Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IUSV 1000.00%
2 JKJ 1000.00%
3 IWV 1000.00%
4 IWO 1000.00%
5 IWN 1000.00%
6 IWM 1000.00%
7 ISCB 1000.00%
8 ISCV 1000.00%
9 ITOT 1000.00%
10 RSHO 3.38%
11 FIXT 2.64%
12 FEMA 2.45%
13 DOZR 1.57%
14 ECLN 0.97%
15 XMVM 0.93%
16 RFV 0.91%
17 EMLP 0.73%
18 MMSC 0.69%
19 RWK 0.68%
20 IJJ 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.25M (10.80%) 928.71K
Increased by +5.09%
Sep 30, 23
2 Wellington Management Company LLP 17.81M (10.54%) 243.37K
Increased by +1.37%
Sep 30, 23
3 Vanguard Group Inc 14.39M (8.51%) 106.48K
Increased by +0.74%
Sep 30, 23
4 FMR Inc 10.23M (6.05%) -1.07M
Decreased by -10.49%
Sep 30, 23
5 Bank of New York Mellon Corp 5.12M (3.03%) -915.65K
Decreased by -17.87%
Sep 30, 23
6 State Street Corporation 4.91M (2.91%) -396.00
Decreased by -0.01%
Sep 30, 23
7 AllianceBernstein L.P. 4.71M (2.79%) 85.75K
Increased by +1.82%
Sep 30, 23
8 Hotchkis & Wiley Capital Management LLC 4.42M (2.62%) -383.31K
Decreased by -8.66%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 3.95M (2.34%) -332.93K
Decreased by -8.43%
Sep 30, 23
10 Millennium Management LLC 3.35M (1.98%) 1.24M
Increased by +37.13%
Sep 30, 23
11 Geode Capital Management, LLC 2.93M (1.73%) 109.85K
Increased by +3.75%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 2.51M (1.48%) 85.90K
Increased by +3.42%
Sep 30, 23
13 Rubric Capital Management LP 2.38M (1.41%) -1.03M
Decreased by -43.48%
Sep 30, 23
14 D. E. Shaw & Co LP 2.21M (1.31%) 609.99K
Increased by +27.58%
Sep 30, 23
15 Northern Trust Corp 1.99M (1.18%) -33.87K
Decreased by -1.70%
Sep 30, 23
16 Victory Capital Management Inc. 1.98M (1.17%) 220.96K
Increased by +11.19%
Sep 30, 23
17 Anchor Capital Advisors Inc 1.76M (1.04%) -158.01K
Decreased by -9.00%
Sep 30, 23
18 Thrivent Financial For Lutherans 1.73M (1.02%) 38.01K
Increased by +2.20%
Sep 30, 23
19 Bank of America Corp 1.71M (1.01%) 774.05K
Increased by +45.14%
Sep 30, 23
20 Greenhouse Funds LLLP 1.67M (0.99%) 833.43K
Increased by +49.95%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.17M (3.06%) -936.00
Decreased by -0.02%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 4.52M (2.67%) 45.80K
Increased by +1.01%
Nov 30, 23
3 iShares Russell 2000 ETF 3.83M (2.26%) 24.34K
Increased by +0.64%
Dec 29, 23
4 Vanguard Small Cap Index 3.71M (2.20%) 16.76K
Increased by +0.45%
Nov 30, 23
5 Vanguard Explorer Inv 3.33M (1.97%) 0.00
Increased by 0.00%
Sep 30, 23
6 Vanguard Small Cap Value Index Inv 2.58M (1.53%) 5.59K
Increased by +0.22%
Nov 30, 23
7 Fidelity® Series Stk Selec Lg Cp Val 2.52M (1.49%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 2.06M (1.22%) 24.80K
Increased by +1.20%
Nov 30, 23
9 Fidelity® Puritan® 1.71M (1.01%) 545.50K
Increased by +31.85%
Oct 31, 23
10 Fidelity Growth Compy Commingled Pl O 1.70M (1.00%) 9.42K
Increased by +0.56%
Nov 30, 23
11 Vanguard Windsor™ II Inv 1.40M (0.83%) 0.00
Increased by 0.00%
Sep 30, 23
12 Fidelity® Small Cap Index 1.38M (0.81%) 39.17K
Increased by +2.85%
Oct 31, 23
13 Fidelity® Growth Company 1.31M (0.78%) 44.40K
Increased by +3.38%
Nov 30, 23
14 iShares Russell 2000 Growth ETF 1.18M (0.70%) 0.00
Increased by 0.00%
Dec 29, 23
15 SPDR® S&P MIDCAP 400 ETF Trust 1.15M (0.68%) -9.89K
Decreased by -0.86%
Nov 30, 23
16 American Beacon Small Cp Val R5 1.08M (0.64%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity® Value 1.06M (0.62%) 24.20K
Increased by +2.29%
Nov 30, 23
18 iShares S&P Mid-Cap 400 Value ETF 998.57K (0.59%) 0.00
Increased by 0.00%
Dec 29, 23
19 AB Discovery Value Advisor 954.87K (0.56%) -35.27K
Decreased by -3.69%
Nov 30, 23
20 Wellington CIF II SMID Cap Research S3 910.26K (0.54%) 230.57K
Increased by +25.33%
Sep 30, 23