Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 5.80%
2 EWI 4.69%
3 HEWI 4.50%
4 FLIY 4.04%
5 BOUT 2.80%
6 COWS 2.63%
7 EFAS 2.39%
8 FTDS 2.16%
9 SRHQ 1.96%
10 RUNN 1.95%
11 BRNY 1.91%
12 JHID 1.91%
13 DMDV 1.86%
14 MGMT 1.51%
15 VGFO 1.49%
16 FXR 1.32%
17 CID 1.32%
18 WBIF 1.27%
19 MPAY 1.26%
20 EUFN 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 24.57M (15.16%) -2.42M
Decreased by -9.87%
Sep 30, 24
2 BlackRock Inc 19.93M (12.30%) -146.24K
Decreased by -0.73%
Jun 30, 24
3 Vanguard Group Inc 16.90M (10.43%) -289.04K
Decreased by -1.71%
Sep 30, 24
4 Nalanda India Equity Fund Ltd. 12.69M (7.83%) 0.00
Increased by 0.00%
Sep 30, 24
5 Fiduciary Management, Inc. of Milwaukee 9.49M (5.86%) -94.39K
Decreased by -0.99%
Sep 30, 24
6 Victory Capital Management Inc. 8.34M (5.15%) -851.05K
Decreased by -10.20%
Sep 30, 24
7 Wellington Management Company LLP 4.97M (3.07%) -4.96M
Decreased by -99.75%
Mar 31, 24
8 Fidelity International Ltd 4.88M (3.01%) 1.62M
Increased by +33.28%
Sep 30, 24
9 State Street Corp 4.65M (2.87%) -45.05K
Decreased by -0.97%
Sep 30, 24
10 State Street Corporation 4.62M (2.85%) 78.60K
Increased by +1.70%
Mar 31, 24
11 Franklin Resources Inc 4.15M (2.56%) 252.67K
Increased by +6.09%
Sep 30, 24
12 Brown Advisory Holdings Inc 3.91M (2.41%) -428.83K
Decreased by -10.97%
Sep 30, 23
13 First Trust Advisors L.P. 3.85M (2.38%) -101.96K
Decreased by -2.65%
Sep 30, 24
14 Geode Capital Management, LLC 3.69M (2.28%) 413.65K
Increased by +11.21%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 3.64M (2.25%) 313.64K
Increased by +8.62%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 3.42M (2.11%) -1.04M
Decreased by -30.31%
Jun 30, 24
17 JPMorgan Chase & Co 3.13M (1.93%) 2.06M
Increased by +65.85%
Sep 30, 24
18 AllianceBernstein L.P. 3.03M (1.87%) -67.19K
Decreased by -2.22%
Sep 30, 24
19 Westfield Capital Management Company, LP 2.99M (1.85%) 43.70K
Increased by +1.46%
Dec 31, 23
20 Citadel Advisors Llc 2.36M (1.46%) 1.49M
Increased by +63.01%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Established Value R 6.00M (3.70%) -430.00K
Decreased by -7.17%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.64M (3.48%) -18.80K
Decreased by -0.33%
Oct 31, 24
3 iShares Core S&P Mid-Cap ETF 5.26M (3.25%) 10.32K
Increased by +0.20%
Nov 27, 24
4 Vanguard Small Cap Index 4.47M (2.76%) 8.75K
Increased by +0.20%
Oct 31, 24
5 Fidelity Low-Priced Stock 4.28M (2.64%) -2.04K
Decreased by -0.05%
Aug 31, 24
6 FMI International Investor 4.22M (2.61%) -75.00K
Decreased by -1.78%
Sep 30, 24
7 Fiduciary Mgt of Milwaukee Intl Comp 4.22M (2.61%) -75.00K
Decreased by -1.78%
Sep 30, 24
8 Fidelity® Low-Priced Stock 3.98M (2.46%) 789.78K
Increased by +19.85%
Oct 31, 23
9 Vanguard Small Cap Value Index Inv 3.02M (1.86%) -1.04K
Decreased by -0.03%
Oct 31, 24
10 Strategic Advisers Fidelity US TtlStk 2.85M (1.76%) -307.32K
Decreased by -10.77%
Sep 30, 24
11 Vanguard Small Cap Growth Index Inv 2.63M (1.62%) 16.27K
Increased by +0.62%
Nov 30, 23
12 FMI Common Stock Investor 2.62M (1.61%) 0.00
Increased by 0.00%
Sep 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 2.43M (1.50%) -13.48K
Decreased by -0.56%
Oct 31, 24
14 Fidelity Small Cap Discovery 2.24M (1.38%) 0.00
Increased by 0.00%
Aug 31, 24
15 Hartford MidCap Y 2.09M (1.29%) -43.93K
Decreased by -2.10%
Dec 31, 23
16 Fidelity Small Cap Value Fund 1.97M (1.21%) 0.00
Increased by 0.00%
Aug 31, 24
17 First Trust SMID Cp Rising Div Achv ETF 1.95M (1.21%) 8.84K
Increased by +0.45%
Nov 28, 24
18 Vanguard Windsor Investor Shares 1.89M (1.17%) -997.44K
Decreased by -52.83%
Mar 31, 24
19 FullerThaler Behavioral Small-Cap Value 1.83M (1.13%) -350.00
Decreased by -0.02%
Sep 30, 24
20 Undiscovered Managers Behavioral Val L 1.73M (1.07%) 0.00
Increased by 0.00%
Sep 30, 24