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 IWN 1000.00%
7 IWM 1000.00%
8 ITOT 1000.00%
9 ISCG 1000.00%
10 ISCB 1000.00%
11 XTL 3.30%
12 PSCT 1.58%
13 FIVG 1.49%
14 MGMT 1.17%
15 MPAY 1.02%
16 XSMO 1.01%
17 RAYD 0.68%
18 SSLY 0.37%
19 AFSM 0.33%
20 ESIX 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.23M (14.45%) -415.34K
Decreased by -2.28%
Sep 30, 23
2 Vanguard Group Inc 12.90M (10.22%) 1.88M
Increased by +14.56%
Sep 30, 23
3 Paradigm Capital Management, Inc. 5.07M (4.02%) -168.50K
Decreased by -3.32%
Sep 30, 23
4 State Street Corporation 4.61M (3.66%) 27.55K
Increased by +0.60%
Sep 30, 23
5 FMR Inc 4.14M (3.28%) 1.00M
Increased by +24.24%
Sep 30, 23
6 Goldman Sachs Group Inc 3.60M (2.85%) 102.85K
Increased by +2.86%
Sep 30, 23
7 Geode Capital Management, LLC 2.89M (2.29%) 312.89K
Increased by +10.82%
Sep 30, 23
8 Arrowstreet Capital Limited Partnership 2.80M (2.22%) 1.31M
Increased by +46.78%
Sep 30, 23
9 Renaissance Technologies Corp 2.74M (2.17%) 292.10K
Increased by +10.68%
Sep 30, 23
10 Millennium Management LLC 2.62M (2.08%) -350.12K
Decreased by -13.36%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 2.36M (1.87%) 25.53K
Increased by +1.08%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 2.30M (1.82%) 171.19K
Increased by +7.45%
Sep 30, 23
13 Boston Partners Global Investors, Inc 1.78M (1.41%) -53.02K
Decreased by -2.98%
Sep 30, 23
14 Nuveen Asset Management, LLC 1.67M (1.33%) -270.72K
Decreased by -16.17%
Sep 30, 23
15 Jacobs Levy Equity Management, Inc. 1.66M (1.31%) -155.45K
Decreased by -9.38%
Sep 30, 23
16 Lord, Abbett & Co LLC 1.61M (1.28%) 1.61M
Increased by +100.00%
Sep 30, 23
17 Ameriprise Financial Inc 1.48M (1.18%) -461.80K
Decreased by -31.13%
Sep 30, 23
18 Fred Alger Management, LLC 1.40M (1.11%) 1.40M
Increased by +100.00%
Sep 30, 23
19 Schroder Investment Management Group 1.40M (1.11%) 782.97K
Increased by +55.91%
Sep 30, 23
20 Voss Capital LLC 1.40M (1.11%) -468.82K
Decreased by -33.61%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.51M (6.74%) 0.00
Increased by 0.00%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 3.87M (3.07%) 5.83K
Increased by +0.15%
Nov 30, 23
3 Pacer US Small Cap Cash Cows 100 ETF 3.41M (2.70%) 31.80K
Increased by +0.93%
Dec 29, 23
4 iShares Russell 2000 ETF 3.37M (2.67%) 21.46K
Increased by +0.64%
Dec 29, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 1.82M (1.45%) 32.29K
Increased by +1.77%
Nov 30, 23
6 Vanguard Small Cap Index 1.60M (1.27%) 4.91K
Increased by +0.31%
Nov 30, 23
7 Vanguard Information Technology ETF 1.49M (1.18%) 25.65K
Increased by +1.72%
Nov 30, 23
8 UBS: US Equity Small Cap Growth 1.35M (1.07%) 0.00
Increased by 0.00%
Sep 30, 23
9 iShares S&P Small-Cap 600 Growth ETF 1.30M (1.03%) 0.00
Increased by 0.00%
Nov 30, 23
10 Lord Abbett Developing Growth A 1.27M (1.00%) 0.00
Increased by 0.00%
Oct 31, 23
11 Alger Small Cap Focus Composite 1.25M (0.99%) 0.00
Increased by 0.00%
Oct 31, 23
12 Alger Small Cap Focus I 1.25M (0.99%) 0.00
Increased by 0.00%
Oct 31, 23
13 Fidelity® Small Cap Index 1.22M (0.96%) 32.79K
Increased by +2.69%
Oct 31, 23
14 iShares Russell 2000 Growth ETF 1.12M (0.89%) 0.00
Increased by 0.00%
Dec 29, 23
15 SPDR® Portfolio S&P 600 Sm Cap ETF 1.12M (0.88%) 5.00K
Increased by +0.45%
Dec 29, 23
16 Vanguard Tax-Managed Small Cap Adm 1.03M (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
17 Congress Small Cap Growth Institutional 1.00M (0.79%) 95.00K
Increased by +9.50%
Nov 30, 23
18 Vanguard Small Cap Growth Index Inv 900.26K (0.71%) 12.58K
Increased by +1.40%
Nov 30, 23
19 Fidelity® Series Small Cap Opps 856.50K (0.68%) 0.00
Increased by 0.00%
Oct 31, 23
20 iShares Digital Security ETF USD Acc 855.72K (0.68%) 0.00
Increased by 0.00%
Dec 29, 23