Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFV 2.86%
2 HONR 1.24%
3 XMVM 1.20%
4 RWK 0.80%
5 EZY 0.70%
6 PAMC 0.69%
7 FYT 0.65%
8 FTXR 0.59%
9 AVUV 0.53%
10 QQQS 0.47%
11 FESM 0.33%
12 FNK 0.31%
13 USVM 0.29%
14 FYX 0.26%
15 ISMD 0.23%
16 EBIT 0.23%
17 DFSV 0.22%
18 MADE 0.21%
19 DFVE 0.21%
20 IWN 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 36.63M (13.95%) 1.42M
Increased by +3.88%
Sep 30, 24
2 Vanguard Group Inc 30.65M (11.67%) 933.59K
Increased by +3.05%
Sep 30, 24
3 Wellington Management Company LLP 25.25M (9.62%) -2.21M
Decreased by -8.74%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 15.73M (5.99%) -1.05M
Decreased by -6.68%
Sep 30, 24
5 State Street Corp 10.49M (4.00%) 24.89K
Increased by +0.24%
Sep 30, 24
6 State Street Corporation 10.31M (3.93%) 196.01K
Increased by +1.90%
Mar 31, 24
7 AllianceBernstein L.P. 9.43M (3.59%) 1.34M
Increased by +14.17%
Dec 31, 23
8 American Century Companies Inc 8.75M (3.33%) 1.50M
Increased by +17.10%
Sep 30, 24
9 Geode Capital Management, LLC 7.05M (2.69%) 86.23K
Increased by +1.22%
Sep 30, 24
10 UBS Group AG 6.19M (2.36%) -4.20M
Decreased by -67.79%
Sep 30, 23
11 LSV Asset Management 5.74M (2.18%) -630.61K
Decreased by -10.99%
Sep 30, 24
12 NORGES BANK 5.38M (2.05%) 713.24K
Increased by +13.25%
Jun 30, 24
13 Nomura Holdings Inc 5.38M (2.05%) 1.56M
Increased by +28.96%
Jun 30, 24
14 Goldman Sachs Group Inc 5.35M (2.04%) -666.73K
Decreased by -12.45%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 4.76M (1.81%) -2.71M
Decreased by -56.87%
Sep 30, 24
16 Victory Capital Management Inc. 4.75M (1.81%) 4.63M
Increased by +97.51%
Sep 30, 24
17 Marshall Wace Asset Management Ltd 4.73M (1.80%) 4.57M
Increased by +96.66%
Mar 31, 24
18 Citadel Advisors Llc 4.21M (1.60%) 1.96M
Increased by +46.47%
Sep 30, 23
19 Segall Bryant & Hamill 4.10M (1.56%) 484.20K
Increased by +11.80%
Sep 30, 24
20 Electron Capital Partners, LLC 4.05M (1.54%) -60.42K
Decreased by -1.49%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 9.28M (3.53%) 30.70K
Increased by +0.33%
Dec 31, 24
2 Avantis US Small Cap Value ETF 8.75M (3.33%) 3.38K
Increased by +0.04%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 8.18M (3.12%) -634.28K
Decreased by -7.75%
Dec 31, 24
4 iShares Russell 2000 ETF 7.67M (2.92%) -29.45K
Decreased by -0.38%
Dec 31, 24
5 Vanguard Small Cap Index 6.53M (2.49%) -644.02K
Decreased by -9.86%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 4.34M (1.65%) 86.32K
Increased by +1.99%
Dec 31, 24
7 Vanguard Small Cap Value Index Inv 4.34M (1.65%) -527.93K
Decreased by -12.18%
Dec 31, 24
8 DFA US Small Cap Value I 4.23M (1.61%) 0.00
Increased by 0.00%
Nov 30, 24
9 Fidelity Small Cap Index 2.90M (1.10%) 10.48K
Increased by +0.36%
Oct 31, 24
10 Fidelity® Small Cap Index 2.72M (1.03%) 79.58K
Increased by +2.93%
Oct 31, 23
11 iShares Russell 2000 Value ETF 2.69M (1.02%) -75.26K
Decreased by -2.80%
Dec 31, 24
12 SPDR® S&P MIDCAP 400 ETF Trust 2.38M (0.90%) 64.74K
Increased by +2.73%
Dec 31, 24
13 AB Discovery Value Advisor 2.05M (0.78%) -89.12K
Decreased by -4.35%
Dec 31, 23
14 DFA US Targeted Value I 2.03M (0.77%) 0.00
Increased by 0.00%
Nov 30, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 1.71M (0.65%) -27.52K
Decreased by -1.61%
Dec 31, 24
16 Hartford Capital Appreciation Y 1.65M (0.63%) 249.40K
Increased by +15.09%
May 31, 24
17 Dimensional US Targeted Value ETF 1.64M (0.63%) 0.00
Increased by 0.00%
Dec 31, 24
18 Fidelity Extended Market Index 1.57M (0.60%) -10.37K
Decreased by -0.66%
Nov 30, 24
19 iShares S&P Mid-Cap 400 Value ETF 1.57M (0.60%) 0.00
Increased by 0.00%
Dec 31, 24
20 Fidelity® Extended Market Index 1.52M (0.58%) 0.00
Increased by 0.00%
Nov 30, 23