Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWP 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWS 1000.00%
6 IWR 1000.00%
7 ISCB 1000.00%
8 ISCG 1000.00%
9 ITOT 1000.00%
10 IWB 1000.00%
11 IWD 1000.00%
12 IWF 1000.00%
13 BOUT 2.51%
14 GAST 2.21%
15 HAPS 1.84%
16 FPX 1.06%
17 LSAF 0.97%
18 MMSC 0.69%
19 HOMZ 0.67%
20 VNMC 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.01M (9.04%) 881.70K
Increased by +6.78%
Sep 30, 23
2 Wellington Management Company LLP 12.11M (8.41%) -1.46M
Decreased by -12.08%
Sep 30, 23
3 Capital Research Global Investors 10.63M (7.38%) -1.98M
Decreased by -18.65%
Sep 30, 23
4 BlackRock Inc 7.64M (5.30%) 738.50K
Increased by +9.67%
Sep 30, 23
5 Massachusetts Financial Services Company 7.12M (4.94%) 1.52K
Increased by +0.02%
Sep 30, 23
6 Capital World Investors 4.34M (3.01%) -830.00K
Decreased by -19.14%
Sep 30, 23
7 AllianceBernstein L.P. 3.78M (2.63%) 3.06M
Increased by +80.88%
Sep 30, 23
8 UBS Asset Mgmt Americas Inc 3.61M (2.51%) 571.03K
Increased by +15.82%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 3.14M (2.18%) -143.29K
Decreased by -4.56%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 2.88M (2.00%) -209.59K
Decreased by -7.27%
Sep 30, 23
11 Citadel Advisors Llc 2.86M (1.99%) -3.44M
Decreased by -120.45%
Sep 30, 23
12 JPMorgan Chase & Co 2.85M (1.98%) 22.08K
Increased by +0.78%
Sep 30, 23
13 Amvescap Plc. 2.70M (1.87%) 853.66K
Increased by +31.64%
Sep 30, 23
14 Loomis, Sayles & Company LP 2.43M (1.69%) 246.21K
Increased by +10.14%
Sep 30, 23
15 Impax Asset Management Group PLC 2.39M (1.66%) -412.14K
Decreased by -17.27%
Sep 30, 23
16 FMR Inc 2.35M (1.63%) 825.68K
Increased by +35.16%
Sep 30, 23
17 Wasatch Advisors Inc. 2.19M (1.52%) -2.28K
Decreased by -0.10%
Sep 30, 23
18 State Street Corporation 2.08M (1.45%) 275.41K
Increased by +13.23%
Sep 30, 23
19 Geode Capital Management, LLC 2.06M (1.43%) 343.08K
Increased by +16.64%
Sep 30, 23
20 American Century Companies Inc 1.98M (1.37%) 35.54K
Increased by +1.80%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 9.09M (6.31%) -2.74M
Decreased by -30.14%
Sep 30, 23
2 Capital Group AMCAP Composite 5.35M (3.71%) -4.91K
Decreased by -0.09%
Sep 30, 23
3 VA CollegeAmerica Amcap 529A 5.35M (3.71%) -4.91K
Decreased by -0.09%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 4.46M (3.10%) 6.02K
Increased by +0.14%
Nov 30, 23
5 Vanguard Small Cap Index 3.68M (2.55%) 16.98K
Increased by +0.46%
Nov 30, 23
6 MFS Mid Cap Growth A 3.24M (2.25%) 0.00
Increased by 0.00%
Nov 30, 23
7 MFS Mid Cap Growth Equity 3.24M (2.25%) -13.44K
Decreased by -0.42%
Sep 30, 23
8 Vanguard Explorer Inv 2.92M (2.03%) -252.30K
Decreased by -8.65%
Sep 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 2.17M (1.51%) 31.51K
Increased by +1.45%
Nov 30, 23
10 Vanguard Small Cap Growth Index Inv 2.06M (1.43%) 15.58K
Increased by +0.76%
Nov 30, 23
11 Calvert Small-Cap A 1.85M (1.28%) 5.44K
Increased by +0.29%
Nov 30, 23
12 Calvert US Small-Cap Strategy 1.84M (1.28%) -226.10K
Decreased by -12.26%
Sep 30, 23
13 Impax Specialists Strategy Composite 1.77M (1.23%) 4.86K
Increased by +0.27%
Oct 31, 23
14 JPMorgan Small Cap Equity A 1.70M (1.18%) -125.21K
Decreased by -7.37%
Nov 30, 23
15 JPM US Small Cap Core-Composite 1.45M (1.01%) -361.09K
Decreased by -24.85%
Dec 31, 23
16 Wasatch Small Cap Growth Investor 1.37M (0.95%) 0.00
Increased by 0.00%
Sep 30, 23
17 American Century Small Cap Growth Inv 1.32M (0.91%) 240.68K
Increased by +18.30%
Sep 30, 23
18 American Century U.S. Small Cap Growth 1.32M (0.91%) 240.68K
Increased by +18.30%
Sep 30, 23
19 AB Small Cap Growth A 1.30M (0.90%) -58.63K
Decreased by -4.50%
Nov 30, 23
20 UBS: US Equity Small Cap Growth 1.20M (0.84%) 0.00
Increased by 0.00%
Sep 30, 23