Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCG 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IYM 1000.00%
6 IWV 1000.00%
7 IWS 1000.00%
8 IWR 1000.00%
9 IWD 1000.00%
10 IWB 1000.00%
11 IUSV 1000.00%
12 IUSG 1000.00%
13 ITOT 1000.00%
14 ISCB 1000.00%
15 SETM 5.45%
16 REMX 5.32%
17 XME 4.17%
18 DMAT 1.98%
19 PBW 1.62%
20 QCLN 1.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.38M (9.35%) 2.70M
Increased by +20.16%
Sep 30, 23
2 BlackRock Inc 12.19M (8.52%) 3.26M
Increased by +26.72%
Sep 30, 23
3 State Street Corporation 6.65M (4.65%) 683.68K
Increased by +10.28%
Sep 30, 23
4 Qvt Financial LP 3.90M (2.73%) -4.19M
Decreased by -107.34%
Sep 30, 23
5 Van Eck Associates Corporation 2.71M (1.89%) 452.50K
Increased by +16.69%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 2.56M (1.79%) 341.42K
Increased by +13.32%
Sep 30, 23
7 Baillie Gifford & Co Limited. 2.35M (1.64%) 459.30K
Increased by +19.58%
Sep 30, 23
8 Renaissance Technologies Corp 2.34M (1.64%) -14.40K
Decreased by -0.61%
Sep 30, 23
9 Bank of New York Mellon Corp 2.29M (1.60%) 246.53K
Increased by +10.75%
Sep 30, 23
10 Cooperman Leon G 2.24M (1.57%) 16.50K
Increased by +0.74%
Sep 30, 23
11 Geode Capital Management, LLC 1.93M (1.35%) 529.00K
Increased by +27.37%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 1.45M (1.02%) -105.49K
Decreased by -7.25%
Sep 30, 23
13 First Trust Advisors L.P. 1.33M (0.93%) 137.27K
Increased by +10.34%
Sep 30, 23
14 Charles Schwab Investment Management Inc 1.17M (0.82%) 401.07K
Increased by +34.14%
Sep 30, 23
15 Bank of America Corp 1.09M (0.76%) -9.18K
Decreased by -0.84%
Sep 30, 23
16 Federated Hermes Inc 1.04M (0.73%) 98.31K
Increased by +9.47%
Sep 30, 23
17 Frontier Capital Management CO Inc 1.03M (0.72%) -207.86K
Decreased by -20.25%
Sep 30, 23
18 Ameriprise Financial Inc 1.01M (0.71%) 106.42K
Increased by +10.49%
Sep 30, 23
19 D. E. Shaw & Co LP 997.03K (0.70%) 997.03K
Increased by +100.00%
Sep 30, 23
20 Northern Trust Corp 972.95K (0.68%) 230.70K
Increased by +23.71%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 SPDR® S&P Metals and Mining ETF 4.69M (3.28%) -14.00K
Decreased by -0.30%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 4.50M (3.14%) 6.72K
Increased by +0.15%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 4.37M (3.05%) -791.00
Decreased by -0.02%
Dec 29, 23
4 Vanguard Small Cap Index 3.68M (2.57%) 11.29K
Increased by +0.31%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 2.09M (1.46%) 44.68K
Increased by +2.14%
Nov 30, 23
6 Vanguard Small Cap Growth Index Inv 2.06M (1.44%) 10.47K
Increased by +0.51%
Nov 30, 23
7 Baillie Gifford Diversified Gr A Acc 1.70M (1.19%) 466.84K
Increased by +27.51%
Oct 31, 23
8 SPDR® S&P MIDCAP 400 ETF Trust 1.15M (0.81%) -9.91K
Decreased by -0.86%
Nov 30, 23
9 VanEck Rare Earth/Strat Mtls ETF 1.08M (0.75%) 0.00
Increased by 0.00%
Dec 30, 23
10 iShares S&P Mid-Cap 400 Growth ETF 886.64K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
11 First Trust NASDAQ® Cln Edge® GrnEngyETF 876.90K (0.61%) 0.00
Increased by 0.00%
Dec 28, 23
12 Fidelity® Extended Market Index 775.83K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
13 Federated Hermes Kaufmann Small Cap A 745.00K (0.52%) 51.30K
Increased by +6.89%
Sep 30, 23
14 Federated Hermes Kaufmann Small Cap Grow 745.00K (0.52%) 51.30K
Increased by +6.89%
Sep 30, 23
15 State St S&P Midcap® Indx SL Cl II 680.30K (0.48%) 0.00
Increased by 0.00%
Dec 31, 23
16 Schwab US Small-Cap ETF™ 650.68K (0.45%) 291.00
Increased by +0.04%
Dec 30, 23
17 State St Russell Sm/Mid Cp® Indx NL Cl C 604.09K (0.42%) 27.00K
Increased by +4.47%
Dec 31, 23
18 VanEck Global Resources Composite 588.70K (0.41%) 141.20K
Increased by +23.99%
Dec 31, 23
19 First Trust Materials AlphaDEX® ETF 565.88K (0.40%) 0.00
Increased by 0.00%
Dec 28, 23
20 VanEck Global Resources Fund A 511.90K (0.36%) 64.40K
Increased by +12.58%
Nov 30, 23