Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FBT 2.85%
2 SCAP 2.42%
3 PBE 1.99%
4 CSMD 1.97%
5 IBBJ 1.78%
6 GSC 1.55%
7 BBP 1.38%
8 XBI 1.27%
9 FFLS 1.20%
10 FFND 1.19%
11 JSMD 1.09%
12 PAMC 1.03%
13 GDOC 1.02%
14 FTXH 0.97%
15 BOUT 0.89%
16 EQUL 0.89%
17 SCDS 0.87%
18 LABU 0.80%
19 FSCS 0.79%
20 RNMC 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.62M (14.00%) -621.61K
Decreased by -3.53%
Jun 30, 24
2 Vanguard Group Inc 12.90M (10.24%) 13.64K
Increased by +0.11%
Sep 30, 24
3 State Street Corporation 6.49M (5.15%) 11.75K
Increased by +0.18%
Mar 31, 24
4 State Street Corp 5.81M (4.62%) -673.10K
Decreased by -11.58%
Jun 30, 24
5 Snyder Capital Management LP 4.06M (3.23%) 23.45K
Increased by +0.58%
Sep 30, 24
6 Artisan Partners Limited Partnership 3.72M (2.95%) -73.97K
Decreased by -1.99%
Jun 30, 24
7 AllianceBernstein L.P. 3.55M (2.82%) -117.25K
Decreased by -3.30%
Jun 30, 24
8 Goldman Sachs Group Inc 3.08M (2.45%) 1.35M
Increased by +43.81%
Dec 31, 23
9 Macquarie Group Ltd 3.08M (2.44%) 86.40K
Increased by +2.81%
Jun 30, 24
10 JPMorgan Chase & Co 3.07M (2.44%) -168.64K
Decreased by -5.49%
Jun 30, 24
11 Geode Capital Management, LLC 3.03M (2.41%) 1.85K
Increased by +0.06%
Jun 30, 24
12 Marshall Wace Asset Management Ltd 2.72M (2.16%) 401.29K
Increased by +14.73%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 2.57M (2.04%) -142.57K
Decreased by -5.55%
Jun 30, 24
14 Congress Asset Management Company, LLP 2.43M (1.93%) 1.99M
Increased by +81.70%
Sep 30, 24
15 TD Asset Management Inc 2.37M (1.88%) -175.28K
Decreased by -7.41%
Jun 30, 24
16 Amvescap Plc. 2.22M (1.77%) 135.53K
Increased by +6.09%
Jun 30, 24
17 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.09M (1.66%) 231.86K
Increased by +11.09%
Jun 30, 24
18 Handelsbanken Fonder AB 1.97M (1.56%) 856.20K
Increased by +43.48%
Sep 30, 24
19 Dimensional Fund Advisors, Inc. 1.89M (1.50%) -11.99K
Decreased by -0.64%
Sep 30, 24
20 Bank of America Corp 1.83M (1.45%) 128.50K
Increased by +7.04%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.02M (3.19%) -15.97K
Decreased by -0.40%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 3.99M (3.17%) 2.16K
Increased by +0.05%
Oct 31, 24
3 iShares Russell 2000 ETF 3.21M (2.55%) -7.22K
Decreased by -0.22%
Oct 31, 24
4 Vanguard Small Cap Index 3.18M (2.52%) 6.20K
Increased by +0.20%
Oct 31, 24
5 Aviva Investors GlConvtAbsRet I USD Acc 2.74M (2.18%) 2.74M
Increased by +100.00%
Apr 30, 24
6 SPDR® S&P Biotech ETF 2.00M (1.59%) -28.81K
Decreased by -1.44%
Oct 31, 24
7 Vanguard Explorer Inv 1.98M (1.58%) 152.32K
Increased by +7.68%
Sep 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.89M (1.50%) -51.63K
Decreased by -2.73%
Sep 30, 24
9 Delaware US Small Cap Core Equity (SMA) 1.80M (1.43%) -21.02K
Decreased by -1.17%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 1.80M (1.43%) -21.02K
Decreased by -1.17%
Mar 31, 24
11 Vanguard Small Cap Growth Index Inv 1.75M (1.39%) -1.79K
Decreased by -0.10%
Oct 31, 24
12 Delaware Small Cap Core I 1.74M (1.38%) -10.77K
Decreased by -0.62%
Sep 30, 24
13 Artisan Small Cap Investor 1.31M (1.04%) -379.03K
Decreased by -29.00%
Sep 30, 24
14 Artisan U.S. Small-Cap Growth 1.31M (1.04%) -379.03K
Decreased by -29.00%
Sep 30, 24
15 Fidelity Small Cap Index 1.27M (1.01%) -31.69K
Decreased by -2.49%
Aug 31, 24
16 Fidelity® Small Cap Index 1.25M (0.99%) 33.69K
Increased by +2.69%
Oct 31, 23
17 iShares Russell 2000 Growth ETF 1.11M (0.88%) 0.00
Increased by 0.00%
Oct 31, 24
18 JPMorgan Small Cap Growth A 1.07M (0.85%) 0.00
Increased by 0.00%
Sep 30, 24
19 Artisan Mid Cap Investor 1.06M (0.85%) 150.13K
Increased by +14.10%
Sep 30, 23
20 Artisan U.S. Mid-Cap Growth 1.06M (0.85%) 150.13K
Increased by +14.10%
Sep 30, 23