Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 IWV 1000.00%
3 IWS 1000.00%
4 IWR 1000.00%
5 IWD 1000.00%
6 IWB 1000.00%
7 ITOT 1000.00%
8 ISCG 1000.00%
9 JKK 1000.00%
10 JKJ 1000.00%
11 PSCM 8.83%
12 SLX 4.57%
13 XME 4.45%
14 PYZ 2.59%
15 XSMO 2.58%
16 DRIV 1.15%
17 IJT 1.14%
18 VIOG 1.00%
19 SLYG 0.97%
20 FNY 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.88M (15.77%) -433.00K
Decreased by -2.18%
Sep 30, 23
2 Capital Research & Mgmt Co - Division 3 15.23M (12.08%) 22.46K
Increased by +0.15%
Sep 30, 23
3 Vanguard Group Inc 14.31M (11.35%) -64.54K
Decreased by -0.45%
Sep 30, 23
4 State Street Corporation 6.28M (4.98%) -239.35K
Decreased by -3.81%
Sep 30, 23
5 FMR Inc 3.20M (2.54%) -91.31K
Decreased by -2.85%
Sep 30, 23
6 AllianceBernstein L.P. 3.16M (2.51%) -1.01M
Decreased by -32.06%
Sep 30, 23
7 Frontier Capital Management CO Inc 3.05M (2.42%) -442.59K
Decreased by -14.51%
Sep 30, 23
8 Ameriprise Financial Inc 3.04M (2.41%) -22.05K
Decreased by -0.73%
Sep 30, 23
9 Geode Capital Management, LLC 2.58M (2.04%) 100.58K
Increased by +3.90%
Sep 30, 23
10 Amvescap Plc. 2.53M (2.01%) 155.61K
Increased by +6.15%
Sep 30, 23
11 Palestra Capital Management LLC 2.19M (1.74%) 1.96M
Increased by +89.35%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 2.18M (1.73%) -286.95K
Decreased by -13.17%
Sep 30, 23
13 Driehaus Capital Management LLC 2.17M (1.72%) 4.79K
Increased by +0.22%
Sep 30, 23
14 Barrow Hanley Mewhinney & Strauss LLC 2.03M (1.61%) 38.85K
Increased by +1.91%
Sep 30, 23
15 Capital World Investors 1.97M (1.56%) 996.94K
Increased by +50.68%
Sep 30, 23
16 Channing Capital Management, LLC 1.74M (1.38%) -39.81K
Decreased by -2.28%
Sep 30, 23
17 Goldman Sachs Group Inc 1.71M (1.35%) -336.67K
Decreased by -19.71%
Jun 30, 23
18 Allspring Global Investments Holdings, LLC 1.66M (1.32%) 446.03K
Increased by +26.85%
Sep 30, 23
19 Charles Schwab Investment Management Inc 1.58M (1.25%) 404.80K
Increased by +25.59%
Sep 30, 23
20 Northern Trust Corp 1.44M (1.14%) 61.58K
Increased by +4.27%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.53M (6.77%) 3.24K
Increased by +0.04%
Dec 29, 23
2 American Funds Growth Fund of Amer A 5.95M (4.72%) -19.93K
Decreased by -0.34%
Sep 30, 23
3 Capital Group Growth Fnd of Amer Comp 5.95M (4.72%) -19.93K
Decreased by -0.34%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 4.05M (3.21%) 5.32K
Increased by +0.13%
Nov 30, 23
5 iShares $ High Yld Corp Bd ETF USD Dist 3.58M (2.84%) 3.58M
Increased by +100.00%
Aug 7, 23
6 iShares Russell 2000 ETF 3.44M (2.72%) 21.84K
Increased by +0.64%
Dec 29, 23
7 Capital Group AMCAP Composite 3.35M (2.66%) -3.08K
Decreased by -0.09%
Sep 30, 23
8 VA CollegeAmerica Amcap 529A 3.35M (2.66%) -3.08K
Decreased by -0.09%
Sep 30, 23
9 Vanguard Small Cap Index 3.33M (2.64%) 14.79K
Increased by +0.44%
Nov 30, 23
10 American Funds IS® Growth 1 2.07M (1.64%) 0.00
Increased by 0.00%
Sep 30, 23
11 Capital Group Growth Composite 2.07M (1.64%) 0.00
Increased by 0.00%
Sep 30, 23
12 SPDR® S&P Metals and Mining ETF 1.98M (1.57%) -5.90K
Decreased by -0.30%
Dec 29, 23
13 American Funds IS® Asset Allocation 1 1.96M (1.56%) 994.00K
Increased by +50.61%
Sep 30, 23
14 Vanguard Small Cap Growth Index Inv 1.86M (1.48%) 10.90K
Increased by +0.58%
Nov 30, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 1.85M (1.47%) 28.69K
Increased by +1.55%
Nov 30, 23
16 American Funds SMALLCAP World A 1.82M (1.44%) -41.95K
Decreased by -2.31%
Sep 30, 23
17 American Funds IS® Growth-Income 1 1.63M (1.29%) 0.00
Increased by 0.00%
Sep 30, 23
18 Capital Group Core Equity Composite 1.63M (1.29%) 0.00
Increased by 0.00%
Sep 30, 23
19 Columbia Focused Mid Cap Value 1.29M (1.02%) 0.00
Increased by 0.00%
Sep 30, 23
20 Fidelity® Small Cap Index 1.24M (0.98%) 33.42K
Increased by +2.69%
Oct 31, 23