Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 IWO 1000.00%
3 IWM 1000.00%
4 IWFH 1000.00%
5 IWC 1000.00%
6 ISCB 1000.00%
7 ISCG 1000.00%
8 ISCV 1000.00%
9 JKK 1000.00%
10 JKJ 1000.00%
11 IWV 1000.00%
12 XSW 0.78%
13 JSML 0.27%
14 CSML 0.19%
15 FINX 0.16%
16 FSMD 0.08%
17 EES 0.07%
18 JPSE 0.07%
19 AVSC 0.06%
20 PSC 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Blue Grotto Capital, LLC 3.65M (8.91%) -466.96K
Decreased by -12.78%
Sep 30, 23
2 BlackRock Inc 3.55M (8.65%) 42.36K
Increased by +1.19%
Sep 30, 23
3 Vanguard Group Inc 3.29M (8.02%) -5.02K
Decreased by -0.15%
Sep 30, 23
4 Legal & General Group PLC 2.85M (6.96%) -60.92K
Decreased by -2.14%
Sep 30, 23
5 Independent Advisor Alliance 1.80M (4.39%) -17.54K
Decreased by -0.97%
Sep 30, 23
6 Toronado Partners, LLC 1.39M (3.39%) -362.71K
Decreased by -26.11%
Sep 30, 23
7 Dimensional Fund Advisors, Inc. 1.17M (2.86%) 147.96K
Increased by +12.62%
Sep 30, 23
8 State Street Corporation 1.04M (2.55%) 48.53K
Increased by +4.65%
Sep 30, 23
9 Geode Capital Management, LLC 909.98K (2.22%) 25.85K
Increased by +2.84%
Sep 30, 23
10 Ameriprise Financial Inc 899.56K (2.20%) -31.17K
Decreased by -3.47%
Sep 30, 23
11 B. Riley Asset Management, LLC 718.98K (1.75%) 161.25K
Increased by +22.43%
Sep 30, 23
12 Ranger Investment Management LP 643.10K (1.57%) -36.95K
Decreased by -5.74%
Sep 30, 23
13 Impax Asset Management Group PLC 510.35K (1.25%) 60.79K
Increased by +11.91%
Sep 30, 23
14 Renaissance Technologies Corp 471.00K (1.15%) -5.10K
Decreased by -1.08%
Sep 30, 23
15 Allspring Global Investments Holdings, LLC 429.27K (1.05%) 186.75K
Increased by +43.50%
Sep 30, 23
16 Northern Trust Corp 412.29K (1.01%) -1.37K
Decreased by -0.33%
Sep 30, 23
17 Tocqueville Asset Management L.P. 396.30K (0.97%) 62.70K
Increased by +15.82%
Sep 30, 23
18 BMO Capital Markets Corp. 395.52K (0.97%) -45.00K
Decreased by -11.38%
Sep 30, 23
19 Bank of Montreal 395.52K (0.97%) -45.00K
Decreased by -11.38%
Sep 30, 23
20 Cannell Peter B & CO Inc 343.62K (0.84%) -46.86K
Decreased by -13.64%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 L&G Cyber Security ETF 2.95M (7.19%) -10.08K
Decreased by -0.34%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 1.39M (3.40%) 0.00
Increased by 0.00%
Nov 30, 23
3 iShares Russell 2000 ETF 1.15M (2.81%) 7.31K
Increased by +0.64%
Dec 29, 23
4 Vanguard Information Technology ETF 899.00K (2.19%) 3.81K
Increased by +0.42%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 681.52K (1.66%) 1.36K
Increased by +0.20%
Nov 30, 23
6 Impax Small Cap Institutional 510.35K (1.25%) 0.00
Increased by 0.00%
Sep 30, 23
7 Impax US Small Cap Strategy Composite 510.35K (1.25%) 60.79K
Increased by +11.91%
Sep 30, 23
8 Fidelity® Small Cap Index 414.36K (1.01%) 12.98K
Increased by +3.13%
Oct 31, 23
9 iShares Russell 2000 Growth ETF 368.46K (0.90%) 0.00
Increased by 0.00%
Dec 29, 23
10 iShares Digital Security ETF USD Acc 293.61K (0.72%) 0.00
Increased by 0.00%
Dec 29, 23
11 LOYS Sicav - LOYS Global P 272.78K (0.67%) 20.00K
Increased by +7.33%
Nov 30, 23
12 Columbia Small Cap Value I 263.60K (0.64%) 2.80K
Increased by +1.06%
Oct 31, 23
13 Columbia Small Cap Value I A 263.60K (0.64%) 0.00
Increased by 0.00%
Nov 30, 23
14 DFA US Small Cap I 260.50K (0.64%) 0.00
Increased by 0.00%
Nov 30, 23
15 State St Russell Sm/Mid Cp® Indx NL Cl C 260.07K (0.63%) 16.00K
Increased by +6.15%
Dec 31, 23
16 Fidelity® Extended Market Index 248.88K (0.61%) 0.00
Increased by 0.00%
Nov 30, 23
17 SPDR® S&P Software & Services ETF 231.68K (0.57%) 0.00
Increased by 0.00%
Dec 29, 23
18 Allspring Small Company Val 231.68K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
19 Allspring Small Company Value Admin 205.69K (0.50%) 69.00
Increased by +0.03%
Nov 30, 23
20 DFA US Micro Cap I 202.86K (0.50%) 0.00
Increased by 0.00%
Nov 30, 23