Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTY 6.46%
2 FITS 2.52%
3 EVNT 1.69%
4 BFIT 1.30%
5 XRT 1.20%
6 RZV 1.13%
7 PSCD 1.04%
8 PMOM 0.77%
9 RETL 0.75%
10 NIXT 0.73%
11 BSVO 0.61%
12 WCEO 0.59%
13 RWJ 0.52%
14 GBUY 0.51%
15 EZY 0.42%
16 PSC 0.38%
17 FDWM 0.34%
18 VIOV 0.31%
19 SSLY 0.31%
20 FYT 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.37M (15.93%) -349.01K
Decreased by -2.61%
Jun 30, 24
2 Vanguard Group Inc 10.23M (12.20%) 39.55K
Increased by +0.39%
Jun 30, 24
3 Vesa Equity Investment S.à r.l. 10.06M (11.99%) -1.41M
Decreased by -14.05%
Sep 30, 24
4 FMR Inc 5.58M (6.65%) -2.23M
Decreased by -39.94%
Jun 30, 24
5 Dimensional Fund Advisors, Inc. 4.70M (5.60%) 71.15K
Increased by +1.51%
Jun 30, 24
6 Arrowstreet Capital Limited Partnership 4.01M (4.78%) -16.92K
Decreased by -0.42%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 3.83M (4.56%) -983.06K
Decreased by -25.68%
Jun 30, 24
8 State Street Corporation 3.58M (4.27%) 160.81K
Increased by +4.49%
Mar 31, 24
9 D. E. Shaw & Co LP 3.56M (4.25%) 1.95M
Increased by +54.83%
Jun 30, 24
10 State Street Corp 3.46M (4.12%) -123.85K
Decreased by -3.58%
Jun 30, 24
11 Macquarie Group Ltd 3.32M (3.96%) -1.24M
Decreased by -37.21%
Sep 30, 23
12 Goldman Sachs Group Inc 3.08M (3.68%) 339.88K
Increased by +11.02%
Jun 30, 24
13 Allspring Global Investments Holdings, LLC 2.90M (3.46%) 557.49K
Increased by +19.22%
Jun 30, 24
14 Geode Capital Management, LLC 1.88M (2.24%) 81.33K
Increased by +4.32%
Jun 30, 24
15 Barclays PLC 1.75M (2.08%) 1.39M
Increased by +79.41%
Sep 30, 23
16 Citadel Advisors Llc 1.49M (1.77%) 1.15M
Increased by +77.42%
Sep 30, 23
17 Millennium Management LLC 1.11M (1.32%) 101.10K
Increased by +9.14%
Jun 30, 24
18 Charles Schwab Investment Management Inc 1.08M (1.28%) 67.82K
Increased by +6.31%
Jun 30, 24
19 Viking Global Investors LP 1.07M (1.28%) -1.16M
Decreased by -108.19%
Dec 31, 23
20 Jacobs Levy Equity Management, Inc. 1.03M (1.23%) 107.80K
Increased by +10.48%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.25M (6.26%) 5.18K
Increased by +0.10%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.99M (3.56%) 2.75K
Increased by +0.09%
Sep 30, 24
3 Fidelity® Low-Priced Stock 2.45M (2.93%) -2.56K
Decreased by -0.10%
Oct 31, 23
4 Vanguard Small Cap Index 2.37M (2.82%) -23.97K
Decreased by -1.01%
Sep 30, 24
5 Allspring Special Mid Cap Value Inst 2.27M (2.71%) 0.00
Increased by 0.00%
Sep 30, 24
6 Allspring Special US Mid Cap Value Eq 2.27M (2.71%) 44.20K
Increased by +1.94%
Sep 30, 24
7 Allspring Mid Value SMA 2.23M (2.66%) 2.23M
Increased by +99.99%
Jun 30, 24
8 Fidelity Low-Priced Stock 2.17M (2.58%) -6.61K
Decreased by -0.31%
Mar 31, 24
9 iShares Russell 2000 ETF 2.15M (2.56%) -4.83K
Decreased by -0.23%
Oct 31, 24
10 Delaware Ivy Mid Cap Growth A 1.95M (2.32%) 0.00
Increased by 0.00%
Sep 30, 23
11 Vanguard Small Cap Value Index Inv 1.61M (1.91%) 2.66K
Increased by +0.17%
Sep 30, 24
12 DFA US Small Cap Value I 1.45M (1.73%) 79.74K
Increased by +5.51%
Sep 30, 24
13 Delaware Ivy Mid Cap Income Opps I 1.31M (1.56%) 440.63K
Increased by +33.74%
Jun 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 1.22M (1.45%) -47.07K
Decreased by -3.87%
Sep 30, 24
15 Fidelity Growth Compy Commingled Pl O 1.05M (1.26%) -206.20K
Decreased by -19.57%
Jul 31, 24
16 Avantis US Small Cap Value ETF 899.74K (1.07%) 0.00
Increased by 0.00%
Oct 31, 24
17 Fidelity Small Cap Index 853.62K (1.02%) -21.15K
Decreased by -2.48%
Aug 31, 24
18 iShares S&P Small-Cap 600 Value ETF 846.12K (1.01%) 756.00
Increased by +0.09%
Oct 31, 24
19 Fidelity Growth Company Fund 813.25K (0.97%) -129.42K
Decreased by -15.91%
Jul 31, 24
20 iShares Russell 2000 Value ETF 795.00K (0.95%) 0.00
Increased by 0.00%
Oct 31, 24