Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCV 1000.00%
2 IYY 1000.00%
3 IWD 1000.00%
4 IWB 1000.00%
5 ISCB 1000.00%
6 IUSV 1000.00%
7 ITOT 1000.00%
8 JKJ 1000.00%
9 IWV 1000.00%
10 IWS 1000.00%
11 IWR 1000.00%
12 EWI 4.73%
13 FLIY 4.04%
14 FTDS 2.06%
15 JHID 1.99%
16 EFAS 1.99%
17 DMDV 1.78%
18 VGFO 1.49%
19 FXR 1.25%
20 AHOY 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.87M (11.32%) -488.69K
Decreased by -2.59%
Sep 30, 23
2 FMR Inc 17.64M (10.58%) 1.33M
Increased by +7.52%
Sep 30, 23
3 Vanguard Group Inc 16.44M (9.86%) -308.07K
Decreased by -1.87%
Sep 30, 23
4 Nalanda India Equity Fund Ltd. 13.14M (7.88%) 0.00
Increased by 0.00%
Sep 30, 23
5 Wellington Management Company LLP 12.56M (7.54%) -1.51M
Decreased by -12.05%
Sep 30, 23
6 Victory Capital Management Inc. 9.06M (5.44%) -97.48K
Decreased by -1.08%
Sep 30, 23
7 Fiduciary Management, Inc. of Milwaukee 7.35M (4.41%) 1.18M
Increased by +16.08%
Sep 30, 23
8 AllianceBernstein L.P. 6.10M (3.66%) -42.31K
Decreased by -0.69%
Sep 30, 23
9 State Street Corporation 4.36M (2.62%) -57.06K
Decreased by -1.31%
Sep 30, 23
10 Fidelity International Ltd 4.32M (2.59%) 265.79K
Increased by +6.16%
Sep 30, 23
11 Brown Advisory Holdings Inc 3.91M (2.34%) -428.83K
Decreased by -10.97%
Sep 30, 23
12 JPMorgan Chase & Co 3.50M (2.10%) -312.75K
Decreased by -8.95%
Sep 30, 23
13 Franklin Resources Inc 3.23M (1.94%) 815.31K
Increased by +25.21%
Sep 30, 23
14 Westfield Capital Management Company, LP 2.95M (1.77%) 452.61K
Increased by +15.35%
Sep 30, 23
15 Geode Capital Management, LLC 2.83M (1.70%) 34.59K
Increased by +1.22%
Sep 30, 23
16 Nordea Investment Mgmt Bank Demark A/s 2.48M (1.49%) 321.03K
Increased by +12.92%
Sep 30, 23
17 Causeway Capital Management LLC 2.16M (1.30%) 144.61K
Increased by +6.70%
Sep 30, 23
18 Capital Research & Mgmt Co - Division 3 1.98M (1.19%) -2.72M
Decreased by -137.15%
Sep 30, 23
19 Dimensional Fund Advisors, Inc. 1.78M (1.07%) 118.09K
Increased by +6.62%
Sep 30, 23
20 Bank of New York Mellon Corp 1.50M (0.90%) -44.56K
Decreased by -2.98%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Established Value R 6.37M (3.82%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 5.67M (3.40%) 7.03K
Increased by +0.12%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 5.07M (3.04%) -917.00
Decreased by -0.02%
Dec 29, 23
4 Vanguard Small Cap Index 4.70M (2.82%) 18.88K
Increased by +0.40%
Nov 30, 23
5 Fidelity® Low-Priced Stock 3.98M (2.39%) 789.78K
Increased by +19.85%
Oct 31, 23
6 Fiduciary Mgt of Milwaukee Intl Comp 3.37M (2.02%) 45.00K
Increased by +1.34%
Dec 31, 23
7 FMI International Investor 3.33M (1.99%) 725.00K
Increased by +21.80%
Sep 30, 23
8 Vanguard Windsor Investor Shares 2.92M (1.75%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Small Cap Growth Index Inv 2.63M (1.58%) 16.27K
Increased by +0.62%
Nov 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 2.42M (1.45%) 49.30K
Increased by +2.04%
Nov 30, 23
11 Fidelity Small Cap America Sr B 2.39M (1.43%) 0.00
Increased by 0.00%
Sep 30, 23
12 Hartford MidCap Y 2.13M (1.28%) -167.84K
Decreased by -7.88%
Nov 30, 23
13 First Trust Value Line® Dividend ETF 1.92M (1.15%) 63.20K
Increased by +3.30%
Dec 28, 23
14 American Funds IS® Growth 1 1.77M (1.06%) 244.40K
Increased by +13.82%
Sep 30, 23
15 Capital Group Growth Composite 1.77M (1.06%) 244.40K
Increased by +13.82%
Sep 30, 23
16 FMI Common Stock Investor 1.73M (1.04%) 283.00K
Increased by +16.36%
Sep 30, 23
17 AB Low Volatility Eq S1 USD 1.45M (0.87%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity® Small Cap Value 1.45M (0.87%) 0.00
Increased by 0.00%
Oct 31, 23
19 Strategic Advisers® Fidelity US TtlStk 1.42M (0.85%) 209.16K
Increased by +14.68%
Nov 30, 23
20 Fidelity® Equity Dividend Income 1.38M (0.83%) 0.00
Increased by 0.00%
Oct 31, 23