Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLIA 4.71%
2 RSHO 3.81%
3 FIXT 2.62%
4 FEMA 2.62%
5 NUKZ 2.10%
6 ECLN 2.06%
7 NVIR 1.99%
8 NSCS 1.57%
9 DOZR 1.57%
10 DVLU 1.30%
11 RFV 1.22%
12 EMLP 1.19%
13 SMCP 1.15%
14 XMVM 1.06%
15 XMMO 0.93%
16 RWK 0.78%
17 HWAY 0.71%
18 MDYV 0.62%
19 IVOV 0.62%
20 IJJ 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.89M (12.32%) 135.41K
Increased by +0.65%
Jun 30, 24
2 Vanguard Group Inc 17.53M (10.34%) 172.96K
Increased by +0.99%
Sep 30, 24
3 FMR Inc 13.78M (8.13%) -728.71K
Decreased by -5.29%
Sep 30, 24
4 Wellington Management Company LLP 13.23M (7.80%) -1.60M
Decreased by -12.10%
Sep 30, 24
5 State Street Corp 6.11M (3.61%) 188.36K
Increased by +3.08%
Sep 30, 24
6 State Street Corporation 5.57M (3.29%) 128.99K
Increased by +2.31%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 4.61M (2.72%) -3.68M
Decreased by -79.78%
Sep 30, 24
8 Geode Capital Management, LLC 4.00M (2.36%) 51.02K
Increased by +1.27%
Sep 30, 24
9 Bank of New York Mellon Corp 3.58M (2.11%) -671.76K
Decreased by -18.75%
Sep 30, 24
10 Hotchkis & Wiley Capital Management LLC 3.42M (2.02%) -615.84K
Decreased by -17.99%
Sep 30, 24
11 Brown Advisory Holdings Inc 3.00M (1.77%) 669.07K
Increased by +22.31%
Sep 30, 24
12 AllianceBernstein L.P. 2.99M (1.76%) -440.12K
Decreased by -14.74%
Sep 30, 24
13 Rubric Capital Management LP 2.78M (1.64%) -431.08K
Decreased by -15.49%
Sep 30, 24
14 Greenhouse Funds LLLP 2.52M (1.48%) 13.24K
Increased by +0.53%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 2.49M (1.47%) -56.86K
Decreased by -2.28%
Sep 30, 24
16 D. E. Shaw & Co LP 2.21M (1.30%) 609.99K
Increased by +27.58%
Sep 30, 23
17 Northern Trust Corp 2.12M (1.25%) 140.63K
Increased by +6.64%
Sep 30, 24
18 Charles Schwab Investment Management Inc 2.10M (1.24%) 457.22K
Increased by +21.79%
Sep 30, 24
19 Thrivent Financial For Lutherans 2.00M (1.18%) 9.79K
Increased by +0.49%
Sep 30, 24
20 Millennium Management LLC 2.00M (1.18%) -1.84M
Decreased by -92.15%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.50M (3.24%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.40M (3.18%) -19.08K
Decreased by -0.35%
Oct 31, 24
3 iShares Russell 2000 ETF 4.81M (2.84%) 0.00
Increased by 0.00%
Nov 30, 24
4 Vanguard Small Cap Index 4.30M (2.53%) 8.40K
Increased by +0.20%
Oct 31, 24
5 Fidelity Series Stk Selec Lg Cp Val 3.50M (2.07%) 0.00
Increased by 0.00%
Oct 31, 24
6 Vanguard Explorer Inv 3.45M (2.04%) 15.94K
Increased by +0.46%
Sep 30, 24
7 Vanguard Small Cap Value Index Inv 2.90M (1.71%) -1.00K
Decreased by -0.03%
Oct 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 2.54M (1.50%) -9.13K
Decreased by -0.36%
Oct 31, 24
9 Fidelity® Series Stk Selec Lg Cp Val 2.52M (1.48%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Growth Compy Commingled Pl S 1.92M (1.13%) 15.73K
Increased by +0.82%
Oct 31, 24
11 Fidelity Growth Compy Commingled Pl O 1.89M (1.12%) 0.00
Increased by 0.00%
Aug 31, 24
12 Fidelity Small Cap Index 1.74M (1.02%) -11.34K
Decreased by -0.65%
Sep 30, 24
13 Fidelity® Puritan® 1.71M (1.01%) 545.50K
Increased by +31.85%
Oct 31, 23
14 Fidelity Small Cap Growth 1.71M (1.01%) 0.00
Increased by 0.00%
Sep 30, 24
15 iShares Russell 2000 Growth ETF 1.42M (0.83%) 0.00
Increased by 0.00%
Nov 30, 24
16 Vanguard Windsor™ II Inv 1.40M (0.83%) 0.00
Increased by 0.00%
Sep 30, 24
17 Fidelity® Small Cap Index 1.38M (0.81%) 39.17K
Increased by +2.85%
Oct 31, 23
18 Fidelity Growth Company Fund 1.35M (0.80%) -25.00K
Decreased by -1.85%
Oct 31, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 1.35M (0.79%) -19.84K
Decreased by -1.47%
Oct 31, 24
20 Fidelity® Growth Company 1.31M (0.77%) 44.40K
Increased by +3.38%
Nov 30, 23