Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWO 1000.00%
6 IWN 1000.00%
7 IWM 1000.00%
8 ITOT 1000.00%
9 ISCV 1000.00%
10 ISCG 1000.00%
11 IGM 1000.00%
12 XSD 2.84%
13 PSCT 1.18%
14 XITK 1.04%
15 FIVG 0.90%
16 CARZ 0.46%
17 ERSX 0.45%
18 SSLY 0.42%
19 SQLV 0.26%
20 EES 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.07M (19.02%) 547.12K
Increased by +3.89%
Sep 30, 23
2 Vanguard Group Inc 10.68M (14.44%) 1.20M
Increased by +11.23%
Sep 30, 23
3 State Street Corporation 4.27M (5.77%) 275.92K
Increased by +6.46%
Sep 30, 23
4 Amvescap Plc. 3.48M (4.71%) 1.72M
Increased by +49.27%
Sep 30, 23
5 PRIMECAP Management Company 2.53M (3.42%) -118.98K
Decreased by -4.70%
Sep 30, 23
6 Macquarie Group Ltd 2.49M (3.37%) 385.38K
Increased by +15.46%
Sep 30, 23
7 Bank of New York Mellon Corp 2.01M (2.72%) -9.36K
Decreased by -0.46%
Sep 30, 23
8 Dimensional Fund Advisors, Inc. 1.78M (2.40%) -24.44K
Decreased by -1.38%
Sep 30, 23
9 Geode Capital Management, LLC 1.66M (2.25%) 57.20K
Increased by +3.44%
Sep 30, 23
10 D. E. Shaw & Co LP 1.11M (1.49%) 895.85K
Increased by +81.03%
Sep 30, 23
11 Pacer Advisors, INC. 956.79K (1.29%) 97.67K
Increased by +10.21%
Sep 30, 23
12 Select Equity Group LP 939.77K (1.27%) 939.77K
Increased by +100.00%
Sep 30, 23
13 Paradigm Capital Management, Inc. 912.97K (1.23%) -332.23K
Decreased by -36.39%
Sep 30, 23
14 Northern Trust Corp 864.65K (1.17%) -1.40K
Decreased by -0.16%
Sep 30, 23
15 Citadel Advisors Llc 836.48K (1.13%) -87.03K
Decreased by -10.40%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 795.90K (1.08%) 157.95K
Increased by +19.85%
Sep 30, 23
17 VOLORIDGE INVESTMENT MANAGEMENT, LLC 793.03K (1.07%) 570.62K
Increased by +71.95%
Sep 30, 23
18 T. Rowe Price Associates, Inc. 738.83K (1.00%) -210.42K
Decreased by -28.48%
Sep 30, 23
19 HighTower Advisors, LLC 684.91K (0.93%) 4.68K
Increased by +0.68%
Sep 30, 23
20 Nuveen Asset Management, LLC 665.37K (0.90%) 109.09K
Increased by +16.40%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.91M (6.63%) -5.24K
Decreased by -0.11%
Nov 30, 23
2 Invesco Small Cap Value A 2.65M (3.58%) 0.00
Increased by 0.00%
Oct 31, 23
3 Vanguard Total Stock Mkt Idx Inv 2.26M (3.06%) 4.27K
Increased by +0.19%
Nov 30, 23
4 Vanguard Small Cap Index 1.89M (2.55%) 5.78K
Increased by +0.31%
Nov 30, 23
5 Delaware Small Cap Core I 1.85M (2.49%) 0.00
Increased by 0.00%
Oct 31, 23
6 Macquarie US Small Cap Core Equity 1.85M (2.49%) 271.86K
Increased by +14.73%
Sep 30, 23
7 iShares Russell 2000 ETF 1.78M (2.41%) -4.46K
Decreased by -0.25%
Nov 30, 23
8 SPDR® S&P Semiconductor ETF 1.64M (2.22%) 0.00
Increased by 0.00%
Nov 30, 23
9 PRIMECAP Odyssey Aggressive Growth 1.61M (2.17%) -47.70K
Decreased by -2.97%
Sep 30, 23
10 Vanguard Information Technology ETF 1.39M (1.88%) 24.21K
Increased by +1.74%
Nov 30, 23
11 Pacer US Small Cap Cash Cows 100 ETF 1.30M (1.76%) 11.78K
Increased by +0.90%
Nov 30, 23
12 Vanguard Small Cap Growth Index Inv 1.06M (1.43%) 13.59K
Increased by +1.28%
Nov 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 1.04M (1.41%) 20.12K
Increased by +1.93%
Nov 30, 23
14 iShares S&P Small-Cap 600 Growth ETF 749.86K (1.01%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard Strategic Equity Inv 720.11K (0.97%) 287.93K
Increased by +39.98%
Sep 30, 23
16 Fidelity® Small Cap Index 700.45K (0.95%) 15.49K
Increased by +2.21%
Sep 30, 23
17 iShares Russell 2000 Growth ETF 665.67K (0.90%) 0.00
Increased by 0.00%
Nov 30, 23
18 Vanguard Tax-Managed Small Cap Adm 623.73K (0.84%) 0.00
Increased by 0.00%
Nov 30, 23
19 SPDR® Portfolio S&P 600 Sm Cap ETF 613.93K (0.83%) 276.00
Increased by +0.04%
Nov 30, 23
20 T. Rowe Price Integrated US Sm Gr Eq 511.30K (0.69%) -165.30K
Decreased by -32.33%
Sep 30, 23