Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BJK 3.48%
2 PEJ 2.98%
3 BETZ 2.53%
4 GAMR 2.46%
5 VICE 1.99%
6 PEZ 1.79%
7 BNGE 1.60%
8 XMMO 1.05%
9 LSAF 0.97%
10 FXD 0.89%
11 PAMC 0.62%
12 RFG 0.61%
13 IJK 0.58%
14 MDYG 0.58%
15 SMDY 0.54%
16 IVOG 0.50%
17 FMDE 0.44%
18 IWN 0.40%
19 WTV 0.38%
20 IWM 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.39M (10.54%) -96.32K
Decreased by -1.15%
Sep 30, 24
2 BlackRock Inc 8.30M (10.42%) -2.39M
Decreased by -28.81%
Jun 30, 24
3 Fine Capital Partners LP 7.74M (9.72%) -303.13K
Decreased by -3.92%
Sep 30, 24
4 State Street Corporation 3.16M (3.97%) 92.72K
Increased by +2.93%
Mar 31, 24
5 State Street Corp 2.65M (3.33%) 56.89K
Increased by +2.15%
Sep 30, 24
6 Caledonia (Private) Investments Pty Ltd 2.63M (3.30%) 1.16M
Increased by +44.34%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 2.50M (3.14%) -3.27M
Decreased by -130.66%
Sep 30, 24
8 Capital Research Global Investors 2.19M (2.76%) -632.87K
Decreased by -28.83%
Sep 30, 24
9 Geode Capital Management, LLC 1.60M (2.01%) -2.27K
Decreased by -0.14%
Sep 30, 24
10 FMR Inc 1.45M (1.82%) 324.09K
Increased by +22.32%
Sep 30, 24
11 Burgundy Asset Management Ltd 1.44M (1.81%) 125.55K
Increased by +8.69%
Sep 30, 24
12 Harvard Management Co Inc 1.44M (1.81%) 0.00
Increased by 0.00%
Sep 30, 24
13 Goldman Sachs Group Inc 1.38M (1.73%) -1.04M
Decreased by -75.96%
Jun 30, 24
14 Natixis SA 1.30M (1.63%) -411.51K
Decreased by -31.64%
Jun 30, 24
15 Arrowstreet Capital Limited Partnership 1.24M (1.55%) 681.56K
Increased by +55.16%
Sep 30, 24
16 NORGES BANK 1.23M (1.54%) -287.32K
Decreased by -23.37%
Jun 30, 24
17 Stone House Capital Management, LLC 1.20M (1.51%) -300.00K
Decreased by -25.00%
Sep 30, 24
18 T. Rowe Price Associates, Inc. 964.61K (1.21%) 118.19K
Increased by +12.25%
Sep 30, 24
19 Board of Ttees Leland Stanford Jr Univ 898.25K (1.13%) -171.13K
Decreased by -19.05%
Mar 31, 24
20 Ninety One UK Limited 877.93K (1.10%) -32.37K
Decreased by -3.69%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.85M (3.58%) 5.61K
Increased by +0.20%
Nov 27, 24
2 Vanguard Total Stock Mkt Idx Inv 2.79M (3.50%) -10.55K
Decreased by -0.38%
Oct 31, 24
3 Vanguard Small Cap Index 2.23M (2.79%) 4.35K
Increased by +0.20%
Oct 31, 24
4 iShares Russell 2000 ETF 2.12M (2.66%) -16.87K
Decreased by -0.80%
Apr 30, 24
5 American Funds SMALLCAP World A 1.75M (2.19%) -556.62K
Decreased by -31.89%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.32M (1.65%) -6.87K
Decreased by -0.52%
Oct 31, 24
7 Vanguard Small Cap Growth Index Inv 1.22M (1.53%) -3.14K
Decreased by -0.26%
Oct 31, 24
8 Fidelity Small Cap Index 931.50K (1.17%) 29.93K
Increased by +3.21%
Jun 30, 24
9 Fidelity® Small Cap Index 879.30K (1.10%) 24.19K
Increased by +2.75%
Oct 31, 23
10 Vanguard Small Cap Value Index Inv 786.85K (0.99%) -3.26K
Decreased by -0.41%
Jan 31, 24
11 SPDR® S&P MIDCAP 400 ETF Trust 697.85K (0.88%) -10.27K
Decreased by -1.47%
Oct 31, 24
12 T. Rowe Price Integrated US Sm Gr Eq 590.59K (0.74%) -15.15K
Decreased by -2.56%
Sep 30, 24
13 T. Rowe Price Integrated US SmCapGrEq 590.59K (0.74%) -27.32K
Decreased by -4.63%
Sep 30, 24
14 Fidelity VIP Mid Cap Initial 565.30K (0.71%) -82.50K
Decreased by -14.59%
Sep 30, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 556.64K (0.70%) -19.90K
Decreased by -3.58%
Oct 31, 24
16 iShares S&P Mid-Cap 400 Growth ETF 552.05K (0.69%) 0.00
Increased by 0.00%
Nov 27, 24
17 VIP Mid Cap Initial 534.30K (0.67%) 50.50K
Increased by +9.45%
Nov 30, 23
18 Fidelity Extended Market Index 516.53K (0.65%) -25.00K
Decreased by -4.84%
Sep 30, 24
19 iShares Russell Mid-Cap Growth ETF 509.78K (0.64%) 1.32K
Increased by +0.26%
Nov 27, 24
20 Fidelity® Extended Market Index 490.50K (0.62%) 5.89K
Increased by +1.20%
Nov 30, 23