Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWM 1000.00%
2 ISCG 1000.00%
3 ISCV 1000.00%
4 JKK 1000.00%
5 JKJ 1000.00%
6 IWV 1000.00%
7 IWO 1000.00%
8 ITOT 1000.00%
9 IGM 1000.00%
10 ISCB 1000.00%
11 ACTV 3.82%
12 PSCT 3.81%
13 XSMO 2.63%
14 TSME 2.02%
15 JSMD 1.57%
16 SIXS 1.44%
17 XSLV 1.05%
18 FPX 0.88%
19 DWAS 0.84%
20 FDWM 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.02M (18.11%) 13.82K
Increased by +0.28%
Sep 30, 23
2 FMR Inc 4.96M (17.91%) 33.26K
Increased by +0.67%
Sep 30, 23
3 Valueact Holdings, L.p. 4.51M (16.30%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Group Inc 4.11M (14.85%) 245.81K
Increased by +5.98%
Sep 30, 23
5 Dimensional Fund Advisors, Inc. 1.65M (5.96%) -262.23K
Decreased by -15.88%
Sep 30, 23
6 Capital World Investors 1.63M (5.87%) 26.61K
Increased by +1.64%
Sep 30, 23
7 State Street Corporation 1.14M (4.12%) 13.64K
Increased by +1.20%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 926.83K (3.35%) 2.21K
Increased by +0.24%
Sep 30, 23
9 Fiduciary Management, Inc. of Milwaukee 770.25K (2.78%) -99.45K
Decreased by -12.91%
Sep 30, 23
10 Geode Capital Management, LLC 618.91K (2.24%) 34.64K
Increased by +5.60%
Sep 30, 23
11 Vaughan Nelson Scarbrgh & Mccullough LP 612.26K (2.21%) -101.94K
Decreased by -16.65%
Sep 30, 23
12 Paradigm Capital Management, Inc. 603.05K (2.18%) -6.10K
Decreased by -1.01%
Sep 30, 23
13 HHG PLC 512.68K (1.85%) 4.57K
Increased by +0.89%
Sep 30, 23
14 Northern Trust Corp 511.85K (1.85%) 1.12K
Increased by +0.22%
Sep 30, 23
15 Pacer Advisors, INC. 465.15K (1.68%) 142.24K
Increased by +30.58%
Sep 30, 23
16 Boston Partners Global Investors, Inc 464.54K (1.68%) -9.18K
Decreased by -1.98%
Sep 30, 23
17 Capital Research Global Investors 407.99K (1.47%) 407.99K
Increased by +100.00%
Sep 30, 23
18 Fuller & Thaler Asset Management Inc 377.71K (1.36%) -1.25K
Decreased by -0.33%
Sep 30, 23
19 Bank of New York Mellon Corp 309.41K (1.12%) 21.95K
Increased by +7.10%
Sep 30, 23
20 Amvescap Plc. 284.67K (1.03%) -10.10K
Decreased by -3.55%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.85M (6.69%) 710.00
Increased by +0.04%
Dec 29, 23
2 American Funds New Economy A 1.12M (4.04%) 21.36K
Increased by +1.91%
Sep 30, 23
3 Capital Group New Economy Comp 1.12M (4.04%) 21.36K
Increased by +1.91%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 1.11M (4.01%) 1.41K
Increased by +0.13%
Nov 30, 23
5 Vanguard Small Cap Index 921.13K (3.33%) 3.86K
Increased by +0.42%
Nov 30, 23
6 American Funds SMALLCAP World A 824.38K (2.98%) 358.14K
Increased by +43.44%
Sep 30, 23
7 iShares Russell 2000 ETF 772.73K (2.79%) 4.90K
Increased by +0.63%
Dec 29, 23
8 Fidelity® Low-Priced Stock 741.59K (2.68%) -772.00
Decreased by -0.10%
Oct 31, 23
9 Pacer US Small Cap Cash Cows 100 ETF 712.20K (2.57%) 6.63K
Increased by +0.93%
Dec 29, 23
10 Vanguard Small Cap Value Index Inv 640.67K (2.31%) 2.03K
Increased by +0.32%
Nov 30, 23
11 Fidelity® Small Cap Value 588.00K (2.12%) 0.00
Increased by 0.00%
Oct 31, 23
12 Fidelity® Small Cap Discovery 587.68K (2.12%) -48.12K
Decreased by -8.19%
Oct 31, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 432.81K (1.56%) 6.68K
Increased by +1.54%
Nov 30, 23
14 Fidelity® Series Small Cap Opps 393.21K (1.42%) 0.00
Increased by 0.00%
Oct 31, 23
15 DFA US Small Cap Value I 364.63K (1.32%) -27.84K
Decreased by -7.63%
Nov 30, 23
16 iShares S&P Small-Cap 600 Value ETF 362.65K (1.31%) 0.00
Increased by 0.00%
Nov 30, 23
17 FMI Common Stock Investor 360.00K (1.30%) -20.00K
Decreased by -5.56%
Sep 30, 23
18 Fuller & Thaler Behavioral Sm-Cp Eq R6 356.29K (1.29%) 0.00
Increased by 0.00%
Sep 30, 23
19 Fuller & Thaler Behavioral Small-Cap Eq 356.29K (1.29%) 0.00
Increased by 0.00%
Nov 30, 23
20 Janus Henderson Small Cap Value L 307.20K (1.11%) -17.01K
Decreased by -5.54%
Sep 30, 23