Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 4.74%
2 XWEB 3.35%
3 PSCU 3.30%
4 NSCS 1.52%
5 FITE 1.47%
6 HAPY 1.18%
7 SMDY 0.98%
8 SMCP 0.80%
9 NIXT 0.70%
10 GAMR 0.63%
11 BSVO 0.62%
12 FYT 0.57%
13 DSMC 0.55%
14 ANEW 0.54%
15 AFMC 0.52%
16 VUSE 0.46%
17 SQLV 0.42%
18 CAFG 0.40%
19 EES 0.38%
20 IJS 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.72M (13.58%) 179.85K
Increased by +3.15%
Jun 30, 24
2 Vanguard Group Inc 5.15M (12.24%) 348.01K
Increased by +6.76%
Sep 30, 24
3 HHG PLC 3.21M (7.64%) 62.26K
Increased by +1.94%
Sep 30, 24
4 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.96M (7.03%) -692.02K
Decreased by -23.38%
Sep 30, 24
5 Dimensional Fund Advisors, Inc. 2.29M (5.45%) 236.49K
Increased by +10.31%
Sep 30, 24
6 Legal & General Group PLC 2.16M (5.13%) 142.41K
Increased by +6.60%
Sep 30, 24
7 Royce & Associates, LP 1.92M (4.57%) -15.32K
Decreased by -0.80%
Sep 30, 24
8 State Street Corp 1.87M (4.45%) 127.80K
Increased by +6.83%
Sep 30, 24
9 State Street Corporation 1.72M (4.10%) 18.17K
Increased by +1.05%
Mar 31, 24
10 CDAM (UK) Ltd 1.28M (3.04%) -30.71K
Decreased by -2.40%
Sep 30, 24
11 Geode Capital Management, LLC 1.27M (3.03%) 36.86K
Increased by +2.89%
Sep 30, 24
12 Nordea Investment Mgmt Bank Demark A/s 1.06M (2.52%) -35.30K
Decreased by -3.33%
Sep 30, 24
13 Fuller & Thaler Asset Management Inc 1.01M (2.41%) 38.30K
Increased by +3.78%
Sep 30, 24
14 Cardinal Capital Management Llc 888.04K (2.11%) -106.47K
Decreased by -11.99%
Mar 31, 24
15 Amvescap Plc. 846.67K (2.01%) 104.82K
Increased by +12.38%
Jun 30, 24
16 Macquarie Group Ltd 704.23K (1.67%) -129.06K
Decreased by -18.33%
Jun 30, 24
17 Charles Schwab Investment Management Inc 695.54K (1.65%) 60.47K
Increased by +8.69%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 621.07K (1.48%) 11.27K
Increased by +1.81%
Sep 30, 24
19 Thrivent Financial For Lutherans 604.88K (1.44%) -574.40K
Decreased by -94.96%
Mar 31, 24
20 Bank of New York Mellon Corp 592.98K (1.41%) -24.92K
Decreased by -4.20%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.90M (6.88%) 1.42K
Increased by +0.05%
Nov 27, 24
2 L&G Cyber Security ETF 2.34M (5.56%) 0.00
Increased by 0.00%
Nov 29, 24
3 Vanguard Explorer Inv 1.63M (3.87%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 1.46M (3.47%) 450.00
Increased by +0.03%
Aug 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.38M (3.29%) -9.06K
Decreased by -0.65%
Oct 31, 24
6 Janus Henderson Enterprise D 1.34M (3.18%) 133.30K
Increased by +9.98%
Sep 30, 24
7 Janus Inst Mid Cap Growth CF 1.34M (3.18%) 133.30K
Increased by +9.98%
Sep 30, 24
8 iShares Russell 2000 ETF 1.26M (3.00%) -2.63K
Decreased by -0.21%
Nov 27, 24
9 Vanguard Small Cap Index 1.12M (2.66%) 2.20K
Increased by +0.20%
Oct 31, 24
10 Fidelity Small Cap America Sr B 1.09M (2.60%) 0.00
Increased by 0.00%
Mar 31, 23
11 FullerThaler Behavioral Sm-Cp Eq R6 928.54K (2.21%) 56.50K
Increased by +6.08%
Jun 30, 24
12 FullerThaler Behavioral Small-Cap Equity 928.54K (2.21%) 0.00
Increased by 0.00%
Aug 31, 24
13 Fuller & Thaler Behavioral Sm-Cp Eq R6 789.24K (1.88%) 0.00
Increased by 0.00%
Sep 30, 23
14 Fuller & Thaler Behavioral Small-Cap Eq 789.24K (1.88%) 0.00
Increased by 0.00%
Nov 30, 23
15 Janus Henderson Triton D 770.90K (1.83%) -99.26K
Decreased by -12.88%
Sep 30, 24
16 Janus Henderson US SMID Cap Growth 770.90K (1.83%) -99.26K
Decreased by -12.88%
Sep 30, 24
17 Vanguard Small Cap Value Index Inv 758.08K (1.80%) -260.00
Decreased by -0.03%
Oct 31, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 667.82K (1.59%) -2.41K
Decreased by -0.36%
Oct 31, 24
19 Cardinal Capital SMID Cap Value Equity 654.98K (1.56%) -92.90K
Decreased by -14.18%
Mar 31, 24
20 Strategic Advisers Small-Mid Cap 648.16K (1.54%) 31.23K
Increased by +4.82%
Jun 30, 24