Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 IHE 1000.00%
3 ISCB 1000.00%
4 ISCG 1000.00%
5 ITOT 1000.00%
6 IWM 1000.00%
7 IWO 1000.00%
8 IWV 1000.00%
9 JKK 1000.00%
10 PJP 3.07%
11 FFTY 2.93%
12 CAFG 2.76%
13 XPH 1.99%
14 JSML 1.74%
15 PSCH 1.72%
16 PTH 1.68%
17 PILL 1.43%
18 ROSC 0.96%
19 AFSM 0.96%
20 SIXS 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.09M (16.18%) 2.03K
Increased by +0.03%
Sep 30, 23
2 Federated Hermes Inc 3.44M (9.14%) 13.30K
Increased by +0.39%
Sep 30, 23
3 Vanguard Group Inc 2.77M (7.35%) -6.22K
Decreased by -0.22%
Sep 30, 23
4 Dimensional Fund Advisors, Inc. 1.89M (5.01%) -42.88K
Decreased by -2.27%
Sep 30, 23
5 Neuberger Berman Group LLC 1.49M (3.95%) -2.31K
Decreased by -0.15%
Sep 30, 23
6 State Street Corporation 1.46M (3.88%) 64.99K
Increased by +4.45%
Sep 30, 23
7 Fuller & Thaler Asset Management Inc 1.28M (3.39%) -4.28K
Decreased by -0.34%
Sep 30, 23
8 Geode Capital Management, LLC 809.63K (2.15%) 29.37K
Increased by +3.63%
Sep 30, 23
9 Renaissance Technologies Corp 603.10K (1.60%) 110.52K
Increased by +18.32%
Sep 30, 23
10 T. Rowe Price Associates, Inc. 569.71K (1.51%) 63.40K
Increased by +11.13%
Sep 30, 23
11 Northern Trust Corp 559.42K (1.49%) -76.02K
Decreased by -13.59%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 558.21K (1.48%) -8.61K
Decreased by -1.54%
Sep 30, 23
13 Jacobs Levy Equity Management, Inc. 554.85K (1.47%) 171.64K
Increased by +30.93%
Sep 30, 23
14 Amvescap Plc. 410.63K (1.09%) -150.04K
Decreased by -36.54%
Sep 30, 23
15 VOLORIDGE INVESTMENT MANAGEMENT, LLC 371.31K (0.99%) 183.37K
Increased by +49.38%
Sep 30, 23
16 Nuveen Asset Management, LLC 353.96K (0.94%) -20.56K
Decreased by -5.81%
Sep 30, 23
17 Charles Schwab Investment Management Inc 352.38K (0.94%) 24.12K
Increased by +6.84%
Sep 30, 23
18 Nordea Investment Mgmt Bank Demark A/s 338.44K (0.90%) -349.00
Decreased by -0.10%
Sep 30, 23
19 Granite Investment Partners, LLC 330.91K (0.88%) -202.25K
Decreased by -61.12%
Sep 30, 23
20 Bank of New York Mellon Corp 326.51K (0.87%) -15.61K
Decreased by -4.78%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.55M (6.78%) -2.53K
Decreased by -0.10%
Nov 30, 23
2 Federated Hermes Kaufmann Small Cap A 2.00M (5.31%) 400.00
Increased by +0.02%
Sep 30, 23
3 Federated Hermes Kaufmann Small Cap Grow 2.00M (5.31%) 400.00
Increased by +0.02%
Sep 30, 23
4 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.21M (3.20%) 0.00
Increased by 0.00%
Sep 30, 23
5 Fuller & Thaler Behavioral Small-Cap Eq 1.21M (3.20%) 0.00
Increased by 0.00%
Sep 30, 23
6 Vanguard Total Stock Mkt Idx Inv 1.16M (3.08%) 2.11K
Increased by +0.18%
Nov 30, 23
7 Federated Hermes Kaufmann Growth 1.15M (3.05%) 15.00K
Increased by +1.30%
Sep 30, 23
8 Federated Hermes Kaufmann R 1.15M (3.05%) 15.00K
Increased by +1.30%
Sep 30, 23
9 Neuberger Berman Genesis Inv 1.05M (2.79%) -6.53K
Decreased by -0.62%
Sep 30, 23
10 iShares Russell 2000 ETF 899.27K (2.39%) -2.25K
Decreased by -0.25%
Nov 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 543.75K (1.44%) 958.00
Increased by +0.18%
Nov 30, 23
12 T. Rowe Price Integrated US Sm Gr Eq 414.20K (1.10%) 38.40K
Increased by +9.27%
Sep 30, 23
13 TRP Integrated US Small-Cap Gr Eq 414.20K (1.10%) 38.40K
Increased by +9.27%
Sep 30, 23
14 iShares S&P Small-Cap 600 Growth ETF 387.68K (1.03%) 0.00
Increased by 0.00%
Nov 30, 23
15 DFA US Micro Cap I 363.85K (0.97%) 0.00
Increased by 0.00%
Oct 31, 23
16 Fidelity® Small Cap Index 356.62K (0.95%) 8.00K
Increased by +2.24%
Sep 30, 23
17 iShares Russell 2000 Growth ETF 332.26K (0.88%) 0.00
Increased by 0.00%
Nov 30, 23
18 SPDR® Portfolio S&P 600 Sm Cap ETF 317.28K (0.84%) 142.00
Increased by +0.04%
Nov 30, 23
19 DFA US Small Cap I 311.69K (0.83%) 0.00
Increased by 0.00%
Oct 31, 23
20 Vanguard Tax-Managed Small Cap Adm 300.96K (0.80%) 0.00
Increased by 0.00%
Nov 30, 23