Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IBLC 1000.00%
2 JKJ 1000.00%
3 IYY 1000.00%
4 IYW 1000.00%
5 IWB 1000.00%
6 ITOT 1000.00%
7 ISCV 1000.00%
8 ISCB 1000.00%
9 IGM 1000.00%
10 IWV 1000.00%
11 IWS 1000.00%
12 IWR 1000.00%
13 IWD 1000.00%
14 PSCT 3.52%
15 SWIN_old 2.05%
16 FXL 1.42%
17 MPAY 1.21%
18 ALTL_old 1.18%
19 DSMC 1.12%
20 RWJ 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.52M (14.13%) -780.81K
Decreased by -3.06%
Sep 30, 23
2 Amvescap Plc. 17.08M (9.46%) 1.48M
Increased by +8.66%
Sep 30, 23
3 Franklin Resources Inc 16.93M (9.37%) -1.09M
Decreased by -6.46%
Sep 30, 23
4 BlackRock Inc 14.55M (8.05%) -1.29M
Decreased by -8.90%
Sep 30, 23
5 Glenview Capital Management LLC 9.73M (5.39%) 0.00
Increased by 0.00%
Sep 30, 23
6 State Street Corporation 7.30M (4.04%) -800.42K
Decreased by -10.96%
Sep 30, 23
7 Dimensional Fund Advisors, Inc. 7.08M (3.92%) -51.04K
Decreased by -0.72%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 6.47M (3.58%) -576.18K
Decreased by -8.90%
Sep 30, 23
9 Fidelity International Ltd 6.33M (3.50%) 4.37M
Increased by +69.07%
Sep 30, 23
10 Geode Capital Management, LLC 4.84M (2.68%) -246.59K
Decreased by -5.09%
Sep 30, 23
11 Pacer Advisors, INC. 4.41M (2.44%) 1.39M
Increased by +31.48%
Sep 30, 23
12 LSV Asset Management 3.55M (1.97%) 25.58K
Increased by +0.72%
Sep 30, 23
13 Great West Life Assurance Co 3.11M (1.72%) 8.39K
Increased by +0.27%
Sep 30, 23
14 Ameriprise Financial Inc 2.99M (1.66%) 8.23K
Increased by +0.28%
Sep 30, 23
15 Charles Schwab Investment Management Inc 2.54M (1.41%) 455.12K
Increased by +17.91%
Sep 30, 23
16 Northern Trust Corp 2.24M (1.24%) -14.87K
Decreased by -0.66%
Sep 30, 23
17 Nuveen Asset Management, LLC 1.61M (0.89%) -637.02K
Decreased by -39.55%
Sep 30, 23
18 Bank of New York Mellon Corp 1.59M (0.88%) -36.38K
Decreased by -2.28%
Sep 30, 23
19 Goldman Sachs Group Inc 1.54M (0.85%) 121.02K
Increased by +7.88%
Sep 30, 23
20 River Road Asset Management, LLC 1.46M (0.81%) -101.23K
Decreased by -6.92%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 12.95M (7.17%) 5.04K
Increased by +0.04%
Dec 29, 23
2 Templeton Growth A 8.24M (4.56%) -3.05M
Decreased by -37.07%
Nov 30, 23
3 Templeton Growth Inc A 8.24M (4.56%) -3.05M
Decreased by -37.07%
Nov 30, 23
4 Vanguard Total Stock Mkt Idx Inv 6.44M (3.57%) 8.36K
Increased by +0.13%
Nov 30, 23
5 Vanguard Small Cap Index 5.31M (2.94%) 23.74K
Increased by +0.45%
Nov 30, 23
6 Pacer US Small Cap Cash Cows 100 ETF 5.17M (2.86%) 48.26K
Increased by +0.93%
Dec 29, 23
7 Fidelity Global Technology A-Dis-EUR 5.00M (2.77%) 835.08K
Increased by +16.70%
Nov 30, 23
8 Invesco Comstock A 4.64M (2.57%) 0.00
Increased by 0.00%
Nov 30, 23
9 Invesco Large Cap Value 4.64M (2.57%) 0.00
Increased by 0.00%
Sep 30, 23
10 Templeton Growth (Euro) I(acc)EUR 3.72M (2.06%) -1.34M
Decreased by -36.11%
Nov 30, 23
11 Vanguard Small Cap Value Index Inv 3.69M (2.04%) 9.12K
Increased by +0.25%
Nov 30, 23
12 Pacer US Cash Cows 100 ETF 3.06M (1.69%) 12.15K
Increased by +0.40%
Dec 29, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 2.97M (1.65%) 63.52K
Increased by +2.14%
Nov 30, 23
14 iShares S&P Small-Cap 600 Value ETF 2.71M (1.50%) -8.07K
Decreased by -0.30%
Dec 29, 23
15 DFA US Small Cap Value I 2.06M (1.14%) 139.09K
Increased by +6.74%
Nov 30, 23
16 Templeton Foreign A 2.06M (1.14%) -27.32K
Decreased by -1.33%
Oct 31, 23
17 Vanguard Information Technology ETF 2.00M (1.10%) -195.35K
Decreased by -9.79%
Nov 30, 23
18 Columbia Seligman Tech & Info A 1.89M (1.05%) 0.00
Increased by 0.00%
Oct 31, 23
19 Columbia Seligman Technology Growth 1.89M (1.05%) 0.00
Increased by 0.00%
Sep 30, 23
20 Avantis US Small Cap Value ETF 1.88M (1.04%) 20.12K
Increased by +1.07%
Dec 30, 23