Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 IWD 1000.00%
3 IWR 1000.00%
4 IWS 1000.00%
5 ISCB 1000.00%
6 ISCV 1000.00%
7 JKJ 1000.00%
8 ITOT 1000.00%
9 IYY 1000.00%
10 IYC 1000.00%
11 IUSG 1000.00%
12 IWB 1000.00%
13 BEDZ 4.65%
14 LSAT 3.31%
15 BJK 2.18%
16 VICE 2.12%
17 BETZ 1.50%
18 FXD 1.22%
19 DVLU 1.13%
20 DBLV 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.14M (11.63%) 95.03K
Increased by +1.17%
Sep 30, 23
2 Vanguard Group Inc 7.98M (11.40%) 167.85K
Increased by +2.10%
Sep 30, 23
3 Cohen & Steers Inc 3.53M (5.04%) 17.44K
Increased by +0.49%
Sep 30, 23
4 Ariel Investments, LLC 3.05M (4.36%) -62.87K
Decreased by -2.06%
Sep 30, 23
5 HG Vora Capital Management LLC 2.25M (3.21%) 250.00K
Increased by +11.11%
Sep 30, 23
6 Boston Partners Global Investors, Inc 2.13M (3.04%) -3.35K
Decreased by -0.16%
Sep 30, 23
7 State Street Corporation 2.12M (3.02%) -87.52K
Decreased by -4.14%
Sep 30, 23
8 FMR Inc 2.04M (2.92%) -204.96K
Decreased by -10.04%
Sep 30, 23
9 BAMCO Inc 1.87M (2.67%) -224.48K
Decreased by -12.00%
Sep 30, 23
10 Arrowstreet Capital Limited Partnership 1.82M (2.61%) 148.64K
Increased by +8.15%
Sep 30, 23
11 Fuller & Thaler Asset Management Inc 1.66M (2.37%) 1.49M
Increased by +89.85%
Sep 30, 23
12 JPMorgan Chase & Co 1.59M (2.27%) -36.15K
Decreased by -2.27%
Sep 30, 23
13 Amvescap Plc. 1.58M (2.25%) -49.96K
Decreased by -3.17%
Sep 30, 23
14 Goldman Sachs Group Inc 1.31M (1.87%) 585.65K
Increased by +44.62%
Sep 30, 23
15 Geode Capital Management, LLC 1.09M (1.55%) -26.05K
Decreased by -2.39%
Sep 30, 23
16 T. Rowe Price Associates, Inc. 1.01M (1.44%) 7.40K
Increased by +0.73%
Sep 30, 23
17 Frontier Capital Management CO Inc 974.28K (1.39%) -144.88K
Decreased by -14.87%
Sep 30, 23
18 Pacer Advisors, INC. 879.37K (1.26%) 131.13K
Increased by +14.91%
Sep 30, 23
19 Charles Schwab Investment Management Inc 850.92K (1.22%) -21.07K
Decreased by -2.48%
Sep 30, 23
20 American Century Companies Inc 824.20K (1.18%) 237.53K
Increased by +28.82%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.34M (3.34%) 2.63K
Increased by +0.11%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 2.11M (3.01%) -382.00
Decreased by -0.02%
Dec 29, 23
3 Vanguard Small Cap Index 1.94M (2.78%) 8.64K
Increased by +0.44%
Nov 30, 23
4 JHancock Disciplined Value Mid Cap I 1.76M (2.51%) 340.45K
Increased by +19.38%
Nov 30, 23
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.57M (2.24%) 1.57M
Increased by +100.00%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 1.57M (2.24%) 0.00
Increased by 0.00%
Nov 30, 23
7 Ariel Fund Investor 1.57M (2.24%) 0.00
Increased by 0.00%
Dec 31, 23
8 Vanguard Small Cap Growth Index Inv 1.09M (1.55%) 7.91K
Increased by +0.73%
Nov 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.47%) 30.43K
Increased by +2.96%
Nov 30, 23
10 Pacer US Cash Cows 100 ETF 962.22K (1.37%) 1.99K
Increased by +0.21%
Nov 30, 23
11 Cohen & Steers Real Estate Securities A 906.98K (1.30%) 0.00
Increased by 0.00%
Sep 30, 23
12 Fidelity® Leveraged Company Stock 825.22K (1.18%) 0.00
Increased by 0.00%
Oct 31, 23
13 Cohen & Steers Instl Realty Shares 729.11K (1.04%) 0.00
Increased by 0.00%
Sep 30, 23
14 T. Rowe Price Integrated US Sm Gr Eq 705.40K (1.01%) 0.00
Increased by 0.00%
Sep 30, 23
15 TRP Integrated US Small-Cap Gr Eq 705.40K (1.01%) 0.00
Increased by 0.00%
Sep 30, 23
16 JPMorgan Small Cap Growth A 689.16K (0.98%) 3.44K
Increased by +0.50%
Nov 30, 23
17 Cohen & Steers Realty Shares L 657.68K (0.94%) 0.00
Increased by 0.00%
Sep 30, 23
18 Vanguard Strategic Equity Inv 616.53K (0.88%) 0.00
Increased by 0.00%
Sep 30, 23
19 SPDR® S&P MIDCAP 400 ETF Trust 568.62K (0.81%) -4.90K
Decreased by -0.86%
Nov 30, 23
20 1290 VT GAMCO Small Company Value IB 535.00K (0.76%) 0.00
Increased by 0.00%
Nov 30, 23