Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 IWM 1000.00%
3 ITOT 1000.00%
4 ISCG 1000.00%
5 ISCB 1000.00%
6 JKK 1000.00%
7 JKJ 1000.00%
8 IWV 1000.00%
9 IWO 1000.00%
10 XTL 2.28%
11 PSCT 1.08%
12 SSLY 0.68%
13 RYJ 0.62%
14 SIXL 0.47%
15 PXSG 0.38%
16 JPSE 0.32%
17 FYC 0.23%
18 ISMD 0.23%
19 SLY 0.21%
20 ESIX 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.64M (16.52%) 198.57K
Increased by +1.13%
Jun 30, 24
2 Vanguard Group Inc 10.39M (9.73%) 538.91K
Increased by +5.19%
Jun 30, 24
3 Trigran Investments Inc 6.64M (6.22%) -257.02K
Decreased by -3.87%
Jun 30, 24
4 Scopia Management Inc 5.60M (5.24%) 1.73M
Increased by +30.84%
Jun 30, 24
5 Amvescap Plc. 4.62M (4.32%) -160.50K
Decreased by -3.48%
Jun 30, 24
6 State Street Corporation 4.39M (4.11%) 91.81K
Increased by +2.09%
Mar 31, 24
7 State Street Corp 4.36M (4.09%) -24.43K
Decreased by -0.56%
Jun 30, 24
8 Ancora Advisors LLC 4.06M (3.80%) 4.04M
Increased by +99.73%
Dec 31, 23
9 Wellington Management Company LLP 4.03M (3.78%) -6.04M
Decreased by -149.69%
Jun 30, 24
10 Dimensional Fund Advisors, Inc. 3.74M (3.50%) 294.92K
Increased by +7.88%
Jun 30, 24
11 AllianceBernstein L.P. 2.73M (2.56%) -99.65K
Decreased by -3.65%
Mar 31, 24
12 Geode Capital Management, LLC 2.66M (2.49%) 129.57K
Increased by +4.88%
Jun 30, 24
13 Alyeska Investment Group, L.P. 2.11M (1.98%) 2.11M
Increased by +100.00%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 2.03M (1.90%) 146.20K
Increased by +7.21%
Mar 31, 24
15 Toronado Partners, LLC 1.94M (1.82%) 496.24K
Increased by +25.59%
Jun 30, 24
16 Nuveen Asset Management, LLC 1.88M (1.76%) 28.78K
Increased by +1.53%
Jun 30, 24
17 Fuller & Thaler Asset Management Inc 1.80M (1.68%) 1.15M
Increased by +64.04%
Mar 31, 24
18 Victory Capital Management Inc. 1.79M (1.68%) -13.77K
Decreased by -0.77%
Jun 30, 24
19 Ameriprise Financial Inc 1.78M (1.66%) -609.68K
Decreased by -34.33%
Mar 31, 24
20 Columbia Mgmt Investment Advisers, LLC 1.78M (1.66%) -609.68K
Decreased by -34.33%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.85M (7.35%) 0.00
Increased by 0.00%
Aug 30, 24
2 Invesco Small Cap Value A 4.14M (3.88%) 0.00
Increased by 0.00%
Jul 31, 24
3 Vanguard Total Stock Mkt Idx Inv 3.82M (3.57%) 0.00
Increased by 0.00%
Jul 31, 24
4 iShares Russell 2000 ETF 2.97M (2.78%) 18.78K
Increased by +0.63%
Aug 30, 24
5 Vanguard Information Technology ETF 2.39M (2.24%) 28.21K
Increased by +1.18%
Jul 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.75M (1.64%) 9.78K
Increased by +0.56%
Jul 31, 24
7 Columbia Small Cap Growth 1.15M (1.08%) 11.29K
Increased by +0.98%
Jun 30, 24
8 Columbia Small Cap Growth Inst 1.15M (1.08%) 0.00
Increased by 0.00%
Jun 30, 24
9 Fidelity Small Cap Index 1.13M (1.06%) 35.56K
Increased by +3.14%
Jun 30, 24
10 Wellington CIF II SMID Cap Research S3 1.12M (1.05%) 256.88K
Increased by +22.86%
Mar 31, 24
11 Wellington SMID Cap Research Equity 1.12M (1.05%) 256.88K
Increased by +22.86%
Mar 31, 24
12 Mediolanum Ch Technology Eq Evolt L A 1.09M (1.02%) 166.81K
Increased by +15.37%
Mar 31, 24
13 Fidelity® Small Cap Index 1.06M (1.00%) 27.95K
Increased by +2.63%
Oct 31, 23
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.04M (0.98%) 408.00
Increased by +0.04%
Aug 30, 24
15 FullerThaler Behavioral Small-Cap Growth 1.02M (0.95%) 223.00K
Increased by +21.95%
Mar 31, 24
16 FullerThaler Behavioral Sm-Cp Gr R6 990.80K (0.93%) 268.40K
Increased by +27.09%
Mar 31, 24
17 SPDR® Portfolio S&P 600 Sm Cap ETF 988.91K (0.93%) 0.00
Increased by 0.00%
Apr 30, 24
18 iShares Russell 2000 Growth ETF 976.26K (0.91%) -1.16K
Decreased by -0.12%
Aug 30, 24
19 Thornburg Small/Mid Cap Core A 897.49K (0.84%) 0.00
Increased by 0.00%
Dec 31, 23
20 Thornburg Small/Mid Cap Core Composite 897.49K (0.84%) 0.00
Increased by 0.00%
Dec 31, 23