Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHF 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWO 1000.00%
6 IWM 1000.00%
7 ITOT 1000.00%
8 ISCG 1000.00%
9 ISCB 1000.00%
10 PSCH 5.48%
11 OLD 2.96%
12 XHS 2.22%
13 JSMD 1.63%
14 XSMO 1.62%
15 SLYG 1.18%
16 IJT 1.15%
17 RNMC 1.11%
18 VIOG 1.09%
19 XSLV 1.03%
20 ESIX 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.47M (17.57%) -78.31K
Decreased by -0.83%
Sep 30, 23
2 Vanguard Group Inc 6.31M (11.71%) -73.38K
Decreased by -1.16%
Sep 30, 23
3 Wasatch Advisors Inc. 5.01M (9.29%) 276.52K
Increased by +5.52%
Sep 30, 23
4 Fuller & Thaler Asset Management Inc 2.58M (4.78%) -40.36K
Decreased by -1.57%
Sep 30, 23
5 Capital Research Global Investors 2.40M (4.45%) 568.95K
Increased by +23.72%
Sep 30, 23
6 State Street Corporation 1.98M (3.67%) 50.44K
Increased by +2.55%
Sep 30, 23
7 Riverbridge Partners LLC 1.31M (2.44%) -118.15K
Decreased by -9.00%
Sep 30, 23
8 Dimensional Fund Advisors, Inc. 1.30M (2.40%) -1.65K
Decreased by -0.13%
Sep 30, 23
9 Crewe Advisors LLC 1.17M (2.18%) -7.47K
Decreased by -0.64%
Sep 30, 23
10 Geode Capital Management, LLC 1.16M (2.14%) 46.42K
Increased by +4.02%
Sep 30, 23
11 T. Rowe Price Investment Management,Inc. 1.15M (2.13%) -48.00
Decreased by -0.00%
Sep 30, 23
12 Copeland Capital Management, LLC 1.04M (1.93%) 4.71K
Increased by +0.45%
Sep 30, 23
13 Van Berkom and Associates Inc 1.00M (1.86%) 121.43K
Increased by +12.13%
Sep 30, 23
14 T. Rowe Price Associates, Inc. 883.26K (1.64%) 2.96K
Increased by +0.34%
Sep 30, 23
15 Northern Trust Corp 788.50K (1.46%) 61.13K
Increased by +7.75%
Sep 30, 23
16 FMR Inc 750.39K (1.39%) 23.21K
Increased by +3.09%
Sep 30, 23
17 Charles Schwab Investment Management Inc 725.06K (1.35%) 147.70K
Increased by +20.37%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 698.62K (1.30%) 24.47K
Increased by +3.50%
Sep 30, 23
19 Bank of New York Mellon Corp 546.48K (1.01%) -17.55K
Decreased by -3.21%
Sep 30, 23
20 Loomis, Sayles & Company LP 482.96K (0.90%) -34.30K
Decreased by -7.10%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.78M (7.01%) 1.43K
Increased by +0.04%
Dec 29, 23
2 Fuller & Thaler Behavrl Small-Cap Value 2.22M (4.13%) -19.86K
Decreased by -0.89%
Nov 30, 23
3 American Funds SMALLCAP World A 2.16M (4.01%) 447.43K
Increased by +20.69%
Sep 30, 23
4 Undiscovered Managers Behavioral Val L 2.09M (3.88%) -4.50K
Decreased by -0.22%
Nov 30, 23
5 Vanguard Total Stock Mkt Idx Inv 1.67M (3.10%) 2.37K
Increased by +0.14%
Nov 30, 23
6 iShares Russell 2000 ETF 1.45M (2.69%) 9.20K
Increased by +0.63%
Dec 29, 23
7 Vanguard Small Cap Index 1.38M (2.57%) 5.90K
Increased by +0.43%
Nov 30, 23
8 Wasatch Core Growth 1.04M (1.93%) 59.16K
Increased by +5.68%
Sep 30, 23
9 Wasatch Small Cap Growth Investor 933.82K (1.73%) 43.80K
Increased by +4.69%
Sep 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 805.10K (1.49%) 9.51K
Increased by +1.18%
Nov 30, 23
11 Vanguard Small Cap Growth Index Inv 773.87K (1.44%) 4.43K
Increased by +0.57%
Nov 30, 23
12 T. Rowe Price Small-Cap Value 717.47K (1.33%) -1.50K
Decreased by -0.21%
Sep 30, 23
13 T. Rowe Price Integrated US Sm Gr Eq 637.00K (1.18%) 0.00
Increased by 0.00%
Sep 30, 23
14 TRP Integrated US Small-Cap Gr Eq 637.00K (1.18%) 0.00
Increased by 0.00%
Sep 30, 23
15 iShares S&P Small-Cap 600 Growth ETF 538.97K (1.00%) 0.00
Increased by 0.00%
Dec 29, 23
16 Fidelity® Small Cap Index 525.08K (0.97%) 14.40K
Increased by +2.74%
Oct 31, 23
17 SPDR® Portfolio S&P 600 Sm Cap ETF 485.20K (0.90%) 2.18K
Increased by +0.45%
Dec 29, 23
18 iShares Russell 2000 Growth ETF 483.31K (0.90%) 0.00
Increased by 0.00%
Dec 29, 23
19 Wasatch Small Cap Value 460.22K (0.85%) 41.01K
Increased by +8.91%
Sep 30, 23
20 Vanguard Tax-Managed Small Cap Adm 446.94K (0.83%) 0.00
Increased by 0.00%
Nov 30, 23