Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XTL 1.39%
2 PSCT 0.91%
3 GRPZ 0.86%
4 SSLY 0.69%
5 RYJ 0.62%
6 SIXL 0.47%
7 PXSG 0.38%
8 FYC 0.29%
9 JPSE 0.25%
10 OASC 0.23%
11 SLY 0.21%
12 ISMD 0.16%
13 CSML 0.15%
14 ESIX 0.15%
15 SMLV 0.14%
16 VIOG 0.13%
17 FSMD 0.13%
18 TPSC 0.12%
19 QVMS 0.11%
20 IJT 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.64M (15.53%) 198.57K
Increased by +1.13%
Jun 30, 24
2 Vanguard Group Inc 10.83M (9.53%) 437.17K
Increased by +4.04%
Sep 30, 24
3 Trigran Investments Inc 5.68M (5.00%) -968.96K
Decreased by -17.07%
Sep 30, 24
4 Scopia Management Inc 5.60M (4.93%) 1.73M
Increased by +30.84%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 5.14M (4.53%) 1.09M
Increased by +21.16%
Jun 30, 24
6 Amvescap Plc. 4.62M (4.06%) -160.50K
Decreased by -3.48%
Jun 30, 24
7 State Street Corporation 4.39M (3.86%) 91.81K
Increased by +2.09%
Mar 31, 24
8 State Street Corp 4.36M (3.84%) -24.43K
Decreased by -0.56%
Jun 30, 24
9 Wellington Management Company LLP 4.03M (3.55%) -6.04M
Decreased by -149.69%
Jun 30, 24
10 Dimensional Fund Advisors, Inc. 3.40M (2.99%) -343.10K
Decreased by -10.09%
Sep 30, 24
11 Ancora Advisors LLC 2.93M (2.58%) -1.13M
Decreased by -38.55%
Jun 30, 24
12 AllianceBernstein L.P. 2.70M (2.38%) -33.13K
Decreased by -1.23%
Jun 30, 24
13 Geode Capital Management, LLC 2.66M (2.34%) 129.57K
Increased by +4.88%
Jun 30, 24
14 Alyeska Investment Group, L.P. 2.11M (1.86%) 2.11M
Increased by +100.00%
Jun 30, 24
15 Nuveen Asset Management, LLC 1.88M (1.65%) 28.78K
Increased by +1.53%
Jun 30, 24
16 Fuller & Thaler Asset Management Inc 1.80M (1.58%) 1.15M
Increased by +64.04%
Mar 31, 24
17 Ameriprise Financial Inc 1.78M (1.56%) -609.68K
Decreased by -34.33%
Mar 31, 24
18 Columbia Mgmt Investment Advisers, LLC 1.78M (1.56%) -609.68K
Decreased by -34.33%
Mar 31, 24
19 Kennedy Capital Management Inc 1.64M (1.44%) 907.11K
Increased by +55.33%
Sep 30, 23
20 Millennium Management LLC 1.59M (1.40%) 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 7.42M (6.53%) 7.78K
Increased by +0.10%
Oct 31, 24
2 Invesco Small Cap Value A 4.14M (3.65%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.82M (3.36%) 1.48K
Increased by +0.04%
Oct 31, 24
4 iShares Russell 2000 ETF 2.85M (2.51%) -6.41K
Decreased by -0.22%
Oct 31, 24
5 Vanguard Information Technology ETF 2.49M (2.19%) 11.13K
Increased by +0.45%
Oct 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.76M (1.55%) 1.03K
Increased by +0.06%
Sep 30, 24
7 Columbia Small Cap Growth 1.15M (1.02%) 11.29K
Increased by +0.98%
Jun 30, 24
8 Columbia Small Cap Growth Inst 1.15M (1.02%) 0.00
Increased by 0.00%
Jun 30, 24
9 Fidelity Small Cap Index 1.13M (1.00%) -28.25K
Decreased by -2.50%
Aug 31, 24
10 Wellington CIF II SMID Cap Research S3 1.12M (0.99%) 256.88K
Increased by +22.86%
Mar 31, 24
11 Wellington SMID Cap Research Equity 1.12M (0.99%) 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 Fidelity® Small Cap Index 1.06M (0.94%) 27.95K
Increased by +2.63%
Oct 31, 23
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.03M (0.91%) 7.76K
Increased by +0.75%
Oct 31, 24
15 Delaware Ivy Small Cap Growth C 1.03M (0.90%) 105.86K
Increased by +10.32%
Sep 30, 24
16 FullerThaler Behavioral Small-Cap Growth 1.02M (0.89%) 223.00K
Increased by +21.95%
Mar 31, 24
17 FullerThaler Behavioral Sm-Cp Gr R6 990.80K (0.87%) 268.40K
Increased by +27.09%
Mar 31, 24
18 SPDR® Portfolio S&P 600 Sm Cap ETF 988.91K (0.87%) 0.00
Increased by 0.00%
Apr 30, 24
19 iShares Russell 2000 Growth ETF 985.04K (0.87%) 0.00
Increased by 0.00%
Oct 31, 24
20 Thornburg Small/Mid Cap Core A 897.49K (0.79%) 0.00
Increased by 0.00%
Dec 31, 23