Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 4.29%
2 WBIL 3.82%
3 HOML 3.57%
4 XHB 3.19%
5 GLRY 3.02%
6 WBIF 2.94%
7 DVLU 2.55%
8 PKB 2.29%
9 PEZ 2.24%
10 CLAW 1.88%
11 GBLD 1.71%
12 MBOX 1.54%
13 ECML 1.44%
14 XMVM 1.29%
15 HAPS 1.26%
16 SURE 1.25%
17 PZD 1.24%
18 HOMZ 1.23%
19 EWMC 1.22%
20 GRNR 1.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.05M (14.59%) -274.07K
Decreased by -2.73%
Dec 31, 24
2 Vanguard Group Inc 7.11M (10.32%) -164.02K
Decreased by -2.31%
Dec 31, 24
3 FMR Inc 4.74M (6.88%) -667.49K
Decreased by -14.07%
Dec 31, 24
4 State Street Corp 3.59M (5.21%) 52.18K
Increased by +1.45%
Dec 31, 24
5 Capital World Investors 2.96M (4.29%) 0.00
Increased by 0.00%
Dec 31, 24
6 State Street Corporation 2.61M (3.79%) -57.62K
Decreased by -2.21%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 2.52M (3.66%) 1.20K
Increased by +0.05%
Dec 31, 24
8 Amvescap Plc. 2.40M (3.48%) 56.14K
Increased by +2.34%
Dec 31, 24
9 Fisher Asset Management, LLC 2.28M (3.31%) 75.14K
Increased by +3.29%
Dec 31, 24
10 Third Point, LLC 2.10M (3.05%) 2.10M
Increased by +100.00%
Jun 30, 24
11 Macquarie Group Ltd 2.09M (3.03%) -16.37K
Decreased by -0.78%
Dec 31, 24
12 Balyasny Asset Management LLC 1.81M (2.63%) -13.76K
Decreased by -0.76%
Dec 31, 23
13 Geode Capital Management, LLC 1.62M (2.35%) -316.25K
Decreased by -19.50%
Dec 31, 24
14 American Century Companies Inc 1.51M (2.19%) -174.82K
Decreased by -11.58%
Sep 30, 24
15 First Trust Advisors L.P. 1.33M (1.93%) 503.89K
Increased by +37.95%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 1.30M (1.89%) -50.61K
Decreased by -3.88%
Dec 31, 24
17 LSV Asset Management 1.14M (1.65%) 33.50K
Increased by +2.94%
Dec 31, 24
18 Northern Trust Corp 1.10M (1.60%) 75.21K
Increased by +6.83%
Dec 31, 24
19 Holocene Advisors, LP 1.05M (1.52%) 1.05M
Increased by +100.00%
Sep 30, 24
20 Goldman Sachs Group Inc 1.04M (1.52%) -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 (4.29%) 0.00
Increased by 0.00%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 2.29M (3.32%) 1.73K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 1.96M (2.84%) 1.05K
Increased by +0.05%
Feb 28, 25
4 Fidelity Global Innovators Cl F 1.73M (2.51%) 254.83K
Increased by +14.73%
Dec 31, 24
5 iShares Russell 2000 ETF 1.69M (2.45%) -19.86K
Decreased by -1.18%
Feb 28, 25
6 Vanguard Small Cap Index 1.59M (2.31%) 1.30K
Increased by +0.08%
Feb 28, 25
7 First Trust SMID Cp Rising Div Achv ETF 1.34M (1.94%) 2.86K
Increased by +0.21%
Feb 27, 25
8 Fidelity Canadian Growth Company Sr B 1.16M (1.68%) 114.20K
Increased by +9.83%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.07M (1.55%) 5.50K
Increased by +0.52%
Feb 28, 25
10 Vanguard Small Cap Value Index Inv 1.05M (1.52%) -3.24K
Decreased by -0.31%
Feb 28, 25
11 Macquarie US Small Cap Core Equity 874.11K (1.27%) -10.23K
Decreased by -1.17%
Mar 31, 24
12 Delaware Small Cap Core I 846.14K (1.23%) 0.00
Increased by 0.00%
Oct 31, 24
13 SPDR® S&P Homebuilders ETF 753.43K (1.09%) -81.69K
Decreased by -10.84%
Feb 28, 25
14 Macquarie Small Cap Core I 719.11K (1.04%) -127.03K
Decreased by -17.66%
Jan 31, 25
15 Fidelity® Small Cap Index 696.78K (1.01%) 18.48K
Increased by +2.65%
Oct 31, 23
16 iShares US Home Construction ETF 677.72K (0.98%) -5.01K
Decreased by -0.74%
Feb 28, 25
17 Hennessy Cornerstone Mid Cap 30 Inv 671.30K (0.97%) 671.30K
Increased by +100.00%
Dec 31, 24
18 WEDGE QVM-Large Cap Value 666.34K (0.97%) 101.43K
Increased by +15.22%
Dec 31, 24
19 Invesco S&P MidCap Quality ETF 658.61K (0.96%) -109.00
Decreased by -0.02%
Feb 28, 25
20 Fidelity Small Cap Index 654.72K (0.95%) -30.35K
Decreased by -4.64%
Dec 31, 24