Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MEDI 3.62%
2 SOVF 1.74%
3 XHS 1.44%
4 CSMD 1.19%
5 MNTL 1.00%
6 RNMC 0.94%
7 FSCS 0.94%
8 JSMD 0.72%
9 ACTV 0.70%
10 IHF 0.64%
11 TMSL 0.54%
12 PAMC 0.47%
13 NSCS 0.44%
14 SIXL 0.39%
15 GVLU 0.39%
16 QMID 0.34%
17 JHSC 0.25%
18 SMDY 0.25%
19 PSC 0.25%
20 AFSM 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.00M (12.41%) 1.11K
Increased by +0.01%
Jun 30, 24
2 Vanguard Group Inc 19.24M (11.37%) -261.38K
Decreased by -1.36%
Sep 30, 24
3 Wellington Management Company LLP 8.60M (5.08%) 425.00K
Increased by +4.94%
Jun 30, 24
4 FMR Inc 7.52M (4.44%) 4.30M
Increased by +57.27%
Sep 30, 24
5 Morgan Stanley - Brokerage Accounts 7.00M (4.14%) 1.30M
Increased by +18.65%
Jun 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 6.17M (3.65%) 72.55K
Increased by +1.18%
Jun 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 4.23M (2.50%) 241.17K
Increased by +5.70%
Jun 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 Marshall Wace Asset Management Ltd 3.23M (1.91%) -646.28K
Decreased by -19.98%
Mar 31, 24
17 Nuveen Asset Management, LLC 2.93M (1.73%) -28.86K
Decreased by -0.98%
Mar 31, 24
18 Southpoint Capital Advisors LP 2.75M (1.63%) 250.00K
Increased by +9.09%
Jun 30, 24
19 Bank of America Corp 2.63M (1.56%) 208.96K
Increased by +7.93%
Mar 31, 24
20 Massachusetts Financial Services Company 2.52M (1.49%) 63.95K
Increased by +2.54%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.47M (3.23%) -25.44K
Decreased by -0.47%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 5.38M (3.18%) 2.91K
Increased by +0.05%
Oct 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 4.42M (2.61%) -9.94K
Decreased by -0.22%
Oct 31, 24
5 Vanguard Small Cap Index 4.29M (2.54%) 8.40K
Increased by +0.20%
Oct 31, 24
6 FullerThaler Behavioral Sm-Cp Eq R6 3.74M (2.21%) 1.27M
Increased by +33.80%
Jun 30, 24
7 FullerThaler Behavioral Small-Cap Equity 3.74M (2.21%) 0.00
Increased by 0.00%
Aug 31, 24
8 UBS (Lux) ES L/T Thms $Q 2.56M (1.52%) -110.75K
Decreased by -4.32%
Jul 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 2.56M (1.51%) -98.39K
Decreased by -3.84%
Sep 30, 24
10 Vanguard Small Cap Growth Index Inv 2.36M (1.39%) -2.72K
Decreased by -0.12%
Oct 31, 24
11 T. Rowe Price Integrated US Sm Gr Eq 1.80M (1.06%) 81.10K
Increased by +4.51%
Sep 30, 24
12 T. Rowe Price Integrated US SmCapGrEq 1.80M (1.06%) 521.80K
Increased by +28.99%
Sep 30, 24
13 Fidelity Small Cap Index 1.78M (1.05%) -44.47K
Decreased by -2.49%
Aug 31, 24
14 Fidelity VIP Mid Cap Initial 1.73M (1.02%) 0.00
Increased by 0.00%
Sep 30, 24
15 Fidelity Mid-Cap Stock 1.69M (1.00%) 1.69M
Increased by +100.00%
Sep 30, 24
16 Calvert US Small-Cap Strategy 1.68M (0.99%) 193.72K
Increased by +11.55%
Jun 30, 24
17 Fidelity® Small Cap Index 1.64M (0.97%) 44.62K
Increased by +2.72%
Oct 31, 23
18 Calvert Small-Cap A 1.61M (0.95%) 0.00
Increased by 0.00%
Sep 30, 24
19 Thrivent Mid Cap Stock A 1.61M (0.95%) -8.06K
Decreased by -0.50%
Aug 31, 24
20 Thrivent Small Cap Stock A 1.60M (0.95%) 8.17K
Increased by +0.51%
Aug 31, 24