Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 IUSG 1000.00%
3 ITOT 1000.00%
4 ISCG 1000.00%
5 JKK 1000.00%
6 JKJ 1000.00%
7 IYY 1000.00%
8 IYM 1000.00%
9 IWV 1000.00%
10 IWS 1000.00%
11 IWR 1000.00%
12 IWD 1000.00%
13 IWB 1000.00%
14 IUSV 1000.00%
15 GCAD 5.21%
16 TINT 4.56%
17 ROKT 4.16%
18 XAR 3.96%
19 FITE 1.66%
20 FAN 1.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.99M (10.75%) -122.50K
Decreased by -1.36%
Sep 30, 23
2 Vanguard Group Inc 7.82M (9.35%) -4.54K
Decreased by -0.06%
Sep 30, 23
3 AllianceBernstein L.P. 5.34M (6.38%) -75.97K
Decreased by -1.42%
Sep 30, 23
4 Morgan Stanley - Brokerage Accounts 5.03M (6.01%) -324.91K
Decreased by -6.46%
Sep 30, 23
5 Earnest Partners LLC 4.34M (5.20%) 47.59K
Increased by +1.10%
Sep 30, 23
6 State Street Corporation 3.31M (3.96%) 42.66K
Increased by +1.29%
Sep 30, 23
7 Bank of America Corp 3.21M (3.84%) -420.49K
Decreased by -13.08%
Sep 30, 23
8 Boston Partners Global Investors, Inc 2.31M (2.76%) -374.02K
Decreased by -16.21%
Sep 30, 23
9 Westfield Capital Management Company, LP 1.46M (1.75%) 231.21K
Increased by +15.81%
Sep 30, 23
10 JPMorgan Chase & Co 1.39M (1.66%) -70.88K
Decreased by -5.11%
Sep 30, 23
11 Amvescap Plc. 1.31M (1.56%) -68.98K
Decreased by -5.28%
Sep 30, 23
12 Victory Capital Management Inc. 1.30M (1.55%) -66.81K
Decreased by -5.15%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 1.29M (1.55%) 116.15K
Increased by +8.98%
Sep 30, 23
14 Loomis, Sayles & Company LP 1.28M (1.53%) -14.88K
Decreased by -1.16%
Sep 30, 23
15 Geode Capital Management, LLC 1.26M (1.51%) 22.99K
Increased by +1.82%
Sep 30, 23
16 Schroder Investment Management Group 1.22M (1.46%) -38.20K
Decreased by -3.13%
Sep 30, 23
17 Jennison Associates LLC 1.12M (1.34%) -103.69K
Decreased by -9.26%
Sep 30, 23
18 Jackson Square Partners, LLC 1.08M (1.29%) -86.53K
Decreased by -8.01%
Sep 30, 23
19 SEI Investments Co 1.05M (1.26%) 55.38K
Increased by +5.26%
Sep 30, 23
20 Bank of New York Mellon Corp 1.03M (1.23%) -47.49K
Decreased by -4.60%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 2.67M (3.19%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 2.64M (3.16%) 3.41K
Increased by +0.13%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 2.55M (3.05%) -462.00
Decreased by -0.02%
Dec 29, 23
4 Vanguard Small Cap Index 2.19M (2.62%) 9.11K
Increased by +0.42%
Nov 30, 23
5 iShares US Aerospace & Defense ETF 1.41M (1.69%) 0.00
Increased by 0.00%
Dec 29, 23
6 JHancock Disciplined Value Mid Cap I 1.25M (1.49%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 1.23M (1.47%) 27.72K
Increased by +2.26%
Nov 30, 23
8 Vanguard Small Cap Growth Index Inv 1.22M (1.46%) 7.19K
Increased by +0.59%
Nov 30, 23
9 SPDR® S&P Aerospace & Defense ETF 1.06M (1.27%) 0.00
Increased by 0.00%
Dec 29, 23
10 MFS Mid Cap Growth A 961.80K (1.15%) 286.50K
Increased by +29.79%
Nov 30, 23
11 EARNEST Partners Smid Cap Core Founders 956.44K (1.14%) 7.99K
Increased by +0.84%
Dec 31, 23
12 Harbor Small Cap Value Instl 800.85K (0.96%) -9.65K
Decreased by -1.20%
Sep 30, 23
13 Victory Small Cap Value CIT (Net 75) 764.00K (0.91%) -186.00K
Decreased by -24.35%
Sep 30, 23
14 Victory Sycamore Small Company Opp R 764.00K (0.91%) -186.00K
Decreased by -24.35%
Sep 30, 23
15 American Funds SMALLCAP World A 760.65K (0.91%) 760.65K
Increased by +100.00%
Sep 30, 23
16 AB Small Cap Growth A 732.49K (0.88%) -14.19K
Decreased by -1.94%
Nov 30, 23
17 SPDR® S&P MIDCAP 400 ETF Trust 676.38K (0.81%) -5.82K
Decreased by -0.86%
Nov 30, 23
18 JPMorgan Small Cap Growth A 668.51K (0.80%) 3.34K
Increased by +0.50%
Nov 30, 23
19 Invesco Discovery A 664.46K (0.79%) 35.64K
Increased by +5.36%
Nov 30, 23
20 AB Sustainable Glb Thematic AXX USD 650.16K (0.78%) -21.04K
Decreased by -3.24%
Nov 30, 23