Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LEND 8.06%
2 FINQ 2.74%
3 KOMP 1.10%
4 VFIN 0.55%
5 MILN 0.53%
6 FINX 0.45%
7 FSCC 0.37%
8 SQLV 0.36%
9 GIGE 0.35%
10 FYT 0.33%
11 OPTZ 0.29%
12 MMSC 0.22%
13 SEIS 0.22%
14 AVSC 0.22%
15 SCDS 0.18%
16 PRFZ 0.17%
17 FYX 0.16%
18 DFSV 0.16%
19 IWN 0.15%
20 AVUV 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.06M (11.08%) 82.33K
Increased by +0.68%
Sep 30, 24
2 BlackRock Inc 8.45M (7.77%) 147.36K
Increased by +1.74%
Jun 30, 24
3 Dimensional Fund Advisors, Inc. 6.39M (5.87%) 489.16K
Increased by +7.66%
Sep 30, 24
4 State Street Corp 3.90M (3.58%) 82.31K
Increased by +2.11%
Sep 30, 24
5 State Street Corporation 3.54M (3.26%) 41.86K
Increased by +1.18%
Mar 31, 24
6 Jackson Square Partners, LLC 3.42M (3.15%) -1.66M
Decreased by -48.38%
Sep 30, 24
7 Wellington Management Company LLP 2.83M (2.61%) 1.49M
Increased by +52.57%
Mar 31, 24
8 Geode Capital Management, LLC 2.56M (2.35%) 42.43K
Increased by +1.66%
Sep 30, 24
9 Millennium Management LLC 2.42M (2.22%) 1.61M
Increased by +66.47%
Sep 30, 24
10 Long Focus Capital Management, LLC 2.41M (2.21%) -1.00M
Decreased by -41.71%
Sep 30, 24
11 Citadel Advisors Llc 2.22M (2.04%) 431.46K
Increased by +19.46%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 1.83M (1.68%) -689.51K
Decreased by -37.77%
Sep 30, 24
13 Nuveen Asset Management, LLC 1.79M (1.64%) 1.09M
Increased by +61.03%
Sep 30, 24
14 Rhino Investment Partners, Inc. 1.74M (1.60%) -1.39M
Decreased by -79.51%
Sep 30, 24
15 American Century Companies Inc 1.73M (1.59%) 76.10K
Increased by +4.39%
Sep 30, 24
16 Point72 Asset Management, L.P. 1.55M (1.42%) 766.29K
Increased by +49.52%
Sep 30, 24
17 Balyasny Asset Management LLC 1.54M (1.41%) -575.13K
Decreased by -37.44%
Jun 30, 24
18 Assenagon Asset Management SA 1.52M (1.40%) 828.96K
Increased by +54.61%
Sep 30, 24
19 RIMA MANAGEMENT, LLC 1.48M (1.36%) -422.79K
Decreased by -28.58%
Sep 30, 24
20 SEI Investments Co 1.47M (1.36%) -215.19K
Decreased by -14.60%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.35M (3.08%) 5.46K
Increased by +0.16%
Oct 31, 24
2 iShares Russell 2000 ETF 3.29M (3.02%) 0.00
Increased by 0.00%
Nov 30, 24
3 Vanguard Small Cap Index 2.67M (2.45%) 5.20K
Increased by +0.19%
Oct 31, 24
4 Vanguard Small Cap Value Index Inv 1.80M (1.65%) -620.00
Decreased by -0.03%
Oct 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 1.70M (1.56%) -33.48K
Decreased by -1.97%
Oct 31, 24
6 DFA US Small Cap Value I 1.51M (1.39%) -291.61K
Decreased by -19.29%
Oct 31, 24
7 Avantis US Small Cap Value ETF 1.43M (1.31%) 0.00
Increased by 0.00%
Nov 30, 24
8 SPDR® S&P Kensho New Economies Comps ETF 1.36M (1.25%) 0.00
Increased by 0.00%
Nov 29, 24
9 Jackson Square SMID Cap Growth CIT Fdrs 1.24M (1.14%) -99.18K
Decreased by -7.98%
Mar 31, 24
10 Fidelity Small Cap Index 1.12M (1.03%) -6.03K
Decreased by -0.54%
Sep 30, 24
11 CREF Stock R1 1.10M (1.01%) 323.73K
Increased by +29.33%
Aug 31, 24
12 iShares Russell 2000 Value ETF 1.10M (1.01%) 0.00
Increased by 0.00%
Nov 30, 24
13 Fidelity® Small Cap Index 1.03M (0.95%) 30.40K
Increased by +2.94%
Oct 31, 23
14 Vanguard Strategic Equity Inv 857.64K (0.79%) 0.00
Increased by 0.00%
Sep 30, 24
15 DFA US Targeted Value I 776.59K (0.71%) 0.00
Increased by 0.00%
Oct 31, 24
16 Jackson Square - Small-Cap Opportunities 772.13K (0.71%) 0.00
Increased by 0.00%
Jul 31, 24
17 Heptagon Driehaus US Micro Cap Eq C$ Acc 712.46K (0.65%) 246.84K
Increased by +34.65%
Oct 31, 24
18 State St Russell Sm/Mid Cp® Indx NL Cl C 700.95K (0.64%) 0.00
Increased by 0.00%
Nov 30, 24
19 Jackson Square SMID-Cap Growth IS 664.73K (0.61%) -100.18K
Decreased by -15.07%
Oct 31, 24
20 Dimensional US Targeted Value ETF 638.08K (0.59%) 580.00
Increased by +0.09%
Nov 29, 24