Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 ISCB 1000.00%
3 ISCV 1000.00%
4 ITOT 1000.00%
5 IWM 1000.00%
6 JKJ 1000.00%
7 IWN 1000.00%
8 FITS 2.52%
9 EVNT 1.69%
10 RZV 1.39%
11 PSCD 1.39%
12 XRT 1.34%
13 BFIT 1.25%
14 RETL 1.08%
15 PMOM 0.77%
16 BSVO 0.77%
17 GBUY 0.70%
18 RWJ 0.64%
19 RNSC 0.51%
20 VIOV 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.72M (15.55%) 3.13M
Increased by +24.62%
Sep 30, 23
2 Vesa Equity Investment S.à r.l. 11.47M (14.01%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 10.29M (12.58%) 902.61K
Increased by +8.77%
Sep 30, 23
4 FMR Inc 4.73M (5.78%) -6.69M
Decreased by -141.54%
Sep 30, 23
5 LSV Asset Management 4.18M (5.11%) -28.00K
Decreased by -0.67%
Sep 30, 23
6 Arrowstreet Capital Limited Partnership 3.84M (4.69%) 2.83M
Increased by +73.81%
Sep 30, 23
7 Goldman Sachs Group Inc 3.48M (4.26%) -3.39K
Decreased by -0.10%
Sep 30, 23
8 State Street Corporation 3.46M (4.23%) 410.24K
Increased by +11.84%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 3.45M (4.21%) 1.28M
Increased by +37.15%
Sep 30, 23
10 Macquarie Group Ltd 3.32M (4.06%) -1.24M
Decreased by -37.21%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 3.21M (3.92%) -1.79M
Decreased by -55.83%
Sep 30, 23
12 Allspring Global Investments Holdings, LLC 2.60M (3.17%) 16.95K
Increased by +0.65%
Sep 30, 23
13 Viking Global Investors LP 2.24M (2.73%) 2.24M
Increased by +100.00%
Sep 30, 23
14 Barclays PLC 1.75M (2.13%) 1.39M
Increased by +79.41%
Sep 30, 23
15 Geode Capital Management, LLC 1.67M (2.03%) 38.60K
Increased by +2.32%
Sep 30, 23
16 Citadel Advisors Llc 1.49M (1.82%) 1.15M
Increased by +77.42%
Sep 30, 23
17 D. E. Shaw & Co LP 1.09M (1.33%) 1.08M
Increased by +99.07%
Sep 30, 23
18 Bank of New York Mellon Corp 1.03M (1.25%) -106.01K
Decreased by -10.32%
Sep 30, 23
19 Towle & Co 1.00M (1.22%) 390.25K
Increased by +38.96%
Sep 30, 23
20 Invenomic Capital Management, LP 954.24K (1.17%) 954.24K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.48M (6.70%) 2.28K
Increased by +0.04%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 2.93M (3.58%) 4.51K
Increased by +0.15%
Nov 30, 23
3 Fidelity® Low-Priced Stock 2.45M (3.00%) -2.56K
Decreased by -0.10%
Oct 31, 23
4 Vanguard Small Cap Index 2.43M (2.97%) 7.45K
Increased by +0.31%
Nov 30, 23
5 iShares Russell 2000 ETF 2.29M (2.80%) 42.49K
Increased by +1.85%
Dec 29, 23
6 Allspring Special US Mid Cap Value Eq 2.20M (2.68%) 0.00
Increased by 0.00%
Sep 30, 23
7 Delaware Ivy Mid Cap Growth A 1.95M (2.38%) 0.00
Increased by 0.00%
Sep 30, 23
8 Allspring Special Mid Cap Value Inst 1.84M (2.25%) -356.00K
Decreased by -19.35%
Nov 30, 23
9 Vanguard Small Cap Value Index Inv 1.69M (2.07%) 3.80K
Increased by +0.22%
Nov 30, 23
10 Delaware Ivy Mid Cap Income Opps I 1.31M (1.60%) 440.63K
Increased by +33.74%
Jun 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.17M (1.43%) 31.59K
Increased by +2.70%
Nov 30, 23
12 iShares S&P Small-Cap 600 Value ETF 1.15M (1.40%) -3.87K
Decreased by -0.34%
Dec 29, 23
13 iShares Russell 2000 Value ETF 802.94K (0.98%) 1.49K
Increased by +0.19%
Dec 29, 23
14 Fidelity® Small Cap Index 791.76K (0.97%) 20.51K
Increased by +2.59%
Oct 31, 23
15 SPDR® Portfolio S&P 600 Sm Cap ETF 702.21K (0.86%) 3.15K
Increased by +0.45%
Dec 29, 23
16 Avantis US Small Cap Value ETF 612.62K (0.75%) 0.00
Increased by 0.00%
Dec 30, 23
17 Invenomic Institutional 583.30K (0.71%) 583.30K
Increased by +100.00%
Oct 31, 23
18 Glenmede Small Cap Equity 576.06K (0.70%) 186.62K
Increased by +32.40%
Sep 30, 23
19 Glenmede Small Cap Equity Adv 576.06K (0.70%) 186.62K
Increased by +32.40%
Sep 30, 23
20 SPDR® S&P 600 Small Cap Value ETF 570.74K (0.70%) 0.00
Increased by 0.00%
Dec 29, 23