Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFV 1.44%
2 HONR 1.24%
3 XMVM 1.20%
4 RWK 0.97%
5 EZY 0.70%
6 FYT 0.68%
7 FTXR 0.59%
8 AVUV 0.52%
9 QQQS 0.50%
10 FESM 0.42%
11 FNK 0.31%
12 USVM 0.29%
13 FYX 0.26%
14 ISMD 0.23%
15 EBIT 0.23%
16 DFSV 0.22%
17 MADE 0.22%
18 VTWV 0.21%
19 DFVE 0.21%
20 IVOV 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 35.21M (13.41%) -1.15M
Decreased by -3.27%
Jun 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 9.15M (3.49%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.85M (3.37%) -46.37K
Decreased by -0.52%
Oct 31, 24
3 Avantis US Small Cap Value ETF 8.51M (3.24%) 31.92K
Increased by +0.38%
Nov 30, 24
4 iShares Russell 2000 ETF 8.06M (3.07%) 0.00
Increased by 0.00%
Nov 30, 24
5 Vanguard Small Cap Index 7.13M (2.72%) 13.96K
Increased by +0.20%
Oct 31, 24
6 Vanguard Small Cap Value Index Inv 4.82M (1.84%) -1.66K
Decreased by -0.03%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 4.24M (1.61%) -46.44K
Decreased by -1.10%
Oct 31, 24
8 DFA US Small Cap Value I 4.23M (1.61%) -434.41K
Decreased by -10.27%
Oct 31, 24
9 Fidelity Small Cap Index 2.89M (1.10%) -23.97K
Decreased by -0.83%
Sep 30, 24
10 iShares Russell 2000 Value ETF 2.81M (1.07%) 0.00
Increased by 0.00%
Nov 30, 24
11 Fidelity® Small Cap Index 2.72M (1.03%) 79.58K
Increased by +2.93%
Oct 31, 23
12 SPDR® S&P MIDCAP 400 ETF Trust 2.24M (0.85%) -33.00K
Decreased by -1.47%
Oct 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%) -69.93K
Decreased by -3.45%
Oct 31, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 1.74M (0.66%) 0.00
Increased by 0.00%
Nov 30, 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 1.63M (0.62%) 0.00
Increased by 0.00%
Nov 29, 24
18 Fidelity Extended Market Index 1.58M (0.60%) -70.11K
Decreased by -4.43%
Oct 31, 24
19 iShares S&P Mid-Cap 400 Value ETF 1.56M (0.59%) 0.00
Increased by 0.00%
Nov 30, 24
20 Fidelity® Extended Market Index 1.52M (0.58%) 0.00
Increased by 0.00%
Nov 30, 23