Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWN 0.05%
2 IWM 0.03%
3 ISCV 0.02%
4 JKL 0.02%
5 JKJ 0.01%
6 ISCB 0.01%
7 ITOT 0.00%
8 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Aip LLC 16.67M (118.83%) -2.30M
Decreased by -13.80%
Sep 30, 24
2 FMR Inc 3.00M (21.37%) 439.85K
Increased by +14.67%
Sep 30, 24
3 BlackRock Inc 1.36M (9.69%) 15.70K
Increased by +1.16%
Jun 30, 24
4 Dimensional Fund Advisors, Inc. 781.42K (5.57%) 119.58K
Increased by +15.30%
Sep 30, 24
5 Vanguard Group Inc 754.08K (5.38%) 38.70K
Increased by +5.13%
Sep 30, 24
6 Ophir Asset Management Pty Ltd 724.39K (5.16%) 396.45K
Increased by +54.73%
Sep 30, 24
7 State Street Corporation 565.54K (4.03%) 14.05K
Increased by +2.48%
Mar 31, 24
8 Goldman Sachs Group Inc 441.36K (3.15%) 92.91K
Increased by +21.05%
Sep 30, 24
9 State Street Corp 432.75K (3.09%) -46.40K
Decreased by -10.72%
Sep 30, 24
10 Systematic Financial Management LP 401.12K (2.86%) 121.64K
Increased by +30.32%
Sep 30, 24
11 Boston Partners Global Investors, Inc 355.99K (2.54%) 248.06K
Increased by +69.68%
Sep 30, 24
12 Cooper Creek Partners Management LLC 347.48K (2.48%) 234.77K
Increased by +67.56%
Sep 30, 24
13 JPMorgan Chase & Co 340.79K (2.43%) 29.87K
Increased by +8.76%
Sep 30, 24
14 Acadian Asset Management LLC 291.84K (2.08%) 144.93K
Increased by +49.66%
Sep 30, 24
15 Geode Capital Management, LLC 274.25K (1.96%) 4.37K
Increased by +1.59%
Sep 30, 24
16 Schroder Investment Management Group 273.00K (1.95%) 46.77K
Increased by +17.13%
Sep 30, 24
17 Zimmer Partners LP 262.42K (1.87%) 262.42K
Increased by +100.00%
Sep 30, 24
18 Loomis, Sayles & Company LP 235.05K (1.68%) -9.19K
Decreased by -3.91%
Sep 30, 24
19 Amvescap Plc. 209.07K (1.49%) 5.42K
Increased by +2.59%
Sep 30, 24
20 Simcoe Capital Management, LLC 207.74K (1.48%) 207.74K
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Small Cap Growth 710.42K (5.07%) -863.00
Decreased by -0.12%
Oct 31, 23
2 Strategic Advisers Fidelity US TtlStk 488.31K (3.48%) 12.00K
Increased by +2.46%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 450.60K (3.21%) 668.00
Increased by +0.15%
Oct 31, 24
4 Fidelity Small Cap Discovery 442.08K (3.15%) 5.01K
Increased by +1.13%
Aug 31, 24
5 Fidelity® Low-Priced Stock 399.24K (2.85%) -416.00
Decreased by -0.10%
Oct 31, 23
6 Fidelity Low-Priced Stock 390.51K (2.78%) -186.00
Decreased by -0.05%
Aug 31, 24
7 FIAM Small Cap Core CIT Cl B 380.40K (2.71%) 41.50K
Increased by +10.91%
Sep 30, 24
8 Fidelity Small Cap Growth 364.93K (2.60%) -190.09K
Decreased by -52.09%
Dec 31, 23
9 iShares Russell 2000 ETF 339.32K (2.42%) -714.00
Decreased by -0.21%
Nov 27, 24
10 Strategic Advisers® Fidelity US TtlStk 337.96K (2.41%) 16.74K
Increased by +4.95%
Nov 30, 23
11 FIAM Small Cap Core Composite 331.00K (2.36%) 75.10K
Increased by +22.69%
Jun 30, 24
12 Fidelity Advisor® Small Cap I 320.40K (2.28%) 0.00
Increased by 0.00%
Oct 31, 23
13 Fidelity® Small Cap Growth K6 253.50K (1.81%) 4.59K
Increased by +1.81%
Oct 31, 23
14 Fidelity Series Small Cap Discovery 235.80K (1.68%) -495.00
Decreased by -0.21%
Aug 31, 24
15 Schroder US Smaller Companies Acc 190.48K (1.36%) 23.77K
Increased by +12.48%
Aug 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 182.33K (1.30%) -4.22K
Decreased by -2.32%
Oct 31, 24
17 Invesco Aerospace & Defense ETF 180.72K (1.29%) 276.00
Increased by +0.15%
Nov 27, 24
18 Ancora/Thelen Small Mid Cap Core 178.12K (1.27%) 40.27K
Increased by +22.61%
Sep 30, 24
19 Fidelity Advisor Small Cap I 175.68K (1.25%) -85.22K
Decreased by -48.51%
Dec 31, 23
20 iShares US Aerospace & Defense ETF 170.73K (1.22%) 0.00
Increased by 0.00%
Nov 27, 24