Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 ISCB 1000.00%
3 ISCG 1000.00%
4 ITOT 1000.00%
5 IWM 1000.00%
6 JKK 1000.00%
7 IWO 1000.00%
8 IWV 1000.00%
9 JKJ 1000.00%
10 IWN 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.71M (9.91%) 376.63K
Increased by +2.13%
Sep 30, 23
2 BlackRock Inc 11.49M (6.43%) 197.43K
Increased by +1.72%
Sep 30, 23
3 SoftBank Group Corp 5.73M (3.21%) -406.96K
Decreased by -7.10%
Sep 30, 23
4 State Street Corporation 3.44M (1.93%) 233.66K
Increased by +6.79%
Sep 30, 23
5 Renaissance Technologies Corp 3.36M (1.88%) 1.22M
Increased by +36.48%
Sep 30, 23
6 Geode Capital Management, LLC 3.35M (1.87%) 284.25K
Increased by +8.49%
Sep 30, 23
7 SherpaCapital, LLC 2.58M (1.44%) 0.00
Increased by 0.00%
Sep 30, 23
8 Amazon.com Inc 1.93M (1.08%) -889.19K
Decreased by -46.14%
Sep 30, 23
9 Bank of America Corp 1.68M (0.94%) -180.97K
Decreased by -10.78%
Sep 30, 23
10 Northern Trust Corp 1.50M (0.84%) 43.24K
Increased by +2.89%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 1.31M (0.74%) 1.10M
Increased by +83.30%
Sep 30, 23
12 Charles Schwab Investment Management Inc 1.29M (0.72%) 127.50K
Increased by +9.87%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 1.14M (0.64%) 157.14K
Increased by +13.77%
Sep 30, 23
14 Teramo Advisors, LLC 1.10M (0.62%) 0.00
Increased by 0.00%
Sep 30, 23
15 FMR Inc 1.04M (0.58%) -211.10K
Decreased by -20.24%
Sep 30, 23
16 JPMorgan Chase & Co 902.06K (0.50%) 671.00K
Increased by +74.38%
Sep 30, 23
17 Millennium Management LLC 878.17K (0.49%) 878.17K
Increased by +100.00%
Sep 30, 23
18 Bank of New York Mellon Corp 861.15K (0.48%) 47.97K
Increased by +5.57%
Sep 30, 23
19 Hamilton Lane Advisors LLC 742.82K (0.42%) 0.00
Increased by 0.00%
Sep 30, 23
20 Lansdowne Partners Limited Partnership 715.08K (0.40%) -918.10K
Decreased by -128.39%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.05M (2.82%) 7.29K
Increased by +0.14%
Nov 30, 23
2 iShares Russell 2000 ETF 4.30M (2.41%) 27.39K
Increased by +0.64%
Dec 29, 23
3 Vanguard Small Cap Index 4.20M (2.35%) 28.44K
Increased by +0.68%
Nov 30, 23
4 Vanguard Information Technology ETF 2.43M (1.36%) -55.88K
Decreased by -2.30%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 2.43M (1.36%) 40.33K
Increased by +1.66%
Nov 30, 23
6 Vanguard Small Cap Growth Index Inv 2.35M (1.32%) 11.93K
Increased by +0.51%
Nov 30, 23
7 Fidelity® Small Cap Index 1.55M (0.87%) 42.25K
Increased by +2.72%
Oct 31, 23
8 iShares Russell 2000 Value ETF 1.30M (0.73%) 2.41K
Increased by +0.19%
Dec 29, 23
9 Fidelity® Extended Market Index 918.27K (0.51%) 11.68K
Increased by +1.27%
Nov 30, 23
10 State St Russell Sm/Mid Cp® Indx NL Cl C 898.91K (0.50%) 8.30K
Increased by +0.92%
Nov 30, 23
11 Schwab US Small-Cap ETF™ 782.26K (0.44%) 348.00
Increased by +0.04%
Dec 30, 23
12 State St Russell Sm Cap® Indx SL Cl I 588.26K (0.33%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vanguard Russell 2000 ETF 495.46K (0.28%) 9.30K
Increased by +1.88%
Nov 30, 23
14 NT R2000 Index Fund - NL 465.39K (0.26%) 8.75K
Increased by +1.88%
Sep 30, 23
15 BlackRock Extended Mkt Composite 401.79K (0.22%) 25.45K
Increased by +6.33%
Sep 30, 23
16 DUI Wertefinder I 400.00K (0.22%) 100.00K
Increased by +25.00%
Oct 31, 23
17 NT R2000 Value Index Fund - NL 396.18K (0.22%) 9.76K
Increased by +2.46%
Sep 30, 23
18 Schwab Small Cap Index 374.88K (0.21%) -296.00
Decreased by -0.08%
Nov 30, 23
19 NT R2000 Index Fund - DC - NL - 2 367.91K (0.21%) 7.29K
Increased by +1.98%
Sep 30, 23
20 BlackRock Extended Equity Market K 364.74K (0.20%) 17.66K
Increased by +4.84%
Dec 31, 23