Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 4.16%
2 XSMO 2.29%
3 CAFG 1.93%
4 FFTY 1.79%
5 VIOG 1.46%
6 IJT 1.37%
7 JSMD 1.32%
8 SLYG 1.30%
9 PXSG 1.26%
10 RFG 1.16%
11 BUL 1.04%
12 SMCP 1.04%
13 PEXL 0.99%
14 ESIX 0.96%
15 RZG 0.84%
16 ERSX 0.81%
17 SCDS 0.78%
18 VNMC 0.73%
19 ROGS 0.73%
20 QVMS 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.77M (15.99%) 16.22K
Increased by +0.28%
Jun 30, 24
2 Vanguard Group Inc 4.02M (11.14%) -344.58K
Decreased by -8.56%
Sep 30, 24
3 FMR Inc 1.96M (5.42%) -183.36K
Decreased by -9.37%
Sep 30, 24
4 State Street Corporation 1.36M (3.77%) 29.26K
Increased by +2.15%
Mar 31, 24
5 Capital Research & Mgmt Co - Division 3 1.29M (3.58%) -299.83K
Decreased by -23.17%
Sep 30, 24
6 State Street Corp 1.28M (3.54%) -70.67K
Decreased by -5.53%
Sep 30, 24
7 Wasatch Advisors Inc. 1.22M (3.37%) -51.63K
Decreased by -4.24%
Sep 30, 23
8 Wellington Management Company LLP 1.17M (3.24%) 19.68K
Increased by +1.68%
Sep 30, 24
9 Geode Capital Management, LLC 986.81K (2.73%) 69.55K
Increased by +7.05%
Sep 30, 24
10 AllianceBernstein L.P. 984.46K (2.73%) -4.06K
Decreased by -0.41%
Sep 30, 24
11 Whale Rock Capital Management LLC 855.77K (2.37%) 175.68K
Increased by +20.53%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 813.00K (2.25%) 64.82K
Increased by +7.97%
Jun 30, 24
13 Wasatch Advisors LP 770.57K (2.13%) -177.73K
Decreased by -23.06%
Sep 30, 24
14 Victory Capital Management Inc. 719.91K (1.99%) -91.84K
Decreased by -12.76%
Sep 30, 23
15 Dimensional Fund Advisors, Inc. 705.61K (1.95%) -97.26K
Decreased by -13.78%
Sep 30, 24
16 JPMorgan Chase & Co 660.40K (1.83%) 24.44K
Increased by +3.70%
Sep 30, 24
17 Amvescap Plc. 650.16K (1.80%) 263.74K
Increased by +40.57%
Jun 30, 24
18 Point72 Asset Management, L.P. 628.33K (1.74%) 628.33K
Increased by +100.00%
Mar 31, 24
19 Paradigm Capital Management, Inc. 531.90K (1.47%) -6.00K
Decreased by -1.13%
Sep 30, 24
20 Baillie Gifford & Co Limited. 499.79K (1.38%) -5.43K
Decreased by -1.09%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.42M (6.70%) 0.00
Increased by 0.00%
Aug 30, 24
2 American Funds SMALLCAP World A 1.32M (3.66%) -220.29K
Decreased by -16.67%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 1.16M (3.21%) 2.30K
Increased by +0.20%
Nov 27, 24
4 Vanguard Total Stock Mkt Idx Inv 1.14M (3.16%) -4.18K
Decreased by -0.37%
Oct 31, 24
5 iShares Russell 2000 ETF 1.01M (2.81%) -2.11K
Decreased by -0.21%
Nov 27, 24
6 Vanguard Small Cap Index 906.71K (2.51%) 1.75K
Increased by +0.19%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 537.02K (1.49%) -2.85K
Decreased by -0.53%
Oct 31, 24
8 Vanguard Small Cap Growth Index Inv 497.46K (1.38%) -1.54K
Decreased by -0.31%
Oct 31, 24
9 Vanguard Information Technology ETF 422.11K (1.17%) 1.92K
Increased by +0.45%
Oct 31, 24
10 Vanguard Explorer Inv 398.93K (1.10%) -35.01K
Decreased by -8.77%
Sep 30, 24
11 Victory Small Cap Value CIT (Net 75) 395.00K (1.09%) -163.05K
Decreased by -41.28%
Sep 30, 23
12 Victory Sycamore Small Company Opp R 395.00K (1.09%) -163.05K
Decreased by -41.28%
Sep 30, 23
13 Fidelity® Series Small Cap Opps 389.16K (1.08%) 0.00
Increased by 0.00%
Oct 31, 23
14 Capital Group AMCAP Composite 377.11K (1.04%) -78.88K
Decreased by -20.92%
Sep 30, 24
15 VA CollegeAmerica Amcap 529A 377.11K (1.04%) -78.88K
Decreased by -20.92%
Sep 30, 24
16 Fidelity® Mid-Cap Stock 376.58K (1.04%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity Small Cap Index 371.04K (1.03%) -2.42K
Decreased by -0.65%
Sep 30, 24
18 iShares S&P Small-Cap 600 Growth ETF 366.34K (1.01%) 0.00
Increased by 0.00%
Aug 30, 24
19 Wasatch Core Growth 363.82K (1.01%) -39.04K
Decreased by -10.73%
Jun 30, 24
20 Fidelity® Small Cap Index 354.94K (0.98%) 9.68K
Increased by +2.73%
Oct 31, 23