Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 JKJ 1000.00%
3 IWV 1000.00%
4 IWN 1000.00%
5 IWM 1000.00%
6 IVEG 1000.00%
7 IUSV 1000.00%
8 ISCB 1000.00%
9 ISCV 1000.00%
10 IMED 1.74%
11 XHE 1.49%
12 SMCP 0.92%
13 MOO 0.87%
14 ANEW 0.61%
15 SBB 0.47%
16 SDD 0.47%
17 MMSC 0.38%
18 VTWV 0.33%
19 PSC 0.32%
20 MDYV 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.09M (11.14%) -951.91K
Decreased by -3.95%
Sep 30, 23
2 Vanguard Group Inc 17.88M (8.27%) -316.18K
Decreased by -1.77%
Sep 30, 23
3 Wasatch Advisors Inc. 10.28M (4.75%) -1.59M
Decreased by -15.45%
Sep 30, 23
4 State Street Corporation 7.34M (3.39%) -444.13K
Decreased by -6.05%
Sep 30, 23
5 Conestoga Capital Advisors, LLC 6.55M (3.03%) -380.43K
Decreased by -5.81%
Sep 30, 23
6 BAMCO Inc 6.07M (2.81%) -19.02K
Decreased by -0.31%
Sep 30, 23
7 King Luther Capital Management Corp 5.93M (2.74%) 115.35K
Increased by +1.94%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 5.71M (2.64%) -447.88K
Decreased by -7.84%
Sep 30, 23
9 Select Equity Group LP 5.71M (2.64%) -4.01M
Decreased by -70.22%
Sep 30, 23
10 Mackenzie Investments 5.37M (2.48%) -25.17K
Decreased by -0.47%
Sep 30, 23
11 T. Rowe Price Investment Management,Inc. 5.03M (2.33%) 18.32K
Increased by +0.36%
Sep 30, 23
12 William Blair Investment Management, LLC 4.80M (2.22%) 306.11K
Increased by +6.38%
Sep 30, 23
13 Geode Capital Management, LLC 4.51M (2.09%) -330.98K
Decreased by -7.33%
Sep 30, 23
14 Champlain Investment Partners, LLC 4.39M (2.03%) 298.05K
Increased by +6.79%
Sep 30, 23
15 Citadel Advisors Llc 4.17M (1.93%) 712.79K
Increased by +17.10%
Sep 30, 23
16 Brown Capital Management, LLC 4.11M (1.90%) -221.24K
Decreased by -5.39%
Sep 30, 23
17 JPMorgan Chase & Co 4.00M (1.85%) -61.67K
Decreased by -1.54%
Sep 30, 23
18 Northern Trust Corp 3.66M (1.69%) -131.10K
Decreased by -3.59%
Sep 30, 23
19 Blair William & Co 3.58M (1.66%) 217.42K
Increased by +6.07%
Sep 30, 23
20 HHG PLC 3.32M (1.54%) 307.16K
Increased by +9.24%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.10M (2.82%) 8.98K
Increased by +0.15%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 5.97M (2.76%) -1.08K
Decreased by -0.02%
Dec 29, 23
3 iShares Russell 2000 ETF 5.81M (2.69%) 36.94K
Increased by +0.64%
Dec 29, 23
4 Vanguard Small Cap Index 5.04M (2.33%) 15.47K
Increased by +0.31%
Nov 30, 23
5 Champlain Small Company Fund, LLC 4.43M (2.05%) 697.47K
Increased by +15.75%
Nov 30, 23
6 Baron Opp. Small Cap Growth Strategy 4.40M (2.03%) 400.00K
Increased by +9.09%
Dec 31, 23
7 Baron Small Cap Retail 4.40M (2.03%) 400.00K
Increased by +9.09%
Dec 31, 23
8 Conestoga Small Cap Investors 4.19M (1.94%) 0.00
Increased by 0.00%
Nov 30, 23
9 Canada Life US Small-Mid Cap Growth F 4.18M (1.93%) 217.52K
Increased by +5.21%
Oct 31, 23
10 Vanguard Small Cap Growth Index Inv 2.82M (1.30%) 13.72K
Increased by +0.49%
Nov 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 2.81M (1.30%) 20.83K
Increased by +0.74%
Nov 30, 23
12 Calvert Small-Cap A 2.73M (1.26%) 8.04K
Increased by +0.29%
Nov 30, 23
13 Calvert US Small-Cap Strategy 2.73M (1.26%) -261.58K
Decreased by -9.59%
Sep 30, 23
14 Wasatch Small Cap Growth Investor 2.32M (1.07%) -507.26K
Decreased by -21.85%
Sep 30, 23
15 JPM US Small Cap Core-Composite 2.22M (1.03%) 0.00
Increased by 0.00%
Dec 31, 23
16 JPMorgan Small Cap Equity A 2.22M (1.03%) 0.00
Increased by 0.00%
Nov 30, 23
17 Janus Henderson Triton D 2.18M (1.01%) 105.03K
Increased by +4.82%
Sep 30, 23
18 Janus Henderson US SMID Cap Growth 2.18M (1.01%) 105.03K
Increased by +4.82%
Sep 30, 23
19 Wasatch Core Growth 2.15M (0.99%) -293.42K
Decreased by -13.66%
Sep 30, 23
20 T. Rowe Price Small-Cap Stock 2.12M (0.98%) -3.10K
Decreased by -0.15%
Sep 30, 23