Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 1000.00%
2 ISCV 1000.00%
3 ITOT 1000.00%
4 JKK 1000.00%
5 JKJ 1000.00%
6 IWV 1000.00%
7 IWM 1000.00%
8 IHE 1000.00%
9 ISCB 1000.00%
10 ISCG 1000.00%
11 FBT 3.74%
12 JSML 3.07%
13 PJP 2.97%
14 PTH 2.54%
15 XPH 2.05%
16 PSCH 1.85%
17 SBIO 1.80%
18 PILL 1.47%
19 SIXS 0.81%
20 RAYD 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.20M (17.96%) -91.64K
Decreased by -0.60%
Sep 30, 23
2 Vanguard Group Inc 9.30M (10.99%) -13.58K
Decreased by -0.15%
Sep 30, 23
3 Ingalls & Snyder LLC 8.34M (9.85%) -20.29K
Decreased by -0.24%
Sep 30, 23
4 Renaissance Technologies Corp 6.61M (7.82%) -85.10K
Decreased by -1.29%
Sep 30, 23
5 Parallel Advisors, LLC 3.72M (4.40%) -3.08K
Decreased by -0.08%
Sep 30, 23
6 Novo A/S 3.38M (3.99%) 0.00
Increased by 0.00%
Sep 30, 23
7 State Street Corporation 3.14M (3.71%) -23.24K
Decreased by -0.74%
Sep 30, 23
8 Dimensional Fund Advisors, Inc. 2.31M (2.73%) 52.88K
Increased by +2.29%
Sep 30, 23
9 Geode Capital Management, LLC 1.96M (2.31%) 212.90K
Increased by +10.87%
Sep 30, 23
10 BTIM Corp 1.83M (2.16%) -169.31K
Decreased by -9.27%
Sep 30, 23
11 Federated Hermes Inc 1.69M (2.00%) -1.07M
Decreased by -63.20%
Sep 30, 23
12 D. E. Shaw & Co LP 1.52M (1.79%) 368.46K
Increased by +24.27%
Sep 30, 23
13 Northern Trust Corp 1.28M (1.52%) -2.32K
Decreased by -0.18%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 1.23M (1.45%) 296.01K
Increased by +24.16%
Sep 30, 23
15 Arrowstreet Capital Limited Partnership 1.11M (1.31%) 822.28K
Increased by +74.38%
Sep 30, 23
16 Amvescap Plc. 946.43K (1.12%) 445.00
Increased by +0.05%
Sep 30, 23
17 Charles Schwab Investment Management Inc 861.33K (1.02%) 17.64K
Increased by +2.05%
Sep 30, 23
18 Bank of New York Mellon Corp 834.83K (0.99%) -19.43K
Decreased by -2.33%
Sep 30, 23
19 Millennium Management LLC 803.35K (0.95%) -62.11K
Decreased by -7.73%
Sep 30, 23
20 Granite Investment Partners, LLC 798.55K (0.94%) 6.03K
Increased by +0.76%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.04M (7.14%) 2.46K
Increased by +0.04%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 2.58M (3.04%) 4.53K
Increased by +0.18%
Nov 30, 23
3 iShares Russell 2000 ETF 2.16M (2.55%) 26.73K
Increased by +1.24%
Dec 29, 23
4 Vanguard Small Cap Index 2.13M (2.51%) 6.53K
Increased by +0.31%
Nov 30, 23
5 Federated Hermes Kaufmann Growth 1.60M (1.89%) -1.08M
Decreased by -67.57%
Sep 30, 23
6 Federated Hermes Kaufmann R 1.60M (1.89%) -1.08M
Decreased by -67.57%
Sep 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 1.28M (1.51%) 7.79K
Increased by +0.61%
Nov 30, 23
8 Vanguard Small Cap Growth Index Inv 1.19M (1.41%) 6.05K
Increased by +0.51%
Nov 30, 23
9 Boston Trust Walden Small Cap 787.77K (0.93%) 6.20K
Increased by +0.79%
Oct 31, 23
10 SPDR® Portfolio S&P 600 Sm Cap ETF 773.72K (0.91%) 3.46K
Increased by +0.45%
Dec 29, 23
11 Fidelity® Small Cap Index 773.27K (0.91%) 21.15K
Increased by +2.73%
Oct 31, 23
12 iShares Russell 2000 Growth ETF 714.42K (0.84%) 0.00
Increased by 0.00%
Dec 29, 23
13 Vanguard Tax-Managed Small Cap Adm 699.18K (0.83%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity® Select Biotechnology 629.84K (0.74%) -15.50K
Decreased by -2.46%
Nov 30, 23
15 BlackRock Advantage Small Cap Core Instl 627.07K (0.74%) 51.55K
Increased by +8.22%
Nov 30, 23
16 DFA US Small Cap I 609.65K (0.72%) 0.00
Increased by 0.00%
Nov 30, 23
17 iShares S&P Small-Cap 600 Growth ETF 559.66K (0.66%) 0.00
Increased by 0.00%
Dec 29, 23
18 SPDR® S&P 600 Small Cap Growth ETF 499.23K (0.59%) 700.00
Increased by +0.14%
Nov 30, 23
19 Fidelity® Extended Market Index 490.27K (0.58%) 10.07K
Increased by +2.05%
Nov 30, 23
20 State St Russell Sm/Mid Cp® Indx NL Cl C 469.96K (0.56%) -3.30K
Decreased by -0.70%
Dec 31, 23