Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWN 1000.00%
2 IWO 1000.00%
3 IWV 1000.00%
4 JKK 1000.00%
5 IHF 1000.00%
6 JKJ 1000.00%
7 ISCB 1000.00%
8 ISCG 1000.00%
9 ITOT 1000.00%
10 IWC 1000.00%
11 IWM 1000.00%
12 SIXS 1.28%
13 CLOU 1.19%
14 XSLV 0.79%
15 PSCH 0.54%
16 SIXL 0.48%
17 MMSC 0.37%
18 SQLV 0.30%
19 SMLV 0.29%
20 SSLY 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.94M (16.53%) -74.54K
Decreased by -1.89%
Sep 30, 23
2 Vanguard Group Inc 2.91M (12.19%) -17.29K
Decreased by -0.59%
Sep 30, 23
3 Dimensional Fund Advisors, Inc. 1.56M (6.54%) 20.89K
Increased by +1.34%
Sep 30, 23
4 State Street Corporation 920.88K (3.86%) 6.30K
Increased by +0.68%
Sep 30, 23
5 Punch & Associates Inv Mgmt Inc 844.46K (3.54%) 926.00
Increased by +0.11%
Sep 30, 23
6 Acadian Asset Management LLC 762.96K (3.20%) 734.07K
Increased by +96.21%
Sep 30, 23
7 Heartland Advisors Inc 635.13K (2.66%) 19.36K
Increased by +3.05%
Sep 30, 23
8 Renaissance Technologies Corp 575.90K (2.41%) -46.10K
Decreased by -8.00%
Sep 30, 23
9 Geode Capital Management, LLC 556.60K (2.33%) 19.86K
Increased by +3.57%
Sep 30, 23
10 Stephens Inv Mgmt Group LLC 505.43K (2.12%) -601.00
Decreased by -0.12%
Sep 30, 23
11 Ameriprise Financial Inc 416.43K (1.75%) -18.82K
Decreased by -4.52%
Sep 30, 23
12 Western Standard LLC 393.08K (1.65%) 157.67K
Increased by +40.11%
Sep 30, 23
13 Millennium Management LLC 374.64K (1.57%) 18.32K
Increased by +4.89%
Sep 30, 23
14 Arnhold & S. Bleichroeder Advisers, LLC 354.78K (1.49%) 168.50K
Increased by +47.49%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 314.42K (1.32%) -101.14K
Decreased by -32.17%
Sep 30, 23
16 Amvescap Plc. 309.77K (1.30%) 10.27K
Increased by +3.31%
Sep 30, 23
17 Northern Trust Corp 290.55K (1.22%) 305.00
Increased by +0.10%
Sep 30, 23
18 Mirae Asset Global Investments (Korea) Co Ltd 279.06K (1.17%) -18.47K
Decreased by -6.62%
Sep 30, 23
19 Bank of New York Mellon Corp 259.96K (1.09%) -9.19K
Decreased by -3.54%
Sep 30, 23
20 Nuveen Asset Management, LLC 202.17K (0.85%) -2.68K
Decreased by -1.33%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.61M (6.74%) 730.00
Increased by +0.05%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 721.87K (3.03%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Small Cap Index 638.77K (2.68%) 7.88K
Increased by +1.23%
Nov 30, 23
4 iShares Russell 2000 ETF 636.81K (2.67%) 4.04K
Increased by +0.63%
Dec 29, 23
5 Heartland Value Plus Investor 525.00K (2.20%) 0.00
Increased by 0.00%
Dec 31, 23
6 Stephens Small Cap Growth 505.11K (2.12%) -315.00
Decreased by -0.06%
Dec 31, 23
7 First Eagle Small Cap Opportunity I 361.53K (1.52%) 23.43K
Increased by +6.48%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 357.74K (1.50%) 720.00
Increased by +0.20%
Nov 30, 23
9 Vanguard Small Cap Growth Index Inv 354.98K (1.49%) 1.81K
Increased by +0.51%
Nov 30, 23
10 First Eagle US Small Cap Strategy 330.60K (1.39%) 159.02K
Increased by +48.10%
Sep 30, 23
11 DFA US Targeted Value I 317.51K (1.33%) 0.00
Increased by 0.00%
Nov 30, 23
12 apo Digital Health Aktien Fonds I 278.12K (1.17%) 0.00
Increased by 0.00%
Nov 30, 23
13 Global X Cloud Computing ETF 267.79K (1.12%) 0.00
Increased by 0.00%
Dec 29, 23
14 DFA US Micro Cap I 263.52K (1.10%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity® Small Cap Index 235.90K (0.99%) 7.93K
Increased by +3.36%
Oct 31, 23
16 DFA US Small Cap I 230.60K (0.97%) 0.00
Increased by 0.00%
Nov 30, 23
17 SPDR® Portfolio S&P 600 Sm Cap ETF 209.97K (0.88%) 924.00
Increased by +0.44%
Dec 29, 23
18 Vanguard Tax-Managed Small Cap Adm 195.08K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
19 Kennedy Micro Cap 194.13K (0.81%) -5.79K
Decreased by -2.98%
Dec 31, 23
20 Herald Ord 175.00K (0.73%) 0.00
Increased by 0.00%
Jun 30, 23