Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKK 1000.00%
2 ITOT 1000.00%
3 IWFH 1000.00%
4 ISCG 1000.00%
5 IWO 1000.00%
6 IWV 1000.00%
7 JKJ 1000.00%
8 ISCB 1000.00%
9 IGM 1000.00%
10 IWM 1000.00%
11 CLOU 3.24%
12 WFH 2.30%
13 WCLD 1.07%
14 IVES 0.79%
15 XSW 0.74%
16 JSMD 0.66%
17 SKYY 0.58%
18 WEBL 0.57%
19 CLDL 0.52%
20 MPAY 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.91M (10.75%) 86.83K
Increased by +0.58%
Sep 30, 23
2 BlackRock Inc 14.28M (10.30%) 378.38K
Increased by +2.65%
Sep 30, 23
3 Earnest Partners LLC 6.13M (4.42%) 70.13K
Increased by +1.14%
Sep 30, 23
4 RGM Capital LLC 5.45M (3.93%) 349.98K
Increased by +6.42%
Sep 30, 23
5 Champlain Investment Partners, LLC 3.60M (2.59%) -4.88K
Decreased by -0.14%
Sep 30, 23
6 Macquarie Group Ltd 3.44M (2.48%) -5.14K
Decreased by -0.15%
Sep 30, 23
7 JPMorgan Chase & Co 3.41M (2.46%) 190.16K
Increased by +5.58%
Sep 30, 23
8 State Street Corporation 3.24M (2.34%) 67.98K
Increased by +2.10%
Sep 30, 23
9 First Trust Advisors L.P. 2.99M (2.15%) 397.49K
Increased by +13.31%
Sep 30, 23
10 Geode Capital Management, LLC 2.88M (2.07%) 113.23K
Increased by +3.94%
Sep 30, 23
11 Bank of America Corp 2.69M (1.94%) 152.85K
Increased by +5.67%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 2.55M (1.84%) 195.69K
Increased by +7.67%
Sep 30, 23
13 Loomis, Sayles & Company LP 2.37M (1.71%) -157.75K
Decreased by -6.66%
Sep 30, 23
14 Deutsche Bank AG 2.26M (1.63%) 135.99K
Increased by +6.02%
Sep 30, 23
15 Dimensional Fund Advisors, Inc. 2.16M (1.56%) -18.75K
Decreased by -0.87%
Sep 30, 23
16 SEI Investments Co 2.01M (1.45%) 28.63K
Increased by +1.43%
Sep 30, 23
17 Renaissance Technologies Corp 1.98M (1.43%) 581.27K
Increased by +29.42%
Sep 30, 23
18 Schroder Investment Management Group 1.85M (1.33%) 236.90K
Increased by +12.80%
Sep 30, 23
19 Sunriver Management LLC 1.74M (1.25%) 422.89K
Increased by +24.32%
Sep 30, 23
20 Acadian Asset Management LLC 1.67M (1.20%) 1.16M
Increased by +69.44%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.29M (3.09%) 5.21K
Increased by +0.12%
Nov 30, 23
2 iShares Russell 2000 ETF 3.76M (2.71%) 23.91K
Increased by +0.64%
Dec 29, 23
3 Vanguard Small Cap Index 3.57M (2.57%) 16.97K
Increased by +0.48%
Nov 30, 23
4 Champlain Small Company Fund, LLC 2.71M (1.95%) -49.06K
Decreased by -1.81%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 2.08M (1.50%) 40.52K
Increased by +1.95%
Nov 30, 23
6 EARNEST Partners Smid Cap Core Founders 2.07M (1.49%) 92.96K
Increased by +4.50%
Dec 31, 23
7 Vanguard Small Cap Growth Index Inv 1.99M (1.44%) 10.29K
Increased by +0.52%
Nov 30, 23
8 Delaware Small Cap Core I 1.98M (1.43%) 0.00
Increased by 0.00%
Nov 30, 23
9 Macquarie US Small Cap Core Equity 1.98M (1.43%) 0.00
Increased by 0.00%
Dec 31, 23
10 First Trust Dow Jones Internet ETF 1.98M (1.42%) -165.00
Decreased by -0.01%
Dec 28, 23
11 JPMorgan Small Cap Growth A 1.57M (1.13%) 7.85K
Increased by +0.50%
Nov 30, 23
12 Vanguard Information Technology ETF 1.52M (1.10%) 26.61K
Increased by +1.75%
Nov 30, 23
13 Champlain Small Company Adv 1.50M (1.08%) 0.00
Increased by 0.00%
Sep 30, 23
14 Fidelity® Small Cap Index 1.36M (0.98%) 37.58K
Increased by +2.77%
Oct 31, 23
15 Harbor Small Cap Value Instl 1.32M (0.95%) -15.94K
Decreased by -1.20%
Sep 30, 23
16 iShares Russell 2000 Growth ETF 1.25M (0.90%) 0.00
Increased by 0.00%
Dec 29, 23
17 T. Rowe Price Integrated US Sm Gr Eq 1.06M (0.76%) 7.50K
Increased by +0.71%
Sep 30, 23
18 TRP Integrated US Small-Cap Gr Eq 1.06M (0.76%) 7.50K
Increased by +0.71%
Sep 30, 23
19 Vanguard Explorer Inv 986.46K (0.71%) -72.32K
Decreased by -7.33%
Sep 30, 23
20 Stephens SMID Select Growth 872.34K (0.63%) 0.00
Increased by 0.00%
Sep 30, 23