Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMED 3.68%
2 EDOC 2.03%
3 PSCH 0.85%
4 XSVM 0.46%
5 FYT 0.46%
6 VIOG 0.29%
7 SQLV 0.29%
8 ROSC 0.26%
9 FYX 0.23%
10 SSLY 0.21%
11 VIOV 0.20%
12 SLYV 0.19%
13 ESIX 0.16%
14 DMRS 0.14%
15 CSML 0.13%
16 SMLF 0.13%
17 ISMD 0.13%
18 IHF 0.11%
19 DFSV 0.11%
20 VIOO 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.99M (16.93%) -1.73M
Decreased by -9.62%
Sep 30, 23
2 Vanguard Group Inc 14.18M (13.34%) -23.42K
Decreased by -0.17%
Sep 30, 23
3 Dimensional Fund Advisors, Inc. 9.08M (8.54%) 45.91K
Increased by +0.51%
Sep 30, 23
4 William Blair Investment Management, LLC 4.38M (4.12%) 623.44K
Increased by +14.25%
Sep 30, 23
5 State Street Corporation 4.07M (3.83%) 40.25K
Increased by +0.99%
Sep 30, 23
6 Point72 Asset Management, L.P. 3.77M (3.54%) 1.81M
Increased by +47.99%
Sep 30, 23
7 D. E. Shaw & Co LP 3.63M (3.42%) -182.42K
Decreased by -5.02%
Sep 30, 23
8 Fisher Asset Management, LLC 2.87M (2.70%) 39.50K
Increased by +1.38%
Sep 30, 23
9 Wellington Management Company LLP 2.67M (2.51%) 1.28M
Increased by +48.06%
Sep 30, 23
10 Fuller & Thaler Asset Management Inc 2.54M (2.39%) -43.32K
Decreased by -1.70%
Sep 30, 23
11 Westfield Capital Management Company, LP 2.40M (2.26%) 165.64K
Increased by +6.90%
Sep 30, 23
12 Geode Capital Management, LLC 2.33M (2.20%) 79.51K
Increased by +3.41%
Sep 30, 23
13 Charles Schwab Investment Management Inc 1.92M (1.80%) 210.14K
Increased by +10.97%
Sep 30, 23
14 Northern Trust Corp 1.66M (1.56%) -1.67K
Decreased by -0.10%
Sep 30, 23
15 Goldman Sachs Group Inc 1.50M (1.41%) -232.05K
Decreased by -15.50%
Sep 30, 23
16 Jacobs Levy Equity Management, Inc. 1.43M (1.34%) -94.12K
Decreased by -6.59%
Sep 30, 23
17 Bank of America Corp 1.32M (1.24%) -131.53K
Decreased by -9.95%
Sep 30, 23
18 Royal Bank of Canada 1.31M (1.23%) -9.74K
Decreased by -0.74%
Sep 30, 23
19 EVR Research LP 1.29M (1.21%) 1.29M
Increased by +100.00%
Sep 30, 23
20 JPMorgan Chase & Co 1.24M (1.17%) -50.16K
Decreased by -4.04%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.34M (6.91%) 3.36K
Increased by +0.05%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 3.27M (3.08%) 6.45K
Increased by +0.20%
Nov 30, 23
3 iShares Russell 2000 ETF 2.86M (2.69%) 18.23K
Increased by +0.64%
Dec 29, 23
4 Vanguard Small Cap Index 2.69M (2.53%) 8.25K
Increased by +0.31%
Nov 30, 23
5 Pacer US Small Cap Cash Cows 100 ETF 2.51M (2.37%) 23.45K
Increased by +0.93%
Dec 29, 23
6 DFA US Small Cap Value I 2.49M (2.34%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fuller & Thaler Behavrl Small-Cap Value 2.21M (2.07%) -7.71K
Decreased by -0.35%
Sep 30, 23
8 Undiscovered Managers Behavioral Val L 2.05M (1.93%) -4.40K
Decreased by -0.21%
Nov 30, 23
9 Vanguard Small Cap Value Index Inv 1.86M (1.75%) -2.92K
Decreased by -0.16%
Nov 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 1.58M (1.49%) 10.75K
Increased by +0.68%
Nov 30, 23
11 iShares S&P Small-Cap 600 Value ETF 1.53M (1.44%) -7.79K
Decreased by -0.51%
Dec 29, 23
12 Vanguard Strategic Equity Inv 1.33M (1.25%) 0.00
Increased by 0.00%
Sep 30, 23
13 Fort Washington Small Company Equity 1.23M (1.16%) -44.38K
Decreased by -3.60%
Sep 30, 23
14 DFA US Targeted Value I 1.20M (1.13%) 0.00
Increased by 0.00%
Nov 30, 23
15 Harbor Small Cap Growth Instl 1.15M (1.08%) 41.19K
Increased by +3.59%
Oct 31, 23
16 iShares S&P Small-Cap 600 Growth ETF 1.11M (1.05%) 0.00
Increased by 0.00%
Nov 30, 23
17 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.10M (1.04%) 90.24K
Increased by +8.17%
Sep 30, 23
18 Fidelity® Small Cap Index 1.04M (0.98%) 28.32K
Increased by +2.72%
Oct 31, 23
19 iShares Russell 2000 Value ETF 1.04M (0.98%) 1.94K
Increased by +0.19%
Dec 29, 23
20 Touchstone Small Company A 1.02M (0.96%) -39.66K
Decreased by -3.89%
Sep 30, 23