Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.46%
2 BOUT 4.29%
3 WBIL 3.82%
4 WBIG 3.81%
5 HOML 3.57%
6 XHB 3.10%
7 GLRY 2.81%
8 DVLU 2.75%
9 PEZ 2.48%
10 GBLD 2.25%
11 PKB 2.22%
12 MBOX 2.00%
13 CLAW 1.88%
14 ECML 1.67%
15 HOMZ 1.44%
16 GRPM 1.38%
17 ERTH 1.36%
18 XMVM 1.32%
19 HAPS 1.26%
20 SURE 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.70M (15.16%) -80.29K
Decreased by -0.75%
Jun 30, 24
2 Vanguard Group Inc 7.27M (10.31%) -144.92K
Decreased by -1.99%
Sep 30, 24
3 FMR Inc 5.41M (7.67%) 1.75M
Increased by +32.39%
Sep 30, 24
4 State Street Corp 3.49M (4.95%) 885.06K
Increased by +25.33%
Jun 30, 24
5 Capital World Investors 2.96M (4.19%) 0.00
Increased by 0.00%
Sep 30, 24
6 Bank of America Corp 2.68M (3.80%) 2.20M
Increased by +82.08%
Jun 30, 24
7 State Street Corporation 2.61M (3.70%) -57.62K
Decreased by -2.21%
Mar 31, 24
8 Dimensional Fund Advisors, Inc. 2.52M (3.57%) -105.03K
Decreased by -4.16%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 2.49M (3.53%) -1.31M
Decreased by -52.78%
Jun 30, 24
10 Amvescap Plc. 2.30M (3.26%) 893.89K
Increased by +38.80%
Jun 30, 24
11 Fisher Asset Management, LLC 2.21M (3.13%) 73.05K
Increased by +3.31%
Sep 30, 24
12 Macquarie Group Ltd 2.20M (3.12%) -25.09K
Decreased by -1.14%
Jun 30, 24
13 Third Point, LLC 2.10M (2.98%) 2.10M
Increased by +100.00%
Jun 30, 24
14 Geode Capital Management, LLC 1.92M (2.72%) 117.97K
Increased by +6.14%
Jun 30, 24
15 Balyasny Asset Management LLC 1.81M (2.57%) -13.76K
Decreased by -0.76%
Dec 31, 23
16 American Century Companies Inc 1.51M (2.14%) -174.82K
Decreased by -11.58%
Sep 30, 24
17 Arrowstreet Capital Limited Partnership 1.26M (1.78%) -472.70K
Decreased by -37.55%
Jun 30, 24
18 LSV Asset Management 1.10M (1.57%) 48.00K
Increased by +4.35%
Sep 30, 24
19 Allianz Asset Management AG 1.08M (1.53%) 401.39K
Increased by +37.25%
Jun 30, 24
20 Goldman Sachs Group Inc 1.04M (1.48%) -1.07M
Decreased by -102.23%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.96M (4.19%) 0.00
Increased by 0.00%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 2.27M (3.22%) 1.23K
Increased by +0.05%
Oct 31, 24
3 Vanguard Total Stock Mkt Idx Inv 2.04M (2.89%) -7.53K
Decreased by -0.37%
Oct 31, 24
4 iShares Russell 2000 ETF 1.75M (2.48%) -3.93K
Decreased by -0.23%
Oct 31, 24
5 Vanguard Small Cap Index 1.60M (2.27%) 3.15K
Increased by +0.20%
Oct 31, 24
6 Avantis US Small Cap Value ETF 1.24M (1.76%) 0.00
Increased by 0.00%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.08M (1.54%) -34.91K
Decreased by -3.22%
Sep 30, 24
8 Vanguard Small Cap Value Index Inv 1.08M (1.53%) -372.00
Decreased by -0.03%
Oct 31, 24
9 Fidelity Global Innovators Cl F 919.29K (1.30%) -3.85K
Decreased by -0.42%
Jun 30, 24
10 SPDR® S&P Homebuilders ETF 884.37K (1.25%) 13.90K
Increased by +1.57%
Oct 31, 24
11 Macquarie US Small Cap Core Equity 874.11K (1.24%) -10.23K
Decreased by -1.17%
Mar 31, 24
12 Delaware Small Cap Core I 846.14K (1.20%) -5.24K
Decreased by -0.62%
Sep 30, 24
13 First Trust SMID Cp Rising Div Achv ETF 765.00K (1.08%) 2.60K
Increased by +0.34%
Oct 31, 24
14 Fidelity® Small Cap Index 696.78K (0.99%) 18.48K
Increased by +2.65%
Oct 31, 23
15 Fidelity Small Cap Index 692.26K (0.98%) -13.95K
Decreased by -2.01%
Aug 31, 24
16 iShares US Home Construction ETF 688.75K (0.98%) -2.41K
Decreased by -0.35%
Oct 31, 24
17 Fidelity Small Cap Value Fund 650.00K (0.92%) 0.00
Increased by 0.00%
Dec 31, 23
18 Delaware Small Cap Value A 646.70K (0.92%) -52.80K
Decreased by -8.16%
Sep 30, 24
19 Invesco S&P MidCap Quality ETF 642.10K (0.91%) 560.00
Increased by +0.09%
Oct 31, 24
20 Fidelity Canadian Growth Company Sr B 603.10K (0.85%) 0.00
Increased by 0.00%
Jun 30, 24