Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWN 0.04%
2 ISCV 0.03%
3 IWM 0.02%
4 ISCB 0.01%
5 JKJ 0.01%
6 ITOT 0.00%
7 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Aip LLC 18.97M (162.00%) 0.00
Increased by 0.00%
Dec 31, 23
2 FMR Inc 2.51M (21.42%) -517.78K
Decreased by -20.64%
Dec 31, 23
3 BlackRock Inc 1.39M (11.84%) 67.94K
Increased by +4.90%
Dec 31, 23
4 Goldman Sachs Group Inc 732.56K (6.26%) 523.15K
Increased by +71.41%
Dec 31, 23
5 Vanguard Group Inc 582.97K (4.98%) 16.13K
Increased by +2.77%
Dec 31, 23
6 State Street Corporation 551.49K (4.71%) 110.40K
Increased by +20.02%
Dec 31, 23
7 Dimensional Fund Advisors, Inc. 452.00K (3.86%) -23.46K
Decreased by -5.19%
Dec 31, 23
8 JPMorgan Chase & Co 291.92K (2.49%) 13.72K
Increased by +4.70%
Dec 31, 23
9 Geode Capital Management, LLC 246.68K (2.11%) 13.79K
Increased by +5.59%
Dec 31, 23
10 Loomis, Sayles & Company LP 243.96K (2.08%) -34.34K
Decreased by -14.08%
Dec 31, 23
11 Ancora Advisors LLC 238.49K (2.04%) -86.20K
Decreased by -36.14%
Dec 31, 23
12 Schroder Investment Management Group 219.06K (1.87%) -1.38K
Decreased by -0.63%
Dec 31, 23
13 Amvescap Plc. 205.00K (1.75%) 31.14K
Increased by +15.19%
Dec 31, 23
14 Royce & Associates, LP 203.43K (1.74%) 25.25K
Increased by +12.41%
Dec 31, 23
15 Arnhold & S. Bleichroeder Advisers, LLC 202.07K (1.73%) 26.94K
Increased by +13.33%
Dec 31, 23
16 Hotchkis & Wiley Capital Management LLC 188.99K (1.61%) 27.74K
Increased by +14.68%
Dec 31, 23
17 Thrivent Financial For Lutherans 172.85K (1.48%) 4.38K
Increased by +2.53%
Sep 30, 23
18 Nuveen Asset Management, LLC 146.68K (1.25%) -39.86K
Decreased by -27.18%
Dec 31, 23
19 Arrowstreet Capital Limited Partnership 135.19K (1.15%) 122.32K
Increased by +90.48%
Dec 31, 23
20 Boston Partners Global Investors, Inc 127.43K (1.09%) -55.27K
Decreased by -43.38%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Small Cap Growth 710.42K (6.07%) -863.00
Decreased by -0.12%
Oct 31, 23
2 Strategic Advisers Fidelity US TtlStk 479.56K (4.10%) 52.83K
Increased by +11.02%
Mar 31, 24
3 Fidelity Small Cap Discovery 463.37K (3.96%) 0.00
Increased by 0.00%
Feb 29, 24
4 Fidelity® Low-Priced Stock 399.24K (3.41%) -416.00
Decreased by -0.10%
Oct 31, 23
5 Fidelity Low-Priced Stock 396.70K (3.39%) 0.00
Increased by 0.00%
Feb 29, 24
6 Fidelity Small Cap Growth 364.93K (3.12%) -190.09K
Decreased by -52.09%
Dec 31, 23
7 Strategic Advisers® Fidelity US TtlStk 337.96K (2.89%) 16.74K
Increased by +4.95%
Nov 30, 23
8 Fidelity Advisor® Small Cap I 320.40K (2.74%) 0.00
Increased by 0.00%
Oct 31, 23
9 Vanguard Total Stock Mkt Idx Inv 317.45K (2.71%) 528.00
Increased by +0.17%
Mar 31, 24
10 SPDR® S&P Aerospace & Defense ETF 291.12K (2.49%) 0.00
Increased by 0.00%
Apr 30, 24
11 iShares Russell 2000 ETF 267.41K (2.28%) -2.12K
Decreased by -0.79%
Apr 30, 24
12 Fidelity® Small Cap Growth K6 253.50K (2.17%) 4.59K
Increased by +1.81%
Oct 31, 23
13 FIAM Small Cap Core CIT Cl B 250.00K (2.14%) 9.30K
Increased by +3.72%
Feb 29, 24
14 FIAM Small Cap Core Composite 249.10K (2.13%) 20.31K
Increased by +8.15%
Dec 31, 23
15 Fidelity Series Small Cap Discovery 218.29K (1.86%) 0.00
Increased by 0.00%
Feb 29, 24
16 Fidelity Advisor Small Cap I 175.68K (1.50%) -85.22K
Decreased by -48.51%
Dec 31, 23
17 iShares US Aerospace & Defense ETF 175.52K (1.50%) 0.00
Increased by 0.00%
Apr 30, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 171.66K (1.47%) 3.78K
Increased by +2.20%
Mar 31, 24
19 Invesco Aerospace & Defense ETF 165.84K (1.42%) 432.00
Increased by +0.26%
Apr 30, 24
20 First Eagle Small Cap Opportunity I 165.43K (1.41%) -23.87K
Decreased by -14.43%
Mar 31, 24