Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRAD 2.75%
2 ERSX 1.47%
3 AOTG 1.11%
4 PTF 0.91%
5 XITK 0.71%
6 CLOU 0.51%
7 JSML 0.37%
8 SQLV 0.32%
9 SFLO 0.28%
10 ISMD 0.21%
11 QSML 0.11%
12 AVSC 0.08%
13 JSMD 0.07%
14 VTWV 0.06%
15 IWN 0.05%
16 VOX 0.05%
17 FCOM 0.05%
18 IWO 0.05%
19 PSC 0.05%
20 VTWG 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.35M (11.76%) 20.20K
Increased by +0.46%
Sep 30, 24
2 BlackRock Inc 3.40M (9.18%) 41.74K
Increased by +1.23%
Jun 30, 24
3 Graham Holdings Co 2.33M (6.30%) 358.15K
Increased by +15.36%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 1.45M (3.92%) 33.78K
Increased by +2.33%
Sep 30, 24
5 Renaissance Technologies Corp 1.09M (2.96%) -95.10K
Decreased by -8.70%
Sep 30, 24
6 Royal Bank of Canada 1.08M (2.92%) -7.64K
Decreased by -0.71%
Sep 30, 24
7 State Street Corporation 971.62K (2.63%) -18.33K
Decreased by -1.89%
Mar 31, 24
8 State Street Corp 963.06K (2.60%) -30.52K
Decreased by -3.17%
Sep 30, 24
9 Geode Capital Management, LLC 961.15K (2.60%) 7.22K
Increased by +0.75%
Sep 30, 24
10 Wellington Management Company LLP 752.33K (2.03%) 519.27K
Increased by +69.02%
Sep 30, 24
11 Jacobs Levy Equity Management, Inc. 676.46K (1.83%) 100.48K
Increased by +14.85%
Sep 30, 24
12 Nixon Capital, LLC 570.29K (1.54%) 5.98K
Increased by +1.05%
Sep 30, 24
13 Marshall Wace Asset Management Ltd 475.95K (1.29%) 475.95K
Increased by +100.00%
Mar 31, 24
14 Charles Schwab Investment Management Inc 434.87K (1.18%) 239.41K
Increased by +55.05%
Sep 30, 24
15 Nuveen Asset Management, LLC 431.47K (1.17%) 805.00
Increased by +0.19%
Sep 30, 24
16 Mirae Asset Global Investments (Korea) Co Ltd 412.94K (1.12%) -23.18K
Decreased by -5.61%
Mar 31, 24
17 Northern Trust Corp 372.50K (1.01%) 6.64K
Increased by +1.78%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 359.21K (0.97%) -417.31K
Decreased by -116.17%
Sep 30, 24
19 Qube Research & Technologies 346.90K (0.94%) 80.65K
Increased by +23.25%
Sep 30, 24
20 American Century Companies Inc 269.40K (0.73%) -47.11K
Decreased by -17.49%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.30M (3.51%) 1.94K
Increased by +0.15%
Oct 31, 24
2 iShares Russell 2000 ETF 1.21M (3.28%) -2.53K
Decreased by -0.21%
Nov 27, 24
3 Vanguard Small Cap Index 1.04M (2.80%) 2.00K
Increased by +0.19%
Oct 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 643.90K (1.74%) -8.77K
Decreased by -1.36%
Oct 31, 24
5 Vanguard Small Cap Growth Index Inv 569.29K (1.54%) 318.00
Increased by +0.06%
Oct 31, 24
6 Fidelity Small Cap Index 426.84K (1.15%) -3.33K
Decreased by -0.78%
Sep 30, 24
7 Fidelity® Small Cap Index 413.91K (1.12%) 10.12K
Increased by +2.44%
Oct 31, 23
8 iShares Russell 2000 Growth ETF 377.22K (1.02%) 0.00
Increased by 0.00%
Nov 27, 24
9 iShares Russell 2000 Value ETF 316.53K (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
10 Nuveen Quant Small Cap Equity R6 313.09K (0.85%) 0.00
Increased by 0.00%
Sep 30, 24
11 State St Russell Sm/Mid Cp® Indx NL Cl C 277.22K (0.75%) -8.60K
Decreased by -3.10%
Oct 31, 24
12 Nuveen Quant Small Cap Equity Instl 269.42K (0.73%) 5.43K
Increased by +2.02%
Feb 29, 24
13 TIAA-CREF Quant Small-Cap Equity Instl 263.99K (0.71%) 53.98K
Increased by +20.45%
Dec 31, 23
14 Fidelity Extended Market Index 241.99K (0.65%) -19.25K
Decreased by -7.95%
Sep 30, 24
15 Fidelity® Extended Market Index 236.20K (0.64%) 0.00
Increased by 0.00%
Nov 30, 23
16 DFA US Targeted Value I 233.63K (0.63%) 18.99K
Increased by +8.13%
Sep 30, 24
17 Vanguard Strategic Equity Inv 206.79K (0.56%) 0.00
Increased by 0.00%
Sep 30, 24
18 Invesco Dorsey Wright Technology MomtETF 199.31K (0.54%) 0.00
Increased by 0.00%
Apr 30, 24
19 Schwab US Small-Cap ETF™ 198.50K (0.54%) 112.00
Increased by +0.06%
Nov 28, 24
20 Vanguard Russell 2000 ETF 191.40K (0.52%) -1.19K
Decreased by -0.62%
Oct 31, 24