Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MEDI 4.79%
2 SOVF 1.82%
3 XHS 1.57%
4 CSMD 1.22%
5 MNTL 1.04%
6 RNMC 0.94%
7 FSCS 0.94%
8 IHF 0.76%
9 JSMD 0.75%
10 RNSC 0.70%
11 FSGS 0.70%
12 ACTV 0.70%
13 DSMC 0.55%
14 QSML 0.49%
15 PAMC 0.47%
16 NSCS 0.46%
17 GVLU 0.42%
18 TMSL 0.40%
19 SIXL 0.39%
20 QMID 0.37%

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 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 5.49M (3.25%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.47M (3.23%) -25.44K
Decreased by -0.47%
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 4.79M (2.83%) 0.00
Increased by 0.00%
Nov 30, 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%) 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%
Aug 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 2.55M (1.51%) -9.26K
Decreased by -0.36%
Oct 31, 24
9 UBS (Lux) ES L/T Thms $Q 2.45M (1.45%) -111.41K
Decreased by -4.54%
Aug 31, 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 2.04M (1.21%) 241.87K
Increased by +11.85%
Oct 31, 24
12 Fidelity VIP Mid Cap Initial 1.85M (1.09%) 123.90K
Increased by +6.69%
Oct 31, 24
13 T. Rowe Price Integrated US SmCapGrEq 1.80M (1.06%) 521.80K
Increased by +28.99%
Sep 30, 24
14 Fidelity Small Cap Index 1.74M (1.03%) -40.99K
Decreased by -2.35%
Sep 30, 24
15 Fidelity Mid-Cap Stock 1.69M (1.00%) 1.69M
Increased by +100.00%
Sep 30, 24
16 Fidelity® Small Cap Index 1.64M (0.97%) 44.62K
Increased by +2.72%
Oct 31, 23
17 Calvert Small-Cap A 1.61M (0.95%) 0.00
Increased by 0.00%
Oct 31, 24
18 Calvert US Small-Cap Strategy 1.61M (0.95%) -63.58K
Decreased by -3.94%
Sep 30, 24
19 Thrivent Small Cap Stock A 1.60M (0.95%) 0.00
Increased by 0.00%
Sep 30, 24
20 Thrivent Mid Cap Stock A 1.58M (0.93%) -33.48K
Decreased by -2.12%
Sep 30, 24