Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 JKK 1000.00%
3 IGM 1000.00%
4 JKJ 1000.00%
5 ISCB 1000.00%
6 ISCG 1000.00%
7 ITOT 1000.00%
8 IWM 1000.00%
9 IWO 1000.00%
10 XWEB 4.22%
11 PSCU 3.76%
12 GBGR 2.56%
13 HLGE 0.96%
14 RZG 0.93%
15 JSML 0.82%
16 VUSE 0.60%
17 SQLV 0.38%
18 VIOG 0.36%
19 SLYG 0.35%
20 FYC 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.93M (18.67%) 102.61K
Increased by +0.69%
Sep 30, 23
2 Vanguard Group Inc 10.23M (12.79%) -34.10K
Decreased by -0.33%
Sep 30, 23
3 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 8.67M (10.85%) -461.11K
Decreased by -5.32%
Sep 30, 23
4 Dragoneer Investment Group, LLC 5.75M (7.19%) -3.54M
Decreased by -61.56%
Sep 30, 23
5 Foxhaven Asset Management, LP 4.77M (5.97%) 610.00K
Increased by +12.78%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 4.68M (5.85%) -135.40K
Decreased by -2.90%
Sep 30, 23
7 Wellington Management Company LLP 4.09M (5.11%) -4.62M
Decreased by -112.94%
Sep 30, 23
8 State Street Corporation 3.26M (4.08%) -40.34K
Decreased by -1.24%
Sep 30, 23
9 Manufacturers Life Insurance Co 2.83M (3.53%) 182.03K
Increased by +6.44%
Sep 30, 23
10 Dimensional Fund Advisors, Inc. 2.08M (2.60%) 108.89K
Increased by +5.23%
Sep 30, 23
11 Geode Capital Management, LLC 1.92M (2.40%) 50.26K
Increased by +2.62%
Sep 30, 23
12 Par Capital Management Inc 1.89M (2.37%) 0.00
Increased by 0.00%
Sep 30, 23
13 Pacer Advisors, INC. 1.66M (2.07%) 720.83K
Increased by +43.49%
Sep 30, 23
14 Man Group PLC 1.45M (1.82%) 842.25K
Increased by +58.05%
Sep 30, 23
15 Vitruvian Partners 1.44M (1.81%) 0.00
Increased by 0.00%
Sep 30, 23
16 Northern Trust Corp 1.01M (1.26%) -8.04K
Decreased by -0.80%
Sep 30, 23
17 Thrivent Financial For Lutherans 967.91K (1.21%) 882.43K
Increased by +91.17%
Sep 30, 23
18 Mount Capital Ltd 949.87K (1.19%) 272.34K
Increased by +28.67%
Sep 30, 23
19 Charles Schwab Investment Management Inc 875.85K (1.10%) 56.50K
Increased by +6.45%
Sep 30, 23
20 Fort Washington Investment Advisors Inc 860.46K (1.08%) 143.21K
Increased by +16.64%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.74M (7.18%) 2.46K
Increased by +0.04%
Dec 29, 23
2 Vanguard Explorer Inv 3.21M (4.01%) -241.73K
Decreased by -7.53%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 2.87M (3.59%) 4.90K
Increased by +0.17%
Nov 30, 23
4 iShares Russell 2000 ETF 2.63M (3.29%) 16.73K
Increased by +0.64%
Dec 29, 23
5 Vanguard Small Cap Index 2.40M (3.00%) 7.37K
Increased by +0.31%
Nov 30, 23
6 Pacer US Small Cap Cash Cows 100 ETF 1.99M (2.49%) 18.56K
Increased by +0.93%
Dec 29, 23
7 Meridian Growth Legacy 1.58M (1.97%) 70.72K
Increased by +4.49%
Sep 30, 23
8 Vanguard Small Cap Growth Index Inv 1.35M (1.68%) 14.48K
Increased by +1.08%
Nov 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 1.22M (1.53%) 20.35K
Increased by +1.67%
Nov 30, 23
10 Fidelity® Small Cap Index 942.90K (1.18%) 25.07K
Increased by +2.66%
Oct 31, 23
11 JHVIT Fundamental All Cap Core I 921.04K (1.15%) 0.00
Increased by 0.00%
Oct 31, 23
12 iShares Russell 2000 Growth ETF 869.85K (1.09%) 0.00
Increased by 0.00%
Dec 29, 23
13 Fort Washington Small Company Equity 835.72K (1.05%) 134.37K
Increased by +16.08%
Sep 30, 23
14 iShares S&P Small-Cap 600 Growth ETF 817.83K (1.02%) 0.00
Increased by 0.00%
Dec 29, 23
15 Vanguard VIF Small Co Gr 784.83K (0.98%) -67.43K
Decreased by -8.59%
Sep 30, 23
16 Strategic Advisers® Small-Mid Cap 752.59K (0.94%) 28.40K
Increased by +3.77%
Oct 31, 23
17 SPDR® Portfolio S&P 600 Sm Cap ETF 733.74K (0.92%) 3.30K
Increased by +0.45%
Dec 29, 23
18 ArrowMark Small Cap Gro 722.52K (0.90%) 722.52K
Increased by +100.00%
Sep 30, 23
19 Meridian Small Cap Growth Legacy 722.52K (0.90%) -92.56K
Decreased by -12.81%
Sep 30, 23
20 Touchstone Small Company A 690.59K (0.86%) 113.25K
Increased by +16.40%
Sep 30, 23