Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 ISCV 1000.00%
3 ITOT 1000.00%
4 IWC 1000.00%
5 IWM 1000.00%
6 IWN 1000.00%
7 IWO 1000.00%
8 IWV 1000.00%
9 JKJ 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.10M (16.86%) -18.06K
Decreased by -1.65%
Sep 30, 23
2 Dimensional Fund Advisors, Inc. 788.35K (12.11%) -46.12K
Decreased by -5.85%
Sep 30, 23
3 LSV Asset Management 579.39K (8.90%) 36.21K
Increased by +6.25%
Sep 30, 23
4 Vanguard Group Inc 434.46K (6.67%) 4.00K
Increased by +0.92%
Sep 30, 23
5 Scopus Asset Management, LLC 407.93K (6.27%) 142.15K
Increased by +34.85%
Sep 30, 23
6 Patton Albertson & Miller LLC 283.39K (4.35%) 0.00
Increased by 0.00%
Sep 30, 23
7 Acadian Asset Management LLC 274.11K (4.21%) 264.48K
Increased by +96.48%
Sep 30, 23
8 State Street Corporation 197.05K (3.03%) -11.49K
Decreased by -5.83%
Sep 30, 23
9 Geode Capital Management, LLC 171.75K (2.64%) 2.59K
Increased by +1.51%
Sep 30, 23
10 Bridgeway Capital Management, LLC 169.32K (2.60%) 6.79K
Increased by +4.01%
Sep 30, 23
11 Amvescap Plc. 143.87K (2.21%) 30.42K
Increased by +21.14%
Sep 30, 23
12 Jacobs Levy Equity Management, Inc. 141.21K (2.17%) -37.99K
Decreased by -26.91%
Sep 30, 23
13 American Century Companies Inc 132.13K (2.03%) 8.96K
Increased by +6.78%
Sep 30, 23
14 Bank of New York Mellon Corp 125.72K (1.93%) -4.14K
Decreased by -3.29%
Sep 30, 23
15 Millennium Management LLC 113.22K (1.74%) -75.31K
Decreased by -66.51%
Sep 30, 23
16 Charles Schwab Investment Management Inc 109.54K (1.68%) -3.95K
Decreased by -3.60%
Sep 30, 23
17 Empowered Funds, LLC 83.92K (1.29%) -47.36K
Decreased by -56.43%
Sep 30, 23
18 Northern Trust Corp 83.17K (1.28%) -894.00
Decreased by -1.07%
Sep 30, 23
19 Renaissance Technologies Corp 70.20K (1.08%) -7.80K
Decreased by -11.11%
Sep 30, 23
20 AQR Capital Management LLC 69.36K (1.07%) -48.02K
Decreased by -69.23%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 224.62K (3.45%) 1.42K
Increased by +0.63%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 209.61K (3.22%) 0.00
Increased by 0.00%
Nov 30, 23
3 DFA US Small Cap Value I 204.33K (3.14%) 0.00
Increased by 0.00%
Nov 30, 23
4 BlackRock Advantage Small Cap Core Instl 135.68K (2.08%) -2.15K
Decreased by -1.58%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 124.12K (1.91%) 342.00
Increased by +0.28%
Nov 30, 23
6 Avantis US Small Cap Value ETF 92.93K (1.43%) 0.00
Increased by 0.00%
Dec 30, 23
7 DFA US Targeted Value I 91.48K (1.41%) 0.00
Increased by 0.00%
Nov 30, 23
8 Bridgeway Omni Small-Cap Value 85.40K (1.31%) 0.00
Increased by 0.00%
Sep 30, 23
9 Bridgeway Omni Small-Cap Value N 85.40K (1.31%) 0.00
Increased by 0.00%
Sep 30, 23
10 Fidelity® Small Cap Index 80.63K (1.24%) 2.49K
Increased by +3.09%
Oct 31, 23
11 Dimensional US Targeted Value ETF 80.01K (1.23%) 0.00
Increased by 0.00%
Dec 29, 23
12 iShares Russell 2000 Value ETF 79.75K (1.23%) 147.00
Increased by +0.18%
Dec 29, 23
13 Invesco Dorsey Wright SmallCap Momt ETF 77.09K (1.18%) 510.00
Increased by +0.66%
Dec 29, 23
14 EA Bridgeway Omni Small-Cap Value ETF 73.13K (1.12%) 306.00
Increased by +0.42%
Dec 29, 23
15 Schwab Fundamental US Small Company ETF 71.91K (1.10%) 50.00
Increased by +0.07%
Dec 30, 23
16 State St Russell Sm/Mid Cp® Indx NL Cl C 65.57K (1.01%) 0.00
Increased by 0.00%
Dec 31, 23
17 DFA US Small Cap I 63.98K (0.98%) 0.00
Increased by 0.00%
Nov 30, 23
18 Optimum Small-Mid Cap Value Instl 59.10K (0.91%) 0.00
Increased by 0.00%
Nov 30, 23
19 Acadian Global Small-Cap Equity CIT Cl A 58.84K (0.90%) 0.00
Increased by 0.00%
Sep 30, 23
20 DFA US Micro Cap I 58.11K (0.89%) 0.00
Increased by 0.00%
Nov 30, 23