Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 IWC 1000.00%
3 IWM 1000.00%
4 IWN 1000.00%
5 IWV 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Alta Fundamental Advisers LLC 13.15M (12.18%) 0.00
Increased by 0.00%
Sep 30, 23
2 BlackRock Inc 10.03M (9.29%) -142.38K
Decreased by -1.42%
Sep 30, 23
3 Apollo Management Holdings, L.P. 8.59M (7.96%) 1.08M
Increased by +12.55%
Sep 30, 23
4 Vanguard Group Inc 8.46M (7.84%) 100.84K
Increased by +1.19%
Sep 30, 23
5 Goldman Sachs Group Inc 6.60M (6.12%) 4.46K
Increased by +0.07%
Sep 30, 23
6 Dimensional Fund Advisors, Inc. 4.05M (3.76%) 921.75K
Increased by +22.74%
Sep 30, 23
7 Millennium Management LLC 4.02M (3.73%) -297.68K
Decreased by -7.40%
Sep 30, 23
8 State Street Corporation 3.86M (3.58%) 4.43K
Increased by +0.11%
Sep 30, 23
9 Cooperman Leon G 3.82M (3.54%) 0.00
Increased by 0.00%
Sep 30, 23
10 D. E. Shaw & Co LP 3.73M (3.46%) 464.34K
Increased by +12.44%
Sep 30, 23
11 Charles Schwab Investment Management Inc 3.65M (3.38%) -140.69K
Decreased by -3.86%
Sep 30, 23
12 FMR Inc 3.15M (2.92%) -767.01K
Decreased by -24.35%
Sep 30, 23
13 Geode Capital Management, LLC 2.98M (2.76%) 174.86K
Increased by +5.87%
Sep 30, 23
14 Miller Value Partners, LLC 2.53M (2.34%) 0.00
Increased by 0.00%
Sep 30, 23
15 Acadian Asset Management LLC 2.34M (2.17%) 2.34M
Increased by +100.00%
Sep 30, 23
16 Shah Capital Management 2.10M (1.95%) -3.64M
Decreased by -173.33%
Sep 30, 23
17 Nuveen Asset Management, LLC 1.88M (1.74%) 1.40M
Increased by +74.44%
Sep 30, 23
18 Arrowstreet Capital Limited Partnership 1.29M (1.19%) 457.50K
Increased by +35.59%
Sep 30, 23
19 Northern Trust Corp 1.27M (1.18%) -25.33K
Decreased by -2.00%
Sep 30, 23
20 Bridgeway Capital Management, LLC 1.23M (1.14%) 189.04K
Increased by +15.37%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Instl Ttl Stck Mkt Idx Tr 4.64M (4.30%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 4.64M (4.30%) 0.00
Increased by 0.00%
Sep 30, 23
3 iShares Russell 2000 ETF 3.29M (3.05%) 32.77K
Increased by +1.00%
Oct 31, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 2.22M (2.06%) 42.96K
Increased by +1.94%
Sep 30, 23
5 Schwab Fundamental US Small Company ETF 1.90M (1.76%) 15.56K
Increased by +0.82%
Oct 31, 23
6 Fidelity® Convertible Securities 1.66M (1.54%) 0.00
Increased by 0.00%
Sep 30, 23
7 iShares Russell 2000 Value ETF 1.33M (1.23%) -864.00
Decreased by -0.06%
Oct 31, 23
8 Fidelity® Small Cap Index 1.32M (1.22%) 23.29K
Increased by +1.76%
Aug 31, 23
9 SPDR® Blmbg Convert Secs ETF 1.00M (0.93%) 0.00
Increased by 0.00%
Oct 31, 23
10 CREF Stock R1 923.72K (0.86%) 826.17K
Increased by +89.44%
Aug 31, 23
11 DFA US Small Cap Value I 817.33K (0.76%) 235.73K
Increased by +28.84%
Sep 30, 23
12 Fidelity® Extended Market Index 775.46K (0.72%) 20.02K
Increased by +2.58%
Sep 30, 23
13 State St Russell Sm/Mid Cp® Indx NL Cl C 745.63K (0.69%) 25.60K
Increased by +3.43%
Sep 30, 23
14 EA Bridgeway Omni Small-Cap Value ETF 675.78K (0.63%) 0.00
Increased by 0.00%
Oct 31, 23
15 Schwab US Small-Cap ETF™ 661.28K (0.61%) 0.00
Increased by 0.00%
Oct 31, 23
16 Fidelity Advisor® Strategic Div & Inc® I 634.63K (0.59%) -786.57K
Decreased by -123.94%
Aug 31, 23
17 DFA US Targeted Value I 578.03K (0.54%) -103.70K
Decreased by -17.94%
Sep 30, 23
18 Vanguard Communication Services ETF 564.26K (0.52%) -433.00
Decreased by -0.08%
Sep 30, 23
19 Invesco FTSE RAFI US 1500 Small-Mid ETF 526.78K (0.49%) 688.00
Increased by +0.13%
Oct 31, 23
20 State St Russell Sm Cap® Indx NL Cl C 512.47K (0.47%) 0.00
Increased by 0.00%
Sep 30, 23