Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XSD 1.63%
2 BRF 1.47%
3 OPTZ 1.24%
4 PSCT 0.69%
5 IDGT 0.65%
6 SSLY 0.42%
7 SQLV 0.35%
8 SEMI 0.30%
9 TMSL 0.28%
10 IWC 0.27%
11 CSML 0.26%
12 IGN 0.21%
13 ISMD 0.20%
14 SCDS 0.19%
15 FYC 0.17%
16 AVUV 0.15%
17 AVSC 0.13%
18 SLY 0.13%
19 JMEE 0.13%
20 ESIX 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.27M (16.09%) -150.07K
Decreased by -1.81%
Jun 30, 24
2 Vanguard Group Inc 6.90M (13.41%) -139.18K
Decreased by -2.02%
Jun 30, 24
3 Ameriprise Financial Inc 4.77M (9.28%) -1.66M
Decreased by -34.80%
Dec 31, 23
4 FMR Inc 3.89M (7.57%) 1.27M
Increased by +32.65%
Jun 30, 24
5 State Street Corporation 3.65M (7.10%) 256.31K
Increased by +7.02%
Mar 31, 24
6 State Street Corp 3.06M (5.95%) -590.50K
Decreased by -19.30%
Jun 30, 24
7 Crosslink Capital Inc 2.14M (4.17%) 883.25K
Increased by +41.22%
Jun 30, 24
8 Yiheng Capital LLC 2.08M (4.04%) -6.55K
Decreased by -0.32%
Sep 30, 23
9 AllianceBernstein L.P. 1.71M (3.32%) 202.76K
Increased by +11.88%
Jun 30, 24
10 Dimensional Fund Advisors, Inc. 1.67M (3.24%) 186.96K
Increased by +11.22%
Jun 30, 24
11 Ophir Asset Management Pty Ltd 1.50M (2.92%) 812.05K
Increased by +54.08%
Jun 30, 24
12 Jacobs Levy Equity Management, Inc. 1.25M (2.43%) 239.67K
Increased by +19.19%
Jun 30, 24
13 Geode Capital Management, LLC 1.20M (2.34%) 30.07K
Increased by +2.50%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 1.19M (2.31%) -146.33K
Decreased by -12.29%
Mar 31, 24
15 Nuveen Asset Management, LLC 1.01M (1.96%) 655.41K
Increased by +64.86%
Mar 31, 24
16 Bank of America Corp 956.55K (1.86%) 282.87K
Increased by +29.57%
Jun 30, 24
17 Deutsche Bank AG 896.03K (1.74%) -125.44K
Decreased by -14.00%
Mar 31, 24
18 LSV Asset Management 881.20K (1.71%) 6.90K
Increased by +0.78%
Jun 30, 24
19 Driehaus Capital Management LLC 825.66K (1.61%) 124.88K
Increased by +15.12%
Sep 30, 23
20 American Century Companies Inc 802.53K (1.56%) 328.93K
Increased by +40.99%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.36M (6.54%) -13.37K
Decreased by -0.40%
Sep 30, 24
2 Columbia Seligman Tech & Inf SMA Cmp 2.91M (5.65%) 2.91M
Increased by +100.00%
Dec 31, 23
3 Columbia Seligman Tech & Info A 2.91M (5.65%) -285.50K
Decreased by -9.82%
Dec 31, 23
4 Columbia Seligman Technology Growth 2.91M (5.65%) -244.30K
Decreased by -8.40%
Dec 31, 23
5 Pacer US Small Cap Cash Cows 100 ETF 2.29M (4.45%) -578.00
Decreased by -0.03%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.57M (3.06%) 29.90K
Increased by +1.90%
Aug 31, 24
7 iShares Russell 2000 ETF 1.37M (2.66%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Information Technology ETF 1.18M (2.29%) 1.69K
Increased by +0.14%
Aug 31, 24
9 SPDR® S&P Semiconductor ETF 1.10M (2.13%) 0.00
Increased by 0.00%
Sep 30, 24
10 FIAM Small Cap Core CIT Cl B 1.07M (2.08%) 11.10K
Increased by +1.04%
Jul 31, 24
11 FIAM Small Cap Core Composite 1.06M (2.06%) 177.10K
Increased by +16.75%
Jun 30, 24
12 Vanguard Strategic Equity Inv 1.01M (1.97%) 22.94K
Increased by +2.27%
Jun 30, 24
13 Avantis US Small Cap Value ETF 970.42K (1.89%) 0.00
Increased by 0.00%
Sep 28, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 804.83K (1.56%) 1.02K
Increased by +0.13%
Aug 31, 24
15 Meridian Contrarian Legacy 690.00K (1.34%) 0.00
Increased by 0.00%
Jun 30, 24
16 Vanguard Explorer Inv 648.36K (1.26%) -99.66K
Decreased by -15.37%
Jun 30, 24
17 Strategic Advisers Fidelity US TtlStk 595.38K (1.16%) 0.00
Increased by 0.00%
Aug 31, 24
18 Fidelity Small Cap Index 539.32K (1.05%) 2.89K
Increased by +0.54%
Jul 31, 24
19 Columbia Seligman Global Tech A 535.89K (1.04%) -102.70K
Decreased by -19.16%
Dec 31, 23
20 iShares Russell 2000 Value ETF 498.33K (0.97%) 0.00
Increased by 0.00%
Sep 30, 24