Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 ISCB 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 ISCG 1000.00%
6 IWO 1000.00%
7 IWM 1000.00%
8 JKK 1000.00%
9 PSP 2.14%
10 KCE 1.88%
11 SMCP 1.01%
12 JSML 0.62%
13 FNY 0.49%
14 JHSC 0.38%
15 FYC 0.37%
16 JSMD 0.36%
17 TPSC 0.33%
18 AFSM 0.32%
19 BBSC 0.30%
20 CSA 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.19M (9.92%) 29.71K
Increased by +0.93%
Sep 30, 23
2 BlackRock Inc 3.05M (9.50%) -50.55K
Decreased by -1.66%
Sep 30, 23
3 Wasatch Advisors Inc. 2.81M (8.76%) -713.10K
Decreased by -25.35%
Sep 30, 23
4 Wellington Management Company LLP 2.39M (7.44%) -456.87K
Decreased by -19.12%
Sep 30, 23
5 Federated Hermes Inc 1.58M (4.93%) -2.80K
Decreased by -0.18%
Sep 30, 23
6 Macquarie Group Ltd 1.25M (3.89%) 46.91K
Increased by +3.76%
Sep 30, 23
7 ClearBridge Advisors, LLC 1.23M (3.84%) -4.27K
Decreased by -0.35%
Sep 30, 23
8 Amvescap Plc. 1.21M (3.76%) -109.92K
Decreased by -9.10%
Sep 30, 23
9 Copeland Capital Management, LLC 977.16K (3.04%) 5.34K
Increased by +0.55%
Sep 30, 23
10 Van Berkom and Associates Inc 953.30K (2.97%) -31.54K
Decreased by -3.31%
Sep 30, 23
11 Loomis, Sayles & Company LP 949.87K (2.96%) 6.92K
Increased by +0.73%
Sep 30, 23
12 Geode Capital Management, LLC 838.86K (2.61%) 96.25K
Increased by +11.47%
Sep 30, 23
13 State Street Corporation 813.48K (2.53%) 36.99K
Increased by +4.55%
Sep 30, 23
14 Millennium Management LLC 813.33K (2.53%) 609.38K
Increased by +74.92%
Sep 30, 23
15 Fred Alger Management, LLC 754.85K (2.35%) -18.84K
Decreased by -2.50%
Sep 30, 23
16 Neuberger Berman Group LLC 716.35K (2.23%) -2.36K
Decreased by -0.33%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 616.80K (1.92%) -22.28K
Decreased by -3.61%
Sep 30, 23
18 Principal Financial Group Inc 611.09K (1.90%) -88.32K
Decreased by -14.45%
Sep 30, 23
19 Dimensional Fund Advisors, Inc. 521.40K (1.62%) 71.19K
Increased by +13.65%
Sep 30, 23
20 Northern Trust Corp 495.23K (1.54%) 7.69K
Increased by +1.55%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.02M (3.17%) 1.69K
Increased by +0.17%
Nov 30, 23
2 iShares Russell 2000 ETF 1.00M (3.13%) 9.01K
Increased by +0.90%
Dec 29, 23
3 Wasatch Core Growth 995.32K (3.10%) -183.15K
Decreased by -18.40%
Sep 30, 23
4 ClearBridge Small Cap Growth A 972.94K (3.03%) -3.91K
Decreased by -0.40%
Sep 30, 23
5 Invesco OFI Small Cap Growth 963.44K (3.00%) -82.45K
Decreased by -8.56%
Sep 30, 23
6 ClearBridge Small Cap Growth 962.23K (3.00%) 0.00
Increased by 0.00%
Nov 30, 23
7 Invesco Discovery A 937.96K (2.92%) -56.16K
Decreased by -5.99%
Nov 30, 23
8 Delaware Small Cap Core I 873.23K (2.72%) -66.19K
Decreased by -7.58%
Nov 30, 23
9 Macquarie US Small Cap Core Equity 873.23K (2.72%) -66.19K
Decreased by -7.58%
Dec 31, 23
10 Federated Hermes Kaufmann Small Cap A 865.00K (2.69%) 0.00
Increased by 0.00%
Sep 30, 23
11 Federated Hermes Kaufmann Small Cap Grow 865.00K (2.69%) 0.00
Increased by 0.00%
Sep 30, 23
12 Vanguard Small Cap Index 848.92K (2.64%) 2.58K
Increased by +0.30%
Nov 30, 23
13 Federated Hermes Kaufmann Growth 699.00K (2.18%) 0.00
Increased by 0.00%
Sep 30, 23
14 Federated Hermes Kaufmann R 699.00K (2.18%) 0.00
Increased by 0.00%
Sep 30, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 513.97K (1.60%) 5.41K
Increased by +1.05%
Nov 30, 23
16 Vanguard Small Cap Growth Index Inv 475.53K (1.48%) 2.40K
Increased by +0.51%
Nov 30, 23
17 Neuberger Berman Genesis Inv 468.40K (1.46%) -2.91K
Decreased by -0.62%
Sep 30, 23
18 Hartford MidCap Y 453.25K (1.41%) -11.21K
Decreased by -2.47%
Nov 30, 23
19 Vanguard Mid Cap Growth Inv 432.65K (1.35%) -128.58K
Decreased by -29.72%
Sep 30, 23
20 Fidelity® Small Cap Index 351.88K (1.10%) 9.31K
Increased by +2.65%
Oct 31, 23