Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWD 1000.00%
2 IWS 1000.00%
3 IWV 1000.00%
4 IUSV 1000.00%
5 ISCV 1000.00%
6 IWR 1000.00%
7 ISCB 1000.00%
8 IYK 1000.00%
9 ITOT 1000.00%
10 IWB 1000.00%
11 IYY 1000.00%
12 JKJ 1000.00%
13 ACES 5.30%
14 FXG 4.24%
15 EVX 3.95%
16 PAGG 2.95%
17 MDCP 2.74%
18 LOPP 2.59%
19 FTXG 2.24%
20 MOTO 2.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.26M (12.84%) -142.32K
Decreased by -0.70%
Sep 30, 23
2 Vanguard Group Inc 15.29M (9.70%) -35.62K
Decreased by -0.23%
Sep 30, 23
3 State Street Corporation 5.39M (3.42%) -17.12K
Decreased by -0.32%
Sep 30, 23
4 Grantham, Mayo, Van Otterloo & Co., LLC 4.76M (3.02%) 446.48K
Increased by +9.39%
Sep 30, 23
5 Handelsbanken Fonder AB 3.97M (2.52%) -15.55K
Decreased by -0.39%
Sep 30, 23
6 Impax Asset Management Group PLC 3.96M (2.51%) -189.97K
Decreased by -4.80%
Sep 30, 23
7 Deutsche Bank AG 3.86M (2.45%) 378.30K
Increased by +9.81%
Sep 30, 23
8 T. Rowe Price Associates, Inc. 3.38M (2.14%) 335.66K
Increased by +9.93%
Sep 30, 23
9 Earnest Partners LLC 3.25M (2.06%) 5.09K
Increased by +0.16%
Sep 30, 23
10 FMR Inc 3.20M (2.03%) 272.18K
Increased by +8.49%
Sep 30, 23
11 Davis Selected Advisers 3.11M (1.97%) -79.97K
Decreased by -2.57%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 2.72M (1.72%) 75.86K
Increased by +2.79%
Sep 30, 23
13 Geode Capital Management, LLC 2.42M (1.54%) 47.45K
Increased by +1.96%
Sep 30, 23
14 Citadel Advisors Llc 2.36M (1.50%) 1.36M
Increased by +57.70%
Sep 30, 23
15 Bank of New York Mellon Corp 2.08M (1.32%) -54.83K
Decreased by -2.64%
Sep 30, 23
16 Fidelity International Ltd 2.05M (1.30%) -167.75K
Decreased by -8.18%
Sep 30, 23
17 Ameriprise Financial Inc 2.04M (1.30%) -50.70K
Decreased by -2.48%
Sep 30, 23
18 Pictet Asset Manangement SA 1.72M (1.09%) 1.72M
Increased by +100.00%
Sep 30, 23
19 Principal Financial Group Inc 1.70M (1.08%) -12.07K
Decreased by -0.71%
Sep 30, 23
20 Northern Trust Corp 1.40M (0.89%) -10.21K
Decreased by -0.73%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.02M (3.18%) 6.39K
Increased by +0.13%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 4.84M (3.07%) -877.00
Decreased by -0.02%
Dec 29, 23
3 Vanguard Small Cap Index 4.13M (2.62%) 18.04K
Increased by +0.44%
Nov 30, 23
4 Vanguard Small Cap Growth Index Inv 2.31M (1.47%) 14.42K
Increased by +0.62%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 2.31M (1.47%) 44.56K
Increased by +1.93%
Nov 30, 23
6 Handelsbanken Hållbar Energi A1 SEK 2.06M (1.30%) 0.00
Increased by 0.00%
Dec 31, 23
7 GMO Resources III 1.96M (1.25%) 169.60K
Increased by +8.63%
Nov 30, 23
8 BGF Sustainable Energy A2 1.74M (1.10%) 0.00
Increased by 0.00%
Sep 30, 23
9 GMO Resources Composite 1.50M (0.95%) 279.70K
Increased by +18.69%
Sep 30, 23
10 Fidelity® Value 1.41M (0.90%) 68.50K
Increased by +4.84%
Nov 30, 23
11 Impax Specialists Strategy Composite 1.36M (0.86%) 2.23K
Increased by +0.16%
Oct 31, 23
12 Impax Climate Strategy 1.29M (0.82%) 0.00
Increased by 0.00%
Oct 31, 23
13 SPDR® S&P MIDCAP 400 ETF Trust 1.28M (0.81%) -11.00K
Decreased by -0.86%
Nov 30, 23
14 Davis NY Venture A 1.10M (0.70%) -49.17K
Decreased by -4.45%
Oct 31, 23
15 BNP Paribas Climate Impact Privl C 1.09M (0.69%) 127.00
Increased by +0.01%
Nov 30, 23
16 iShares S&P Mid-Cap 400 Growth ETF 982.74K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
17 iShares S&P Mid-Cap 400 Value ETF 934.74K (0.59%) 0.00
Increased by 0.00%
Dec 29, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 927.66K (0.59%) 19.60K
Increased by +2.11%
Dec 31, 23
19 SouthernSun Small Cap 884.37K (0.56%) -28.87K
Decreased by -3.26%
Sep 30, 23
20 DWS Invest SDG Global Equities XC 876.19K (0.56%) -169.56K
Decreased by -19.35%
Oct 31, 23