Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LMLB 9.98%
2 IJT 0.65%
3 IJR 0.30%
4 IWO 0.23%
5 IWM 0.15%
6 PKW 0.10%
7 IWN 0.08%
8 SMLF 0.06%
9 HKND 0.01%
10 ITOT 0.01%
11 IWV 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.99M (9.96%) 5.40M
Increased by +54.04%
Sep 30, 24
2 H PARTNERS MANAGEMENT, LLC 6.41M (6.39%) -200.00K
Decreased by -3.12%
Sep 30, 24
3 59 North Capital Management, LP 3.20M (3.20%) 1.02M
Increased by +31.69%
Sep 30, 24
4 State Street Corp 3.17M (3.16%) 1.57M
Increased by +49.63%
Sep 30, 24
5 ING Groep NV 2.62M (2.61%) 2.62M
Increased by +100.00%
Sep 30, 24
6 DENDUR CAPITAL LP 2.61M (2.60%) 2.61M
Increased by +100.00%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 2.57M (2.56%) 1.20M
Increased by +46.75%
Sep 30, 24
8 Barclays PLC 2.50M (2.50%) 760.15K
Increased by +30.36%
Mar 31, 24
9 Bank of America Corp 2.35M (2.34%) 2.10M
Increased by +89.25%
Sep 30, 24
10 JPMorgan Chase & Co 2.22M (2.21%) 1.03M
Increased by +46.61%
Sep 30, 24
11 Geode Capital Management, LLC 2.10M (2.10%) 1.16M
Increased by +55.07%
Sep 30, 24
12 Simcoe Capital Management, LLC 2.04M (2.03%) 2.04M
Increased by +100.00%
Sep 30, 24
13 Barrow Hanley Mewhinney & Strauss LLC 1.93M (1.93%) -51.11K
Decreased by -2.64%
Sep 30, 24
14 Waratah Capital Advisors Ltd 1.85M (1.84%) 0.00
Increased by 0.00%
Mar 31, 24
15 Hawk Ridge Management LLC 1.72M (1.71%) 1.46M
Increased by +85.04%
Sep 30, 24
16 Spears Abacus Advisors LLC 1.65M (1.64%) 652.59K
Increased by +39.65%
Sep 30, 24
17 40 North Industries LLC 1.54M (1.54%) 1.54M
Increased by +100.00%
Sep 30, 24
18 Long Pond Capital, LP 1.45M (1.44%) 1.45M
Increased by +100.00%
Sep 30, 24
19 Centerbridge Partners, L.P. 1.31M (1.31%) -2.46K
Decreased by -0.19%
Sep 30, 23
20 Jgd Management Corp 1.29M (1.29%) 1.29M
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.03M (6.01%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.83M (2.83%) -14.20K
Decreased by -0.50%
Oct 31, 24
3 iShares Russell 2000 ETF 2.63M (2.62%) 0.00
Increased by 0.00%
Nov 30, 24
4 Vanguard Small Cap Index 2.26M (2.26%) 4.45K
Increased by +0.20%
Oct 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 1.39M (1.39%) -7.47K
Decreased by -0.54%
Oct 31, 24
6 Vanguard Small Cap Growth Index Inv 1.24M (1.24%) -1.80K
Decreased by -0.14%
Oct 31, 24
7 Bridge Builder Large Cap Value 1.15M (1.15%) 0.00
Increased by 0.00%
Nov 30, 24
8 Fidelity Small Cap Index 942.35K (0.94%) 507.52K
Increased by +53.86%
Sep 30, 24
9 iShares S&P Small-Cap 600 Growth ETF 913.93K (0.91%) 0.00
Increased by 0.00%
Nov 30, 24
10 American Funds SMALLCAP World A 878.12K (0.88%) 0.00
Increased by 0.00%
Sep 30, 24
11 JPMorgan Small Cap Growth A 863.59K (0.86%) -9.02K
Decreased by -1.04%
Oct 31, 24
12 SPDR® Portfolio S&P 600™ Sm Cap ETF 850.08K (0.85%) 785.00
Increased by +0.09%
Nov 29, 24
13 Thrivent Small Cap Stock A 700.62K (0.70%) 0.00
Increased by 0.00%
Oct 31, 23
14 Vanguard Tax-Managed Small Cap Adm 647.96K (0.65%) -1.35K
Decreased by -0.21%
Oct 31, 24
15 iShares Russell 2000 Growth ETF 621.45K (0.62%) 0.00
Increased by 0.00%
Nov 30, 24
16 Fidelity Extended Market Index 517.63K (0.52%) -23.38K
Decreased by -4.52%
Oct 31, 24
17 SPDR® S&P 600 Small Cap Growth ETF 510.36K (0.51%) 0.00
Increased by 0.00%
Nov 30, 24
18 State St Russell Sm/Mid Cp® Indx NL Cl C 468.38K (0.47%) 81.70K
Increased by +17.44%
Nov 30, 24
19 Schwab US Small-Cap ETF™ 451.76K (0.45%) 512.00
Increased by +0.11%
Nov 30, 24
20 Vanguard Russell 2000 ETF 415.94K (0.41%) -2.60K
Decreased by -0.63%
Oct 31, 24