Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LMLB 9.98%
2 IJT 0.57%
3 IJR 0.30%
4 IWO 0.22%
5 IWM 0.15%
6 PKW 0.10%
7 JKL 0.09%
8 ISCV 0.09%
9 ISCG 0.08%
10 ISCB 0.08%
11 JKJ 0.08%
12 IWN 0.08%
13 JKK 0.08%
14 SMLF 0.06%
15 HKND 0.01%
16 ITOT 0.01%
17 IWV 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.91M (13.87%) 7.58M
Increased by +54.52%
Sep 30, 24
2 Vanguard Group Inc 9.99M (9.96%) 5.40M
Increased by +54.04%
Sep 30, 24
3 H PARTNERS MANAGEMENT, LLC 6.41M (6.39%) -200.00K
Decreased by -3.12%
Sep 30, 24
4 59 North Capital Management, LP 3.20M (3.20%) 1.02M
Increased by +31.69%
Sep 30, 24
5 State Street Corp 3.17M (3.16%) 1.57M
Increased by +49.63%
Sep 30, 24
6 ING Groep NV 2.62M (2.61%) 2.62M
Increased by +100.00%
Sep 30, 24
7 DENDUR CAPITAL LP 2.61M (2.60%) 2.61M
Increased by +100.00%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 2.57M (2.56%) 1.20M
Increased by +46.75%
Sep 30, 24
9 Barclays PLC 2.50M (2.50%) 760.15K
Increased by +30.36%
Mar 31, 24
10 Bank of America Corp 2.35M (2.34%) 2.10M
Increased by +89.25%
Sep 30, 24
11 JPMorgan Chase & Co 2.22M (2.21%) 1.03M
Increased by +46.61%
Sep 30, 24
12 Geode Capital Management, LLC 2.10M (2.10%) 1.16M
Increased by +55.07%
Sep 30, 24
13 Simcoe Capital Management, LLC 2.04M (2.03%) 2.04M
Increased by +100.00%
Sep 30, 24
14 Barrow Hanley Mewhinney & Strauss LLC 1.93M (1.93%) -51.11K
Decreased by -2.64%
Sep 30, 24
15 Waratah Capital Advisors Ltd 1.85M (1.84%) 0.00
Increased by 0.00%
Mar 31, 24
16 Hawk Ridge Management LLC 1.72M (1.71%) 1.46M
Increased by +85.04%
Sep 30, 24
17 Spears Abacus Advisors LLC 1.65M (1.64%) 652.59K
Increased by +39.65%
Sep 30, 24
18 40 North Industries LLC 1.54M (1.54%) 1.54M
Increased by +100.00%
Sep 30, 24
19 Long Pond Capital, LP 1.45M (1.44%) 1.45M
Increased by +100.00%
Sep 30, 24
20 Centerbridge Partners, L.P. 1.31M (1.31%) -2.46K
Decreased by -0.19%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.02M (6.00%) 2.63K
Increased by +0.04%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.83M (2.82%) 3.23K
Increased by +0.11%
Dec 31, 24
3 iShares Russell 2000 ETF 2.50M (2.49%) -9.57K
Decreased by -0.38%
Dec 31, 24
4 Vanguard Small Cap Index 2.30M (2.29%) 21.73K
Increased by +0.95%
Dec 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 1.41M (1.40%) 10.35K
Increased by +0.74%
Dec 31, 24
6 Vanguard Small Cap Growth Index Inv 1.30M (1.30%) 50.88K
Increased by +3.90%
Dec 31, 24
7 Bridge Builder Large Cap Value 1.15M (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
8 Fidelity Small Cap Index 945.87K (0.94%) 3.51K
Increased by +0.37%
Oct 31, 24
9 JPMorgan Small Cap Growth A 933.01K (0.93%) 69.42K
Increased by +7.44%
Nov 30, 24
10 American Funds SMALLCAP World A 878.12K (0.88%) 0.00
Increased by 0.00%
Dec 31, 24
11 iShares S&P Small-Cap 600 Growth ETF 870.75K (0.87%) -1.95K
Decreased by -0.22%
Dec 31, 24
12 SPDR® Portfolio S&P 600™ Sm Cap ETF 853.77K (0.85%) 0.00
Increased by 0.00%
Dec 31, 24
13 Thrivent Small Cap Stock A 700.62K (0.70%) 0.00
Increased by 0.00%
Oct 31, 23
14 iShares Russell 2000 Growth ETF 632.57K (0.63%) 0.00
Increased by 0.00%
Dec 31, 24
15 Vanguard Tax-Managed Small Cap Adm 632.00K (0.63%) -15.95K
Decreased by -2.52%
Dec 31, 24
16 State St Russell Sm/Mid Cp® Indx NL Cl C 527.02K (0.53%) 58.64K
Increased by +11.13%
Dec 31, 24
17 Fidelity Extended Market Index 516.26K (0.51%) -1.37K
Decreased by -0.27%
Nov 30, 24
18 SPDR® S&P 600 Small Cap Growth ETF 489.43K (0.49%) 0.00
Increased by 0.00%
Dec 31, 24
19 Schwab US Small-Cap ETF™ 451.74K (0.45%) 0.00
Increased by 0.00%
Dec 31, 24
20 Vanguard Russell 2000 ETF 440.78K (0.44%) 4.43K
Increased by +1.00%
Dec 31, 24