Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.71%
2 EATZ 3.46%
3 RUFF 3.13%
4 PEJ 2.96%
5 PEZ 2.46%
6 FTDS 2.26%
7 TUSA 2.26%
8 RUNN 1.99%
9 DVOL 1.96%
10 GSC 1.78%
11 SMIG 1.70%
12 FXD 1.64%
13 XMHQ 1.63%
14 XMLV 1.55%
15 PAMC 1.49%
16 XMMO 1.37%
17 QGRO 1.26%
18 RFG 1.17%
19 EWMC 1.17%
20 RISN 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.42M (9.68%) -101.91K
Decreased by -1.59%
Dec 31, 23
2 BlackRock Inc 6.08M (9.16%) -479.45K
Decreased by -7.89%
Dec 31, 23
3 Amvescap Plc. 1.98M (2.99%) 701.73K
Increased by +35.39%
Dec 31, 23
4 State Street Corporation 1.89M (2.85%) 57.66K
Increased by +3.05%
Dec 31, 23
5 Morgan Stanley - Brokerage Accounts 1.82M (2.74%) 370.30K
Increased by +20.37%
Dec 31, 23
6 Neuberger Berman Group LLC 1.67M (2.51%) -3.15K
Decreased by -0.19%
Dec 31, 23
7 Nordea Investment Mgmt Bank Demark A/s 1.62M (2.44%) -165.05K
Decreased by -10.21%
Dec 31, 23
8 JPMorgan Chase & Co 1.54M (2.31%) -76.34K
Decreased by -4.97%
Dec 31, 23
9 Wellington Management Company LLP 1.42M (2.14%) -383.71K
Decreased by -26.95%
Dec 31, 23
10 Steadfast Capital Management LLC 1.28M (1.93%) 0.00
Increased by 0.00%
Dec 31, 23
11 GW&K Investment Management, LLC 1.19M (1.79%) -124.05K
Decreased by -10.43%
Dec 31, 23
12 Geode Capital Management, LLC 1.10M (1.65%) 37.77K
Increased by +3.44%
Dec 31, 23
13 Goldman Sachs Group Inc 1.06M (1.59%) 503.73K
Increased by +47.65%
Dec 31, 23
14 Macquarie Group Ltd 971.65K (1.46%) -545.20K
Decreased by -56.11%
Dec 31, 23
15 Victory Capital Management Inc. 966.29K (1.46%) -19.50K
Decreased by -2.02%
Dec 31, 23
16 Geneva Capital Management 948.22K (1.43%) 69.54K
Increased by +7.33%
Dec 31, 23
17 Loomis, Sayles & Company LP 839.10K (1.26%) -55.40K
Decreased by -6.60%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 833.79K (1.26%) 31.08K
Increased by +3.73%
Dec 31, 23
19 Ninety One UK Limited 807.38K (1.22%) -35.16K
Decreased by -4.36%
Sep 30, 23
20 Bank of New York Mellon Corp 779.20K (1.17%) -1.06K
Decreased by -0.14%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.10M (3.17%) 7.08K
Increased by +0.34%
Mar 31, 24
2 iShares Core S&P Mid-Cap ETF 2.08M (3.13%) -1.31K
Decreased by -0.06%
Mar 28, 24
3 Vanguard Small Cap Index 1.70M (2.57%) -17.24K
Decreased by -1.01%
Mar 31, 24
4 Neuberger Berman Genesis Inv 1.00M (1.51%) -24.14K
Decreased by -2.41%
Mar 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 995.25K (1.50%) 6.48K
Increased by +0.65%
Mar 31, 24
6 Vanguard Small Cap Growth Index Inv 964.39K (1.45%) -1.96K
Decreased by -0.20%
Mar 31, 24
7 Vanguard Explorer Inv 884.05K (1.33%) -52.45K
Decreased by -5.93%
Dec 31, 23
8 Victory Small Cap Value CIT (Net 75) 700.00K (1.05%) -4.00K
Decreased by -0.57%
Dec 31, 23
9 Victory Sycamore Small Company Opp R 700.00K (1.05%) -4.00K
Decreased by -0.57%
Dec 31, 23
10 SPDR® S&P MIDCAP 400 ETF Trust 546.01K (0.82%) 12.61K
Increased by +2.31%
Mar 31, 24
11 JPM US Value Advantage-MA 530.60K (0.80%) 516.45K
Increased by +97.33%
Sep 30, 23
12 JPMorgan Value Advantage L 517.60K (0.78%) 0.00
Increased by 0.00%
Dec 31, 23
13 T. Rowe Price Integrated US Sm Gr Eq 468.60K (0.71%) -12.10K
Decreased by -2.58%
Mar 31, 24
14 iShares S&P Mid-Cap 400 Growth ETF 441.00K (0.66%) -1.74K
Decreased by -0.39%
Mar 28, 24
15 Invesco S&P MidCap Quality ETF 427.18K (0.64%) 1.26K
Increased by +0.29%
Mar 28, 24
16 Nordea 1 - Stable Return BP EUR 420.54K (0.63%) -30.60K
Decreased by -7.28%
Feb 29, 24
17 Ranger Small Cap 412.45K (0.62%) -106.10K
Decreased by -25.72%
Dec 31, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 406.07K (0.61%) 5.20K
Increased by +1.28%
Mar 31, 24
19 Nordea 1 - Alpha 15 MA Fd BI EUR 387.13K (0.58%) 0.00
Increased by 0.00%
Feb 29, 24
20 Fidelity Extended Market Index 375.57K (0.57%) 3.21K
Increased by +0.86%
Feb 29, 24