Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 IWB 1000.00%
3 JKK 1000.00%
4 JKJ 1000.00%
5 IYH 1000.00%
6 IWV 1000.00%
7 IWS 1000.00%
8 IWR 1000.00%
9 IHF 1000.00%
10 IWD 1000.00%
11 ISCB 1000.00%
12 ISCG 1000.00%
13 PSCH 1.43%
14 SSPX 0.92%
15 FXH 0.38%
16 ESIX 0.26%
17 SSLY 0.23%
18 GRZZ 0.21%
19 VIOG 0.19%
20 SLYG 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.29M (13.09%) -202.01K
Decreased by -1.41%
Sep 30, 23
2 Vanguard Group Inc 12.56M (11.51%) -58.29K
Decreased by -0.46%
Sep 30, 23
3 Baillie Gifford & Co Limited. 9.19M (8.42%) -200.85K
Decreased by -2.19%
Sep 30, 23
4 William Blair Investment Management, LLC 7.15M (6.55%) 77.81K
Increased by +1.09%
Sep 30, 23
5 ClearBridge Advisors, LLC 4.13M (3.78%) -17.94K
Decreased by -0.43%
Sep 30, 23
6 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 4.07M (3.73%) -39.69K
Decreased by -0.98%
Sep 30, 23
7 JPMorgan Chase & Co 3.90M (3.57%) 102.59K
Increased by +2.63%
Sep 30, 23
8 State Street Corporation 3.31M (3.03%) 60.93K
Increased by +1.84%
Sep 30, 23
9 Wasatch Advisors Inc. 3.25M (2.98%) 567.59K
Increased by +17.44%
Sep 30, 23
10 T. Rowe Price Investment Management,Inc. 3.23M (2.96%) -84.41K
Decreased by -2.61%
Sep 30, 23
11 Geneva Capital Management 2.96M (2.72%) -29.46K
Decreased by -0.99%
Sep 30, 23
12 Riverbridge Partners LLC 2.63M (2.41%) -346.04K
Decreased by -13.16%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 2.45M (2.24%) 328.35K
Increased by +13.42%
Sep 30, 23
14 Massachusetts Financial Services Company 2.11M (1.93%) 530.70K
Increased by +25.15%
Sep 30, 23
15 Geode Capital Management, LLC 1.74M (1.59%) 47.86K
Increased by +2.76%
Sep 30, 23
16 Franklin Resources Inc 1.68M (1.54%) -2.54K
Decreased by -0.15%
Sep 30, 23
17 Alyeska Investment Group, L.P. 1.65M (1.51%) 1.65M
Increased by +100.00%
Sep 30, 23
18 Ameriprise Financial Inc 1.54M (1.41%) -43.55K
Decreased by -2.82%
Sep 30, 23
19 Northern Trust Corp 1.21M (1.11%) 2.65K
Increased by +0.22%
Sep 30, 23
20 Aegon Asset Management UK PLC 1.08M (0.99%) -37.16K
Decreased by -3.44%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.16M (6.56%) -27.63K
Decreased by -0.39%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 3.81M (3.49%) 6.76K
Increased by +0.18%
Nov 30, 23
3 ClearBridge Small Cap Growth A 3.26M (2.99%) -13.12K
Decreased by -0.40%
Sep 30, 23
4 ClearBridge Small Cap Growth 3.23M (2.96%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard Small Cap Index 3.10M (2.84%) 9.50K
Increased by +0.31%
Nov 30, 23
6 JPM US Small Cap Core-Composite 2.25M (2.06%) 0.00
Increased by 0.00%
Dec 31, 23
7 JPMorgan Small Cap Equity A 2.25M (2.06%) 0.00
Increased by 0.00%
Nov 30, 23
8 Wasatch Core Growth 1.88M (1.72%) 339.43K
Increased by +18.03%
Sep 30, 23
9 Vanguard Small Cap Growth Index Inv 1.74M (1.60%) 19.64K
Increased by +1.13%
Nov 30, 23
10 MFS New Discovery I 1.70M (1.56%) 114.78K
Increased by +6.74%
Nov 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.41%) 14.02K
Increased by +0.91%
Nov 30, 23
12 Vanguard Explorer Inv 1.47M (1.35%) 0.00
Increased by 0.00%
Sep 30, 23
13 Franklin Small Cap Growth Adv 1.27M (1.17%) 0.00
Increased by 0.00%
Nov 30, 23
14 T. Rowe Price Small-Cap Stock 1.12M (1.03%) -1.60K
Decreased by -0.14%
Sep 30, 23
15 T. Rowe Price US Small-Cap Core Equity 1.12M (1.03%) -1.60K
Decreased by -0.14%
Sep 30, 23
16 Franklin US Small Cap Growth Equity 1.12M (1.03%) 0.00
Increased by 0.00%
Sep 30, 23
17 Nationwide Geneva Small Cap Gr Instl Svc 1.09M (1.00%) 2.74K
Increased by +0.25%
Sep 30, 23
18 EdRF Big Data N EUR 1.02M (0.94%) 3.62K
Increased by +0.35%
Nov 30, 23
19 Strategic Advisers® Small-Mid Cap 984.75K (0.90%) 0.00
Increased by 0.00%
Oct 31, 23
20 William Blair Small-Mid Cap Growth CIT 931.59K (0.85%) -13.03K
Decreased by -1.40%
Nov 30, 23