Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCG 1000.00%
2 IYW 1000.00%
3 IWV 1000.00%
4 IWS 1000.00%
5 IWR 1000.00%
6 IWD 1000.00%
7 IWB 1000.00%
8 IUSV 1000.00%
9 IGM 1000.00%
10 IUSG 1000.00%
11 ITOT 1000.00%
12 ISCV 1000.00%
13 ISCB 1000.00%
14 JKK 1000.00%
15 JKJ 1000.00%
16 IYY 1000.00%
17 XSD 2.69%
18 EASI 2.26%
19 VERS 1.67%
20 FMET 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 7.55M (14.09%) 327.27K
Increased by +4.33%
Sep 30, 23
2 Vanguard Group Inc 6.30M (11.75%) 105.58K
Increased by +1.68%
Sep 30, 23
3 BlackRock Inc 5.02M (9.37%) -23.49K
Decreased by -0.47%
Sep 30, 23
4 Mackenzie Investments 2.45M (4.57%) -6.85K
Decreased by -0.28%
Sep 30, 23
5 State Street Corporation 2.07M (3.86%) -33.49K
Decreased by -1.62%
Sep 30, 23
6 Dimensional Fund Advisors, Inc. 1.36M (2.55%) -34.93K
Decreased by -2.56%
Sep 30, 23
7 Wellington Management Company LLP 1.33M (2.48%) -364.08K
Decreased by -27.38%
Sep 30, 23
8 LSV Asset Management 1.31M (2.44%) 12.30K
Increased by +0.94%
Sep 30, 23
9 Millennium Management LLC 1.11M (2.07%) 657.95K
Increased by +59.43%
Sep 30, 23
10 Earnest Partners LLC 1.10M (2.05%) 80.20K
Increased by +7.29%
Sep 30, 23
11 Bank of America Corp 1.01M (1.88%) -66.12K
Decreased by -6.57%
Sep 30, 23
12 Geode Capital Management, LLC 967.55K (1.81%) 14.74K
Increased by +1.52%
Sep 30, 23
13 Macquarie Group Ltd 899.48K (1.68%) -26.55K
Decreased by -2.95%
Sep 30, 23
14 AQR Capital Management LLC 706.77K (1.32%) -134.75K
Decreased by -19.07%
Sep 30, 23
15 Letko, Brosseau & Associates Inc. 614.37K (1.15%) 16.93K
Increased by +2.76%
Sep 30, 23
16 Royce & Associates, LP 613.99K (1.15%) 147.07K
Increased by +23.95%
Sep 30, 23
17 Fuller & Thaler Asset Management Inc 598.71K (1.12%) -189.10K
Decreased by -31.58%
Sep 30, 23
18 Ameriprise Financial Inc 583.20K (1.09%) -46.36K
Decreased by -7.95%
Sep 30, 23
19 Charles Schwab Investment Management Inc 554.81K (1.04%) 20.61K
Increased by +3.72%
Sep 30, 23
20 SEI Investments Co 500.05K (0.93%) 73.38K
Increased by +14.68%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.73M (3.23%) 2.18K
Increased by +0.13%
Nov 30, 23
2 Fidelity Growth Compy Commingled Pl O 1.67M (3.12%) -345.69K
Decreased by -20.66%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 1.64M (3.05%) -296.00
Decreased by -0.02%
Dec 29, 23
4 Vanguard Small Cap Index 1.42M (2.64%) 6.57K
Increased by +0.46%
Nov 30, 23
5 Fidelity® Growth Company 1.28M (2.40%) -166.60K
Decreased by -12.97%
Nov 30, 23
6 Canada Life US Small-Mid Cap Growth F 1.19M (2.21%) 0.00
Increased by 0.00%
Oct 31, 23
7 Vanguard Small Cap Value Index Inv 984.67K (1.84%) 2.56K
Increased by +0.26%
Nov 30, 23
8 Select Semiconductors 815.88K (1.52%) 0.00
Increased by 0.00%
Nov 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 781.23K (1.46%) 12.90K
Increased by +1.65%
Nov 30, 23
10 EARNEST Partners Smid Cap Core Founders 621.77K (1.16%) 5.20K
Increased by +0.84%
Dec 31, 23
11 Delaware Small Cap Value A 612.40K (1.14%) -9.70K
Decreased by -1.58%
Nov 30, 23
12 Fidelity® Growth Company K6 609.92K (1.14%) -32.50K
Decreased by -5.33%
Oct 31, 23
13 Mackenzie US Mid Cap Opportunities F 599.29K (1.12%) 0.00
Increased by 0.00%
Oct 31, 23
14 Vanguard Information Technology ETF 563.19K (1.05%) -3.51K
Decreased by -0.62%
Nov 30, 23
15 Fuller & Thaler Behavioral Sm-Cp Eq R6 557.78K (1.04%) -175.58K
Decreased by -31.48%
Sep 30, 23
16 Fuller & Thaler Behavioral Small-Cap Eq 557.78K (1.04%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Explorer Inv 541.96K (1.01%) -274.34K
Decreased by -50.62%
Sep 30, 23
18 SPDR® S&P Semiconductor ETF 479.74K (0.90%) 0.00
Increased by 0.00%
Dec 31, 23
19 SPDR® S&P MIDCAP 400 ETF Trust 438.10K (0.82%) -3.77K
Decreased by -0.86%
Nov 30, 23
20 Fidelity® Small Cap Discovery 429.80K (0.80%) -4.20K
Decreased by -0.98%
Oct 31, 23