Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 URTH 1000.00%
2 SUSL 1000.00%
3 ACWI 1000.00%
4 EUSA 1000.00%
5 USXF 1000.00%
6 TOK 1000.00%
7 CRBN 1000.00%
8 PABU 1000.00%
9 USCL 1000.00%
10 KNGS 6.53%
11 ONLN 4.19%
12 EBIZ 3.78%
13 UTRN 3.75%
14 CLIX 3.72%
15 PSCD 3.20%
16 IBUY 2.38%
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 BlackRock Inc 15.19M (13.88%) 5.05M
Increased by +33.24%
Sep 30, 24
2 Vanguard Group Inc 12.31M (11.25%) 56.77K
Increased by +0.46%
Dec 31, 24
3 Barclays PLC 6.50M (5.94%) 649.18K
Increased by +9.99%
Sep 30, 24
4 Pacer Advisors, INC. 5.73M (5.24%) -227.17K
Decreased by -3.96%
Dec 31, 24
5 Renaissance Technologies Corp 5.19M (4.74%) 970.72K
Increased by +18.72%
Sep 30, 24
6 Elliott Investment Management LP 5.00M (4.57%) 500.00K
Increased by +10.00%
Sep 30, 24
7 State Street Corporation 4.86M (4.44%) 55.17K
Increased by +1.13%
Mar 31, 24
8 Goldman Sachs Group Inc 4.51M (4.12%) 476.10K
Increased by +10.55%
Sep 30, 24
9 Impactive Capital LP 4.39M (4.02%) 0.00
Increased by 0.00%
Dec 31, 24
10 Arrowstreet Capital Limited Partnership 3.88M (3.54%) 3.88M
Increased by +100.00%
Sep 30, 24
11 State Street Corp 3.68M (3.37%) -1.16M
Decreased by -31.39%
Sep 30, 24
12 Van Eck Associates Corporation 3.53M (3.23%) 522.11K
Increased by +14.80%
Dec 31, 24
13 Capital Research & Mgmt Co - Division 3 2.99M (2.73%) -5.18M
Decreased by -173.31%
Mar 31, 24
14 Amvescap Plc. 2.78M (2.54%) 646.13K
Increased by +23.26%
Jun 30, 24
15 T. Rowe Price Associates, Inc. 2.60M (2.38%) 558.09K
Increased by +21.48%
Sep 30, 23
16 Elliott Investment Management L.P. 2.25M (2.06%) 350.00K
Increased by +15.56%
Mar 31, 24
17 FMR Inc 2.25M (2.06%) 151.04K
Increased by +6.72%
Sep 30, 24
18 Geode Capital Management, LLC 1.96M (1.79%) -946.11K
Decreased by -48.32%
Sep 30, 24
19 Bares Capital Management Inc 1.92M (1.76%) -1.91M
Decreased by -99.46%
Sep 30, 24
20 ClearBridge Advisors, LLC 1.88M (1.72%) -592.92K
Decreased by -31.47%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.23M (6.61%) 16.40K
Increased by +0.23%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.35M (3.06%) -82.10K
Decreased by -2.45%
Dec 31, 24
3 American Funds Growth Fund of Amer A 3.28M (3.00%) 0.00
Increased by 0.00%
Dec 31, 23
4 Capital Group Growth Fnd of Amer Comp 3.28M (3.00%) 0.00
Increased by 0.00%
Dec 31, 23
5 Vanguard Institutional 500 Index Trust 3.06M (2.79%) 22.95K
Increased by +0.75%
Aug 31, 24
6 VanEck Morningstar Wide Moat 2.87M (2.62%) -2.65M
Decreased by -92.51%
Sep 30, 24
7 VanEck Morningstar Wide Moat ETF 2.85M (2.60%) 0.00
Increased by 0.00%
Nov 30, 24
8 Pacer US Cash Cows 100 ETF 2.80M (2.56%) 638.00
Increased by +0.02%
Jan 31, 25
9 Pacer US Small Cap Cash Cows 100 ETF 2.72M (2.49%) -5.53K
Decreased by -0.20%
Jan 31, 25
10 Vanguard Small Cap Index 2.72M (2.49%) -28.84K
Decreased by -1.06%
Dec 31, 24
11 American Funds New Perspective A 2.17M (1.98%) 0.00
Increased by 0.00%
Dec 31, 23
12 T. Rowe Price Science & Tech 2.04M (1.86%) 648.40K
Increased by +31.82%
Sep 30, 23
13 Invesco S&P 500® Equal Weight ETF 1.83M (1.67%) 7.04K
Increased by +0.38%
Jun 28, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 1.71M (1.56%) -8.66K
Decreased by -0.51%
Dec 31, 24
15 VA CollegeAmerica Amcap 529A 1.68M (1.53%) 0.00
Increased by 0.00%
Dec 31, 23
16 Capital Group AMCAP Composite 1.68M (1.53%) -2.19K
Decreased by -0.13%
Mar 31, 24
17 Vanguard Small Cap Growth Index Inv 1.54M (1.41%) 31.45K
Increased by +2.04%
Dec 31, 24
18 SPDR® S&P 500 ETF Trust 1.44M (1.32%) -11.22K
Decreased by -0.78%
Mar 31, 24
19 Fidelity 500 Index 1.44M (1.32%) 11.17K
Increased by +0.78%
Aug 31, 24
20 Fidelity® 500 Index 1.43M (1.31%) 9.12K
Increased by +0.64%
Nov 30, 23