Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 0.02%
2 IWM 0.02%
3 IWN 0.02%
4 JKL 0.01%
5 ISCV 0.01%
6 JKJ 0.01%
7 ISCB 0.01%
8 JKK 0.01%
9 ISCG 0.01%
10 ITOT 0.00%
11 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Goldman Sachs Group Inc 49.81M (59.31%) 903.00
Increased by +0.00%
Jun 30, 24
2 Wellington Management Company LLP 5.68M (6.76%) -1.27M
Decreased by -22.39%
Jun 30, 24
3 Vanguard Group Inc 3.33M (3.96%) 547.11K
Increased by +16.44%
Jun 30, 24
4 Progeny 3, Inc. 3.22M (3.84%) -533.01K
Decreased by -16.54%
Jun 30, 24
5 BlackRock Inc 2.88M (3.43%) -12.57K
Decreased by -0.44%
Jun 30, 24
6 Eckert Corp 2.48M (2.95%) 487.60K
Increased by +19.68%
Jun 30, 24
7 Magnetar Financial LLC 1.63M (1.94%) 450.83K
Increased by +27.68%
Jun 30, 24
8 Lazard Asset Management LLC 1.54M (1.83%) -16.14K
Decreased by -1.05%
Dec 31, 23
9 Boston Partners Global Investors, Inc 1.44M (1.72%) -52.19K
Decreased by -3.62%
Dec 31, 23
10 Sunriver Management LLC 1.11M (1.32%) 209.82K
Increased by +18.94%
Dec 31, 23
11 Dimensional Fund Advisors, Inc. 1.08M (1.29%) -6.11K
Decreased by -0.56%
Jun 30, 24
12 Macquarie Group Ltd 1.08M (1.29%) 4.06K
Increased by +0.38%
Jun 30, 24
13 AllianceBernstein L.P. 1.00M (1.19%) 708.53K
Increased by +70.69%
Jun 30, 24
14 Cnh Partners, LLC 935.81K (1.11%) 151.70K
Increased by +16.21%
Jun 30, 24
15 Citigroup Inc 904.08K (1.08%) 257.85K
Increased by +28.52%
Jun 30, 24
16 ClearBridge Advisors, LLC 812.68K (0.97%) 7.31K
Increased by +0.90%
Dec 31, 23
17 Geode Capital Management, LLC 792.08K (0.94%) 77.87K
Increased by +9.83%
Jun 30, 24
18 State Street Corp 684.96K (0.82%) 48.90K
Increased by +7.14%
Jun 30, 24
19 JPMorgan Chase & Co 650.98K (0.78%) 477.61K
Increased by +73.37%
Jun 30, 24
20 State Street Corporation 629.97K (0.75%) 38.36K
Increased by +6.09%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Explorer Inv 5.68M (6.76%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.17M (1.39%) 0.00
Increased by 0.00%
Sep 30, 24
3 Macquarie US Small Cap Core Equity 895.17K (1.07%) 895.17K
Increased by +100.00%
Mar 31, 24
4 iShares Russell 2000 ETF 864.27K (1.03%) 0.00
Increased by 0.00%
Oct 30, 24
5 Vanguard Small Cap Index 859.87K (1.02%) -4.42K
Decreased by -0.51%
Sep 30, 24
6 Desjardins Global Small Cap Equity A 808.89K (0.96%) 13.79K
Increased by +1.70%
Jan 31, 24
7 Lazard Global Small Cap Equity 808.89K (0.96%) -8.29K
Decreased by -1.03%
Dec 31, 23
8 UBS: US Equity Small Cap Growth 751.76K (0.90%) 0.00
Increased by 0.00%
Dec 31, 23
9 Swedbank Robur Small Cap USA A 600.00K (0.71%) 0.00
Increased by 0.00%
Mar 31, 24
10 ClearBridge Small Cap 485.25K (0.58%) 0.00
Increased by 0.00%
Jan 31, 24
11 ClearBridge Small Cap C 485.25K (0.58%) 0.00
Increased by 0.00%
Dec 31, 23
12 BSF Global Event Driven Z2 USD 467.51K (0.56%) 0.00
Increased by 0.00%
Jun 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 463.72K (0.55%) -2.11K
Decreased by -0.46%
Sep 30, 24
14 AQR Diversified Arbitrage I 400.30K (0.48%) 0.00
Increased by 0.00%
Sep 30, 24
15 Wellington CIF Small Cap Value 388.20K (0.46%) -14.24K
Decreased by -3.67%
Dec 31, 23
16 Fidelity Small Cap Index 337.49K (0.40%) -12.35K
Decreased by -3.66%
Aug 31, 24
17 AB Merger Arbitrage S1 USD 327.04K (0.39%) 102.35K
Increased by +31.29%
Sep 30, 24
18 Fidelity® Small Cap Index 305.19K (0.36%) 8.24K
Increased by +2.70%
Oct 31, 23
19 Vanguard Small Cap Value Index Inv 290.66K (0.35%) 1.65K
Increased by +0.57%
Sep 30, 24
20 Royce Small-Cap Opportunity Invmt 283.69K (0.34%) 749.00
Increased by +0.26%
Dec 31, 23