Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LMLB 9.98%
2 IJT 0.60%
3 IJR 0.30%
4 IWO 0.22%
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 Morgan Stanley - Brokerage Accounts 4.59M (4.57%) -83.58K
Decreased by -1.82%
Mar 31, 24
2 Goldman Sachs Group Inc 4.41M (4.40%) -3.61M
Decreased by -81.83%
Mar 31, 24
3 ING Groep NV 3.80M (3.79%) 0.00
Increased by 0.00%
Mar 31, 24
4 UBS Group AG 2.89M (2.88%) -157.98K
Decreased by -5.47%
Mar 31, 24
5 Barclays PLC 2.50M (2.50%) 760.15K
Increased by +30.36%
Mar 31, 24
6 JPMorgan Chase & Co 2.50M (2.50%) -456.17K
Decreased by -18.22%
Mar 31, 24
7 Bank of America Corp 1.99M (1.98%) -55.92K
Decreased by -2.81%
Mar 31, 24
8 Waratah Capital Advisors Ltd 1.85M (1.84%) 0.00
Increased by 0.00%
Mar 31, 24
9 Neuberger Berman Group LLC 1.36M (1.35%) -62.90K
Decreased by -4.63%
Mar 31, 24
10 Centerbridge Partners, L.P. 1.31M (1.31%) -2.46K
Decreased by -0.19%
Sep 30, 23
11 Jgd Management Corp 1.24M (1.23%) 204.71K
Increased by +16.54%
Mar 31, 24
12 Natixis SA 1.09M (1.08%) 0.00
Increased by 0.00%
Mar 31, 24
13 Jefferies Financial Group Inc 737.91K (0.74%) 695.59K
Increased by +94.26%
Mar 31, 24
14 Nomura Holdings Inc 559.18K (0.56%) -122.31K
Decreased by -21.87%
Mar 31, 24
15 CI Investments Inc 452.83K (0.45%) -1.11K
Decreased by -0.24%
Mar 31, 24
16 Principal Financial Group Inc 440.57K (0.44%) 232.02K
Increased by +52.66%
Sep 30, 24
17 Thrivent Financial For Lutherans 387.53K (0.39%) 46.98K
Increased by +12.12%
Mar 31, 24
18 Impala Asset Management LLC 379.04K (0.38%) 68.15K
Increased by +17.98%
Sep 30, 23
19 Davenport & Company LLC 362.39K (0.36%) 362.39K
Increased by +100.00%
Sep 30, 24
20 Susquehanna International Group, LLP 315.89K (0.32%) 300.86K
Increased by +95.24%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.93M (5.92%) 5.30K
Increased by +0.09%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.85M (2.84%) 2.48K
Increased by +0.09%
Sep 30, 24
3 iShares Russell 2000 ETF 2.39M (2.38%) -5.36K
Decreased by -0.22%
Oct 31, 24
4 Vanguard Small Cap Index 2.26M (2.25%) -19.91K
Decreased by -0.88%
Sep 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 1.40M (1.39%) -24.93K
Decreased by -1.78%
Sep 30, 24
6 Vanguard Small Cap Growth Index Inv 1.25M (1.24%) -12.11K
Decreased by -0.97%
Sep 30, 24
7 Bridge Builder Large Cap Value 1.15M (1.15%) -20.66K
Decreased by -1.79%
Oct 31, 24
8 iShares S&P Small-Cap 600 Growth ETF 903.20K (0.90%) 0.00
Increased by 0.00%
Oct 31, 24
9 American Funds SMALLCAP World A 878.12K (0.88%) 0.00
Increased by 0.00%
Sep 30, 24
10 JPMorgan Small Cap Growth A 872.61K (0.87%) 132.45K
Increased by +15.18%
Sep 30, 24
11 SPDR® Portfolio S&P 600™ Sm Cap ETF 822.32K (0.82%) 6.20K
Increased by +0.75%
Oct 31, 24
12 Thrivent Small Cap Stock A 700.62K (0.70%) 0.00
Increased by 0.00%
Oct 31, 23
13 Vanguard Tax-Managed Small Cap Adm 649.31K (0.65%) -21.97K
Decreased by -3.38%
Sep 30, 24
14 iShares Russell 2000 Growth ETF 615.64K (0.61%) 0.00
Increased by 0.00%
Oct 31, 24
15 Fidelity Extended Market Index 541.01K (0.54%) -17.10K
Decreased by -3.16%
Sep 30, 24
16 SPDR® S&P 600 Small Cap Growth ETF 504.80K (0.50%) 0.00
Increased by 0.00%
Oct 31, 24
17 Schwab US Small-Cap ETF™ 449.01K (0.45%) 0.00
Increased by 0.00%
Oct 31, 24
18 Fidelity Small Cap Index 434.83K (0.43%) -9.72K
Decreased by -2.24%
Aug 31, 24
19 Vanguard Russell 2000 ETF 418.55K (0.42%) 246.59K
Increased by +58.92%
Sep 30, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 386.68K (0.39%) 22.30K
Increased by +5.77%
Oct 31, 24