Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWD 1000.00%
2 ISCB 1000.00%
3 ISCG 1000.00%
4 ISCV 1000.00%
5 IWV 1000.00%
6 IWS 1000.00%
7 IWB 1000.00%
8 IWR 1000.00%
9 JKK 1000.00%
10 JKJ 1000.00%
11 ITOT 1000.00%
12 IYY 1000.00%
13 IYM 1000.00%
14 CROP 6.41%
15 MID 4.24%
16 PYZ 1.70%
17 AIVL 1.14%
18 FXZ 0.80%
19 RAYD 0.73%
20 DFSV 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.72M (10.19%) 1.04M
Increased by +4.56%
Sep 30, 23
2 FMR Inc 19.23M (8.63%) 798.66K
Increased by +4.15%
Sep 30, 23
3 T. Rowe Price Investment Management,Inc. 17.69M (7.93%) 417.30K
Increased by +2.36%
Sep 30, 23
4 Dimensional Fund Advisors, Inc. 12.70M (5.70%) -368.84K
Decreased by -2.90%
Sep 30, 23
5 Wellington Management Company LLP 11.63M (5.22%) -1.97M
Decreased by -16.92%
Sep 30, 23
6 BlackRock Inc 11.43M (5.13%) -144.62K
Decreased by -1.27%
Sep 30, 23
7 AllianceBernstein L.P. 8.57M (3.84%) 4.96M
Increased by +57.89%
Sep 30, 23
8 Gates Capital Management Inc 8.12M (3.64%) -226.83K
Decreased by -2.79%
Sep 30, 23
9 Neuberger Berman Group LLC 7.22M (3.24%) 1.07M
Increased by +14.79%
Sep 30, 23
10 American Century Companies Inc 5.35M (2.40%) -52.22K
Decreased by -0.98%
Sep 30, 23
11 Silvercrest Asset Management Group LLC 4.99M (2.24%) 1.55M
Increased by +31.08%
Sep 30, 23
12 Massachusetts Financial Services Company 4.90M (2.20%) -907.55K
Decreased by -18.54%
Sep 30, 23
13 Barrow Hanley Mewhinney & Strauss LLC 4.55M (2.04%) -75.80K
Decreased by -1.66%
Sep 30, 23
14 Vaughan Nelson Scarbrgh & Mccullough LP 4.50M (2.02%) 110.62K
Increased by +2.46%
Sep 30, 23
15 Amvescap Plc. 4.40M (1.98%) 1.41M
Increased by +32.08%
Sep 30, 23
16 State Street Corporation 3.76M (1.69%) 77.42K
Increased by +2.06%
Sep 30, 23
17 Geode Capital Management, LLC 3.22M (1.44%) 37.00K
Increased by +1.15%
Sep 30, 23
18 Copeland Capital Management, LLC 2.83M (1.27%) 12.12K
Increased by +0.43%
Sep 30, 23
19 Glenview Capital Management LLC 2.78M (1.25%) 236.20K
Increased by +8.49%
Sep 30, 23
20 Royce & Associates, LP 2.76M (1.24%) 166.68K
Increased by +6.04%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.22M (3.24%) 10.27K
Increased by +0.14%
Nov 30, 23
2 Vanguard Small Cap Index 5.94M (2.67%) 26.45K
Increased by +0.44%
Nov 30, 23
3 T. Rowe Price Small-Cap Stock 4.69M (2.10%) -6.90K
Decreased by -0.15%
Sep 30, 23
4 T. Rowe Price US Small-Cap Core Equity 4.69M (2.10%) -6.90K
Decreased by -0.15%
Sep 30, 23
5 DFA US Small Cap Value I 4.34M (1.95%) 0.00
Increased by 0.00%
Oct 31, 23
6 Vanguard Small Cap Value Index Inv 4.13M (1.85%) 8.58K
Increased by +0.21%
Nov 30, 23
7 Neuberger Berman Genesis Inv 3.61M (1.62%) 475.17K
Increased by +13.16%
Sep 30, 23
8 American Century Heritage Inv 3.55M (1.59%) 0.00
Increased by 0.00%
Sep 30, 23
9 American Century US Opport. Mid Cap Gr 3.55M (1.59%) 0.00
Increased by 0.00%
Sep 30, 23
10 Fidelity® Low-Priced Stock 3.50M (1.57%) -60.00K
Decreased by -1.71%
Sep 30, 23
11 T. Rowe Price Small-Cap Value 3.42M (1.54%) 247.30K
Increased by +7.23%
Sep 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 3.24M (1.45%) 71.20K
Increased by +2.20%
Nov 30, 23
13 Bridge Builder Large Cap Value 2.94M (1.32%) 40.24K
Increased by +1.37%
Nov 30, 23
14 VIP Mid Cap Initial 2.73M (1.22%) 0.00
Increased by 0.00%
Oct 31, 23
15 T. Rowe Price U.S. SC Core Eq Tr-Z 2.25M (1.01%) 6.90K
Increased by +0.31%
Sep 30, 23
16 MFS New Discovery Value I 2.22M (0.99%) 28.56K
Increased by +1.29%
Oct 31, 23
17 T. Rowe Price Instl Small-Cap Stock 2.18M (0.98%) -60.00K
Decreased by -2.75%
Sep 30, 23
18 AB Small Cap Growth A 2.02M (0.90%) -90.16K
Decreased by -4.47%
Oct 31, 23
19 Hartford MidCap Y 1.85M (0.83%) -682.24K
Decreased by -36.93%
Oct 31, 23
20 DFA US Small Cap I 1.76M (0.79%) 0.00
Increased by 0.00%
Oct 31, 23