Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXJ 2.36%
2 XES 1.86%
3 IOIL 1.72%
4 PSCE 1.05%
5 OIH 0.75%
6 IEZ 0.47%
7 RZV 0.41%
8 RWJ 0.21%
9 FYC 0.14%
10 IJS 0.12%
11 PRFZ 0.12%
12 AVUV 0.10%
13 VIOV 0.10%
14 SLY 0.10%
15 SMD 0.09%
16 SMLF 0.09%
17 SLYV 0.09%
18 AVSC 0.08%
19 SSLY 0.07%
20 FYX 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.50M (17.64%) 17.84K
Increased by +1.19%
Mar 31, 24
2 Vanguard Group Inc 819.11K (9.66%) 40.08K
Increased by +4.89%
Mar 31, 24
3 State Street Corporation 492.38K (5.81%) -20.61K
Decreased by -4.19%
Mar 31, 24
4 Gendell Jeffrey L 436.44K (5.15%) 40.14K
Increased by +9.20%
Mar 31, 24
5 Apollo Management Holdings, L.P. 335.09K (3.95%) 131.49K
Increased by +39.24%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 273.08K (3.22%) -22.18K
Decreased by -8.12%
Mar 31, 24
7 Valiant Capital Management LP 218.20K (2.57%) 218.20K
Increased by +100.00%
Mar 31, 24
8 Charles Schwab Investment Management Inc 205.00K (2.42%) 23.39K
Increased by +11.41%
Mar 31, 24
9 Geode Capital Management, LLC 193.97K (2.29%) 5.22K
Increased by +2.69%
Mar 31, 24
10 Van Eck Associates Corporation 184.56K (2.18%) -29.86K
Decreased by -16.18%
Mar 31, 24
11 American Century Companies Inc 166.63K (1.97%) 29.11K
Increased by +17.47%
Mar 31, 24
12 Millennium Management LLC 166.54K (1.96%) 146.03K
Increased by +87.68%
Sep 30, 23
13 Amvescap Plc. 160.54K (1.89%) -6.63K
Decreased by -4.13%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 144.15K (1.70%) -42.59K
Decreased by -29.55%
Mar 31, 24
15 Goldman Sachs Group Inc 138.07K (1.63%) -656.13K
Decreased by -475.20%
Mar 31, 24
16 Two Sigma Investments LLC 137.19K (1.62%) 27.04K
Increased by +19.71%
Dec 31, 23
17 Contrarius Investment Management Ltd 131.70K (1.55%) -8.93K
Decreased by -6.78%
Mar 31, 24
18 Tejara Capital Ltd 128.44K (1.52%) -4.49K
Decreased by -3.49%
Mar 31, 24
19 Pantechnicon Advisors LLP 125.00K (1.47%) 125.00K
Increased by +100.00%
Sep 30, 23
20 Marshall Wace Asset Management Ltd 113.10K (1.33%) -94.16K
Decreased by -83.25%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 581.06K (6.85%) 1.20K
Increased by +0.21%
Jun 28, 24
2 Vanguard Total Stock Mkt Idx Inv 334.09K (3.94%) 0.00
Increased by 0.00%
Jun 30, 24
3 iShares Russell 2000 ETF 223.39K (2.64%) 9.41K
Increased by +4.21%
Jun 28, 24
4 VanEck Oil Services ETF 187.06K (2.21%) 0.00
Increased by 0.00%
Jun 29, 24
5 Avantis US Small Cap Value ETF 165.06K (1.95%) 420.00
Increased by +0.25%
Jun 29, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 140.30K (1.66%) 4.93K
Increased by +3.51%
Jun 30, 24
7 Schwab Fundamental US Small Company ETF 103.45K (1.22%) 0.00
Increased by 0.00%
Apr 30, 24
8 Contrarius Global Equity Investor 103.21K (1.22%) -16.88K
Decreased by -16.36%
Jun 30, 24
9 iShares S&P Small-Cap 600 Value ETF 97.63K (1.15%) -480.00
Decreased by -0.49%
Jun 28, 24
10 T. Rowe Price Integrated US SmCapGrEq 95.60K (1.13%) 95.60K
Increased by +100.00%
Mar 31, 24
11 BlackRock Global Equity Mkt Netrl Instl 92.38K (1.09%) 37.09K
Increased by +40.15%
Jun 30, 24
12 Fidelity Small Cap Index 89.69K (1.06%) -641.00
Decreased by -0.71%
Apr 30, 24
13 Fidelity® Small Cap Index 88.03K (1.04%) 2.33K
Increased by +2.65%
Oct 31, 23
14 Vanguard Explorer Inv 82.97K (0.98%) -11.73K
Decreased by -14.14%
Sep 30, 23
15 Vanguard Energy ETF 79.36K (0.94%) -1.19K
Decreased by -1.50%
Jun 30, 24
16 SPDR® Portfolio S&P 600 Sm Cap ETF 79.29K (0.94%) 0.00
Increased by 0.00%
Apr 30, 24
17 Schwab Fundamental U.S. Small CompanyETF 79.08K (0.93%) -78.00
Decreased by -0.10%
Jun 29, 24
18 Vanguard Tax-Managed Small Cap Adm 77.30K (0.91%) 0.00
Increased by 0.00%
Jun 30, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 76.89K (0.91%) -32.00
Decreased by -0.04%
Jun 28, 24
20 iShares Russell 2000 Growth ETF 69.81K (0.82%) -168.00
Decreased by -0.24%
Apr 30, 24