Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MEDI 3.75%
2 XHS 2.48%
3 SOVF 2.35%
4 MNTL 1.42%
5 BOUT 1.34%
6 JSMD 1.27%
7 RNMC 0.94%
8 FSCS 0.94%
9 RNSC 0.89%
10 FSGS 0.89%
11 IHF 0.86%
12 DSMC 0.79%
13 FESM 0.70%
14 ACTV 0.70%
15 QSML 0.69%
16 GVLU 0.56%
17 PAMC 0.47%
18 TMSL 0.40%
19 SIXL 0.39%
20 MDYV 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.86M (12.34%) -135.77K
Decreased by -0.65%
Sep 30, 24
2 Vanguard Group Inc 19.32M (11.42%) 75.31K
Increased by +0.39%
Dec 31, 24
3 Wellington Management Company LLP 18.33M (10.84%) 8.40M
Increased by +45.84%
Dec 31, 24
4 FMR Inc 7.52M (4.44%) 4.30M
Increased by +57.27%
Sep 30, 24
5 Westfield Capital Management Company, L.P. 7.27M (4.30%) 773.08K
Increased by +10.64%
Dec 31, 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 Dimensional Fund Advisors, Inc. 3.99M (2.36%) 591.04K
Increased by +14.82%
Dec 31, 24
15 Fuller & Thaler Asset Management Inc 3.94M (2.33%) 878.00
Increased by +0.02%
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 Vanguard Health Care Inv 6.84M (4.05%) 1.90M
Increased by +27.80%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 5.55M (3.28%) -1.45K
Decreased by -0.03%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 5.36M (3.17%) 6.13K
Increased by +0.11%
Dec 31, 24
4 iShares Russell 2000 ETF 4.65M (2.75%) -35.40K
Decreased by -0.76%
Jan 31, 25
5 Vanguard Small Cap Index 4.33M (2.56%) 19.99K
Increased by +0.46%
Dec 31, 24
6 Vanguard Explorer Inv 4.01M (2.37%) 3.34M
Increased by +83.36%
Dec 31, 24
7 FullerThaler Behavioral Sm-Cp Eq R6 3.74M (2.21%) 0.00
Increased by 0.00%
Sep 30, 24
8 FullerThaler Behavioral Small-Cap Equity 3.74M (2.21%) 0.00
Increased by 0.00%
Sep 30, 24
9 T. Rowe Price Integrated US SmCapGrEq 2.76M (1.63%) 956.65K
Increased by +34.70%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 2.58M (1.52%) 16.75K
Increased by +0.65%
Dec 31, 24
11 Vanguard Small Cap Growth Index Inv 2.46M (1.45%) 84.67K
Increased by +3.44%
Dec 31, 24
12 UBS (Lux) ES L/T Thms $Q 2.32M (1.37%) -136.00K
Decreased by -5.87%
Sep 30, 24
13 Fidelity Small Cap Index 1.74M (1.03%) -9.07K
Decreased by -0.52%
Nov 30, 24
14 Harbor Small Cap Growth Instl 1.69M (1.00%) 254.02K
Increased by +15.06%
Dec 31, 24
15 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.69M (1.00%) 288.72K
Increased by +17.11%
Dec 31, 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%
Dec 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