Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSD 5.40%
2 ADPV 4.90%
3 GLRY 3.34%
4 SMCO 2.96%
5 LSEQ 2.73%
6 GAST 2.22%
7 SIXG 1.85%
8 IDAT 1.70%
9 FIVG 1.67%
10 TSME 1.45%
11 RFV 1.44%
12 MPAY 1.30%
13 PEXL 1.23%
14 XITK 1.23%
15 XMVM 1.07%
16 IVES 1.05%
17 RWK 0.82%
18 XMMO 0.79%
19 XSW 0.75%
20 FYC 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.91M (11.26%) 81.83K
Increased by +0.32%
Mar 31, 24
2 BlackRock Inc 22.92M (9.95%) 857.67K
Increased by +3.74%
Mar 31, 24
3 Neuberger Berman Group LLC 9.31M (4.04%) 454.85K
Increased by +4.89%
Mar 31, 24
4 Dimensional Fund Advisors, Inc. 8.56M (3.72%) -1.11M
Decreased by -12.94%
Mar 31, 24
5 State Street Corporation 7.00M (3.04%) 94.91K
Increased by +1.35%
Mar 31, 24
6 Greenlight Capital, Inc 6.36M (2.76%) 767.94K
Increased by +12.08%
Dec 31, 23
7 Deutsche Bank AG 4.87M (2.11%) 4.51M
Increased by +92.68%
Sep 30, 23
8 Jupiter Asset Management Limited 4.55M (1.97%) -6.23M
Decreased by -136.91%
Mar 31, 24
9 Geode Capital Management, LLC 3.71M (1.61%) 174.11K
Increased by +4.70%
Mar 31, 24
10 Allspring Global Investments Holdings, LLC 3.27M (1.42%) -252.48K
Decreased by -7.72%
Mar 31, 24
11 Morgan Stanley - Brokerage Accounts 2.83M (1.23%) 404.91K
Increased by +14.29%
Mar 31, 24
12 NORGES BANK 2.61M (1.13%) 260.25K
Increased by +9.96%
Dec 31, 23
13 Royce & Associates, LP 2.59M (1.13%) -193.51K
Decreased by -7.46%
Mar 31, 24
14 Zimmer Partners LP 2.54M (1.10%) 32.00K
Increased by +1.26%
Mar 31, 24
15 Cooper Creek Partners Management LLC 2.45M (1.06%) 1.11M
Increased by +45.19%
Sep 30, 23
16 Amvescap Plc. 2.32M (1.01%) 459.17K
Increased by +19.82%
Mar 31, 24
17 Renaissance Technologies Corp 2.09M (0.91%) 43.20K
Increased by +2.07%
Mar 31, 24
18 Jacobs Levy Equity Management, Inc. 2.05M (0.89%) -14.67K
Decreased by -0.71%
Mar 31, 24
19 Ameriprise Financial Inc 2.01M (0.87%) -30.24K
Decreased by -1.50%
Mar 31, 24
20 D. E. Shaw & Co LP 2.01M (0.87%) 123.26K
Increased by +6.13%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.25M (3.15%) 4.79K
Increased by +0.07%
Jun 30, 24
2 iShares Core S&P Mid-Cap ETF 7.17M (3.11%) 11.84K
Increased by +0.17%
Jun 28, 24
3 Vanguard Small Cap Index 5.79M (2.52%) -78.49K
Decreased by -1.35%
Jun 30, 24
4 Vanguard Small Cap Value Index Inv 3.90M (1.69%) -27.61K
Decreased by -0.71%
Jun 30, 24
5 Jupiter UK Special Situations L Inc 3.70M (1.61%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 3.50M (1.52%) 19.80K
Increased by +0.57%
Jun 30, 24
7 Vanguard Information Technology ETF 2.88M (1.25%) 42.89K
Increased by +1.49%
Jun 30, 24
8 Allspring Special Small Cap Value A 2.25M (0.98%) -30.70K
Decreased by -1.37%
Jun 30, 24
9 Hennessy Cornerstone Mid Cap 30 Inv 1.88M (0.82%) 288.00K
Increased by +15.32%
Jun 30, 24
10 SPDR® S&P MIDCAP 400 ETF Trust 1.85M (0.80%) -46.90K
Decreased by -2.54%
Jun 30, 24
11 SEI World Equity Ex-US A (SIIT) 1.70M (0.74%) 0.00
Increased by 0.00%
Apr 30, 24
12 DFA US Small Cap Value I 1.62M (0.70%) -156.98K
Decreased by -9.72%
May 31, 24
13 Alliance Trust Ord 1.60M (0.69%) 0.00
Increased by 0.00%
Nov 30, 23
14 Neuberger Berman Intrinsic Value I 1.47M (0.64%) 0.00
Increased by 0.00%
Jun 30, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 1.45M (0.63%) 40.40K
Increased by +2.79%
Jun 30, 24
16 iShares S&P Mid-Cap 400 Value ETF 1.33M (0.58%) -3.08K
Decreased by -0.23%
Jun 28, 24
17 Fidelity Extended Market Index 1.30M (0.57%) 9.29K
Increased by +0.71%
May 31, 24
18 Jupiter Global Value Equity X Acc 1.30M (0.56%) 0.00
Increased by 0.00%
Feb 29, 24
19 Cardinal Capital SMID Cap Value Equity 1.22M (0.53%) 829.10K
Increased by +68.15%
Mar 31, 24
20 iShares Digital Security ETF USD Acc 1.20M (0.52%) 0.00
Increased by 0.00%
Apr 30, 24