Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 4.29%
2 WBIL 3.82%
3 HOML 3.57%
4 WBIF 2.94%
5 XHB 2.92%
6 DVLU 2.64%
7 GLRY 2.50%
8 PKB 2.29%
9 PEZ 2.27%
10 GBLD 1.98%
11 CLAW 1.88%
12 MBOX 1.83%
13 ECML 1.61%
14 HOMZ 1.39%
15 GRPM 1.27%
16 HAPS 1.26%
17 SURE 1.25%
18 PZD 1.24%
19 XMVM 1.23%
20 EWMC 1.22%

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 3.54M (5.02%) 45.31K
Increased by +1.28%
Sep 30, 24
5 Capital World Investors 2.96M (4.19%) 0.00
Increased by 0.00%
Sep 30, 24
6 State Street Corporation 2.61M (3.70%) -57.62K
Decreased by -2.21%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 2.52M (3.57%) -105.03K
Decreased by -4.16%
Sep 30, 24
8 Amvescap Plc. 2.34M (3.32%) 37.11K
Increased by +1.59%
Sep 30, 24
9 Fisher Asset Management, LLC 2.21M (3.13%) 73.05K
Increased by +3.31%
Sep 30, 24
10 Macquarie Group Ltd 2.11M (2.99%) -97.37K
Decreased by -4.62%
Sep 30, 24
11 Third Point, LLC 2.10M (2.98%) 2.10M
Increased by +100.00%
Jun 30, 24
12 Geode Capital Management, LLC 1.94M (2.75%) 16.59K
Increased by +0.86%
Sep 30, 24
13 Balyasny Asset Management LLC 1.81M (2.57%) -13.76K
Decreased by -0.76%
Dec 31, 23
14 Arrowstreet Capital Limited Partnership 1.63M (2.31%) 371.28K
Increased by +22.78%
Sep 30, 24
15 American Century Companies Inc 1.51M (2.14%) -174.82K
Decreased by -11.58%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 1.35M (1.92%) -1.14M
Decreased by -83.86%
Sep 30, 24
17 LSV Asset Management 1.10M (1.57%) 48.00K
Increased by +4.35%
Sep 30, 24
18 Allianz Asset Management AG 1.08M (1.53%) 401.39K
Increased by +37.25%
Jun 30, 24
19 Holocene Advisors, LP 1.05M (1.49%) 1.05M
Increased by +100.00%
Sep 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 2.31M (3.28%) 0.00
Increased by 0.00%
Nov 30, 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 1.90M (2.69%) 0.00
Increased by 0.00%
Nov 30, 24
5 Fidelity Global Innovators Cl F 1.62M (2.30%) 120.25K
Increased by +7.41%
Sep 30, 24
6 Vanguard Small Cap Index 1.60M (2.27%) 3.15K
Increased by +0.20%
Oct 31, 24
7 Vanguard Small Cap Value Index Inv 1.08M (1.53%) -372.00
Decreased by -0.03%
Oct 31, 24
8 Fidelity Canadian Growth Company Sr B 1.08M (1.53%) 102.20K
Increased by +9.45%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.08M (1.52%) -7.40K
Decreased by -0.69%
Oct 31, 24
10 Avantis US Small Cap Value ETF 933.50K (1.32%) 0.00
Increased by 0.00%
Nov 30, 24
11 SPDR® S&P Homebuilders ETF 901.19K (1.28%) 0.00
Increased by 0.00%
Nov 30, 24
12 Macquarie US Small Cap Core Equity 874.11K (1.24%) -10.23K
Decreased by -1.17%
Mar 31, 24
13 First Trust SMID Cp Rising Div Achv ETF 866.69K (1.23%) 3.92K
Increased by +0.45%
Nov 28, 24
14 Delaware Small Cap Core I 846.14K (1.20%) 0.00
Increased by 0.00%
Oct 31, 24
15 iShares US Home Construction ETF 697.18K (0.99%) 0.00
Increased by 0.00%
Nov 30, 24
16 Fidelity® Small Cap Index 696.78K (0.99%) 18.48K
Increased by +2.65%
Oct 31, 23
17 Fidelity Small Cap Index 685.02K (0.97%) -7.24K
Decreased by -1.06%
Sep 30, 24
18 Invesco S&P MidCap Quality ETF 660.69K (0.94%) 2.13K
Increased by +0.32%
Nov 29, 24
19 Fidelity Small Cap Value Fund 650.00K (0.92%) 0.00
Increased by 0.00%
Dec 31, 23
20 Delaware Small Cap Value A 646.70K (0.92%) 0.00
Increased by 0.00%
Oct 31, 24