Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NXTE 4.34%
2 FCUS 4.16%
3 PSL 3.99%
4 PBJ 3.76%
5 FFTY 3.51%
6 NEWZ 3.45%
7 XMMO 2.88%
8 SRHQ 2.51%
9 BFIT 2.48%
10 EASI 2.42%
11 CPAI 2.19%
12 PFUT 2.07%
13 AFMC 1.95%
14 XRT 1.82%
15 SMCO 1.45%
16 PAMC 1.42%
17 KROP 1.35%
18 FSCS 1.33%
19 SMCP 1.31%
20 FDLS 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.98M (13.04%) 572.20K
Increased by +4.41%
Jun 30, 24
2 Vanguard Group Inc 10.55M (10.59%) -12.44K
Decreased by -0.12%
Sep 30, 24
3 Morgan Stanley - Brokerage Accounts 6.09M (6.12%) 564.99K
Increased by +9.27%
Jun 30, 24
4 FMR Inc 4.90M (4.92%) -1.77M
Decreased by -36.10%
Sep 30, 24
5 Renaissance Technologies Corp 4.44M (4.46%) 2.50K
Increased by +0.06%
Sep 30, 24
6 State Street Corporation 3.85M (3.87%) 91.70K
Increased by +2.38%
Mar 31, 24
7 State Street Corp 3.72M (3.74%) -130.19K
Decreased by -3.50%
Jun 30, 24
8 Nordea Investment Mgmt Bank Demark A/s 3.04M (3.05%) -159.61K
Decreased by -5.25%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 2.44M (2.45%) -152.24K
Decreased by -6.24%
Sep 30, 24
10 Geode Capital Management, LLC 2.43M (2.44%) 60.02K
Increased by +2.47%
Jun 30, 24
11 Citadel Advisors Llc 2.38M (2.39%) 845.62K
Increased by +35.46%
Sep 30, 23
12 Goldman Sachs Group Inc 1.74M (1.75%) -581.91K
Decreased by -33.42%
Jun 30, 24
13 D. E. Shaw & Co LP 1.63M (1.64%) -255.45K
Decreased by -15.69%
Jun 30, 24
14 Marshall Wace Asset Management Ltd 1.56M (1.56%) 973.67K
Increased by +62.61%
Jun 30, 24
15 UBS Asset Mgmt Americas Inc 1.40M (1.40%) -173.31K
Decreased by -12.40%
Sep 30, 24
16 LSV Asset Management 1.39M (1.39%) -1.81M
Decreased by -130.41%
Jun 30, 24
17 Handelsbanken Fonder AB 1.32M (1.33%) 400.00K
Increased by +30.26%
Sep 30, 23
18 Northern Trust Corp 1.19M (1.20%) -74.89K
Decreased by -6.27%
Sep 30, 24
19 JPMorgan Chase & Co 1.19M (1.20%) 572.11K
Increased by +47.93%
Jun 30, 24
20 Bank of New York Mellon Corp 1.15M (1.15%) 6.08K
Increased by +0.53%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 3.79M (3.80%) -45.05K
Decreased by -1.19%
Oct 31, 23
2 Vanguard Total Stock Mkt Idx Inv 3.16M (3.17%) -12.34K
Decreased by -0.39%
Oct 31, 24
3 iShares Core S&P Mid-Cap ETF 3.15M (3.17%) 1.71K
Increased by +0.05%
Oct 31, 24
4 iShares Russell 2000 ETF 2.60M (2.61%) -5.84K
Decreased by -0.22%
Oct 31, 24
5 Vanguard Small Cap Index 2.51M (2.52%) 4.90K
Increased by +0.20%
Oct 31, 24
6 Nordea 1 - Global Climate & Envir BI EUR 1.96M (1.97%) -44.65K
Decreased by -2.27%
Oct 31, 24
7 Vanguard Small Cap Value Index Inv 1.70M (1.70%) -584.00
Decreased by -0.03%
Oct 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.50M (1.50%) -39.12K
Decreased by -2.61%
Sep 30, 24
9 Fidelity Low-Priced Stock 1.42M (1.43%) -136.28K
Decreased by -9.60%
Aug 31, 24
10 Fidelity® Series Intrinsic Opps 1.31M (1.31%) 0.00
Increased by 0.00%
Oct 31, 23
11 Fidelity Global Bargain Growth Stocks MF 1.15M (1.16%) 298.70K
Increased by +25.86%
Aug 21, 23
12 Fidelity Global Value Growth Eq MF 1.14M (1.14%) -15.50K
Decreased by -1.36%
Feb 20, 24
13 Strategic Advisers® Fidelity US TtlStk 1.09M (1.09%) -8.56K
Decreased by -0.79%
Nov 30, 23
14 Fidelity Small Cap Index 1.03M (1.04%) -26.04K
Decreased by -2.53%
Aug 31, 24
15 Fidelity Series Intrinsic Opps 1.02M (1.03%) -55.21K
Decreased by -5.40%
Jan 31, 24
16 Fidelity® Small Cap Index 997.30K (1.00%) 26.64K
Increased by +2.67%
Oct 31, 23
17 Fidelity® Small Cap Growth 974.73K (0.98%) -1.18K
Decreased by -0.12%
Oct 31, 23
18 Strategic Advisers Fidelity US TtlStk 932.71K (0.94%) -9.27K
Decreased by -0.99%
Feb 29, 24
19 iShares Russell 2000 Growth ETF 898.12K (0.90%) 0.00
Increased by 0.00%
Oct 31, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 787.55K (0.79%) -11.60K
Decreased by -1.47%
Oct 31, 24