Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 3.83%
2 BJK 3.03%
3 PEJ 2.98%
4 BETZ 2.57%
5 PEZ 1.83%
6 BNGE 1.56%
7 LSAF 0.98%
8 XMMO 0.91%
9 FXD 0.89%
10 RFG 0.67%
11 IVOG 0.56%
12 MDYG 0.54%
13 SMDY 0.54%
14 IJK 0.53%
15 GAMR 0.47%
16 PAMC 0.45%
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 (11.79%) -96.32K
Decreased by -1.15%
Sep 30, 24
2 BlackRock Inc 8.30M (11.66%) -2.39M
Decreased by -28.81%
Jun 30, 24
3 Fine Capital Partners LP 7.74M (10.87%) -303.13K
Decreased by -3.92%
Sep 30, 24
4 Morgan Stanley - Brokerage Accounts 5.77M (8.10%) -626.52K
Decreased by -10.86%
Jun 30, 24
5 State Street Corporation 3.16M (4.44%) 92.72K
Increased by +2.93%
Mar 31, 24
6 State Street Corp 2.59M (3.64%) -570.03K
Decreased by -21.97%
Jun 30, 24
7 Capital Research Global Investors 2.19M (3.08%) -632.87K
Decreased by -28.83%
Sep 30, 24
8 Geode Capital Management, LLC 1.60M (2.25%) -498.59K
Decreased by -31.09%
Jun 30, 24
9 Stone House Capital Management, LLC 1.50M (2.11%) -150.00K
Decreased by -10.00%
Jun 30, 24
10 Caledonia (Private) Investments Pty Ltd 1.46M (2.05%) 152.29K
Increased by +10.42%
Jun 30, 24
11 FMR Inc 1.45M (2.04%) 324.09K
Increased by +22.32%
Sep 30, 24
12 Burgundy Asset Management Ltd 1.44M (2.03%) 125.55K
Increased by +8.69%
Sep 30, 24
13 Harvard Management Co Inc 1.44M (2.02%) 0.00
Increased by 0.00%
Sep 30, 24
14 Goldman Sachs Group Inc 1.38M (1.93%) -1.04M
Decreased by -75.96%
Jun 30, 24
15 Natixis SA 1.30M (1.83%) -411.51K
Decreased by -31.64%
Jun 30, 24
16 NORGES BANK 1.23M (1.73%) -287.32K
Decreased by -23.37%
Jun 30, 24
17 Northern Trust Corp 1.02M (1.43%) 13.37K
Increased by +1.31%
Jun 30, 24
18 Board of Ttees Leland Stanford Jr Univ 898.25K (1.26%) -171.13K
Decreased by -19.05%
Mar 31, 24
19 Ninety One UK Limited 877.93K (1.23%) -32.37K
Decreased by -3.69%
Sep 30, 24
20 Deutsche Bank AG 858.66K (1.21%) 266.47K
Increased by +31.03%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.79M (3.92%) 1.52K
Increased by +0.05%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.79M (3.92%) -10.55K
Decreased by -0.38%
Oct 31, 24
3 Vanguard Small Cap Index 2.23M (3.13%) 4.35K
Increased by +0.20%
Oct 31, 24
4 iShares Russell 2000 ETF 2.12M (2.97%) -16.87K
Decreased by -0.80%
Apr 30, 24
5 American Funds SMALLCAP World A 1.75M (2.45%) -556.62K
Decreased by -31.89%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.32M (1.86%) -52.22K
Decreased by -3.94%
Sep 30, 24
7 Vanguard Small Cap Growth Index Inv 1.22M (1.72%) -3.14K
Decreased by -0.26%
Oct 31, 24
8 Fidelity Small Cap Index 931.50K (1.31%) 29.93K
Increased by +3.21%
Jun 30, 24
9 Fidelity® Small Cap Index 879.30K (1.23%) 24.19K
Increased by +2.75%
Oct 31, 23
10 Vanguard Small Cap Value Index Inv 786.85K (1.10%) -3.26K
Decreased by -0.41%
Jan 31, 24
11 SPDR® S&P MIDCAP 400 ETF Trust 697.85K (0.98%) -10.27K
Decreased by -1.47%
Oct 31, 24
12 T. Rowe Price Integrated US Sm Gr Eq 590.59K (0.83%) -15.15K
Decreased by -2.56%
Sep 30, 24
13 T. Rowe Price Integrated US SmCapGrEq 590.59K (0.83%) -27.32K
Decreased by -4.63%
Sep 30, 24
14 Fidelity VIP Mid Cap Initial 565.30K (0.79%) -82.50K
Decreased by -14.59%
Sep 30, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 556.64K (0.78%) -19.90K
Decreased by -3.58%
Oct 31, 24
16 iShares S&P Mid-Cap 400 Growth ETF 553.15K (0.78%) -272.00
Decreased by -0.05%
Oct 31, 24
17 VIP Mid Cap Initial 534.30K (0.75%) 50.50K
Increased by +9.45%
Nov 30, 23
18 Fidelity Extended Market Index 516.53K (0.73%) -25.00K
Decreased by -4.84%
Sep 30, 24
19 iShares Russell Mid-Cap Growth ETF 493.23K (0.69%) 376.00
Increased by +0.08%
Oct 31, 24
20 Fidelity® Extended Market Index 490.50K (0.69%) 5.89K
Increased by +1.20%
Nov 30, 23