Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MEDI 4.80%
2 XHS 2.39%
3 SOVF 2.22%
4 MNTL 1.35%
5 JSMD 1.16%
6 RNMC 0.94%
7 FSCS 0.94%
8 RNSC 0.89%
9 FSGS 0.89%
10 IHF 0.81%
11 DSMC 0.71%
12 ACTV 0.70%
13 QSML 0.63%
14 FESM 0.62%
15 GVLU 0.51%
16 PAMC 0.47%
17 TMSL 0.40%
18 SIXL 0.39%
19 QMID 0.37%
20 IJJ 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.86M (12.33%) -135.77K
Decreased by -0.65%
Sep 30, 24
2 Vanguard Group Inc 19.24M (11.37%) -261.38K
Decreased by -1.36%
Sep 30, 24
3 Wellington Management Company LLP 9.92M (5.87%) 1.33M
Increased by +13.38%
Sep 30, 24
4 FMR Inc 7.52M (4.44%) 4.30M
Increased by +57.27%
Sep 30, 24
5 Westfield Capital Management Company, L.P. 6.49M (3.84%) 599.59K
Increased by +9.24%
Sep 30, 24
6 Westfield Capital Management Company, LP 6.49M (3.84%) 599.59K
Increased by +9.24%
Sep 30, 24
7 State Street Corp 6.26M (3.70%) 83.39K
Increased by +1.33%
Sep 30, 24
8 State Street Corporation 6.10M (3.61%) 168.93K
Increased by +2.77%
Mar 31, 24
9 Thrivent Financial For Lutherans 5.86M (3.47%) 404.81K
Increased by +6.90%
Sep 30, 24
10 Third Point, LLC 5.45M (3.22%) 1.95M
Increased by +35.79%
Sep 30, 23
11 Citadel Advisors Llc 4.75M (2.81%) 484.59K
Increased by +10.21%
Sep 30, 23
12 Geode Capital Management, LLC 4.19M (2.48%) -37.03K
Decreased by -0.88%
Sep 30, 24
13 UBS Asset Mgmt Americas Inc 4.05M (2.39%) -596.49K
Decreased by -14.74%
Sep 30, 24
14 Fuller & Thaler Asset Management Inc 3.94M (2.33%) 878.00
Increased by +0.02%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 3.40M (2.01%) -208.26K
Decreased by -6.13%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 3.38M (2.00%) -3.61M
Decreased by -106.71%
Sep 30, 24
17 Marshall Wace Asset Management Ltd 3.23M (1.91%) -646.28K
Decreased by -19.98%
Mar 31, 24
18 Nuveen Asset Management, LLC 2.93M (1.73%) -28.86K
Decreased by -0.98%
Mar 31, 24
19 Southpoint Capital Advisors LP 2.75M (1.63%) 250.00K
Increased by +9.09%
Jun 30, 24
20 Bank of America Corp 2.68M (1.58%) 661.26K
Increased by +24.69%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.55M (3.28%) 18.38K
Increased by +0.33%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 5.36M (3.17%) 6.13K
Increased by +0.11%
Dec 31, 24
3 Vanguard Health Care Inv 4.94M (2.92%) 835.02K
Increased by +16.90%
Sep 30, 24
4 iShares Russell 2000 ETF 4.60M (2.72%) -17.65K
Decreased by -0.38%
Dec 31, 24
5 Vanguard Small Cap Index 4.33M (2.56%) 19.99K
Increased by +0.46%
Dec 31, 24
6 FullerThaler Behavioral Sm-Cp Eq R6 3.74M (2.21%) 0.00
Increased by 0.00%
Sep 30, 24
7 FullerThaler Behavioral Small-Cap Equity 3.74M (2.21%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 2.58M (1.52%) 16.75K
Increased by +0.65%
Dec 31, 24
9 Vanguard Small Cap Growth Index Inv 2.46M (1.45%) 84.67K
Increased by +3.44%
Dec 31, 24
10 UBS (Lux) ES L/T Thms $Q 2.32M (1.37%) -136.00K
Decreased by -5.87%
Sep 30, 24
11 T. Rowe Price Integrated US SmCapGrEq 1.80M (1.06%) 521.80K
Increased by +28.99%
Sep 30, 24
12 Fidelity Small Cap Index 1.75M (1.03%) 6.31K
Increased by +0.36%
Oct 31, 24
13 Harbor Small Cap Growth Instl 1.69M (1.00%) 254.02K
Increased by +15.06%
Dec 31, 24
14 Fidelity® Small Cap Index 1.64M (0.97%) 44.62K
Increased by +2.72%
Oct 31, 23
15 Calvert Small-Cap A 1.61M (0.95%) 0.00
Increased by 0.00%
Nov 30, 24
16 Calvert US Small-Cap Strategy 1.61M (0.95%) -63.58K
Decreased by -3.94%
Sep 30, 24
17 Thrivent Small Cap Stock A 1.60M (0.95%) 0.00
Increased by 0.00%
Sep 30, 24
18 Thrivent Mid Cap Stock A 1.58M (0.93%) -33.48K
Decreased by -2.12%
Sep 30, 24
19 Fidelity VIP Mid Cap Initial 1.55M (0.91%) -303.47K
Decreased by -19.61%
Nov 30, 24
20 Victory Sycamore Small Company Opp R 1.50M (0.88%) 330.00K
Increased by +22.07%
Dec 31, 24