Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXMG 0.78%
2 IWO 0.28%
3 IJK 0.26%
4 RTLA 0.19%
5 IWM 0.14%
6 IJH 0.13%
7 SMD 0.12%
8 JKK 0.10%
9 ISCG 0.10%
10 JKJ 0.09%
11 ISCB 0.09%
12 IYG 0.07%
13 HYBB 0.07%
14 JKL 0.07%
15 ISCV 0.07%
16 DGRO 0.01%
17 IUSG 0.01%
18 THRK 0.01%
19 IYY 0.01%
20 ITOT 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 6.71M (17.31%) 1.04M
Increased by +15.46%
Sep 30, 24
2 BlackRock Inc 5.15M (13.27%) 392.61K
Increased by +7.63%
Jun 30, 24
3 Vanguard Group Inc 4.09M (10.55%) 18.46K
Increased by +0.45%
Sep 30, 24
4 Earnest Partners LLC 2.29M (5.90%) -58.12K
Decreased by -2.54%
Sep 30, 24
5 State Street Corp 1.39M (3.58%) 28.41K
Increased by +2.05%
Sep 30, 24
6 State Street Corporation 1.32M (3.41%) 41.73K
Increased by +3.16%
Mar 31, 24
7 Bank of America Corp 1.14M (2.95%) 80.56K
Increased by +7.04%
Sep 30, 24
8 Stephens Inv Mgmt Group LLC 1.13M (2.92%) -29.61K
Decreased by -2.61%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 1.03M (2.67%) -22.78K
Decreased by -2.20%
Sep 30, 24
10 Geode Capital Management, LLC 950.62K (2.45%) -34.89K
Decreased by -3.67%
Sep 30, 24
11 Fiduciary Management, Inc. of Milwaukee 740.27K (1.91%) -1.53K
Decreased by -0.21%
Sep 30, 24
12 Boston Partners Global Investors, Inc 678.37K (1.75%) -30.97K
Decreased by -4.56%
Sep 30, 24
13 Nuveen Asset Management, LLC 642.56K (1.66%) 102.48K
Increased by +15.95%
Sep 30, 24
14 SEI Investments Co 615.54K (1.59%) -15.76K
Decreased by -2.56%
Sep 30, 24
15 Hood River Capital Management LLC 613.84K (1.58%) -265.86K
Decreased by -43.31%
Jun 30, 24
16 Morgan Stanley - Brokerage Accounts 551.66K (1.42%) 3.65K
Increased by +0.66%
Jun 30, 24
17 Northern Trust Corp 535.12K (1.38%) 3.60K
Increased by +0.67%
Sep 30, 24
18 Goldman Sachs Group Inc 516.04K (1.33%) 249.21K
Increased by +48.29%
Dec 31, 23
19 Charles Schwab Investment Management Inc 498.26K (1.28%) 37.81K
Increased by +7.59%
Sep 30, 24
20 American Century Companies Inc 446.88K (1.15%) 177.70K
Increased by +39.76%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Series Emerging Markets Opps 1.42M (3.66%) -172.16K
Decreased by -12.13%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 1.25M (3.23%) 0.00
Increased by 0.00%
Nov 30, 24
3 Fidelity Series Emerging Markets Opps 1.24M (3.20%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.21M (3.13%) -5.53K
Decreased by -0.46%
Oct 31, 24
5 iShares Russell 2000 ETF 1.11M (2.85%) 0.00
Increased by 0.00%
Nov 30, 24
6 Vanguard Small Cap Index 953.89K (2.46%) 1.85K
Increased by +0.19%
Oct 31, 24
7 Fidelity® Small Cap Value 886.68K (2.29%) -55.62K
Decreased by -6.27%
Oct 31, 23
8 Fidelity® Small Cap Discovery 779.04K (2.01%) -84.46K
Decreased by -10.84%
Oct 31, 23
9 Fidelity Small Cap Value Fund 757.30K (1.95%) 40.00K
Increased by +5.28%
Sep 30, 24
10 Stephens SMID Select Growth 669.61K (1.73%) 2.49K
Increased by +0.37%
Sep 30, 24
11 Vanguard Small Cap Value Index Inv 644.55K (1.66%) -224.00
Decreased by -0.03%
Oct 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 574.66K (1.48%) -2.15K
Decreased by -0.37%
Oct 31, 24
13 Fidelity Small Cap Discovery 549.80K (1.42%) 0.00
Increased by 0.00%
Sep 30, 24
14 Vanguard Explorer Inv 520.03K (1.34%) 0.00
Increased by 0.00%
Sep 30, 24
15 EARNEST Partners Smid Cap Core Founders 513.31K (1.32%) 15.97K
Increased by +3.11%
Nov 30, 24
16 Strategic Advisers Fidelity US TtlStk 509.79K (1.31%) 0.00
Increased by 0.00%
Oct 31, 24
17 EARNEST Small Cap Value 497.73K (1.28%) 496.96K
Increased by +99.85%
Dec 31, 23
18 Fidelity Series Small Cap Opps 473.42K (1.22%) 0.00
Increased by 0.00%
Sep 30, 24
19 Hood River Small-Cap Growth Instl 443.42K (1.14%) 6.73K
Increased by +1.52%
Jun 30, 24
20 EARNEST Small/Mid Cap Value 441.92K (1.14%) 441.20K
Increased by +99.84%
Dec 31, 23