Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHE 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWN 1000.00%
6 IWM 1000.00%
7 ITOT 1000.00%
8 ISCV 1000.00%
9 ISCG 1000.00%
10 ISCB 1000.00%
11 IBB 1000.00%
12 IDNA 1000.00%
13 PJP 3.83%
14 BBP 1.98%
15 PSCH 0.97%
16 XPH 0.79%
17 PILL 0.56%
18 MMSC 0.52%
19 AFSM 0.51%
20 FYT 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.84M (17.25%) -65.08K
Decreased by -2.29%
Sep 30, 23
2 Vanguard Group Inc 1.85M (11.25%) -1.49K
Decreased by -0.08%
Sep 30, 23
3 HHG PLC 1.34M (8.15%) -2.68K
Decreased by -0.20%
Sep 30, 23
4 Macquarie Group Ltd 991.82K (6.02%) 154.65K
Increased by +15.59%
Sep 30, 23
5 State Street Corporation 623.25K (3.78%) 10.64K
Increased by +1.71%
Sep 30, 23
6 Dimensional Fund Advisors, Inc. 614.39K (3.73%) 82.97K
Increased by +13.50%
Sep 30, 23
7 Stephens Inv Mgmt Group LLC 467.56K (2.84%) 1.15K
Increased by +0.25%
Sep 30, 23
8 Villere St Denis J & Co Llc 438.16K (2.66%) -41.29K
Decreased by -9.42%
Sep 30, 23
9 Chicago Capital, LLC 360.35K (2.19%) -63.67K
Decreased by -17.67%
Sep 30, 23
10 Geode Capital Management, LLC 352.62K (2.14%) 11.01K
Increased by +3.12%
Sep 30, 23
11 abrdn PLC 320.13K (1.94%) -68.67K
Decreased by -21.45%
Sep 30, 23
12 Rice Hall James & Associates, LLC 282.96K (1.72%) -5.20K
Decreased by -1.84%
Sep 30, 23
13 Northern Trust Corp 219.88K (1.34%) 1.58K
Increased by +0.72%
Sep 30, 23
14 Amvescap Plc. 218.79K (1.33%) -3.20K
Decreased by -1.46%
Sep 30, 23
15 Cardinal Capital Management Llc 206.40K (1.25%) -6.43K
Decreased by -3.12%
Sep 30, 23
16 Pacer Advisors, INC. 204.68K (1.24%) 67.93K
Increased by +33.19%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 195.01K (1.18%) 26.74K
Increased by +13.71%
Sep 30, 23
18 Impax Asset Management Group PLC 184.32K (1.12%) 25.00K
Increased by +13.56%
Sep 30, 23
19 William Blair Investment Management, LLC 159.79K (0.97%) 4.89K
Increased by +3.06%
Sep 30, 23
20 Charles Schwab Investment Management Inc 157.19K (0.95%) 2.76K
Increased by +1.76%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.10M (6.67%) 500.00
Increased by +0.05%
Dec 29, 23
2 Janus Henderson Triton D 897.91K (5.45%) 0.00
Increased by 0.00%
Sep 30, 23
3 Janus Henderson US SMID Cap Growth 897.91K (5.45%) 0.00
Increased by 0.00%
Sep 30, 23
4 Delaware Small Cap Core I 740.91K (4.50%) 0.00
Increased by 0.00%
Nov 30, 23
5 Macquarie US Small Cap Core Equity 740.91K (4.50%) 0.00
Increased by 0.00%
Dec 31, 23
6 Vanguard Total Stock Mkt Idx Inv 495.50K (3.01%) 0.00
Increased by 0.00%
Nov 30, 23
7 iShares Russell 2000 ETF 476.35K (2.89%) 15.30K
Increased by +3.21%
Dec 29, 23
8 Vanguard Small Cap Index 427.62K (2.60%) 1.29K
Increased by +0.30%
Nov 30, 23
9 Stephens SMID Select Growth 385.42K (2.34%) 105.43K
Increased by +27.35%
Dec 31, 23
10 Janus Henderson US Small Cap Growth 331.34K (2.01%) 0.00
Increased by 0.00%
Sep 30, 23
11 Janus Henderson Venture D 331.34K (2.01%) 0.00
Increased by 0.00%
Sep 30, 23
12 Pacer US Small Cap Cash Cows 100 ETF 325.45K (1.98%) 3.02K
Increased by +0.93%
Dec 29, 23
13 Vanguard Small Cap Value Index Inv 296.61K (1.80%) -468.00
Decreased by -0.16%
Nov 30, 23
14 Stephens Small Cap Growth 271.18K (1.65%) 87.20K
Increased by +32.16%
Dec 31, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 234.51K (1.42%) 441.00
Increased by +0.19%
Nov 30, 23
16 iShares S&P Small-Cap 600 Value ETF 230.37K (1.40%) 0.00
Increased by 0.00%
Dec 29, 23
17 Vanguard Explorer Inv 222.43K (1.35%) 0.00
Increased by 0.00%
Sep 30, 23
18 Impax Small Cap Institutional 184.32K (1.12%) 0.00
Increased by 0.00%
Sep 30, 23
19 Impax US Small Cap Strategy Composite 184.32K (1.12%) 25.00K
Increased by +13.56%
Sep 30, 23
20 Cardinal Capital Mgt Small Cap Value Eq 168.14K (1.02%) 18.97K
Increased by +11.28%
Dec 31, 23