Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXD 1.40%
2 BFIT 0.70%
3 FYT 0.60%
4 HART 0.40%
5 RFV 0.31%
6 MILN 0.31%
7 FYX 0.29%
8 BFOR 0.20%
9 USVM 0.20%
10 TMFX 0.17%
11 FNDA 0.16%
12 FAB 0.12%
13 SMDY 0.12%
14 CSA 0.12%
15 CSF 0.11%
16 QVMM 0.11%
17 RWK 0.10%
18 IVOV 0.10%
19 MDYV 0.10%
20 IJJ 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.07M (5.39%) -122.88K
Decreased by -0.68%
Dec 31, 23
2 BlackRock Inc 16.68M (4.97%) -266.62K
Decreased by -1.60%
Dec 31, 23
3 State Street Corporation 10.00M (2.98%) -608.95K
Decreased by -6.09%
Dec 31, 23
4 Alyeska Investment Group, L.P. 7.74M (2.31%) 4.90M
Increased by +63.24%
Sep 30, 23
5 Dimensional Fund Advisors, Inc. 7.15M (2.13%) 1.64M
Increased by +22.87%
Dec 31, 23
6 Loomis, Sayles & Company LP 4.67M (1.39%) -96.66K
Decreased by -2.07%
Dec 31, 23
7 Disciplined Growth Investors Inc 4.26M (1.27%) -899.74K
Decreased by -21.14%
Dec 31, 23
8 Charles Schwab Investment Management Inc 4.15M (1.24%) 203.67K
Increased by +4.91%
Dec 31, 23
9 Morgan Stanley - Brokerage Accounts 3.14M (0.94%) 572.18K
Increased by +18.23%
Dec 31, 23
10 HHG PLC 3.06M (0.91%) 146.77K
Increased by +4.80%
Dec 31, 23
11 First Trust Advisors L.P. 3.05M (0.91%) -635.95K
Decreased by -20.86%
Dec 31, 23
12 Geode Capital Management, LLC 2.95M (0.88%) 120.32K
Increased by +4.08%
Dec 31, 23
13 Marshall Wace Asset Management Ltd 2.85M (0.85%) 1.35M
Increased by +47.15%
Dec 31, 23
14 Arrowstreet Capital Limited Partnership 2.65M (0.79%) 2.32M
Increased by +87.87%
Dec 31, 23
15 Sarasin & Partners LLP 2.57M (0.77%) 0.00
Increased by 0.00%
Dec 31, 23
16 Millennium Management LLC 2.34M (0.70%) 620.40K
Increased by +26.48%
Dec 31, 23
17 Cqs (Us), LLC 2.32M (0.69%) 2.32M
Increased by +100.00%
Dec 31, 23
18 Qube Research & Technologies 2.12M (0.63%) -465.15K
Decreased by -21.97%
Dec 31, 23
19 Balyasny Asset Management LLC 2.09M (0.62%) -690.26K
Decreased by -32.97%
Sep 30, 23
20 Frontier Capital Management CO Inc 1.80M (0.54%) 519.45K
Increased by +28.86%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.64M (1.98%) 9.14K
Increased by +0.14%
Mar 31, 24
2 iShares Core S&P Mid-Cap ETF 5.87M (1.75%) -1.05K
Decreased by -0.02%
Apr 30, 24
3 Vanguard Small Cap Index 4.90M (1.46%) 29.67K
Increased by +0.61%
Mar 31, 24
4 Janus Henderson Small Cap Value L 3.69M (1.10%) 0.00
Increased by 0.00%
Mar 31, 24
5 Vanguard Small Cap Value Index Inv 3.26M (0.97%) -53.44K
Decreased by -1.64%
Mar 31, 24
6 First Trust Cnsmr Discret AlphaDEX® ETF 3.13M (0.93%) 0.00
Increased by 0.00%
Apr 30, 24
7 JSS Sustainable Eq Glb Th P EUR dist 2.45M (0.73%) 305.00
Increased by +0.01%
Dec 31, 23
8 Schwab Fundamental US Small Company ETF 1.89M (0.56%) 0.00
Increased by 0.00%
Apr 30, 24
9 Schwab US Small-Cap ETF™ 1.77M (0.53%) 0.00
Increased by 0.00%
Apr 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.76M (0.53%) 82.95K
Increased by +4.70%
Mar 31, 24
11 DFA US Targeted Value I 1.65M (0.49%) 0.00
Increased by 0.00%
Mar 31, 24
12 SPDR® S&P MIDCAP 400 ETF Trust 1.54M (0.46%) 35.80K
Increased by +2.32%
Mar 31, 24
13 Glenmede Small Cap Equity 1.39M (0.41%) -40.56K
Decreased by -2.92%
Dec 31, 23
14 Glenmede Small Cap Equity Adv 1.39M (0.41%) -40.56K
Decreased by -2.92%
Dec 31, 23
15 DFA US Small Cap Value I 1.36M (0.41%) 0.00
Increased by 0.00%
Mar 31, 24
16 AQR Diversified Arbitrage I 1.28M (0.38%) 476.86K
Increased by +37.26%
Mar 31, 24
17 CT American Smaller Coms(US) InstAccGBP 1.25M (0.37%) 1.25M
Increased by +100.00%
Mar 31, 24
18 State St Russell Sm/Mid Cp® Indx NL Cl C 1.17M (0.35%) 11.10K
Increased by +0.95%
Apr 30, 24
19 CT (Lux) American Smaller Com 9U USD 1.15M (0.34%) 1.15M
Increased by +100.00%
Mar 31, 24
20 Fidelity Extended Market Index 1.14M (0.34%) 0.00
Increased by 0.00%
Mar 31, 24