Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 IWN 1000.00%
3 IWO 1000.00%
4 IWV 1000.00%
5 ISCB 1000.00%
6 ISCV 1000.00%
7 ITOT 1000.00%
8 IWM 1000.00%
9 PSCC 3.33%
10 XSVM 0.71%
11 XSLV 0.71%
12 FYT 0.47%
13 VIOV 0.31%
14 SLYV 0.31%
15 IJS 0.29%
16 FYX 0.24%
17 CSA 0.23%
18 CSF 0.23%
19 TPSC 0.23%
20 AVSC 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.74M (13.77%) -178.08K
Decreased by -2.64%
Sep 30, 23
2 Vanguard Group Inc 4.30M (8.78%) -26.08K
Decreased by -0.61%
Sep 30, 23
3 Victory Capital Management Inc. 3.04M (6.21%) -134.09K
Decreased by -4.41%
Sep 30, 23
4 Dimensional Fund Advisors, Inc. 2.72M (5.55%) 27.54K
Increased by +1.01%
Sep 30, 23
5 Champlain Investment Partners, LLC 1.75M (3.58%) 14.71K
Increased by +0.84%
Sep 30, 23
6 Allspring Global Investments Holdings, LLC 1.61M (3.28%) -10.28K
Decreased by -0.64%
Sep 30, 23
7 State Street Corporation 1.48M (3.02%) -16.00K
Decreased by -1.08%
Sep 30, 23
8 GW&K Investment Management, LLC 1.12M (2.30%) 17.37K
Increased by +1.54%
Sep 30, 23
9 Silvercrest Asset Management Group LLC 1.05M (2.14%) 99.03K
Increased by +9.46%
Sep 30, 23
10 William Blair Investment Management, LLC 888.80K (1.82%) 34.42K
Increased by +3.87%
Sep 30, 23
11 JPMorgan Chase & Co 847.67K (1.73%) -76.06K
Decreased by -8.97%
Sep 30, 23
12 BTIM Corp 755.73K (1.54%) 45.35K
Increased by +6.00%
Sep 30, 23
13 Westwood Holdings Group Inc 712.31K (1.45%) -81.06K
Decreased by -11.38%
Sep 30, 23
14 Manufacturers Life Insurance Co 648.74K (1.32%) 32.42K
Increased by +5.00%
Sep 30, 23
15 Geode Capital Management, LLC 551.37K (1.13%) 29.56K
Increased by +5.36%
Sep 30, 23
16 Charles Schwab Investment Management Inc 519.38K (1.06%) 4.45K
Increased by +0.86%
Sep 30, 23
17 Renaissance Technologies Corp 469.42K (0.96%) -16.70K
Decreased by -3.56%
Sep 30, 23
18 Principal Financial Group Inc 449.27K (0.92%) -410.31K
Decreased by -91.33%
Sep 30, 23
19 Northern Trust Corp 443.48K (0.91%) -4.46K
Decreased by -1.01%
Sep 30, 23
20 Bank of New York Mellon Corp 395.27K (0.81%) -8.01K
Decreased by -2.03%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.74M (5.60%) -10.84K
Decreased by -0.40%
Dec 29, 23
2 Victory Small Cap Value CIT (Net 75) 2.25M (4.60%) -115.00K
Decreased by -5.11%
Sep 30, 23
3 Victory Sycamore Small Company Opp R 2.25M (4.60%) -115.00K
Decreased by -5.11%
Sep 30, 23
4 Champlain Small Company Fund, LLC 1.47M (2.99%) 83.83K
Increased by +5.72%
Nov 30, 23
5 Allspring Special Small Cap Value A 1.28M (2.62%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Russell 2000 ETF 1.07M (2.18%) 28.85K
Increased by +2.70%
Dec 29, 23
7 Vanguard Small Cap Index 1.01M (2.07%) 6.89K
Increased by +0.68%
Nov 30, 23
8 Vanguard Total Stock Mkt Idx Inv 994.21K (2.03%) 0.00
Increased by 0.00%
Nov 30, 23
9 Champlain Small Company Adv 727.91K (1.49%) 7.92K
Increased by +1.09%
Sep 30, 23
10 Vanguard Small Cap Value Index Inv 701.71K (1.43%) 2.59K
Increased by +0.37%
Nov 30, 23
11 DFA US Small Cap Value I 635.26K (1.30%) 0.00
Increased by 0.00%
Nov 30, 23
12 iShares S&P Small-Cap 600 Value ETF 573.57K (1.17%) -2.19K
Decreased by -0.38%
Dec 29, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 468.20K (0.96%) 5.70K
Increased by +1.22%
Nov 30, 23
14 JHancock Small Cap Core NAV 422.40K (0.86%) -83.51K
Decreased by -19.77%
Nov 30, 23
15 Old Westbury Small & Mid Cap Strategies 399.05K (0.81%) 14.05K
Increased by +3.52%
Oct 31, 23
16 iShares Russell 2000 Value ETF 384.76K (0.79%) 14.34K
Increased by +3.73%
Dec 29, 23
17 DFA US Targeted Value I 366.53K (0.75%) 0.00
Increased by 0.00%
Nov 30, 23
18 SPDR® Portfolio S&P 600 Sm Cap ETF 350.82K (0.72%) 1.57K
Increased by +0.45%
Dec 29, 23
19 William Blair Small Cap Value I 348.02K (0.71%) 0.00
Increased by 0.00%
Nov 30, 23
20 Vanguard Tax-Managed Small Cap Adm 316.50K (0.65%) 0.00
Increased by 0.00%
Nov 30, 23