Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 IWV 1000.00%
3 IWN 1000.00%
4 IWM 1000.00%
5 IWC 1000.00%
6 AUGR 1.73%
7 FITS 0.64%
8 MILN 0.18%
9 CSML 0.12%
10 SMLF 0.06%
11 AVSC 0.05%
12 VTWV 0.04%
13 GSSC 0.03%
14 PRFZ 0.03%
15 DFAT 0.02%
16 VTWO 0.02%
17 VCR 0.02%
18 FDIS 0.01%
19 UWM 0.01%
20 SCHA 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.25M (9.95%) -28.78K
Decreased by -0.23%
Sep 30, 23
2 BlackRock Inc 12.24M (9.94%) 495.57K
Increased by +4.05%
Sep 30, 23
3 Dimensional Fund Advisors, Inc. 5.76M (4.68%) -886.03K
Decreased by -15.38%
Sep 30, 23
4 D. E. Shaw & Co LP 4.10M (3.33%) 274.44K
Increased by +6.69%
Sep 30, 23
5 Bank of New York Mellon Corp 3.51M (2.85%) -187.11K
Decreased by -5.33%
Sep 30, 23
6 Geode Capital Management, LLC 2.69M (2.18%) 102.49K
Increased by +3.81%
Sep 30, 23
7 Jacobs Levy Equity Management, Inc. 2.66M (2.16%) -24.94K
Decreased by -0.94%
Sep 30, 23
8 State Street Corporation 2.66M (2.16%) 12.50K
Increased by +0.47%
Sep 30, 23
9 Greenlight Capital, Inc 2.66M (2.16%) 58.56K
Increased by +2.20%
Sep 30, 23
10 JPMorgan Chase & Co 1.94M (1.58%) 19.18K
Increased by +0.99%
Sep 30, 23
11 Assenagon Asset Management SA 1.75M (1.43%) -693.51K
Decreased by -39.54%
Sep 30, 23
12 Goldman Sachs Group Inc 1.64M (1.33%) -494.58K
Decreased by -30.12%
Sep 30, 23
13 Thompson, Siegel & Walmsley LLC 1.61M (1.31%) 421.29K
Increased by +26.13%
Sep 30, 23
14 Charles Schwab Investment Management Inc 1.48M (1.20%) 231.02K
Increased by +15.60%
Sep 30, 23
15 Northern Trust Corp 1.28M (1.04%) -15.11K
Decreased by -1.18%
Sep 30, 23
16 Two Sigma Advisers, LLC 1.25M (1.02%) -403.80K
Decreased by -32.21%
Sep 30, 23
17 Barclays PLC 1.12M (0.91%) 149.37K
Increased by +13.33%
Sep 30, 23
18 Bridgeway Capital Management, LLC 1.07M (0.87%) -10.50K
Decreased by -0.98%
Sep 30, 23
19 Millennium Management LLC 1.01M (0.82%) 743.64K
Increased by +73.94%
Sep 30, 23
20 Renaissance Technologies Corp 962.10K (0.78%) -153.70K
Decreased by -15.98%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.92M (3.19%) 0.00
Increased by 0.00%
Nov 30, 23
2 iShares Russell 2000 ETF 3.26M (2.65%) -8.18K
Decreased by -0.25%
Nov 30, 23
3 Vanguard Small Cap Index 3.10M (2.52%) 9.55K
Increased by +0.31%
Nov 30, 23
4 Vanguard Small Cap Value Index Inv 2.14M (1.74%) -3.38K
Decreased by -0.16%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 1.89M (1.53%) 4.10K
Increased by +0.22%
Nov 30, 23
6 iShares Russell 2000 Value ETF 1.26M (1.02%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Small Cap Index 1.21M (0.98%) 24.81K
Increased by +2.06%
Sep 30, 23
8 DFA US Small Cap I 1.04M (0.85%) -132.27K
Decreased by -12.67%
Oct 31, 23
9 State St Russell Sm/Mid Cp® Indx NL Cl C 739.51K (0.60%) 45.10K
Increased by +6.10%
Nov 30, 23
10 Dimensional US Targeted Value ETF 708.53K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
11 DFA US Targeted Value I 635.38K (0.52%) -116.71K
Decreased by -18.37%
Oct 31, 23
12 BNY Mellon Opportunistic Small Cap Inv 609.94K (0.50%) -15.30K
Decreased by -2.51%
Oct 31, 23
13 BlackRock Global Equity Mkt Netrl Instl 608.64K (0.49%) -17.14K
Decreased by -2.82%
Nov 30, 23
14 Fidelity® Extended Market Index 595.65K (0.48%) -61.40K
Decreased by -10.31%
Oct 31, 23
15 Bridgeway Omni Small-Cap Value 588.80K (0.48%) -50.00K
Decreased by -8.49%
Sep 30, 23
16 Bridgeway Omni Small-Cap Value N 588.80K (0.48%) -50.00K
Decreased by -8.49%
Sep 30, 23
17 Schwab US Small-Cap ETF™ 583.63K (0.47%) 0.00
Increased by 0.00%
Nov 30, 23
18 BNY Mellon Small Cap Multi-Strategy M 563.12K (0.46%) 0.00
Increased by 0.00%
Oct 31, 23
19 Kennedy Extended Small Cap 545.02K (0.44%) -57.07K
Decreased by -10.47%
Sep 30, 23
20 BNY Mellon VIF Oppc Sm Cap Port Initl 539.23K (0.44%) 0.00
Increased by 0.00%
Oct 31, 23