Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 JKJ 1000.00%
3 IWV 1000.00%
4 IWO 1000.00%
5 IWM 1000.00%
6 ITOT 1000.00%
7 ISCV 1000.00%
8 HIPS 2.74%
9 GRI_old 2.18%
10 DIV 2.18%
11 IGF 1.77%
12 GII 1.72%
13 RIET 1.27%
14 GLIF 0.50%
15 SMHB 0.45%
16 FYC 0.38%
17 TOLZ 0.37%
18 NFRA 0.30%
19 FLAU 0.28%
20 DGRS 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 326.96K (15.41%) 10.51K
Increased by +3.22%
Sep 30, 23
2 Goldman Sachs Group Inc 293.16K (13.82%) 7.82K
Increased by +2.67%
Sep 30, 23
3 BlackRock Inc 178.93K (8.43%) -3.79K
Decreased by -2.12%
Sep 30, 23
4 Taconic Capital Advisors L.P. 104.73K (4.94%) -32.00K
Decreased by -30.56%
Sep 30, 23
5 JPMorgan Chase & Co 100.47K (4.73%) 4.04K
Increased by +4.02%
Sep 30, 23
6 Renaissance Technologies Corp 71.83K (3.38%) -5.50K
Decreased by -7.66%
Sep 30, 23
7 Mirae Asset Global Investments (Korea) Co Ltd 63.60K (3.00%) 2.60K
Increased by +4.09%
Sep 30, 23
8 State Street Corporation 55.57K (2.62%) 89.00
Increased by +0.16%
Sep 30, 23
9 Geode Capital Management, LLC 51.47K (2.43%) 2.98K
Increased by +5.79%
Sep 30, 23
10 Hotchkis & Wiley Capital Management LLC 45.41K (2.14%) -4.94K
Decreased by -10.88%
Sep 30, 23
11 Lasry Marc 38.65K (1.82%) 0.00
Increased by 0.00%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 36.39K (1.71%) 435.00
Increased by +1.20%
Sep 30, 23
13 Bank of New York Mellon Corp 31.76K (1.50%) 1.73K
Increased by +5.46%
Sep 30, 23
14 Northern Trust Corp 22.46K (1.06%) 297.00
Increased by +1.32%
Sep 30, 23
15 Crawford Investment Counsel, Inc 21.83K (1.03%) 36.00
Increased by +0.16%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 20.37K (0.96%) -144.00
Decreased by -0.71%
Sep 30, 23
17 Charles Schwab Investment Management Inc 16.63K (0.78%) 632.00
Increased by +3.80%
Sep 30, 23
18 Denali Advisors LLC 9.70K (0.46%) 4.00K
Increased by +41.24%
Sep 30, 23
19 Mutual Of America Capital Management LLC 7.73K (0.36%) 158.00
Increased by +2.05%
Sep 30, 23
20 AQR Capital Management LLC 7.23K (0.34%) 2.77K
Increased by +38.35%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 94.04K (4.43%) -490.00
Decreased by -0.52%
Nov 30, 23
2 Global X SuperDividend™ US ETF 60.11K (2.83%) -496.00
Decreased by -0.83%
Dec 29, 23
3 Vanguard Small Cap Index 59.21K (2.79%) 152.00
Increased by +0.26%
Nov 30, 23
4 Vanguard Total Stock Mkt Idx Inv 58.51K (2.76%) 0.00
Increased by 0.00%
Nov 30, 23
5 iShares Russell 2000 ETF 58.13K (2.74%) 387.00
Increased by +0.67%
Dec 29, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 33.99K (1.60%) 95.00
Increased by +0.28%
Nov 30, 23
7 Fidelity® Small Cap Index 22.39K (1.06%) 618.00
Increased by +2.76%
Oct 31, 23
8 Vanguard Small Cap Value Index Inv 20.48K (0.96%) -36.00
Decreased by -0.18%
Nov 30, 23
9 iShares Russell 2000 Growth ETF 18.99K (0.90%) 0.00
Increased by 0.00%
Dec 29, 23
10 Vanguard Small Cap Growth Index Inv 16.59K (0.78%) 81.00
Increased by +0.49%
Nov 30, 23
11 State St Russell Sm/Mid Cp® Indx NL Cl C 16.31K (0.77%) 0.00
Increased by 0.00%
Dec 31, 23
12 Vanguard Real Estate II Index 14.50K (0.68%) -15.00
Decreased by -0.10%
Nov 30, 23
13 DFA Real Estate Securities I 13.72K (0.65%) -713.00
Decreased by -5.19%
Nov 30, 23
14 WisdomTree US SmallCap Dividend ETF 12.90K (0.61%) 0.00
Increased by 0.00%
Dec 29, 23
15 Fidelity® Extended Market Index 12.33K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
16 Crawford Multi-Asset Income 10.37K (0.49%) 0.00
Increased by 0.00%
Oct 31, 23
17 DFA Global Real Estate Securities Port 10.11K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
18 Hotchkis & Wiley Sm Cp Divers Val I 10.10K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard Explorer Inv 9.84K (0.46%) 0.00
Increased by 0.00%
Sep 30, 23
20 Schwab US Small-Cap ETF™ 9.45K (0.45%) 3.00
Increased by +0.03%
Dec 30, 23