Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XTL 1.41%
2 GRPZ 0.77%
3 PSCT 0.73%
4 SSLY 0.69%
5 RYJ 0.62%
6 SIXL 0.47%
7 PXSG 0.38%
8 FYC 0.31%
9 JPSE 0.29%
10 AFSM 0.26%
11 OASC 0.25%
12 SLY 0.21%
13 ESIX 0.18%
14 ISMD 0.17%
15 CSML 0.15%
16 SMLV 0.14%
17 TPSC 0.13%
18 FSMD 0.13%
19 QVMS 0.12%
20 SLYG 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.72M (15.43%) 72.89K
Increased by +0.41%
Sep 30, 24
2 Vanguard Group Inc 10.83M (9.43%) 437.17K
Increased by +4.04%
Sep 30, 24
3 Amvescap Plc. 6.49M (5.65%) 1.87M
Increased by +28.85%
Sep 30, 24
4 Trigran Investments Inc 5.68M (4.94%) -968.96K
Decreased by -17.07%
Sep 30, 24
5 State Street Corporation 4.39M (3.82%) 91.81K
Increased by +2.09%
Mar 31, 24
6 State Street Corp 4.37M (3.81%) 8.32K
Increased by +0.19%
Sep 30, 24
7 Dimensional Fund Advisors, Inc. 3.40M (2.96%) -343.10K
Decreased by -10.09%
Sep 30, 24
8 Geode Capital Management, LLC 2.68M (2.33%) 17.66K
Increased by +0.66%
Sep 30, 24
9 Ancora Advisors LLC 2.64M (2.30%) -282.35K
Decreased by -10.68%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 2.23M (1.94%) -2.92M
Decreased by -131.05%
Sep 30, 24
11 Scopia Management Inc 2.20M (1.91%) -3.40M
Decreased by -154.78%
Sep 30, 24
12 Wellington Management Company LLP 2.08M (1.81%) -1.95M
Decreased by -94.05%
Sep 30, 24
13 AllianceBernstein L.P. 1.97M (1.72%) -729.75K
Decreased by -37.04%
Sep 30, 24
14 Alyeska Investment Group, L.P. 1.96M (1.71%) -155.91K
Decreased by -7.96%
Sep 30, 24
15 Fuller & Thaler Asset Management Inc 1.80M (1.56%) 1.15M
Increased by +64.04%
Mar 31, 24
16 Ameriprise Financial Inc 1.78M (1.55%) -609.68K
Decreased by -34.33%
Mar 31, 24
17 Columbia Mgmt Investment Advisers, LLC 1.78M (1.55%) -609.68K
Decreased by -34.33%
Mar 31, 24
18 Wasatch Advisors LP 1.66M (1.45%) 219.69K
Increased by +13.24%
Sep 30, 24
19 Kennedy Capital Management Inc 1.64M (1.43%) 907.11K
Increased by +55.33%
Sep 30, 23
20 Millennium Management LLC 1.59M (1.39%) 1.56M
Increased by +98.21%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.51M (6.54%) 22.03K
Increased by +0.29%
Jan 31, 25
2 Invesco Small Cap Value A 5.48M (4.78%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 3.71M (3.23%) 0.00
Increased by 0.00%
Dec 31, 24
4 iShares Russell 2000 ETF 2.98M (2.60%) -22.65K
Decreased by -0.76%
Jan 31, 25
5 Vanguard Information Technology ETF 2.55M (2.22%) 37.49K
Increased by +1.47%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.80M (1.56%) 36.66K
Increased by +2.04%
Dec 31, 24
7 Columbia Small Cap Growth 1.15M (1.00%) 11.29K
Increased by +0.98%
Jun 30, 24
8 Columbia Small Cap Growth Inst 1.15M (1.00%) 0.00
Increased by 0.00%
Jun 30, 24
9 Fidelity Small Cap Index 1.13M (0.98%) -4.91K
Decreased by -0.44%
Nov 30, 24
10 Wellington CIF II SMID Cap Research S3 1.12M (0.98%) 256.88K
Increased by +22.86%
Mar 31, 24
11 Wellington SMID Cap Research Equity 1.12M (0.98%) 256.88K
Increased by +22.86%
Mar 31, 24
12 Mediolanum Ch Technology Eq Evolt L A 1.09M (0.95%) 166.81K
Increased by +15.37%
Mar 31, 24
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.07M (0.93%) 386.00
Increased by +0.04%
Jan 31, 25
14 Fidelity® Small Cap Index 1.06M (0.93%) 27.95K
Increased by +2.63%
Oct 31, 23
15 Delaware Ivy Small Cap Growth C 1.03M (0.89%) 0.00
Increased by 0.00%
Oct 31, 24
16 Macquarie Small Cap Growth C 1.03M (0.89%) 0.00
Increased by 0.00%
Nov 30, 24
17 FullerThaler Behavioral Small-Cap Growth 1.02M (0.88%) 223.00K
Increased by +21.95%
Mar 31, 24
18 FullerThaler Behavioral Sm-Cp Gr R6 990.80K (0.86%) 268.40K
Increased by +27.09%
Mar 31, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 988.91K (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
20 iShares Russell 2000 Growth ETF 982.42K (0.86%) -4.61K
Decreased by -0.47%
Jan 31, 25