Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWM 1000.00%
2 IWFH 1000.00%
3 IWN 1000.00%
4 IWV 1000.00%
5 IWO 1000.00%
6 ITOT 1000.00%
7 IWC 1000.00%
8 XWEB 3.50%
9 VERS 3.02%
10 BNGE 0.52%
11 IRBO 0.30%
12 JPSE 0.13%
13 VOX 0.10%
14 VTWV 0.07%
15 PRFZ 0.04%
16 FCOM 0.04%
17 VTWO 0.03%
18 UWM 0.02%
19 SCHA 0.02%
20 VBK 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.34M (8.14%) 5.00M
Increased by +21.43%
Sep 30, 23
2 Vanguard Group Inc 22.31M (7.78%) -2.03M
Decreased by -9.08%
Sep 30, 23
3 Marshall Wace Asset Management Ltd 6.55M (2.28%) -87.83K
Decreased by -1.34%
Sep 30, 23
4 State Street Corporation 6.50M (2.27%) 976.51K
Increased by +15.03%
Sep 30, 23
5 Geode Capital Management, LLC 5.85M (2.04%) 1.11M
Increased by +18.88%
Sep 30, 23
6 Millennium Management LLC 4.58M (1.60%) -4.10M
Decreased by -89.68%
Sep 30, 23
7 Northern Trust Corp 2.45M (0.85%) 615.74K
Increased by +25.14%
Sep 30, 23
8 Charles Schwab Investment Management Inc 2.24M (0.78%) 252.36K
Increased by +11.28%
Sep 30, 23
9 Citadel Advisors Llc 2.13M (0.74%) 1.73M
Increased by +80.84%
Sep 30, 23
10 Goldman Sachs Group Inc 1.97M (0.69%) 235.79K
Increased by +11.97%
Sep 30, 23
11 Susquehanna International Group, LLP 1.89M (0.66%) 1.41M
Increased by +74.76%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 1.88M (0.66%) -147.66K
Decreased by -7.84%
Sep 30, 23
13 D. E. Shaw & Co LP 1.81M (0.63%) -2.47M
Decreased by -136.31%
Sep 30, 23
14 J. Goldman & Co LP 1.71M (0.60%) 1.71M
Increased by +100.00%
Sep 30, 23
15 Nuveen Asset Management, LLC 1.11M (0.39%) -272.61K
Decreased by -24.55%
Sep 30, 23
16 Renaissance Technologies Corp 1.09M (0.38%) -897.40K
Decreased by -82.30%
Sep 30, 23
17 Bank of New York Mellon Corp 1.05M (0.37%) 143.41K
Increased by +13.66%
Sep 30, 23
18 HighTower Advisors, LLC 1.01M (0.35%) 1.07K
Increased by +0.11%
Sep 30, 23
19 Squarepoint Ops LLC 1.01M (0.35%) 475.90K
Increased by +47.23%
Sep 30, 23
20 Aquatic Capital Management LLC 917.10K (0.32%) 917.10K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.31M (3.25%) 0.00
Increased by 0.00%
Nov 30, 23
2 iShares Russell 2000 ETF 7.61M (2.66%) 48.42K
Increased by +0.64%
Dec 29, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 4.23M (1.47%) 7.32K
Increased by +0.17%
Nov 30, 23
4 Vanguard Small Cap Index 3.58M (1.25%) 11.02K
Increased by +0.31%
Nov 30, 23
5 Fidelity® Small Cap Index 2.73M (0.95%) 74.14K
Increased by +2.71%
Oct 31, 23
6 iShares Russell 2000 Value ETF 2.73M (0.95%) 5.08K
Increased by +0.19%
Dec 29, 23
7 Vanguard Small Cap Growth Index Inv 2.01M (0.70%) 10.23K
Increased by +0.51%
Nov 30, 23
8 State St Russell Sm/Mid Cp® Indx NL Cl C 1.67M (0.58%) -116.90K
Decreased by -7.00%
Dec 31, 23
9 iShares Rbtcs&Artfcl Intllgnc Mltsct ETF 1.58M (0.55%) 0.00
Increased by 0.00%
Dec 29, 23
10 Fidelity® Extended Market Index 1.56M (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
11 Schwab US Small-Cap ETF™ 1.31M (0.46%) 588.00
Increased by +0.04%
Dec 30, 23
12 Vanguard Communication Services ETF 1.15M (0.40%) 8.63K
Increased by +0.75%
Nov 30, 23
13 State St Russell Sm Cap® Indx SL Cl I 1.03M (0.36%) 0.00
Increased by 0.00%
Dec 31, 23
14 Vanguard Russell 2000 ETF 874.38K (0.30%) 20.83K
Increased by +2.38%
Nov 30, 23
15 NT R2000 Value Index Fund - NL 830.47K (0.29%) 255.62K
Increased by +30.78%
Sep 30, 23
16 NT R2000 Index Fund - NL 823.50K (0.29%) 252.13K
Increased by +30.62%
Sep 30, 23
17 BlackRock Extended Mkt Composite 714.62K (0.25%) 5.92K
Increased by +0.83%
Sep 30, 23
18 Schwab Small Cap Index 663.20K (0.23%) 0.00
Increased by 0.00%
Nov 30, 23
19 NT R2000 Index Fund - DC - NL - 2 651.02K (0.23%) 199.79K
Increased by +30.69%
Sep 30, 23
20 iShares Micro-Cap ETF 625.02K (0.22%) 0.00
Increased by 0.00%
Dec 29, 23