Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 IWM 1000.00%
3 IWN 1000.00%
4 IWO 1000.00%
5 IWV 1000.00%
6 ISCB 1000.00%
7 ISCG 1000.00%
8 ISCV 1000.00%
9 ITOT 1000.00%
10 JKK 1000.00%
11 PSCI 1.63%
12 DGRS 0.98%
13 XSVM 0.86%
14 VIOG 0.61%
15 VIOV 0.58%
16 SLYV 0.58%
17 FDWM 0.53%
18 IJS 0.49%
19 ESIX 0.47%
20 QVMS 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.88M (15.71%) -166.00K
Decreased by -1.53%
Sep 30, 23
2 Vanguard Group Inc 8.28M (11.96%) 623.92K
Increased by +7.54%
Sep 30, 23
3 Clarkston Capital Partners, LLC 4.82M (6.96%) -327.15K
Decreased by -6.79%
Sep 30, 23
4 FMR Inc 4.75M (6.87%) 50.09K
Increased by +1.05%
Sep 30, 23
5 Victory Capital Management Inc. 2.60M (3.76%) 426.08K
Increased by +16.38%
Sep 30, 23
6 State Street Corporation 2.47M (3.57%) 48.77K
Increased by +1.97%
Sep 30, 23
7 HHG PLC 2.03M (2.94%) -213.29K
Decreased by -10.49%
Sep 30, 23
8 Dimensional Fund Advisors, Inc. 1.63M (2.35%) 63.43K
Increased by +3.90%
Sep 30, 23
9 Channing Capital Management, LLC 1.45M (2.10%) -34.64K
Decreased by -2.38%
Sep 30, 23
10 Geode Capital Management, LLC 1.39M (2.00%) 50.24K
Increased by +3.62%
Sep 30, 23
11 LSV Asset Management 1.37M (1.99%) -488.10K
Decreased by -35.51%
Sep 30, 23
12 Goldman Sachs Group Inc 994.17K (1.44%) -21.61K
Decreased by -2.17%
Sep 30, 23
13 Bank of New York Mellon Corp 861.37K (1.24%) -25.27K
Decreased by -2.93%
Sep 30, 23
14 Charles Schwab Investment Management Inc 829.27K (1.20%) 28.89K
Increased by +3.48%
Sep 30, 23
15 William Blair Investment Management, LLC 806.77K (1.17%) -68.53K
Decreased by -8.49%
Sep 30, 23
16 Northern Trust Corp 764.57K (1.10%) 3.79K
Increased by +0.50%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 745.91K (1.08%) -81.93K
Decreased by -10.98%
Sep 30, 23
18 Fuller & Thaler Asset Management Inc 736.96K (1.06%) -11.24K
Decreased by -1.53%
Sep 30, 23
19 Ameriprise Financial Inc 693.54K (1.00%) 66.02K
Increased by +9.52%
Sep 30, 23
20 Deutsche Bank AG 689.10K (1.00%) -19.54K
Decreased by -2.84%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 4.82M (6.96%) -328.70K
Decreased by -6.82%
Sep 30, 23
2 iShares Core S&P Small-Cap ETF 4.68M (6.76%) 1.87K
Increased by +0.04%
Dec 29, 23
3 Fidelity® Low-Priced Stock 2.66M (3.84%) 146.29K
Increased by +5.50%
Oct 31, 23
4 Vanguard Total Stock Mkt Idx Inv 2.24M (3.23%) 4.05K
Increased by +0.18%
Nov 30, 23
5 Victory Small Cap Value CIT (Net 75) 1.94M (2.80%) 306.00K
Increased by +15.81%
Sep 30, 23
6 Victory Sycamore Small Company Opp R 1.94M (2.80%) 306.00K
Increased by +15.81%
Sep 30, 23
7 iShares Russell 2000 ETF 1.90M (2.75%) 52.76K
Increased by +2.78%
Dec 29, 23
8 Vanguard Small Cap Index 1.81M (2.62%) 5.55K
Increased by +0.31%
Nov 30, 23
9 Clarkston Partners Founders 1.79M (2.59%) -155.09K
Decreased by -8.66%
Sep 30, 23
10 Vanguard Small Cap Value Index Inv 1.26M (1.82%) 1.92K
Increased by +0.15%
Nov 30, 23
11 Janus Henderson Small Cap Value L 1.13M (1.63%) -129.16K
Decreased by -11.45%
Sep 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 996.84K (1.44%) 11.31K
Increased by +1.13%
Nov 30, 23
13 iShares S&P Small-Cap 600 Value ETF 978.17K (1.41%) -3.11K
Decreased by -0.32%
Dec 29, 23
14 Fuller & Thaler Behavrl Small-Cap Value 831.90K (1.20%) 191.01K
Increased by +22.96%
Nov 30, 23
15 iShares S&P Small-Cap 600 Growth ETF 711.26K (1.03%) 0.00
Increased by 0.00%
Nov 30, 23
16 Undiscovered Managers Behavioral Val L 694.02K (1.00%) 94.91K
Increased by +13.68%
Nov 30, 23
17 Fidelity® Small Cap Index 666.33K (0.96%) 17.83K
Increased by +2.68%
Oct 31, 23
18 Janus Henderson Mid Cap Value L 632.92K (0.91%) -32.08K
Decreased by -5.07%
Sep 30, 23
19 iShares Russell 2000 Growth ETF 622.50K (0.90%) 0.00
Increased by 0.00%
Dec 29, 23
20 SPDR® Portfolio S&P 600 Sm Cap ETF 599.83K (0.87%) 2.69K
Increased by +0.45%
Dec 29, 23