Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.87%
2 PSP 2.55%
3 KCE 1.80%
4 DGRS 1.70%
5 NVIR 1.48%
6 XSMO 1.23%
7 PSCF 1.06%
8 HAPS 0.76%
9 FYC 0.69%
10 QSML 0.62%
11 SSLY 0.42%
12 IJS 0.40%
13 SLYV 0.40%
14 VIOV 0.38%
15 JHSC 0.35%
16 FYX 0.34%
17 FESM 0.32%
18 DES 0.31%
19 FPX 0.30%
20 IWO 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.95M (11.98%) 4.10M
Increased by +51.49%
Jun 30, 24
2 Vanguard Group Inc 6.53M (9.83%) 198.96K
Increased by +3.05%
Sep 30, 24
3 Wellington Management Company LLP 5.72M (8.61%) -2.39M
Decreased by -41.72%
Jun 30, 24
4 FMR Inc 4.00M (6.02%) 141.64K
Increased by +3.54%
Sep 30, 24
5 T. Rowe Price Associates, Inc. 3.50M (5.27%) 2.65M
Increased by +75.70%
Jun 30, 24
6 Wasatch Advisors Inc. 2.90M (4.37%) 42.74K
Increased by +1.47%
Sep 30, 23
7 Capital World Investors 2.55M (3.84%) 9.55K
Increased by +0.37%
Sep 30, 24
8 Fred Alger Management, LLC 2.34M (3.53%) -281.80K
Decreased by -12.02%
Jun 30, 24
9 JPMorgan Chase & Co 2.32M (3.49%) -569.63K
Decreased by -24.58%
Jun 30, 24
10 AllianceBernstein L.P. 2.17M (3.27%) 429.77K
Increased by +19.78%
Jun 30, 24
11 State Street Corp 2.14M (3.22%) 798.14K
Increased by +37.37%
Jun 30, 24
12 T. Rowe Price Investment Management,Inc. 1.89M (2.84%) -513.35K
Decreased by -27.20%
Sep 30, 24
13 Wasatch Advisors LP 1.73M (2.60%) -1.22M
Decreased by -70.56%
Jun 30, 24
14 Millennium Management LLC 1.53M (2.30%) -1.35M
Decreased by -88.36%
Jun 30, 24
15 State Street Corporation 1.34M (2.01%) 55.11K
Increased by +4.12%
Mar 31, 24
16 Geode Capital Management, LLC 1.24M (1.87%) 10.81K
Increased by +0.87%
Jun 30, 24
17 Bank of New York Mellon Corp 1.12M (1.68%) 225.20K
Increased by +20.19%
Jun 30, 24
18 Westfield Capital Management Company, LP 913.07K (1.38%) 41.22K
Increased by +4.51%
Sep 30, 23
19 Grantham, Mayo, Van Otterloo & Co., LLC 896.50K (1.35%) 40.20K
Increased by +4.48%
Jun 30, 24
20 Morgan Stanley - Brokerage Accounts 855.12K (1.29%) 583.44K
Increased by +68.23%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.00M (6.02%) 3.58K
Increased by +0.09%
Oct 31, 24
2 American Funds SMALLCAP World A 3.27M (4.92%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.82M (2.74%) -9.52K
Decreased by -0.52%
Oct 31, 24
4 iShares Russell 2000 ETF 1.62M (2.44%) -3.64K
Decreased by -0.23%
Oct 31, 24
5 Vanguard Explorer Inv 1.47M (2.21%) -269.59K
Decreased by -18.37%
Sep 30, 24
6 T. Rowe Price New Horizons 1.46M (2.20%) 739.15K
Increased by +50.70%
Sep 30, 24
7 US Small-Cap Growth II Equity Comp 1.46M (2.20%) 738.86K
Increased by +50.68%
Sep 30, 24
8 Vanguard Small Cap Index 1.44M (2.18%) 2.85K
Increased by +0.20%
Oct 31, 24
9 Invesco Discovery A 1.19M (1.79%) 189.87K
Increased by +16.00%
Sep 30, 24
10 Invesco OFI Small Cap Growth 1.19M (1.79%) 675.81K
Increased by +56.95%
Sep 30, 24
11 T. Rowe Price Mid-Cap Value 1.16M (1.75%) 1.16M
Increased by +100.00%
Sep 30, 24
12 T. Rowe Price US Mid-Cap Value Equity 1.16M (1.75%) 1.16M
Increased by +100.00%
Sep 30, 24
13 AB Small Cap Growth A 1.12M (1.68%) -39.67K
Decreased by -3.56%
Sep 30, 24
14 Fidelity Small Cap Growth 1.02M (1.54%) -2.68K
Decreased by -0.26%
Aug 31, 24
15 Wasatch Small Cap Growth Investor 1.02M (1.53%) -790.72K
Decreased by -77.72%
Jun 30, 24
16 JPM Small Cap Equity-MA 945.86K (1.42%) -307.06K
Decreased by -32.46%
Sep 30, 24
17 JPM US Small Cap Core-Composite 945.86K (1.42%) -307.06K
Decreased by -32.46%
Sep 30, 24
18 JPMorgan Small Cap Equity A 945.86K (1.42%) -40.37K
Decreased by -4.27%
Sep 30, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 937.00K (1.41%) 134.10K
Increased by +14.31%
Sep 30, 24
20 Hartford Capital Appreciation Y 760.77K (1.15%) 20.98K
Increased by +2.76%
Mar 31, 24