Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXZ 2.32%
2 GRPM 2.21%
3 EWMC 2.09%
4 PYZ 1.81%
5 PRAY 1.49%
6 XMLV 1.44%
7 SMCO 1.34%
8 XRT 1.18%
9 XMVM 1.04%
10 RFG 0.99%
11 LSAF 0.88%
12 FSCS 0.85%
13 RNMC 0.85%
14 RETL 0.82%
15 IYM 0.80%
16 XMHQ 0.69%
17 SBM 0.64%
18 SMN 0.64%
19 PAMC 0.62%
20 WCEO 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.79M (10.00%) -75.91K
Decreased by -0.59%
Sep 30, 24
2 BlackRock Inc 12.27M (9.59%) 529.15K
Increased by +4.31%
Jun 30, 24
3 Wasatch Advisors LP 9.74M (7.61%) 1.40M
Increased by +14.36%
Sep 30, 24
4 Wasatch Advisors Inc. 6.98M (5.46%) 1.48M
Increased by +21.24%
Sep 30, 23
5 Fidelity International Ltd 5.15M (4.03%) 252.52K
Increased by +4.90%
Sep 30, 24
6 FMR Inc 4.50M (3.51%) -2.06M
Decreased by -45.77%
Sep 30, 24
7 Amvescap Plc. 4.23M (3.31%) -283.62K
Decreased by -6.70%
Sep 30, 24
8 State Street Corporation 4.21M (3.29%) 49.53K
Increased by +1.18%
Mar 31, 24
9 State Street Corp 4.10M (3.20%) 16.92K
Increased by +0.41%
Sep 30, 24
10 Congress Asset Management Company, LLP 3.66M (2.86%) 100.31K
Increased by +2.74%
Sep 30, 24
11 Alua Capital Management LP 3.43M (2.68%) 268.30K
Increased by +7.82%
Sep 30, 24
12 Wellington Management Company LLP 3.35M (2.61%) -483.49K
Decreased by -14.45%
Sep 30, 24
13 D1 Capital Partners L.P. 3.29M (2.57%) 685.00K
Increased by +20.85%
Sep 30, 23
14 Fiduciary Management, Inc. of Milwaukee 3.12M (2.44%) -4.68K
Decreased by -0.15%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 2.60M (2.03%) -119.55K
Decreased by -4.60%
Sep 30, 24
16 Scharf Investments 2.44M (1.90%) -1.26M
Decreased by -51.84%
Sep 30, 23
17 Viking Global Investors LP 2.38M (1.86%) -792.73K
Decreased by -33.26%
Mar 31, 24
18 Geode Capital Management, LLC 2.23M (1.74%) 54.55K
Increased by +2.45%
Sep 30, 24
19 OZ Management LLC 2.02M (1.58%) 141.00K
Increased by +6.98%
Sep 30, 24
20 Tensile Capital Management LLC 1.88M (1.47%) -58.27K
Decreased by -3.11%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.14M (3.23%) 8.14K
Increased by +0.20%
Nov 27, 24
2 Vanguard Total Stock Mkt Idx Inv 4.08M (3.19%) -15.78K
Decreased by -0.39%
Oct 31, 24
3 Vanguard Small Cap Index 3.23M (2.53%) 6.33K
Increased by +0.20%
Oct 31, 24
4 Wasatch Core Growth 2.60M (2.03%) -513.49K
Decreased by -19.72%
Sep 30, 24
5 Invesco OFI Large Cap Core 2.42M (1.89%) 0.00
Increased by 0.00%
Sep 30, 24
6 Invesco Main Street A 2.29M (1.79%) -131.64K
Decreased by -5.74%
Oct 31, 24
7 Vanguard Small Cap Value Index Inv 2.18M (1.71%) -752.00
Decreased by -0.03%
Oct 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.91M (1.49%) -12.15K
Decreased by -0.64%
Oct 31, 24
9 Hartford MidCap Y 1.89M (1.48%) -44.41K
Decreased by -2.35%
Oct 31, 24
10 Fidelity Greater Canada Sr F 1.64M (1.28%) 0.00
Increased by 0.00%
Sep 30, 24
11 True Potential Close Brothers Bal Acc 1.62M (1.26%) 1.01M
Increased by +62.75%
Sep 30, 23
12 FMI Common Stock Investor 1.60M (1.25%) 0.00
Increased by 0.00%
Sep 30, 24
13 Allspring LT Large Cap Fundamental Div 1.40M (1.10%) 22.44K
Increased by +1.60%
Dec 31, 23
14 Fidelity Small Cap America Sr B 1.31M (1.02%) 0.00
Increased by 0.00%
Sep 30, 24
15 Wasatch Small Cap Growth Investor 1.28M (1.00%) 1.28M
Increased by +100.00%
Sep 30, 24
16 Scharf Quality Value 1.25M (0.98%) -155.31K
Decreased by -12.43%
Jan 31, 24
17 CREF Stock R1 1.14M (0.89%) 197.09K
Increased by +17.23%
Aug 31, 24
18 Invesco S&P MidCap Quality ETF 1.14M (0.89%) 1.35K
Increased by +0.12%
Nov 27, 24
19 Strategic Advisers Fidelity US TtlStk 1.04M (0.82%) -165.12K
Decreased by -15.83%
Jul 31, 24
20 Fidelity Global Small Cap Opps B 1.02M (0.80%) 85.00K
Increased by +8.30%
Jun 30, 24