Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCV 1000.00%
2 JKJ 1000.00%
3 IYW 1000.00%
4 IWV 1000.00%
5 IWS 1000.00%
6 IWR 1000.00%
7 IWD 1000.00%
8 IWB 1000.00%
9 IUSV 1000.00%
10 IDAT 1000.00%
11 IGM 1000.00%
12 ITOT 1000.00%
13 ISCB 1000.00%
14 ADPV 4.74%
15 CSD 4.17%
16 GLRY 3.47%
17 GAST 1.77%
18 FIVG 1.67%
19 IVES 1.23%
20 RFV 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.04M (11.43%) 844.21K
Increased by +3.24%
Sep 30, 23
2 BlackRock Inc 22.10M (9.70%) 1.59M
Increased by +7.21%
Sep 30, 23
3 Jupiter Asset Management Limited 14.52M (6.37%) -1.80M
Decreased by -12.42%
Sep 30, 23
4 Dimensional Fund Advisors, Inc. 9.48M (4.16%) 758.07K
Increased by +8.00%
Sep 30, 23
5 Neuberger Berman Group LLC 8.74M (3.84%) 203.81K
Increased by +2.33%
Sep 30, 23
6 State Street Corporation 6.62M (2.90%) 520.70K
Increased by +7.87%
Sep 30, 23
7 Greenlight Capital, Inc 5.59M (2.45%) 1.14M
Increased by +20.39%
Sep 30, 23
8 Deutsche Bank AG 4.87M (2.14%) 4.51M
Increased by +92.68%
Sep 30, 23
9 Allspring Global Investments Holdings, LLC 4.01M (1.76%) -8.42K
Decreased by -0.21%
Sep 30, 23
10 Geode Capital Management, LLC 3.42M (1.50%) 416.80K
Increased by +12.20%
Sep 30, 23
11 Royce & Associates, LP 3.17M (1.39%) 302.73K
Increased by +9.56%
Sep 30, 23
12 Cooper Creek Partners Management LLC 2.45M (1.07%) 1.11M
Increased by +45.19%
Sep 30, 23
13 Zimmer Partners LP 2.32M (1.02%) 790.38K
Increased by +34.02%
Sep 30, 23
14 Charles Schwab Investment Management Inc 2.17M (0.95%) -42.40K
Decreased by -1.95%
Sep 30, 23
15 Jacobs Levy Equity Management, Inc. 2.07M (0.91%) 20.55K
Increased by +0.99%
Sep 30, 23
16 Bank of New York Mellon Corp 2.04M (0.89%) 78.48K
Increased by +3.85%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 2.03M (0.89%) 899.54K
Increased by +44.25%
Sep 30, 23
18 D. E. Shaw & Co LP 2.01M (0.88%) 123.26K
Increased by +6.13%
Sep 30, 23
19 Northern Trust Corp 1.99M (0.87%) 232.23K
Increased by +11.67%
Sep 30, 23
20 Renaissance Technologies Corp 1.85M (0.81%) 229.40K
Increased by +12.41%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.20M (3.16%) 11.23K
Increased by +0.16%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 6.96M (3.06%) -1.26K
Decreased by -0.02%
Dec 29, 23
3 Vanguard Small Cap Index 5.93M (2.60%) 28.41K
Increased by +0.48%
Nov 30, 23
4 Vanguard Small Cap Value Index Inv 4.12M (1.81%) 11.70K
Increased by +0.28%
Nov 30, 23
5 Jupiter UK Special Situations L Inc 3.70M (1.62%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 3.30M (1.45%) 33.21K
Increased by +1.01%
Nov 30, 23
7 Allspring Special Small Cap Value A 2.81M (1.23%) -166.60K
Decreased by -5.93%
Nov 30, 23
8 Vanguard Information Technology ETF 2.36M (1.03%) -231.87K
Decreased by -9.84%
Nov 30, 23
9 DFA US Small Cap Value I 2.32M (1.02%) 0.00
Increased by 0.00%
Nov 30, 23
10 SEI World Equity Ex-US A (SIIT) 2.30M (1.01%) 0.00
Increased by 0.00%
Dec 31, 23
11 Neuberger Berman Intrinsic Value I 1.85M (0.81%) 0.00
Increased by 0.00%
Nov 30, 23
12 SPDR® S&P MIDCAP 400 ETF Trust 1.83M (0.80%) -15.78K
Decreased by -0.86%
Nov 30, 23
13 Alliance Trust Ord 1.60M (0.70%) 0.00
Increased by 0.00%
Nov 30, 23
14 Jupiter Global Value Equity X Acc 1.60M (0.70%) 0.00
Increased by 0.00%
Nov 30, 23
15 Royce Small-Cap Quality Value Composite 1.48M (0.65%) -6.84K
Decreased by -0.46%
Sep 30, 23
16 Royce Small-Cap Total Return Invmt 1.48M (0.65%) -6.84K
Decreased by -0.46%
Sep 30, 23
17 DFA US Targeted Value I 1.40M (0.61%) -74.60K
Decreased by -5.33%
Nov 30, 23
18 Hennessy Cornerstone Mid Cap 30 Inv 1.40M (0.61%) 1.40M
Increased by +100.00%
Dec 31, 23
19 iShares Digital Security ETF USD Acc 1.36M (0.59%) 0.00
Increased by 0.00%
Dec 29, 23
20 iShares S&P Mid-Cap 400 Value ETF 1.34M (0.59%) 0.00
Increased by 0.00%
Dec 29, 23