Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 IUSV 1000.00%
3 IUSG 1000.00%
4 ISCG 1000.00%
5 IGM 1000.00%
6 JKK 1000.00%
7 JKJ 1000.00%
8 IWV 1000.00%
9 IWO 1000.00%
10 IWN 1000.00%
11 IWM 1000.00%
12 ISCB 1000.00%
13 DAT 4.59%
14 NSCS 1.50%
15 HACK 1.22%
16 IVES 1.04%
17 HLGE 1.01%
18 XSW 0.73%
19 HSMV 0.59%
20 XMMO 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.03M (13.95%) 14.80K
Increased by +0.25%
Sep 30, 23
2 Vanguard Group Inc 5.43M (12.54%) 144.63K
Increased by +2.67%
Sep 30, 23
3 Mackenzie Investments 1.92M (4.43%) 6.13K
Increased by +0.32%
Sep 30, 23
4 AllianceBernstein L.P. 1.79M (4.14%) 63.98K
Increased by +3.57%
Sep 30, 23
5 Renaissance Technologies Corp 1.67M (3.87%) 58.66K
Increased by +3.50%
Sep 30, 23
6 Neuberger Berman Group LLC 1.55M (3.58%) 184.35K
Increased by +11.91%
Sep 30, 23
7 State Street Corporation 1.54M (3.56%) -39.03K
Decreased by -2.54%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 1.30M (3.00%) 274.97K
Increased by +21.20%
Sep 30, 23
9 Acadian Asset Management LLC 1.25M (2.89%) 1.13M
Increased by +89.91%
Sep 30, 23
10 Geode Capital Management, LLC 1.03M (2.38%) 32.97K
Increased by +3.20%
Sep 30, 23
11 Nuveen Asset Management, LLC 757.06K (1.75%) 121.33K
Increased by +16.03%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 650.35K (1.50%) -53.36K
Decreased by -8.21%
Sep 30, 23
13 Amvescap Plc. 629.28K (1.45%) 212.32K
Increased by +33.74%
Sep 30, 23
14 Northern Trust Corp 624.47K (1.44%) -17.23K
Decreased by -2.76%
Sep 30, 23
15 Alyeska Investment Group, L.P. 596.70K (1.38%) 174.15K
Increased by +29.19%
Sep 30, 23
16 American Capital Management Inc 580.46K (1.34%) 24.79K
Increased by +4.27%
Sep 30, 23
17 Lord, Abbett & Co LLC 554.24K (1.28%) -1.16K
Decreased by -0.21%
Sep 30, 23
18 Jacobs Levy Equity Management, Inc. 492.63K (1.14%) -15.21K
Decreased by -3.09%
Sep 30, 23
19 Schroder Investment Management Group 491.04K (1.13%) -19.49K
Decreased by -3.97%
Sep 30, 23
20 Manufacturers Life Insurance Co 490.64K (1.13%) -29.89K
Decreased by -6.09%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Canada Life US Small-Mid Cap Growth F 1.40M (3.24%) 0.00
Increased by 0.00%
Oct 31, 23
2 Vanguard Total Stock Mkt Idx Inv 1.39M (3.22%) 2.08K
Increased by +0.15%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 1.33M (3.07%) -241.00
Decreased by -0.02%
Dec 29, 23
4 iShares Russell 2000 ETF 1.19M (2.74%) 7.57K
Increased by +0.64%
Dec 29, 23
5 Vanguard Small Cap Index 1.14M (2.62%) 3.50K
Increased by +0.31%
Nov 30, 23
6 Neuberger Berman Genesis Inv 1.03M (2.39%) 129.56K
Increased by +12.56%
Sep 30, 23
7 Vanguard Small Cap Growth Index Inv 636.12K (1.47%) 3.33K
Increased by +0.52%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 620.12K (1.43%) 11.10K
Increased by +1.79%
Nov 30, 23
9 Vanguard Information Technology ETF 515.22K (1.19%) -27.74K
Decreased by -5.38%
Nov 30, 23
10 Fidelity® Small Cap Index 424.96K (0.98%) 11.75K
Increased by +2.76%
Oct 31, 23
11 CREF Stock R1 396.71K (0.92%) 0.00
Increased by 0.00%
Nov 30, 23
12 JHancock Small Cap Core NAV 383.99K (0.89%) 0.00
Increased by 0.00%
Nov 30, 23
13 iShares Russell 2000 Growth ETF 368.55K (0.85%) 0.00
Increased by 0.00%
Dec 29, 23
14 SPDR® S&P MIDCAP 400 ETF Trust 351.34K (0.81%) -3.02K
Decreased by -0.86%
Nov 30, 23
15 Lord Abbett & Co. Small to Mid Value 347.18K (0.80%) -5.10K
Decreased by -1.47%
Sep 30, 23
16 Lord Abbett Value Opportunities I 343.25K (0.79%) -927.00
Decreased by -0.27%
Nov 30, 23
17 AB Discovery Value Advisor 327.08K (0.76%) -114.52K
Decreased by -35.01%
Nov 30, 23
18 iShares Digital Security ETF USD Acc 278.50K (0.64%) 0.00
Increased by 0.00%
Dec 29, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 258.16K (0.60%) -2.60K
Decreased by -1.01%
Dec 31, 23