Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 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 FINQ 3.23%
11 PSCT 1.88%
12 FINX 0.98%
13 XSW 0.83%
14 MMSC 0.73%
15 FYC 0.35%
16 SLYV 0.27%
17 VIOV 0.25%
18 PSC 0.24%
19 CSML 0.24%
20 AVSC 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.03M (19.21%) 110.24K
Increased by +1.37%
Sep 30, 23
2 Vanguard Group Inc 5.33M (12.74%) -30.75K
Decreased by -0.58%
Sep 30, 23
3 Impactive Capital LP 4.15M (9.93%) 0.00
Increased by 0.00%
Sep 30, 23
4 Morgan Stanley - Brokerage Accounts 3.16M (7.57%) 200.35K
Increased by +6.33%
Sep 30, 23
5 JPMorgan Chase & Co 3.03M (7.25%) -114.41K
Decreased by -3.78%
Sep 30, 23
6 Van Berkom and Associates Inc 1.76M (4.22%) 438.99K
Increased by +24.91%
Sep 30, 23
7 T. Rowe Price Investment Management,Inc. 1.72M (4.11%) 509.20K
Increased by +29.67%
Sep 30, 23
8 State Street Corporation 1.71M (4.08%) -74.00K
Decreased by -4.34%
Sep 30, 23
9 Earnest Partners LLC 1.54M (3.67%) -47.94K
Decreased by -3.12%
Sep 30, 23
10 HHG PLC 1.47M (3.50%) -7.07K
Decreased by -0.48%
Sep 30, 23
11 Stephens Inv Mgmt Group LLC 1.44M (3.45%) 80.01K
Increased by +5.54%
Sep 30, 23
12 Brown Advisory Holdings Inc 1.23M (2.94%) 2.42K
Increased by +0.20%
Sep 30, 23
13 ClearBridge Advisors, LLC 1.19M (2.85%) -4.01K
Decreased by -0.34%
Sep 30, 23
14 FMR Inc 1.12M (2.68%) -8.00
Decreased by -0.00%
Sep 30, 23
15 Geneva Capital Management 1.08M (2.57%) 4.37K
Increased by +0.41%
Sep 30, 23
16 Geode Capital Management, LLC 1.03M (2.45%) -7.00K
Decreased by -0.68%
Sep 30, 23
17 Dimensional Fund Advisors, Inc. 965.50K (2.31%) 12.79K
Increased by +1.32%
Sep 30, 23
18 Fisher Asset Management, LLC 877.33K (2.10%) -46.80K
Decreased by -5.33%
Sep 30, 23
19 Bank of America Corp 842.54K (2.02%) -10.71K
Decreased by -1.27%
Sep 30, 23
20 RGM Capital LLC 826.13K (1.98%) -4.23K
Decreased by -0.51%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.31M (7.91%) 0.00
Increased by 0.00%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 1.53M (3.67%) 2.52K
Increased by +0.16%
Nov 30, 23
3 Vanguard Small Cap Index 1.27M (3.04%) 7.93K
Increased by +0.62%
Nov 30, 23
4 Calvert Small-Cap A 1.12M (2.68%) 3.30K
Increased by +0.29%
Nov 30, 23
5 Calvert US Small-Cap Strategy 1.12M (2.67%) 45.89K
Increased by +4.11%
Sep 30, 23
6 iShares Russell 2000 ETF 1.09M (2.61%) 0.00
Increased by 0.00%
Dec 29, 23
7 Janus Henderson Triton D 959.38K (2.29%) 0.00
Increased by 0.00%
Sep 30, 23
8 Janus Henderson US SMID Cap Growth 959.38K (2.29%) 0.00
Increased by 0.00%
Sep 30, 23
9 ClearBridge Small Cap Growth A 953.40K (2.28%) -3.83K
Decreased by -0.40%
Sep 30, 23
10 ClearBridge Small Cap Growth 942.91K (2.26%) 0.00
Increased by 0.00%
Nov 30, 23
11 Stephens SMID Select Growth 940.18K (2.25%) 126.16K
Increased by +13.42%
Dec 31, 23
12 JPMorgan Small Cap Equity A 897.35K (2.15%) 0.00
Increased by 0.00%
Nov 30, 23
13 JPM US Small Cap Core-Composite 881.15K (2.11%) 65.77K
Increased by +7.46%
Dec 31, 23
14 Vanguard Small Cap Growth Index Inv 712.64K (1.70%) 3.62K
Increased by +0.51%
Nov 30, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 709.18K (1.70%) 8.25K
Increased by +1.16%
Nov 30, 23
16 Vanguard Explorer Inv 646.58K (1.55%) 27.68K
Increased by +4.28%
Sep 30, 23
17 Vanguard Information Technology ETF 642.09K (1.54%) 11.19K
Increased by +1.74%
Nov 30, 23
18 Harbor Small Cap Value Instl 639.32K (1.53%) -7.86K
Decreased by -1.23%
Sep 30, 23
19 T. Rowe Price Small-Cap Stock 606.10K (1.45%) 199.30K
Increased by +32.88%
Sep 30, 23
20 T. Rowe Price US Small-Cap Core Equity 606.10K (1.45%) 199.30K
Increased by +32.88%
Sep 30, 23