Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWD 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IWV 1000.00%
6 IWS 1000.00%
7 IDAT 1000.00%
8 IDRV 1000.00%
9 IGM 1000.00%
10 ISCB 1000.00%
11 ISCG 1000.00%
12 ISCV 1000.00%
13 ITOT 1000.00%
14 IUSV 1000.00%
15 IWB 1000.00%
16 IWR 1000.00%
17 XTL 4.14%
18 EQAL 0.56%
19 SMDY 0.44%
20 TRFM 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 9.25M (13.98%) 1.58M
Increased by +17.05%
Sep 30, 23
2 Vanguard Group Inc 6.75M (10.20%) 11.94K
Increased by +0.18%
Sep 30, 23
3 BlackRock Inc 6.10M (9.22%) 16.31K
Increased by +0.27%
Sep 30, 23
4 Amvescap Plc. 3.07M (4.64%) 1.50M
Increased by +48.76%
Sep 30, 23
5 Ameriprise Financial Inc 2.83M (4.28%) 149.74K
Increased by +5.29%
Sep 30, 23
6 AllianceBernstein L.P. 2.46M (3.72%) -1.37M
Decreased by -55.82%
Sep 30, 23
7 State Street Corporation 1.97M (2.97%) 1.31K
Increased by +0.07%
Sep 30, 23
8 Capital Research Global Investors 1.93M (2.92%) 478.46K
Increased by +24.77%
Sep 30, 23
9 Earnest Partners LLC 1.62M (2.45%) 337.10K
Increased by +20.75%
Sep 30, 23
10 Alyeska Investment Group, L.P. 1.59M (2.40%) 909.76K
Increased by +57.34%
Sep 30, 23
11 Citadel Advisors Llc 1.46M (2.20%) 513.84K
Increased by +35.31%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 1.45M (2.19%) 518.38K
Increased by +35.82%
Sep 30, 23
13 Bank of New York Mellon Corp 1.40M (2.11%) -512.72K
Decreased by -36.71%
Sep 30, 23
14 Fidelity International Ltd 1.30M (1.96%) -190.03K
Decreased by -14.65%
Sep 30, 23
15 Wellington Management Company LLP 1.23M (1.86%) -1.29M
Decreased by -105.00%
Sep 30, 23
16 Geode Capital Management, LLC 1.08M (1.64%) 21.17K
Increased by +1.96%
Sep 30, 23
17 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.00M (1.51%) 475.32K
Increased by +47.42%
Sep 30, 23
18 Schroder Investment Management Group 960.31K (1.45%) -14.29K
Decreased by -1.49%
Sep 30, 23
19 Divisar Capital Management, LLC 945.18K (1.43%) 210.00K
Increased by +22.22%
Sep 30, 23
20 Northern Trust Corp 820.49K (1.24%) 73.94K
Increased by +9.01%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.03M (3.07%) -368.00
Decreased by -0.02%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 2.00M (3.02%) 3.16K
Increased by +0.16%
Nov 30, 23
3 Fidelity® Small Cap Value 1.99M (3.00%) 335.00K
Increased by +16.88%
Oct 31, 23
4 Invesco Small Cap Value A 1.85M (2.79%) 324.01K
Increased by +17.52%
Nov 30, 23
5 American Funds SMALLCAP World A 1.83M (2.77%) 378.46K
Increased by +20.67%
Sep 30, 23
6 Columbia Seligman Tech & Info A 1.82M (2.76%) 142.20K
Increased by +7.80%
Nov 30, 23
7 Invesco Value Opportunities A 1.75M (2.64%) 535.44K
Increased by +30.60%
Nov 30, 23
8 Vanguard Small Cap Index 1.64M (2.48%) 5.02K
Increased by +0.31%
Nov 30, 23
9 Columbia Seligman Technology Growth 1.54M (2.32%) 81.90K
Increased by +5.32%
Sep 30, 23
10 Swedbank Robur Technology A 1.50M (2.27%) 0.00
Increased by 0.00%
Dec 31, 23
11 Fidelity® Value 1.12M (1.70%) 12.00K
Increased by +1.07%
Nov 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 988.69K (1.49%) 15.47K
Increased by +1.56%
Nov 30, 23
13 Fidelity Advisor® Growth Opps M 953.50K (1.44%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard Small Cap Growth Index Inv 918.99K (1.39%) 4.67K
Increased by +0.51%
Nov 30, 23
15 Vanguard Information Technology ETF 826.28K (1.25%) 11.55K
Increased by +1.40%
Nov 30, 23
16 Fidelity® Small Cap Discovery 724.21K (1.09%) -7.20K
Decreased by -0.99%
Oct 31, 23