Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIEQ 1.64%
2 XSD 1.53%
3 PBW 1.49%
4 FFND 1.40%
5 SPRX 1.32%
6 ACES 1.15%
7 PBD 0.75%
8 QCLN 0.58%
9 CARZ 0.55%
10 ACTV 0.54%
11 PSCT 0.49%
12 GSFP 0.42%
13 GRZZ 0.32%
14 ISMD 0.22%
15 PAMC 0.14%
16 SFYX 0.13%
17 SOXX 0.12%
18 IJJ 0.12%
19 IJH 0.11%
20 IJK 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.71M (10.18%) 2.48M
Increased by +15.79%
Sep 30, 24
2 Vanguard Group Inc 15.62M (10.13%) 2.10M
Increased by +13.45%
Sep 30, 24
3 Capital Research Global Investors 9.28M (6.02%) -2.47M
Decreased by -26.62%
Sep 30, 24
4 T. Rowe Price Associates, Inc. 8.00M (5.19%) 7.71M
Increased by +96.30%
Sep 30, 24
5 Capital Research & Mgmt Co - Division 3 7.80M (5.05%) -4.81M
Decreased by -61.66%
Sep 30, 24
6 NORGES BANK 7.09M (4.60%) 3.86M
Increased by +54.43%
Dec 31, 23
7 State Street Corp 6.69M (4.34%) 1.26M
Increased by +18.76%
Sep 30, 24
8 UBS Group AG 6.35M (4.12%) 3.81M
Increased by +60.02%
Sep 30, 24
9 PRIMECAP Management Company 6.35M (4.12%) 303.87K
Increased by +4.79%
Sep 30, 24
10 Jana Partners Management LP 6.17M (4.00%) 0.00
Increased by 0.00%
Sep 30, 24
11 State Street Corporation 5.11M (3.31%) 596.04K
Increased by +11.67%
Mar 31, 24
12 D. E. Shaw & Co LP 5.09M (3.30%) 3.83M
Increased by +75.18%
Sep 30, 24
13 ClearBridge Advisors, LLC 4.60M (2.98%) -196.26K
Decreased by -4.27%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 4.42M (2.86%) -1.66M
Decreased by -37.66%
Sep 30, 24
15 Artisan Partners Limited Partnership 3.72M (2.41%) 704.29K
Increased by +18.93%
Sep 30, 24
16 Capital World Investors 3.18M (2.06%) 0.00
Increased by 0.00%
Jun 30, 24
17 Fidelity International Ltd 2.87M (1.86%) 1.68M
Increased by +58.70%
Sep 30, 24
18 Two Sigma Investments LLC 2.50M (1.62%) 1.95M
Increased by +78.06%
Sep 30, 24
19 Two Sigma Advisers, LLC 2.46M (1.59%) 2.19M
Increased by +89.05%
Sep 30, 24
20 Neuberger Berman Group LLC 2.40M (1.56%) 1.16M
Increased by +48.15%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.22M (5.33%) 4.21K
Increased by +0.05%
Dec 31, 24
2 T. Rowe Price Mid-Cap Value 7.22M (4.68%) 1.01M
Increased by +13.98%
Dec 31, 24
3 T. Rowe Price US Mid-Cap Value Equity 7.22M (4.68%) 2.65M
Increased by +36.74%
Dec 31, 24
4 American Funds Growth Fund of Amer A 6.31M (4.09%) -2.50M
Decreased by -39.63%
Sep 30, 24
5 Capital Group Growth Fnd of Amer Comp 6.31M (4.09%) -2.50M
Decreased by -39.63%
Sep 30, 24
6 American Funds Fundamental Invs A 4.49M (2.91%) -2.04K
Decreased by -0.05%
Jun 30, 24
7 Capital Group Fundamental Invtrs Comp 4.49M (2.91%) -2.04K
Decreased by -0.05%
Jun 30, 24
8 iShares Core S&P Mid-Cap ETF 3.99M (2.59%) -552.00
Decreased by -0.01%
Aug 28, 24
9 Vanguard Total Stock Mkt Idx Inv 3.95M (2.56%) 0.00
Increased by 0.00%
Dec 31, 24
10 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 3.83M (2.48%) 1.42M
Increased by +37.00%
Dec 31, 24
11 Vanguard Small Cap Index 3.25M (2.11%) 46.93K
Increased by +1.44%
Dec 31, 24
12 SPDR® S&P Semiconductor ETF 3.20M (2.07%) 0.00
Increased by 0.00%
Dec 31, 24
13 Vanguard Capital Opportunity Inv 3.13M (2.03%) 84.30K
Increased by +2.69%
Sep 30, 24
14 American Funds SMALLCAP World A 3.00M (1.94%) -862.60K
Decreased by -28.78%
Sep 30, 24
15 Vanguard Information Technology ETF 2.93M (1.90%) 39.13K
Increased by +1.34%
Dec 31, 24
16 Artisan International Small-Mid Investor 2.41M (1.56%) 0.00
Increased by 0.00%
Dec 31, 24
17 Artisan Non-U.S. Small-Mid Growth Comp 2.41M (1.56%) 0.00
Increased by 0.00%
Dec 31, 24
18 ClearBridge Aggressive Growth 2.39M (1.55%) 0.00
Increased by 0.00%
Mar 31, 24
19 ClearBridge Aggressive Growth A 2.39M (1.55%) 0.00
Increased by 0.00%
Mar 31, 24
20 American Funds New Perspective A 2.26M (1.46%) 0.00
Increased by 0.00%
Sep 30, 24