Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWM 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWO 1000.00%
6 ISCB 1000.00%
7 ISCG 1000.00%
8 ITOT 1000.00%
9 VERS 3.75%
10 FMET 0.87%
11 RZG 0.71%
12 PSCF 0.35%
13 RWJ 0.30%
14 XSMO 0.28%
15 JPSE 0.21%
16 VIOG 0.21%
17 GSSC 0.19%
18 SLYG 0.18%
19 SSLY 0.17%
20 IJT 0.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.02M (15.60%) 168.36K
Increased by +1.40%
Sep 30, 23
2 BlackRock Inc 11.72M (15.20%) 290.89K
Increased by +2.48%
Sep 30, 23
3 Copeland Capital Management, LLC 3.63M (4.72%) -322.69K
Decreased by -8.88%
Sep 30, 23
4 State Street Corporation 2.65M (3.44%) 83.58K
Increased by +3.15%
Sep 30, 23
5 Geode Capital Management, LLC 1.77M (2.29%) 117.55K
Increased by +6.66%
Sep 30, 23
6 Renaissance Technologies Corp 1.65M (2.14%) 70.70K
Increased by +4.28%
Sep 30, 23
7 Integrated Advisors Network LLC 1.43M (1.85%) -1.67K
Decreased by -0.12%
Sep 30, 23
8 Northern Trust Corp 970.48K (1.26%) 40.35K
Increased by +4.16%
Sep 30, 23
9 Bank of New York Mellon Corp 900.55K (1.17%) -11.84K
Decreased by -1.32%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 866.34K (1.12%) 40.85K
Increased by +4.72%
Sep 30, 23
11 Charles Schwab Investment Management Inc 783.85K (1.02%) 63.07K
Increased by +8.05%
Sep 30, 23
12 JPMorgan Chase & Co 571.77K (0.74%) -28.89K
Decreased by -5.05%
Sep 30, 23
13 Cubist Systematic Strategies, LLC 479.71K (0.62%) 479.71K
Increased by +100.00%
Sep 30, 23
14 Nuveen Asset Management, LLC 467.66K (0.61%) -146.80K
Decreased by -31.39%
Sep 30, 23
15 Millennium Management LLC 456.48K (0.59%) 310.36K
Increased by +67.99%
Sep 30, 23
16 Amvescap Plc. 432.80K (0.56%) 101.15K
Increased by +23.37%
Sep 30, 23
17 Principal Financial Group Inc 409.79K (0.53%) -8.84K
Decreased by -2.16%
Sep 30, 23
18 Bank of America Corp 313.04K (0.41%) -286.24K
Decreased by -91.44%
Sep 30, 23
19 Qube Research & Technologies 291.81K (0.38%) 261.47K
Increased by +89.60%
Sep 30, 23
20 VOLORIDGE INVESTMENT MANAGEMENT, LLC 287.71K (0.37%) -99.45K
Decreased by -34.57%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.17M (6.71%) 2.36K
Increased by +0.05%
Dec 29, 23
2 Vanguard Real Estate Index Investor 3.13M (4.07%) -28.46K
Decreased by -0.91%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 2.43M (3.15%) 4.51K
Increased by +0.19%
Nov 30, 23
4 Vanguard Small Cap Index 1.99M (2.58%) 6.08K
Increased by +0.31%
Nov 30, 23
5 iShares Russell 2000 ETF 1.93M (2.51%) 12.30K
Increased by +0.64%
Dec 29, 23
6 Vanguard Small Cap Growth Index Inv 1.12M (1.45%) 15.85K
Increased by +1.42%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 1.09M (1.42%) 16.82K
Increased by +1.54%
Nov 30, 23
8 iShares S&P Small-Cap 600 Growth ETF 736.05K (0.96%) 0.00
Increased by 0.00%
Dec 29, 23
9 Fidelity® Small Cap Index 689.30K (0.89%) 18.47K
Increased by +2.68%
Oct 31, 23
10 iShares S&P Small-Cap 600 Value ETF 672.85K (0.87%) 0.00
Increased by 0.00%
Nov 29, 23
11 SPDR® Portfolio S&P 600 Sm Cap ETF 666.85K (0.87%) 2.96K
Increased by +0.44%
Dec 29, 23
12 TD Global Equity Growth - I 656.60K (0.85%) -192.39K
Decreased by -29.30%
Jun 30, 23
13 iShares Russell 2000 Growth ETF 635.07K (0.82%) 0.00
Increased by 0.00%
Dec 29, 23
14 Vanguard Tax-Managed Small Cap Adm 550.00K (0.71%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard Real Estate II Index 484.17K (0.63%) -1.93K
Decreased by -0.40%
Nov 30, 23
16 Fidelity® Extended Market Index 420.49K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
17 SPDR® S&P 600 Small Cap Growth ETF 401.65K (0.52%) 0.00
Increased by 0.00%
Dec 29, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 399.96K (0.52%) 10.60K
Increased by +2.65%
Nov 30, 23
19 SPDR® S&P 600 Small Cap Value ETF 376.14K (0.49%) -1.58K
Decreased by -0.42%
Nov 30, 23
20 Schwab US Small-Cap ETF™ 345.02K (0.45%) 153.00
Increased by +0.04%
Dec 30, 23