacer US Small Cap Cash Cows 100 ETF 3.14M (2.82%) -809.00
Decreased by -0.03%
Oct 31, 24
6 Vanguard Institutional 500 Index Trust 3.06M (2.75%) 22.95K
Increased by +0.75%
Aug 31, 24
7 VanEck Morningstar Wide Moat 2.87M (2.58%) -2.65M
Decreased by -92.51%
Sep 30, 24
8 VanEck Morningstar Wide Moat ETF 2.84M (2.56%) -9.48K
Decreased by -0.33%
Oct 31, 24
9 Pacer US Cash Cows 100 ETF 2.78M (2.50%) -1.58K
Decreased by -0.06%
Oct 31, 24
10 Vanguard Small Cap Index 2.73M (2.46%) 5.35K
Increased by +0.20%
Oct 31, 24
11 American Funds New Perspective A 2.17M (1.95%) 0.00
Increased by 0.00%
Dec 31, 23
12 T. Rowe Price Science & Tech 2.04M (1.83%) 648.40K
Increased by +31.82%
Sep 30, 23
13 Invesco S&P 500® Equal Weight ETF 1.83M (1.64%) 7.04K
Increased by +0.38%
Jun 28, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 1.70M (1.53%) 1.70M
Increased by +100.00%
Sep 30, 24
15 VA CollegeAmerica Amcap 529A 1.68M (1.51%) 0.00
Increased by 0.00%
Dec 31, 23
16 Capital Group AMCAP Composite 1.68M (1.51%) -2.19K
Decreased by -0.13%
Mar 31, 24
17 Vanguard Small Cap Growth Index Inv 1.50M (1.35%) -1.89K
Decreased by -0.13%
Oct 31, 24
18 SPDR® S&P 500 ETF Trust 1.44M (1.30%) -11.22K
Decreased by -0.78%
Mar 31, 24
19 Fidelity 500 Index 1.44M (1.29%) 11.17K
Increased by +0.78%
Aug 31, 24
20 Fidelity® 500 Index 1.43M (1.29%) 9.12K
Increased by +0.64%
Nov 30, 23