Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PWER 4.06%
2 UTRN 3.89%
3 CNRG 3.53%
4 CTEX 3.16%
5 SIMS 3.09%
6 FEMA 2.62%
7 FIXT 2.51%
8 SAEF 2.41%
9 TEMP 2.38%
10 NBCT 1.71%
11 RGI 1.41%
12 RSPN 1.41%
13 HIPR 1.28%
14 ALTL 1.28%
15 DVLU 0.98%
16 FXR 0.96%
17 ECLN 0.93%
18 CLMA 0.93%
19 QMID 0.90%
20 MADE 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.75M (11.55%) -104.60K
Decreased by -1.55%
Sep 30, 24
2 BlackRock Inc 3.78M (6.47%) 115.91K
Increased by +3.07%
Jun 30, 24
3 State Street Corporation 2.21M (3.78%) 11.87K
Increased by +0.54%
Mar 31, 24
4 State Street Corp 2.16M (3.70%) -22.02K
Decreased by -1.02%
Sep 30, 24
5 Ariel Investments, LLC 1.80M (3.09%) -123.70K
Decreased by -6.85%
Sep 30, 24
6 FMR Inc 1.75M (2.99%) -472.79K
Decreased by -27.09%
Sep 30, 24
7 Geode Capital Management, LLC 1.43M (2.44%) -2.39K
Decreased by -0.17%
Sep 30, 24
8 Capital World Investors 1.39M (2.38%) 1.80K
Increased by +0.13%
Sep 30, 24
9 Boston Partners Global Investors, Inc 1.37M (2.34%) 439.36K
Increased by +32.08%
Sep 30, 24
10 Macquarie Group Ltd 1.23M (2.11%) -79.99K
Decreased by -6.50%
Sep 30, 24
11 Amvescap Plc. 1.17M (2.00%) 84.98K
Increased by +7.27%
Sep 30, 24
12 Holocene Advisors, LP 1.12M (1.92%) 9.56K
Increased by +0.85%
Jun 30, 24
13 Impax Asset Management Group PLC 936.14K (1.60%) -29.65K
Decreased by -3.17%
Sep 30, 24
14 Brown Advisory Holdings Inc 842.79K (1.44%) -643.61K
Decreased by -76.37%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 759.82K (1.30%) -914.43K
Decreased by -120.35%
Sep 30, 24
16 William Blair Investment Management, LLC 743.33K (1.27%) 743.33K
Increased by +100.00%
Jun 30, 24
17 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 721.37K (1.23%) -41.90K
Decreased by -5.81%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 711.59K (1.22%) 8.77K
Increased by +1.23%
Sep 30, 24
19 Ameriprise Financial Inc 710.41K (1.22%) 116.18K
Increased by +16.35%
Sep 30, 24
20 Royal Bank of Canada 647.48K (1.11%) -56.40K
Decreased by -8.71%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.91M (3.27%) -7.24K
Decreased by -0.38%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 1.59M (2.73%) 18.07K
Increased by +1.13%
Oct 31, 24
3 Vanguard Small Cap Index 1.51M (2.58%) 2.95K
Increased by +0.20%
Oct 31, 24
4 JHancock Disciplined Value Mid Cap I 1.18M (2.02%) 172.56K
Increased by +14.62%
Oct 31, 24
5 Invesco S&P 500® Equal Weight ETF 978.67K (1.67%) 1.38K
Increased by +0.14%
Nov 29, 24
6 American Funds Growth Fund of Amer A 942.79K (1.61%) 0.00
Increased by 0.00%
Sep 30, 24
7 Capital Group Growth Fnd of Amer Comp 942.79K (1.61%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Small Cap Growth Index Inv 827.85K (1.42%) -2.45K
Decreased by -0.30%
Oct 31, 24
9 Delaware Ivy Mid Cap Growth A 787.19K (1.35%) -72.23K
Decreased by -9.18%
Oct 31, 24
10 SPDR® S&P 500® ETF Trust 743.19K (1.27%) 4.34K
Increased by +0.58%
Nov 30, 24
11 SPDR® S&P 500 ETF Trust 740.60K (1.27%) -5.69K
Decreased by -0.77%
Mar 31, 24
12 Fidelity 500 Index 738.25K (1.26%) -1.21K
Decreased by -0.16%
Oct 31, 24
13 Fidelity® 500 Index 725.31K (1.24%) 4.62K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 679.61K (1.16%) 0.00
Increased by 0.00%
Nov 30, 24
15 Fidelity Growth Compy Commingled Pl O 550.24K (0.94%) 0.00
Increased by 0.00%
Aug 31, 24
16 Ariel Fund Investor 525.55K (0.90%) -31.64K
Decreased by -6.02%
Sep 30, 24
17 Vanguard Explorer Inv 475.32K (0.81%) 121.31K
Increased by +25.52%
Sep 30, 24
18 BNP Paribas Climate Impact Privl C 472.74K (0.81%) 86.00
Increased by +0.02%
Feb 29, 24
19 Fidelity Growth Compy Commingled Pl S 466.68K (0.80%) 3.86K
Increased by +0.83%
Oct 31, 24
20 Brown Advisory Growth Equity Inv 413.72K (0.71%) -5.73K
Decreased by -1.38%
Jan 31, 24