Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEJ 2.47%
2 SAEF 1.32%
3 SMIZ 1.13%
4 CSD 0.88%
5 FYT 0.51%
6 EES 0.39%
7 FYX 0.25%
8 USVM 0.17%
9 CSML 0.14%
10 AVSC 0.13%
11 TPSC 0.11%
12 FAB 0.10%
13 VOX 0.10%
14 CSA 0.10%
15 CSF 0.10%
16 IWO 0.10%
17 FCOM 0.09%
18 VTWV 0.08%
19 DFAT 0.08%
20 GINN 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Investments, LLC 4.98M (13.24%) 376.17K
Increased by +7.55%
Dec 31, 23
2 Vanguard Group Inc 2.79M (7.41%) 100.31K
Increased by +3.60%
Dec 31, 23
3 Jericho Capital Asset Management LP 2.44M (6.47%) 737.41K
Increased by +30.27%
Dec 31, 23
4 BlackRock Inc 1.99M (5.28%) 179.02K
Increased by +9.00%
Dec 31, 23
5 T. Rowe Price Associates, Inc. 1.72M (4.56%) 38.59K
Increased by +2.25%
Dec 31, 23
6 Dimensional Fund Advisors, Inc. 1.53M (4.08%) 299.93K
Increased by +19.55%
Dec 31, 23
7 Balyasny Asset Management LLC 923.92K (2.45%) 406.82K
Increased by +44.03%
Dec 31, 23
8 Gamco Investors, Inc. Et Al 891.58K (2.37%) 6.64K
Increased by +0.75%
Dec 31, 23
9 Luxor Capital Group, LP 812.90K (2.16%) -61.05K
Decreased by -7.51%
Sep 30, 23
10 MANE GLOBAL CAPITAL MANAGEMENT LP 694.77K (1.85%) 694.77K
Increased by +100.00%
Dec 31, 23
11 Gabelli Funds LLC 669.87K (1.78%) 11.70K
Increased by +1.75%
Dec 31, 23
12 PRIMECAP Management Company 623.03K (1.66%) 0.00
Increased by 0.00%
Dec 31, 23
13 FMR Inc 621.09K (1.65%) 619.69K
Increased by +99.77%
Dec 31, 23
14 State Street Corporation 593.34K (1.58%) 31.99K
Increased by +5.39%
Dec 31, 23
15 Geode Capital Management, LLC 566.42K (1.51%) 34.98K
Increased by +6.18%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 547.96K (1.46%) 497.31K
Increased by +90.76%
Dec 31, 23
17 Maplelane Capital, LLC 460.00K (1.22%) 460.00K
Increased by +100.00%
Dec 31, 23
18 Susquehanna International Group, LLP 450.29K (1.20%) 391.78K
Increased by +87.01%
Dec 31, 23
19 Long Pond Capital, LP 448.83K (1.19%) -504.02K
Decreased by -112.30%
Dec 31, 23
20 Whale Rock Capital Management LLC 441.13K (1.17%) 441.13K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Fund Investor 2.40M (6.39%) -65.52K
Decreased by -2.73%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 864.34K (2.30%) 1.37K
Increased by +0.16%
Mar 31, 24
3 T. Rowe Price Mid-Cap Value 756.70K (2.01%) -201.79K
Decreased by -26.67%
Mar 31, 24
4 T. Rowe Price US Mid-Cap Value Equity 756.70K (2.01%) -201.79K
Decreased by -26.67%
Mar 31, 24
5 Vanguard Small Cap Index 722.57K (1.92%) -5.56K
Decreased by -0.77%
Mar 31, 24
6 iShares Russell 2000 ETF 621.79K (1.65%) -4.93K
Decreased by -0.79%
Apr 30, 24
7 PRIMECAP Odyssey Aggressive Growth 570.53K (1.52%) 0.00
Increased by 0.00%
Mar 31, 24
8 Vanguard Small Cap Value Index Inv 487.30K (1.29%) -9.28K
Decreased by -1.90%
Mar 31, 24
9 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 398.53K (1.06%) -94.21K
Decreased by -23.64%
Mar 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 395.20K (1.05%) 5.23K
Increased by +1.32%
Mar 31, 24
11 Fidelity Blue Chip Growth 354.30K (0.94%) -12.80K
Decreased by -3.61%
Mar 31, 24
12 DFA US Small Cap Value I 350.00K (0.93%) -71.33K
Decreased by -20.38%
Mar 31, 24
13 1290 VT GAMCO Small Company Value IB 336.00K (0.89%) 0.00
Increased by 0.00%
Mar 31, 24
14 Fidelity Small Cap Index 271.98K (0.72%) 2.76K
Increased by +1.01%
Feb 29, 24
15 DFA US Targeted Value I 253.24K (0.67%) 0.00
Increased by 0.00%
Mar 31, 24
16 Fidelity® Small Cap Index 251.58K (0.67%) 6.85K
Increased by +2.72%
Oct 31, 23
17 iShares Russell 2000 Value ETF 249.03K (0.66%) 0.00
Increased by 0.00%
Apr 30, 24
18 Fidelity® Blue Chip Growth 221.10K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard Small Cap Growth Index Inv 200.99K (0.53%) 1.03K
Increased by +0.51%
Nov 30, 23
20 Dimensional US Targeted Value ETF 180.95K (0.48%) 0.00
Increased by 0.00%
Apr 30, 24