Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWM 1000.00%
2 JKJ 1000.00%
3 IWV 1000.00%
4 IWN 1000.00%
5 ISCB 1000.00%
6 ISCV 1000.00%
7 ITOT 1000.00%
8 SMHB 2.41%
9 RDOG 2.31%
10 HIPS 2.22%
11 GRI_old 2.18%
12 RIET 1.41%
13 GYLD 0.82%
14 SDIV 0.79%
15 RZV 0.65%
16 GBLD 0.33%
17 PSCF 0.33%
18 GRNR 0.31%
19 EES 0.29%
20 ERTH 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 33.43M (19.85%) -29.81K
Decreased by -0.09%
Sep 30, 23
2 Vanguard Group Inc 27.74M (16.47%) -645.78K
Decreased by -2.33%
Sep 30, 23
3 JPMorgan Chase & Co 12.58M (7.47%) -43.76K
Decreased by -0.35%
Sep 30, 23
4 State Street Corporation 11.19M (6.64%) -167.00K
Decreased by -1.49%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 5.13M (3.05%) 923.23K
Increased by +18.00%
Sep 30, 23
6 Charles Schwab Investment Management Inc 4.67M (2.77%) 389.37K
Increased by +8.33%
Sep 30, 23
7 Amvescap Plc. 4.06M (2.41%) -648.36K
Decreased by -15.97%
Sep 30, 23
8 Geode Capital Management, LLC 3.94M (2.34%) 119.00K
Increased by +3.02%
Sep 30, 23
9 LSV Asset Management 3.70M (2.20%) -39.90K
Decreased by -1.08%
Sep 30, 23
10 Citadel Advisors Llc 3.03M (1.80%) -1.34M
Decreased by -44.20%
Sep 30, 23
11 Federated Hermes Inc 2.97M (1.76%) -41.89K
Decreased by -1.41%
Sep 30, 23
12 Ameriprise Financial Inc 2.94M (1.75%) 508.72K
Increased by +17.29%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 2.53M (1.50%) 83.40K
Increased by +3.30%
Sep 30, 23
14 Divco West Real Estate Services, LLC 2.45M (1.45%) 0.00
Increased by 0.00%
Sep 30, 23
15 Northern Trust Corp 2.37M (1.41%) 17.88K
Increased by +0.75%
Sep 30, 23
16 Goldman Sachs Group Inc 2.13M (1.26%) -89.80K
Decreased by -4.22%
Sep 30, 23
17 Bank of New York Mellon Corp 1.82M (1.08%) -3.78K
Decreased by -0.21%
Sep 30, 23
18 Systematic Financial Management LP 1.66M (0.99%) -4.22K
Decreased by -0.25%
Sep 30, 23
19 William Blair Investment Management, LLC 1.65M (0.98%) -125.17K
Decreased by -7.61%
Sep 30, 23
20 Mirae Asset Global Investments (Korea) Co Ltd 1.48M (0.88%) 1.41M
Increased by +94.83%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 11.45M (6.80%) 0.00
Increased by 0.00%
Dec 29, 23
2 Vanguard Real Estate Index Investor 7.02M (4.17%) -63.76K
Decreased by -0.91%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 5.45M (3.23%) 0.00
Increased by 0.00%
Nov 30, 23
4 iShares Russell 2000 ETF 4.51M (2.68%) 114.07K
Increased by +2.53%
Dec 29, 23
5 Vanguard Small Cap Index 4.49M (2.67%) 68.96K
Increased by +1.54%
Nov 30, 23
6 Vanguard Small Cap Value Index Inv 3.11M (1.84%) 30.46K
Increased by +0.98%
Nov 30, 23
7 Invesco KBW Premium Yield Eq REIT ETF 3.00M (1.78%) 0.00
Increased by 0.00%
Nov 30, 23
8 Federated Hermes MDT SCC Institutional 2.59M (1.54%) -39.65K
Decreased by -1.53%
Sep 30, 23
9 Federated Hermes MDT Small Cap Core IS 2.59M (1.54%) -39.65K
Decreased by -1.53%
Sep 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 2.50M (1.48%) 5.27K
Increased by +0.21%
Nov 30, 23
11 iShares S&P Small-Cap 600 Value ETF 2.39M (1.42%) 0.00
Increased by 0.00%
Dec 29, 23
12 Schwab Fundamental US Small Company ETF 2.15M (1.27%) 1.53K
Increased by +0.07%
Dec 30, 23
13 Fidelity® Small Cap Index 1.68M (1.00%) 35.38K
Increased by +2.10%
Oct 31, 23
14 iShares Russell 2000 Value ETF 1.60M (0.95%) 0.00
Increased by 0.00%
Dec 29, 23
15 SPDR® Portfolio S&P 600 Sm Cap ETF 1.50M (0.89%) 6.64K
Increased by +0.44%
Dec 29, 23
16 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.29M (0.77%) 126.53K
Increased by +9.81%
Nov 30, 23
17 SPDR® S&P 600 Small Cap Value ETF 1.20M (0.71%) 3.78K
Increased by +0.31%
Dec 31, 23
18 Vanguard Real Estate II Index 1.09M (0.64%) -5.00K
Decreased by -0.46%
Nov 30, 23
19 Global X SuperDividend™ ETF 1.07M (0.64%) 0.00
Increased by 0.00%
Dec 29, 23
20 DFA Real Estate Securities I 1.07M (0.64%) 0.00
Increased by 0.00%
Nov 30, 23