Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 IWV 1000.00%
3 IWN 1000.00%
4 IWM 1000.00%
5 PXJ 2.94%
6 BOAT 0.93%
7 AVSC 0.13%
8 AVUV 0.09%
9 DFSV 0.08%
10 PRFZ 0.06%
11 DFAT 0.06%
12 VTWV 0.06%
13 GWX 0.05%
14 JPSE 0.05%
15 DFAS 0.04%
16 VTWO 0.03%
17 UWM 0.03%
18 RYLD 0.03%
19 URTY 0.02%
20 GSSC 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.30M (6.07%) 53.10K
Increased by +0.43%
Sep 30, 23
2 Dimensional Fund Advisors, Inc. 10.13M (5.00%) 2.01M
Increased by +19.86%
Sep 30, 23
3 Goldman Sachs Group Inc 7.30M (3.61%) -221.19K
Decreased by -3.03%
Sep 30, 23
4 Morgan Stanley - Brokerage Accounts 6.23M (3.08%) 78.94K
Increased by +1.27%
Sep 30, 23
5 Marshall Wace Asset Management Ltd 5.04M (2.49%) -326.97K
Decreased by -6.49%
Sep 30, 23
6 State Street Corporation 3.94M (1.95%) 297.09K
Increased by +7.53%
Sep 30, 23
7 Allspring Global Investments Holdings, LLC 3.90M (1.92%) -76.47K
Decreased by -1.96%
Sep 30, 23
8 Two Sigma Investments LLC 3.30M (1.63%) -98.95K
Decreased by -3.00%
Sep 30, 23
9 Nuveen Asset Management, LLC 3.20M (1.58%) -650.11K
Decreased by -20.34%
Sep 30, 23
10 Two Sigma Advisers, LLC 2.89M (1.43%) -621.40K
Decreased by -21.48%
Sep 30, 23
11 JPMorgan Chase & Co 2.73M (1.35%) 657.30K
Increased by +24.07%
Sep 30, 23
12 LMR Partners LLP 2.47M (1.22%) 655.32K
Increased by +26.51%
Sep 30, 23
13 Geode Capital Management, LLC 2.17M (1.07%) 135.39K
Increased by +6.25%
Sep 30, 23
14 Northern Trust Corp 1.39M (0.69%) 1.34K
Increased by +0.10%
Sep 30, 23
15 Arrowstreet Capital Limited Partnership 1.32M (0.65%) -1.63M
Decreased by -123.31%
Sep 30, 23
16 Vanguard Group Inc 1.25M (0.62%) 283.78K
Increased by +22.65%
Sep 30, 23
17 Greylin Investment Mangement Inc 1.11M (0.55%) 110.27K
Increased by +9.95%
Sep 30, 23
18 Numerai GP LLC 1.10M (0.54%) -421.46K
Decreased by -38.43%
Sep 30, 23
19 Renaissance Technologies Corp 1.05M (0.52%) 1.05M
Increased by +100.00%
Sep 30, 23
20 American Century Companies Inc 991.06K (0.49%) 697.97K
Increased by +70.43%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 5.41M (2.67%) 34.40K
Increased by +0.64%
Dec 29, 23
2 Allspring Special Small Cap Value A 3.28M (1.62%) 93.80K
Increased by +2.86%
Nov 30, 23
3 iShares Russell 2000 Value ETF 2.04M (1.01%) 3.80K
Increased by +0.19%
Dec 29, 23
4 Fidelity® Small Cap Index 1.98M (0.98%) 51.97K
Increased by +2.62%
Oct 31, 23
5 DFA US Targeted Value I 1.79M (0.88%) 0.00
Increased by 0.00%
Nov 30, 23
6 Avantis US Small Cap Value ETF 1.49M (0.74%) 23.65K
Increased by +1.59%
Dec 30, 23
7 Strategic Advisers® Small-Mid Cap 1.44M (0.71%) 1.44M
Increased by +100.00%
Oct 31, 23
8 GS Glb Sm Cp CORE Eq Base Inc USD Close 1.34M (0.66%) 243.59K
Increased by +18.23%
Nov 30, 23
9 Goldman Sachs Small Cp Val Insghts Instl 1.27M (0.63%) -79.08K
Decreased by -6.20%
Oct 31, 23
10 Dimensional US Targeted Value ETF 1.25M (0.61%) 0.00
Increased by 0.00%
Dec 29, 23
11 DFA US Small Cap I 1.24M (0.61%) 0.00
Increased by 0.00%
Nov 30, 23
12 State St Russell Sm/Mid Cp® Indx NL Cl C 1.22M (0.60%) 63.90K
Increased by +5.25%
Dec 31, 23
13 TIAA-CREF Quant Small-Cap Equity Instl 1.20M (0.59%) -264.26K
Decreased by -22.01%
Nov 30, 23
14 JPM Global Income A (div) EUR 1.17M (0.58%) -95.87K
Decreased by -8.22%
Nov 30, 23
15 DFA US Small Cap Value I 1.12M (0.55%) 17.48K
Increased by +1.56%
Nov 30, 23
16 DFA US Micro Cap I 927.82K (0.46%) 0.00
Increased by 0.00%
Nov 30, 23
17 CREF Stock R1 784.10K (0.39%) -384.52K
Decreased by -49.04%
Oct 31, 23
18 State St Russell Sm Cap® Indx SL Cl I 763.76K (0.38%) 0.00
Increased by 0.00%
Dec 31, 23
19 Fuller & Thaler Behavrl Micro-Cap Core 724.99K (0.36%) 5.87K
Increased by +0.81%
Sep 30, 23
20 JPMorgan Income Builder I 646.38K (0.32%) 7.46K
Increased by +1.15%
Oct 31, 23