Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 JKK 1000.00%
3 IGM 1000.00%
4 ISCB 1000.00%
5 ISCG 1000.00%
6 ITOT 1000.00%
7 IWM 1000.00%
8 IWO 1000.00%
9 IWV 1000.00%
10 PSCT 5.15%
11 FFTY 2.70%
12 IJT 1.46%
13 JSMD 1.23%
14 SLYG 1.22%
15 VIOG 1.19%
16 ESIX 1.02%
17 ERSX 0.81%
18 MMSC 0.77%
19 RZG 0.75%
20 IJR 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.65M (15.62%) -79.26K
Decreased by -1.40%
Sep 30, 23
2 Vanguard Group Inc 4.33M (11.99%) 16.23K
Increased by +0.37%
Sep 30, 23
3 FMR Inc 1.99M (5.50%) 174.94K
Increased by +8.80%
Sep 30, 23
4 Capital Research & Mgmt Co - Division 3 1.61M (4.46%) 407.00
Increased by +0.03%
Sep 30, 23
5 State Street Corporation 1.27M (3.51%) 10.19K
Increased by +0.80%
Sep 30, 23
6 Wasatch Advisors Inc. 1.22M (3.37%) -51.63K
Decreased by -4.24%
Sep 30, 23
7 Dimensional Fund Advisors, Inc. 960.91K (2.66%) -209.01K
Decreased by -21.75%
Sep 30, 23
8 Wellington Management Company LLP 904.50K (2.50%) 159.04K
Increased by +17.58%
Sep 30, 23
9 Artisan Partners Limited Partnership 804.79K (2.23%) -106.48K
Decreased by -13.23%
Sep 30, 23
10 Geode Capital Management, LLC 795.18K (2.20%) 30.37K
Increased by +3.82%
Sep 30, 23
11 Victory Capital Management Inc. 719.91K (1.99%) -91.84K
Decreased by -12.76%
Sep 30, 23
12 T. Rowe Price Associates, Inc. 549.63K (1.52%) 2.22K
Increased by +0.40%
Sep 30, 23
13 Polar Capital Holdings PLC 542.75K (1.50%) -22.99K
Decreased by -4.24%
Sep 30, 23
14 Paradigm Capital Management, Inc. 539.90K (1.49%) 0.00
Increased by 0.00%
Sep 30, 23
15 JPMorgan Chase & Co 532.97K (1.47%) 144.74K
Increased by +27.16%
Sep 30, 23
16 Vaughan Nelson Scarbrgh & Mccullough LP 496.08K (1.37%) 2.67K
Increased by +0.54%
Sep 30, 23
17 Capital World Investors 478.72K (1.32%) -229.08K
Decreased by -47.85%
Sep 30, 23
18 Northern Trust Corp 451.08K (1.25%) -849.00
Decreased by -0.19%
Sep 30, 23
19 Charles Schwab Investment Management Inc 420.79K (1.16%) 32.15K
Increased by +7.64%
Sep 30, 23
20 Nuveen Asset Management, LLC 410.20K (1.13%) -49.84K
Decreased by -12.15%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.43M (6.72%) 910.00
Increased by +0.04%
Dec 29, 23
2 American Funds SMALLCAP World A 1.63M (4.50%) -229.08K
Decreased by -14.09%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.15M (3.17%) 1.48K
Increased by +0.13%
Nov 30, 23
4 iShares Russell 2000 ETF 982.31K (2.72%) 6.24K
Increased by +0.63%
Dec 29, 23
5 Vanguard Small Cap Index 937.40K (2.59%) 3.97K
Increased by +0.42%
Nov 30, 23
6 Vanguard Small Cap Growth Index Inv 524.85K (1.45%) 3.28K
Increased by +0.62%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 520.97K (1.44%) 8.92K
Increased by +1.71%
Nov 30, 23
8 Artisan International Small-Mid Investor 495.52K (1.37%) -66.55K
Decreased by -13.43%
Sep 30, 23
9 Artisan Non-U.S. Small-Mid Growth Comp 495.52K (1.37%) -66.55K
Decreased by -13.43%
Sep 30, 23
10 Capital Group AMCAP Composite 456.91K (1.26%) -420.00
Decreased by -0.09%
Sep 30, 23
11 VA CollegeAmerica Amcap 529A 456.91K (1.26%) -420.00
Decreased by -0.09%
Sep 30, 23
12 Polar Capital Global Tech Inc 409.56K (1.13%) 25.50K
Increased by +6.23%
Nov 30, 23
13 AB Small Cap Growth A 400.80K (1.11%) 85.12K
Increased by +21.24%
Nov 30, 23
14 T. Rowe Price Integrated US Sm Gr Eq 399.20K (1.10%) 2.40K
Increased by +0.60%
Sep 30, 23
15 TRP Integrated US Small-Cap Gr Eq 399.20K (1.10%) 2.40K
Increased by +0.60%
Sep 30, 23
16 Victory Small Cap Value CIT (Net 75) 395.00K (1.09%) -163.05K
Decreased by -41.28%
Sep 30, 23
17 Victory Sycamore Small Company Opp R 395.00K (1.09%) -163.05K
Decreased by -41.28%
Sep 30, 23
18 Fidelity® Series Small Cap Opps 389.16K (1.08%) 0.00
Increased by 0.00%
Oct 31, 23
19 Wasatch Core Growth 383.25K (1.06%) 0.00
Increased by 0.00%
Sep 30, 23
20 Fidelity® Mid-Cap Stock 376.58K (1.04%) 0.00
Increased by 0.00%
Nov 30, 23