Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCV 1000.00%
2 JKJ 1000.00%
3 IWV 1000.00%
4 IWN 1000.00%
5 IWM 1000.00%
6 IUSV 1000.00%
7 ITOT 1000.00%
8 ISCB 1000.00%
9 RFV 2.22%
10 XMVM 1.44%
11 RWK 0.86%
12 AVUV 0.75%
13 EZY 0.70%
14 FTXR 0.59%
15 FNK 0.42%
16 DFSV 0.40%
17 GVLU 0.35%
18 DFAT 0.32%
19 MDYV 0.31%
20 VTWV 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 34.15M (12.11%) 583.61K
Increased by +1.71%
Sep 30, 23
2 Vanguard Group Inc 28.53M (10.12%) 65.42K
Increased by +0.23%
Sep 30, 23
3 Dimensional Fund Advisors, Inc. 15.94M (5.66%) 443.51K
Increased by +2.78%
Sep 30, 23
4 Wellington Management Company LLP 10.11M (3.59%) 10.11M
Increased by +100.00%
Sep 30, 23
5 State Street Corporation 9.89M (3.51%) 10.41K
Increased by +0.11%
Sep 30, 23
6 Nomura Holdings Inc 8.32M (2.95%) -2.16M
Decreased by -26.00%
Sep 30, 23
7 AllianceBernstein L.P. 8.09M (2.87%) -231.79K
Decreased by -2.86%
Sep 30, 23
8 LSV Asset Management 7.61M (2.70%) -587.95K
Decreased by -7.72%
Sep 30, 23
9 UBS Group AG 6.19M (2.19%) -4.20M
Decreased by -67.79%
Sep 30, 23
10 Geode Capital Management, LLC 6.11M (2.17%) 239.88K
Increased by +3.92%
Sep 30, 23
11 American Century Companies Inc 4.77M (1.69%) 953.05K
Increased by +19.96%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 4.29M (1.52%) -1.42M
Decreased by -33.21%
Sep 30, 23
13 Citadel Advisors Llc 4.21M (1.49%) 1.96M
Increased by +46.47%
Sep 30, 23
14 Fisher Asset Management, LLC 4.12M (1.46%) -143.57K
Decreased by -3.49%
Sep 30, 23
15 Electron Capital Partners, LLC 4.11M (1.46%) 4.11M
Increased by +100.00%
Sep 30, 23
16 Jacobs Levy Equity Management, Inc. 3.92M (1.39%) -663.96K
Decreased by -16.93%
Sep 30, 23
17 Northern Trust Corp 3.92M (1.39%) -60.92K
Decreased by -1.56%
Sep 30, 23
18 Goldman Sachs Group Inc 3.83M (1.36%) 1.16M
Increased by +30.24%
Sep 30, 23
19 Newport Trust Co. 3.49M (1.24%) 41.56K
Increased by +1.19%
Sep 30, 23
20 Charles Schwab Investment Management Inc 3.16M (1.12%) 83.88K
Increased by +2.65%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.88M (3.15%) 12.97K
Increased by +0.15%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 8.61M (3.05%) -1.56K
Decreased by -0.02%
Dec 29, 23
3 iShares Russell 2000 ETF 7.52M (2.67%) 47.86K
Increased by +0.64%
Dec 29, 23
4 Vanguard Small Cap Index 7.34M (2.60%) 22.52K
Increased by +0.31%
Nov 30, 23
5 Vanguard Small Cap Value Index Inv 5.10M (1.81%) 14.65K
Increased by +0.29%
Nov 30, 23
6 Avantis US Small Cap Value ETF 4.98M (1.77%) 11.11K
Increased by +0.22%
Dec 30, 23
7 DFA US Small Cap Value I 4.31M (1.53%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 4.05M (1.44%) 57.47K
Increased by +1.42%
Nov 30, 23
9 DFA US Targeted Value I 3.09M (1.10%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity® Small Cap Index 2.72M (0.96%) 79.58K
Increased by +2.93%
Oct 31, 23
11 iShares Russell 2000 Value ETF 2.71M (0.96%) 5.05K
Increased by +0.19%
Dec 29, 23
12 SPDR® S&P MIDCAP 400 ETF Trust 2.27M (0.81%) -19.55K
Decreased by -0.86%
Nov 30, 23
13 Dimensional US Targeted Value ETF 2.23M (0.79%) 0.00
Increased by 0.00%
Dec 29, 23
14 AB Discovery Value Advisor 2.14M (0.76%) -95.76K
Decreased by -4.48%
Nov 30, 23
15 iShares S&P Mid-Cap 400 Value ETF 1.66M (0.59%) 0.00
Increased by 0.00%
Dec 29, 23
16 State St Russell Sm/Mid Cp® Indx NL Cl C 1.61M (0.57%) 19.90K
Increased by +1.23%
Dec 31, 23
17 Fidelity® Extended Market Index 1.52M (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
18 DFA US Small Cap I 1.46M (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
19 State St S&P Midcap® Indx SL Cl II 1.35M (0.48%) -8.40K
Decreased by -0.62%
Dec 31, 23
20 Schwab US Small-Cap ETF™ 1.28M (0.46%) 573.00
Increased by +0.04%
Dec 30, 23