Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LEND 8.06%
2 FINQ 2.74%
3 KOMP 0.98%
4 VFIN 0.55%
5 MILN 0.48%
6 FINX 0.39%
7 SQLV 0.36%
8 GIGE 0.35%
9 FYT 0.33%
10 FSCC 0.28%
11 OPTZ 0.28%
12 AVSC 0.22%
13 SCDS 0.17%
14 PRFZ 0.17%
15 FYX 0.16%
16 DFSV 0.16%
17 AVUV 0.14%
18 IWN 0.12%
19 VTWV 0.12%
20 BBSC 0.11%

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 Jackson Square Partners, LLC 5.08M (4.67%) -1.85M
Decreased by -36.33%
Jun 30, 24
5 State Street Corp 3.81M (3.51%) 269.87K
Increased by +7.07%
Jun 30, 24
6 State Street Corporation 3.54M (3.26%) 41.86K
Increased by +1.18%
Mar 31, 24
7 Wellington Management Company LLP 2.83M (2.61%) 1.49M
Increased by +52.57%
Mar 31, 24
8 Geode Capital Management, LLC 2.52M (2.31%) 111.70K
Increased by +4.44%
Jun 30, 24
9 Morgan Stanley - Brokerage Accounts 2.51M (2.31%) 1.05M
Increased by +41.84%
Jun 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 1.79M (1.64%) 1.41M
Increased by +78.97%
Jun 30, 24
12 Rhino Investment Partners, Inc. 1.74M (1.60%) -1.39M
Decreased by -79.51%
Sep 30, 24
13 American Century Companies Inc 1.73M (1.59%) 76.10K
Increased by +4.39%
Sep 30, 24
14 Balyasny Asset Management LLC 1.54M (1.41%) -575.13K
Decreased by -37.44%
Jun 30, 24
15 Assenagon Asset Management SA 1.52M (1.40%) 828.96K
Increased by +54.61%
Sep 30, 24
16 RIMA MANAGEMENT, LLC 1.48M (1.36%) -422.79K
Decreased by -28.58%
Sep 30, 24
17 SEI Investments Co 1.47M (1.36%) -215.19K
Decreased by -14.60%
Mar 31, 24
18 Verition Fund Managegment, LLC 1.30M (1.20%) 603.44K
Increased by +46.31%
Mar 31, 24
19 Jacobs Levy Equity Management, Inc. 1.28M (1.18%) -207.25K
Decreased by -16.20%
Jun 30, 24
20 Bridgeway Capital Management, LLC 1.18M (1.08%) 119.72K
Increased by +10.17%
Sep 30, 23

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 2.82M (2.59%) -6.34K
Decreased by -0.22%
Oct 31, 24
3 Vanguard Small Cap Index 2.67M (2.45%) 5.20K
Increased by +0.19%
Oct 31, 24
4 DFA US Small Cap Value I 1.80M (1.66%) 39.74K
Increased by +2.20%
Sep 30, 24
5 Vanguard Small Cap Value Index Inv 1.80M (1.65%) -620.00
Decreased by -0.03%
Oct 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.73M (1.59%) 12.93K
Increased by +0.75%
Sep 30, 24
7 Avantis US Small Cap Value ETF 1.38M (1.27%) 0.00
Increased by 0.00%
Oct 31, 24
8 SPDR® S&P Kensho New Economies Comps ETF 1.37M (1.26%) 0.00
Increased by 0.00%
Oct 31, 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 1.13M (1.04%) -26.40K
Decreased by -2.34%
Aug 31, 24
11 CREF Stock R1 1.10M (1.01%) 323.73K
Increased by +29.33%
Aug 31, 24
12 iShares Russell 2000 Value ETF 1.06M (0.97%) 0.00
Increased by 0.00%
Oct 31, 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%
Sep 30, 24
16 Jackson Square - Small-Cap Opportunities 772.13K (0.71%) 0.00
Increased by 0.00%
Jul 31, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 700.95K (0.64%) -24.00K
Decreased by -3.42%
Oct 31, 24
18 Jackson Square SMID-Cap Growth IS 664.73K (0.61%) -100.18K
Decreased by -15.07%
Oct 31, 24
19 Fidelity Extended Market Index 653.84K (0.60%) -23.31K
Decreased by -3.56%
Sep 30, 24
20 Fidelity® Extended Market Index 637.01K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23