Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BETZ 2.27%
2 LSEQ 1.84%
3 PSCD 1.43%
4 BJK 1.02%
5 FRTY 1.02%
6 RFV 0.88%
7 RZV 0.63%
8 OOTO 0.63%
9 BNGE 0.49%
10 RWJ 0.44%
11 VIOV 0.43%
12 SLYV 0.40%
13 IJS 0.39%
14 FTLS 0.39%
15 FXD 0.36%
16 RWK 0.32%
17 MDYV 0.24%
18 QVMS 0.22%
19 IJR 0.22%
20 VIOO 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.13M (13.65%) 5.27M
Increased by +29.05%
Jun 30, 24
2 Vanguard Group Inc 16.37M (12.33%) -122.22K
Decreased by -0.75%
Sep 30, 24
3 HG Vora Capital Management LLC 14.50M (10.92%) 0.00
Increased by 0.00%
Sep 30, 24
4 FMR Inc 10.49M (7.90%) -2.86M
Decreased by -27.25%
Sep 30, 24
5 Shapiro Capital Management Co Inc 6.96M (5.24%) 88.03K
Increased by +1.27%
Sep 30, 24
6 Nomura Holdings Inc 5.97M (4.49%) 2.49M
Increased by +41.68%
Sep 30, 24
7 JPMorgan Chase & Co 5.65M (4.26%) 2.62M
Increased by +46.40%
Jun 30, 24
8 BAMCO Inc 5.14M (3.87%) -995.78K
Decreased by -19.36%
Dec 31, 23
9 State Street Corp 4.93M (3.71%) 4.20K
Increased by +0.09%
Sep 30, 24
10 State Street Corporation 4.42M (3.33%) 59.51K
Increased by +1.35%
Mar 31, 24
11 Earnest Partners LLC 4.15M (3.13%) 31.21K
Increased by +0.75%
Sep 30, 24
12 Bank of America Corp 3.40M (2.56%) -122.99K
Decreased by -3.62%
Jun 30, 24
13 Amvescap Plc. 3.03M (2.29%) 1.87M
Increased by +61.63%
Sep 30, 24
14 Citadel Advisors Llc 3.02M (2.27%) 2.74M
Increased by +90.67%
Sep 30, 23
15 Goldman Sachs Group Inc 2.87M (2.17%) 57.70K
Increased by +2.01%
Sep 30, 24
16 SEI Investments Co 2.46M (1.85%) 88.80K
Increased by +3.61%
Jun 30, 24
17 Armistice Capital, LLC 2.39M (1.80%) -248.75K
Decreased by -10.39%
Sep 30, 24
18 Balyasny Asset Management LLC 2.39M (1.80%) 2.39M
Increased by +100.00%
Dec 31, 23
19 Geode Capital Management, LLC 2.35M (1.77%) -150.35K
Decreased by -6.40%
Sep 30, 24
20 Millennium Management LLC 2.16M (1.63%) 2.10M
Increased by +97.15%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.67M (7.28%) 4.57K
Increased by +0.05%
Nov 27, 24
2 Vanguard Total Stock Mkt Idx Inv 4.76M (3.58%) -28.14K
Decreased by -0.59%
Oct 31, 24
3 iShares Core S&P Mid-Cap ETF 4.62M (3.48%) -825.00
Decreased by -0.02%
Apr 30, 24
4 Baron Growth Retail 4.10M (3.09%) -610.00K
Decreased by -14.88%
Dec 31, 23
5 Baron Small Cap Growth Strategy 4.10M (3.09%) -610.00K
Decreased by -14.88%
Dec 31, 23
6 Vanguard Small Cap Index 3.82M (2.88%) 7.50K
Increased by +0.20%
Oct 31, 24
7 Fidelity Blue Chip Growth 3.43M (2.59%) 0.00
Increased by 0.00%
Sep 30, 24
8 Fidelity® Blue Chip Growth 3.38M (2.55%) 64.20K
Increased by +1.90%
Nov 30, 23
9 Invesco Small Cap Value A 2.99M (2.25%) 737.30K
Increased by +24.69%
Oct 31, 24
10 Vanguard Small Cap Value Index Inv 2.59M (1.95%) -892.00
Decreased by -0.03%
Oct 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 2.24M (1.68%) -8.30K
Decreased by -0.37%
Oct 31, 24
12 EARNEST Partners Smid Cap Core Founders 2.14M (1.61%) -11.01K
Decreased by -0.51%
Oct 31, 24
13 Fidelity® Growth Company 2.01M (1.51%) 65.80K
Increased by +3.27%
Nov 30, 23
14 Fidelity Growth Compy Commingled Pl S 1.58M (1.19%) 9.19K
Increased by +0.58%
Sep 30, 24
15 Fidelity Growth Compy Commingled Pl O 1.57M (1.19%) -277.60K
Decreased by -17.63%
Aug 31, 24
16 iShares S&P Small-Cap 600 Value ETF 1.53M (1.15%) -5.21K
Decreased by -0.34%
Nov 27, 24
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.36M (1.03%) 1.00K
Increased by +0.07%
Nov 27, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 1.22M (0.92%) 6.03K
Increased by +0.50%
Mar 31, 24
19 Shapiro Capital Mgt All Cap Value 1.15M (0.87%) 80.15K
Increased by +6.95%
Sep 30, 24
20 Fidelity Growth Company Fund 1.14M (0.86%) -2.42K
Decreased by -0.21%
Sep 30, 24