Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCDF 3.82%
2 STCE 1.68%
3 KCE 1.65%
4 PFI 1.22%
5 GRPZ 1.01%
6 BLCN 0.87%
7 XSLV 0.82%
8 RZG 0.69%
9 FESM 0.58%
10 AFSM 0.55%
11 BLOK 0.55%
12 XSMO 0.46%
13 FYC 0.41%
14 DWAS 0.41%
15 USVM 0.40%
16 PSCF 0.36%
17 SSLY 0.34%
18 BFOR 0.27%
19 PSC 0.26%
20 RNSC 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.48M (17.88%) 237.80K
Increased by +1.29%
Jun 30, 24
2 Vanguard Group Inc 15.60M (15.10%) 129.36K
Increased by +0.83%
Sep 30, 24
3 Azora Capital LP 9.47M (9.16%) 876.25K
Increased by +9.26%
Jun 30, 24
4 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 8.44M (8.16%) -2.32M
Decreased by -27.54%
Jun 30, 24
5 Wellington Management Company LLP 5.89M (5.70%) 1.59M
Increased by +26.94%
Jun 30, 24
6 State Street Corp 5.28M (5.11%) 67.33K
Increased by +1.28%
Jun 30, 24
7 State Street Corporation 5.21M (5.04%) 222.82K
Increased by +4.28%
Mar 31, 24
8 Massachusetts Financial Services Company 4.52M (4.37%) -124.85K
Decreased by -2.76%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 4.09M (3.96%) -41.44K
Decreased by -1.01%
Sep 30, 24
10 Amvescap Plc. 3.83M (3.70%) 1.59M
Increased by +41.57%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 3.27M (3.17%) -388.38K
Decreased by -11.86%
Jun 30, 24
12 Bank of New York Mellon Corp 3.04M (2.94%) 25.76K
Increased by +0.85%
Jun 30, 24
13 FMR Inc 2.86M (2.77%) 2.28M
Increased by +79.62%
Sep 30, 24
14 Geode Capital Management, LLC 2.82M (2.73%) 139.72K
Increased by +4.95%
Jun 30, 24
15 HHG PLC 2.54M (2.46%) -244.10K
Decreased by -9.59%
Jun 30, 24
16 Victory Capital Management Inc. 2.33M (2.26%) 410.35K
Increased by +17.59%
Sep 30, 24
17 Tidal Investments LLC. 2.06M (1.99%) 482.41K
Increased by +23.45%
Dec 31, 23
18 Macquarie Group Ltd 1.88M (1.81%) 758.01K
Increased by +40.42%
Jun 30, 24
19 Toroso Investments LLC 1.57M (1.52%) -52.95K
Decreased by -3.36%
Sep 30, 23
20 Renaissance Technologies Corp 1.51M (1.46%) 250.20K
Increased by +16.55%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.62M (7.37%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.47M (4.32%) 7.03K
Increased by +0.16%
Oct 31, 24
3 iShares Russell 2000 ETF 3.66M (3.54%) 0.00
Increased by 0.00%
Oct 31, 24
4 Vanguard Small Cap Index 3.43M (3.32%) 6.70K
Increased by +0.20%
Oct 31, 24
5 Vanguard Explorer Inv 3.33M (3.22%) -249.14K
Decreased by -7.49%
Sep 30, 24
6 MFS New Discovery I 2.76M (2.67%) 0.00
Increased by 0.00%
Sep 30, 24
7 Invesco Small Cap Value A 2.58M (2.49%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Small Cap Value Index Inv 2.32M (2.24%) -800.00
Decreased by -0.03%
Oct 31, 24
9 Amplify Transformational Data Shrg ETF 2.18M (2.11%) -66.79K
Decreased by -3.07%
Jan 31, 24
10 Fidelity Small Cap Growth 2.09M (2.02%) 1.33M
Increased by +63.55%
Aug 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.76M (1.71%) 24.68K
Increased by +1.40%
Sep 30, 24
12 Fidelity Small Cap Index 1.43M (1.38%) -36.81K
Decreased by -2.58%
Aug 31, 24
13 Fidelity® Small Cap Index 1.33M (1.28%) 35.72K
Increased by +2.69%
Oct 31, 23
14 Janus Henderson Small Cap Value L 1.31M (1.27%) 0.00
Increased by 0.00%
Sep 30, 24
15 Delaware Ivy Small Cap Growth C 1.25M (1.21%) 0.00
Increased by 0.00%
Sep 30, 24
16 iShares Russell 2000 Growth ETF 1.25M (1.21%) 0.00
Increased by 0.00%
Oct 31, 24
17 CMC All-Cap Growth 1.20M (1.16%) 1.13M
Increased by +94.02%
Dec 31, 23
18 Strategic Advisers® Small-Mid Cap 1.17M (1.13%) -31.94K
Decreased by -2.73%
Oct 31, 23
19 iShares S&P Small-Cap 600 Growth ETF 1.15M (1.12%) 0.00
Increased by 0.00%
Oct 31, 24
20 Meridian Growth Legacy 1.15M (1.11%) -282.59K
Decreased by -24.56%
Sep 30, 24