Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 IWV 1000.00%
3 IWS 1000.00%
4 IWR 1000.00%
5 IWD 1000.00%
6 IWB 1000.00%
7 IUSV 1000.00%
8 IUSG 1000.00%
9 ISCB 1000.00%
10 ISCG 1000.00%
11 JKK 1000.00%
12 JKJ 1000.00%
13 IYK 1000.00%
14 BFIT 3.39%
15 PSL 3.33%
16 PBJ 3.07%
17 MMSC 2.06%
18 NSCS 1.66%
19 XMMO 1.19%
20 QGRO 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.31M (11.78%) 205.66K
Increased by +1.34%
Sep 30, 23
2 Vanguard Group Inc 13.13M (10.09%) -217.39K
Decreased by -1.66%
Sep 30, 23
3 Wasatch Advisors Inc. 6.64M (5.11%) 2.09M
Increased by +31.51%
Sep 30, 23
4 Route One Investment Co, LP 5.80M (4.46%) -4.99M
Decreased by -86.04%
Sep 30, 23
5 T. Rowe Price Investment Management,Inc. 5.01M (3.85%) -28.33K
Decreased by -0.57%
Sep 30, 23
6 FMR Inc 4.52M (3.48%) 84.75K
Increased by +1.87%
Sep 30, 23
7 State Street Corporation 4.39M (3.38%) -29.77K
Decreased by -0.68%
Sep 30, 23
8 Dimensional Fund Advisors, Inc. 2.79M (2.14%) 45.80K
Increased by +1.64%
Sep 30, 23
9 Geode Capital Management, LLC 2.77M (2.13%) 109.42K
Increased by +3.95%
Sep 30, 23
10 Amvescap Plc. 2.69M (2.07%) 906.56K
Increased by +33.73%
Sep 30, 23
11 Franklin Resources Inc 2.29M (1.76%) -152.97K
Decreased by -6.69%
Sep 30, 23
12 HHG PLC 2.27M (1.75%) 483.62K
Increased by +21.31%
Sep 30, 23
13 London Company of Virginia 2.23M (1.72%) 23.77K
Increased by +1.06%
Sep 30, 23
14 Wellington Management Company LLP 2.16M (1.66%) -78.24K
Decreased by -3.62%
Sep 30, 23
15 Nuveen Asset Management, LLC 2.15M (1.65%) -250.51K
Decreased by -11.67%
Sep 30, 23
16 Stephens Inv Mgmt Group LLC 2.04M (1.57%) 6.22K
Increased by +0.30%
Sep 30, 23
17 Loomis, Sayles & Company LP 1.88M (1.45%) -136.01K
Decreased by -7.22%
Sep 30, 23
18 Victory Capital Management Inc. 1.85M (1.42%) -273.32K
Decreased by -14.79%
Sep 30, 23
19 Driehaus Capital Management LLC 1.64M (1.26%) 339.82K
Increased by +20.75%
Sep 30, 23
20 Northern Trust Corp 1.63M (1.25%) -35.30K
Decreased by -2.17%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.10M (3.15%) 4.82K
Increased by +0.12%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 4.04M (3.11%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Small Cap Index 3.40M (2.62%) 13.87K
Increased by +0.41%
Nov 30, 23
4 iShares Russell 2000 ETF 3.17M (2.44%) -7.95K
Decreased by -0.25%
Nov 30, 23
5 T. Rowe Price Small-Cap Stock 2.15M (1.65%) -3.10K
Decreased by -0.14%
Sep 30, 23
6 T. Rowe Price US Small-Cap Core Equity 2.15M (1.65%) -3.10K
Decreased by -0.14%
Sep 30, 23
7 Touchstone Mid Cap Y 2.08M (1.60%) 26.75K
Increased by +1.29%
Sep 30, 23
8 Vanguard Small Cap Growth Index Inv 1.91M (1.47%) 12.82K
Increased by +0.67%
Nov 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 1.89M (1.45%) 37.66K
Increased by +1.99%
Nov 30, 23
10 Wasatch Core Growth 1.82M (1.40%) 744.13K
Increased by +40.98%
Sep 30, 23
11 Wasatch Small Cap Growth Investor 1.69M (1.30%) 0.00
Increased by 0.00%
Sep 30, 23
12 Fidelity® Small Cap Index 1.25M (0.96%) 25.50K
Increased by +2.04%
Sep 30, 23
13 Stephens SMID Select Growth 1.20M (0.92%) 0.00
Increased by 0.00%
Sep 30, 23
14 Franklin Small Cap Growth Adv 1.16M (0.89%) 0.00
Increased by 0.00%
Oct 31, 23
15 Franklin US Small Cap Growth Equity 1.16M (0.89%) 0.00
Increased by 0.00%
Sep 30, 23
16 Strategic Advisers® Fidelity US TtlStk 1.06M (0.82%) -213.46K
Decreased by -20.09%
Oct 31, 23
17 SPDR® S&P MIDCAP 400 ETF Trust 1.05M (0.81%) -9.06K
Decreased by -0.86%
Nov 30, 23
18 T. Rowe Price U.S. SC Core Eq Tr-Z 1.03M (0.79%) 3.10K
Increased by +0.30%
Sep 30, 23
19 Janus Henderson Triton D 1.01M (0.77%) 445.96K
Increased by +44.27%
Sep 30, 23
20 Janus Henderson US SMID Cap Growth 1.01M (0.77%) 445.96K
Increased by +44.27%
Sep 30, 23