Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLIA 4.71%
2 RSHO 3.09%
3 FIXT 2.62%
4 FEMA 2.62%
5 NVIR 1.61%
6 ECLN 1.60%
7 DOZR 1.57%
8 NUKZ 1.43%
9 BOUT 1.40%
10 DVLU 1.37%
11 NSCS 1.32%
12 SMCP 1.15%
13 EMLP 0.83%
14 XMMO 0.70%
15 XMVM 0.63%
16 JHSC 0.59%
17 MSSM 0.56%
18 RWK 0.56%
19 IVOV 0.56%
20 VTWG 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.84M (12.47%) -43.33K
Decreased by -0.21%
Sep 30, 24
2 Vanguard Group Inc 17.70M (10.59%) 168.82K
Increased by +0.95%
Dec 31, 24
3 FMR Inc 13.78M (8.24%) -728.71K
Decreased by -5.29%
Sep 30, 24
4 Wellington Management Company LLP 10.51M (6.29%) -2.72M
Decreased by -25.90%
Dec 31, 24
5 State Street Corp 6.11M (3.66%) 188.36K
Increased by +3.08%
Sep 30, 24
6 State Street Corporation 5.57M (3.34%) 128.99K
Increased by +2.31%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 4.61M (2.76%) -3.68M
Decreased by -79.78%
Sep 30, 24
8 Geode Capital Management, LLC 4.00M (2.39%) 51.02K
Increased by +1.27%
Sep 30, 24
9 Bank of New York Mellon Corp 3.51M (2.10%) -77.40K
Decreased by -2.21%
Dec 31, 24
10 Hotchkis & Wiley Capital Management LLC 3.42M (2.05%) -615.84K
Decreased by -17.99%
Sep 30, 24
11 Brown Advisory Holdings Inc 3.00M (1.79%) 669.07K
Increased by +22.31%
Sep 30, 24
12 AllianceBernstein L.P. 2.99M (1.79%) -440.12K
Decreased by -14.74%
Sep 30, 24
13 Rubric Capital Management LP 2.78M (1.67%) -431.08K
Decreased by -15.49%
Sep 30, 24
14 Greenhouse Funds LLLP 2.52M (1.51%) 13.24K
Increased by +0.53%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 2.52M (1.51%) 25.53K
Increased by +1.01%
Dec 31, 24
16 D. E. Shaw & Co LP 2.21M (1.32%) 609.99K
Increased by +27.58%
Sep 30, 23
17 Northern Trust Corp 2.12M (1.27%) 140.63K
Increased by +6.64%
Sep 30, 24
18 Charles Schwab Investment Management Inc 2.10M (1.26%) 4.08K
Increased by +0.19%
Dec 31, 24
19 JPMorgan Chase & Co 2.10M (1.26%) 1.19M
Increased by +56.71%
Sep 30, 24
20 Thrivent Financial For Lutherans 2.00M (1.20%) 9.79K
Increased by +0.49%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.60M (3.35%) -1.46K
Decreased by -0.03%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 5.39M (3.22%) 4.84K
Increased by +0.09%
Dec 31, 24
3 iShares Russell 2000 ETF 4.66M (2.79%) -35.40K
Decreased by -0.76%
Jan 31, 25
4 Vanguard Small Cap Index 4.37M (2.61%) 45.97K
Increased by +1.05%
Dec 31, 24
5 Fidelity Series Stk Selec Lg Cp Val 3.75M (2.25%) -37.90K
Decreased by -1.01%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 2.90M (1.74%) -22.06K
Decreased by -0.76%
Dec 31, 24
7 Vanguard Explorer Inv 2.66M (1.59%) -797.06K
Decreased by -30.00%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 2.60M (1.56%) 36.02K
Increased by +1.39%
Dec 31, 24
9 Fidelity® Series Stk Selec Lg Cp Val 2.52M (1.51%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Growth Compy Commingled Pl S 1.94M (1.16%) 19.16K
Increased by +0.99%
Dec 31, 24
11 Fidelity Growth Compy Commingled Pl O 1.89M (1.13%) 0.00
Increased by 0.00%
Aug 31, 24
12 Fidelity Small Cap Index 1.73M (1.04%) -11.68K
Decreased by -0.67%
Nov 30, 24
13 Fidelity® Puritan® 1.71M (1.03%) 545.50K
Increased by +31.85%
Oct 31, 23
14 Fidelity Small Cap Growth 1.58M (0.94%) -134.96K
Decreased by -8.56%
Nov 30, 24
15 Vanguard Windsor™ II Inv 1.40M (0.84%) 0.00
Increased by 0.00%
Dec 31, 24
16 iShares Russell 2000 Growth ETF 1.40M (0.84%) -6.55K
Decreased by -0.47%
Jan 31, 25
17 Fidelity® Small Cap Index 1.38M (0.82%) 39.17K
Increased by +2.85%
Oct 31, 23
18 SPDR® S&P MIDCAP 400 ETF Trust 1.37M (0.82%) -57.56K
Decreased by -4.19%
Jan 31, 25
19 Fidelity Growth Company Fund 1.32M (0.79%) -27.01K
Decreased by -2.04%
Dec 31, 24
20 Fidelity® Growth Company 1.31M (0.79%) 44.40K
Increased by +3.38%
Nov 30, 23