Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 IWS 1000.00%
3 ISCV 1000.00%
4 ISCG 1000.00%
5 ISCB 1000.00%
6 IHI 1000.00%
7 IWV 1000.00%
8 IYH 1000.00%
9 IYY 1000.00%
10 JKK 1000.00%
11 IWD 1000.00%
12 IWB 1000.00%
13 IWR 1000.00%
14 IUSV 1000.00%
15 ITOT 1000.00%
16 EKG 3.13%
17 XHE 1.79%
18 HTEC 1.23%
19 FFTY 0.99%
20 ROBO 0.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.25M (9.83%) -706.09K
Decreased by -6.28%
Sep 30, 23
2 BlackRock Inc 11.04M (9.65%) -2.89M
Decreased by -26.21%
Sep 30, 23
3 HHG PLC 8.27M (7.23%) 603.77K
Increased by +7.30%
Sep 30, 23
4 Mariner Value Strategies, LLC 3.62M (3.16%) 763.93K
Increased by +21.10%
Sep 30, 23
5 State Street Corporation 3.61M (3.16%) -423.64K
Decreased by -11.73%
Sep 30, 23
6 Wellington Management Company LLP 2.66M (2.33%) 350.36K
Increased by +13.17%
Sep 30, 23
7 Bank of New York Mellon Corp 2.41M (2.10%) 700.02K
Increased by +29.09%
Sep 30, 23
8 William Blair Investment Management, LLC 2.32M (2.02%) -320.87K
Decreased by -13.85%
Sep 30, 23
9 Hawk Ridge Management LLC 2.23M (1.95%) 537.97K
Increased by +24.17%
Sep 30, 23
10 JPMorgan Chase & Co 2.13M (1.86%) 106.67K
Increased by +5.00%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 2.09M (1.83%) 5.85K
Increased by +0.28%
Sep 30, 23
12 Champlain Investment Partners, LLC 1.92M (1.68%) 214.63K
Increased by +11.19%
Sep 30, 23
13 Geode Capital Management, LLC 1.88M (1.64%) -215.74K
Decreased by -11.50%
Sep 30, 23
14 Camber Capital Management LLC 1.73M (1.51%) 725.00K
Increased by +42.03%
Sep 30, 23
15 GW&K Investment Management, LLC 1.66M (1.45%) -25.85K
Decreased by -1.55%
Sep 30, 23
16 Van Berkom and Associates Inc 1.45M (1.27%) 275.25K
Increased by +18.99%
Sep 30, 23
17 Two Sigma Investments LLC 1.43M (1.25%) 250.27K
Increased by +17.51%
Sep 30, 23
18 Geneva Capital Management 1.42M (1.24%) -15.53K
Decreased by -1.09%
Sep 30, 23
19 Marshall Wace Asset Management Ltd 1.39M (1.21%) 428.48K
Increased by +30.91%
Sep 30, 23
20 Two Sigma Advisers, LLC 1.34M (1.18%) -40.05K
Decreased by -2.98%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.68M (3.21%) 4.34K
Increased by +0.12%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 3.50M (3.06%) -634.00
Decreased by -0.02%
Dec 29, 23
3 Vanguard Small Cap Index 3.04M (2.66%) 13.40K
Increased by +0.44%
Nov 30, 23
4 Nuance Mid Cap Value Separate Account 2.39M (2.09%) 339.31K
Increased by +14.21%
Sep 30, 23
5 Janus Henderson Contrarian D 2.32M (2.03%) 251.18K
Increased by +10.81%
Sep 30, 23
6 Janus Henderson US Opportunistic Alpha 2.32M (2.03%) 251.18K
Increased by +10.81%
Sep 30, 23
7 Vanguard Explorer Inv 1.82M (1.59%) 319.55K
Increased by +17.52%
Sep 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 1.70M (1.49%) 33.75K
Increased by +1.98%
Nov 30, 23
9 Vanguard Small Cap Growth Index Inv 1.70M (1.49%) 11.52K
Increased by +0.68%
Nov 30, 23
10 Nuance Mid Cap Value Institutional 1.65M (1.44%) 174.03K
Increased by +10.55%
Oct 31, 23
11 Janus Henderson Triton D 1.62M (1.42%) 0.00
Increased by 0.00%
Sep 30, 23
12 Janus Henderson US SMID Cap Growth 1.62M (1.42%) 0.00
Increased by 0.00%
Sep 30, 23
13 Champlain Small Company Fund, LLC 1.47M (1.29%) -2.08K
Decreased by -0.14%
Nov 30, 23
14 JPM US Mid Cap Value-MA 1.32M (1.16%) 1.32M
Increased by +99.75%
Sep 30, 23
15 JPMorgan Mid Cap Value L 1.32M (1.16%) 0.00
Increased by 0.00%
Nov 30, 23
16 JPM US Mid Cap Value-Composite 1.30M (1.13%) -24.98K
Decreased by -1.92%
Dec 31, 23
17 SPDR® S&P MIDCAP 400 ETF Trust 939.84K (0.82%) -8.10K
Decreased by -0.86%
Nov 30, 23
18 Janus Henderson Global Life Sciences 834.49K (0.73%) 163.96K
Increased by +19.65%
Sep 30, 23
19 Janus Henderson Global Life Sciences D 834.49K (0.73%) 163.96K
Increased by +19.65%
Sep 30, 23
20 iShares US Medical Devices ETF 800.03K (0.70%) -2.01K
Decreased by -0.25%
Dec 29, 23