Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 ISCB 1000.00%
5 ISCG 1000.00%
6 ISCV 1000.00%
7 ITOT 1000.00%
8 IWM 1000.00%
9 IWN 1000.00%
10 IWO 1000.00%
11 SDVY 1.01%
12 XTN 0.90%
13 XSLV 0.81%
14 PSCI 0.59%
15 FYT 0.34%
16 RNSC 0.30%
17 DGRS 0.27%
18 TPSC 0.26%
19 CSA 0.24%
20 CSF 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.88M (15.44%) -220.53K
Decreased by -2.48%
Sep 30, 23
2 Dimensional Fund Advisors, Inc. 5.81M (10.11%) -11.03K
Decreased by -0.19%
Sep 30, 23
3 Victory Capital Management Inc. 4.25M (7.40%) -176.85K
Decreased by -4.16%
Sep 30, 23
4 Vanguard Group Inc 4.21M (7.32%) -5.83K
Decreased by -0.14%
Sep 30, 23
5 Geneva Capital Management 3.34M (5.81%) 12.38K
Increased by +0.37%
Sep 30, 23
6 State Street Corporation 2.18M (3.80%) 5.33K
Increased by +0.24%
Sep 30, 23
7 Loomis, Sayles & Company LP 1.57M (2.73%) -48.99K
Decreased by -3.12%
Sep 30, 23
8 William Blair Investment Management, LLC 1.54M (2.68%) -120.93K
Decreased by -7.85%
Sep 30, 23
9 Ameriprise Financial Inc 1.30M (2.26%) 59.84K
Increased by +4.61%
Sep 30, 23
10 Geode Capital Management, LLC 1.24M (2.16%) 41.35K
Increased by +3.33%
Sep 30, 23
11 TimesSquare Capital Management, LLC 1.04M (1.81%) 374.75K
Increased by +36.10%
Sep 30, 23
12 Northern Trust Corp 972.14K (1.69%) -2.50K
Decreased by -0.26%
Sep 30, 23
13 First Trust Advisors L.P. 955.06K (1.66%) 213.64K
Increased by +22.37%
Sep 30, 23
14 Granite Investment Partners, LLC 938.62K (1.63%) 2.71K
Increased by +0.29%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 899.72K (1.57%) -327.85K
Decreased by -36.44%
Sep 30, 23
16 American Century Companies Inc 893.62K (1.55%) 91.51K
Increased by +10.24%
Sep 30, 23
17 ClearBridge Advisors, LLC 795.72K (1.38%) -21.86K
Decreased by -2.75%
Sep 30, 23
18 Charles Schwab Investment Management Inc 753.29K (1.31%) 26.86K
Increased by +3.57%
Sep 30, 23
19 Bank of New York Mellon Corp 708.92K (1.23%) -21.73K
Decreased by -3.07%
Sep 30, 23
20 ING Investment Management LLC 672.54K (1.17%) -88.00K
Decreased by -13.08%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.88M (6.75%) 1.76K
Increased by +0.05%
Dec 29, 23
2 Victory Small Cap Value CIT (Net 75) 3.18M (5.54%) 0.00
Increased by 0.00%
Sep 30, 23
3 Victory Sycamore Small Company Opp R 3.18M (5.54%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 1.77M (3.08%) 0.00
Increased by 0.00%
Nov 30, 23
5 DFA US Small Cap Value I 1.74M (3.02%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Russell 2000 ETF 1.56M (2.72%) 37.31K
Increased by +2.39%
Dec 29, 23
7 Nationwide Geneva Small Cap Gr Instl Svc 1.20M (2.09%) 2.88K
Increased by +0.24%
Sep 30, 23
8 First Trust SMID Cp Rising Div Achv ETF 1.20M (2.09%) 7.32K
Increased by +0.61%
Dec 28, 23
9 Avantis US Small Cap Value ETF 904.18K (1.57%) 2.72K
Increased by +0.30%
Dec 30, 23
10 Loomis Sayles Small Cap Growth Instl 893.52K (1.55%) -21.23K
Decreased by -2.38%
Nov 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 832.83K (1.45%) 1.71K
Increased by +0.20%
Nov 30, 23
12 Dimensional US Targeted Value ETF 678.72K (1.18%) 0.00
Increased by 0.00%
Dec 29, 23
13 DFA US Micro Cap I 621.26K (1.08%) 0.00
Increased by 0.00%
Nov 30, 23
14 William Blair Small Cap Value I 604.07K (1.05%) 0.00
Increased by 0.00%
Nov 30, 23
15 iShares S&P Small-Cap 600 Growth ETF 586.63K (1.02%) 0.00
Increased by 0.00%
Nov 30, 23
16 DFA US Small Cap I 572.84K (1.00%) 0.00
Increased by 0.00%
Nov 30, 23
17 DFA US Targeted Value I 567.84K (0.99%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity® Small Cap Index 561.70K (0.98%) 16.79K
Increased by +2.99%
Oct 31, 23
19 SPDR® Portfolio S&P 600 Sm Cap ETF 490.22K (0.85%) 2.23K
Increased by +0.45%
Dec 29, 23
20 ClearBridge Small Cap 472.44K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23