Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWB 1000.00%
2 IGM 1000.00%
3 JKJ 1000.00%
4 IYW 1000.00%
5 ISCG 1000.00%
6 IWV 1000.00%
7 IWS 1000.00%
8 IUSG 1000.00%
9 IWR 1000.00%
10 IWF 1000.00%
11 IWD 1000.00%
12 IWP 1000.00%
13 ITOT 1000.00%
14 JKK 1000.00%
15 TINY 4.64%
16 NBDS 3.33%
17 PTF 3.27%
18 CAFG 2.73%
19 PSI 2.71%
20 JSMD 2.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.70M (15.79%) -135.91K
Decreased by -1.77%
Sep 30, 23
2 Vanguard Group Inc 5.73M (11.76%) 27.70K
Increased by +0.48%
Sep 30, 23
3 T. Rowe Price Investment Management,Inc. 2.00M (4.10%) 146.29K
Increased by +7.32%
Sep 30, 23
4 State Street Corporation 1.72M (3.54%) 33.86K
Increased by +1.97%
Sep 30, 23
5 Dimensional Fund Advisors, Inc. 1.44M (2.96%) 2.55K
Increased by +0.18%
Sep 30, 23
6 Franklin Resources Inc 1.32M (2.70%) -104.44K
Decreased by -7.94%
Sep 30, 23
7 Paradigm Capital Management, Inc. 1.18M (2.43%) 4.40K
Increased by +0.37%
Sep 30, 23
8 Geneva Capital Management 1.15M (2.35%) -89.32K
Decreased by -7.79%
Sep 30, 23
9 AllianceBernstein L.P. 1.08M (2.22%) -102.83K
Decreased by -9.51%
Sep 30, 23
10 Amvescap Plc. 1.07M (2.21%) 571.92K
Increased by +53.21%
Sep 30, 23
11 Fisher Asset Management, LLC 1.04M (2.13%) -40.03K
Decreased by -3.86%
Sep 30, 23
12 FMR Inc 1.01M (2.06%) -22.66K
Decreased by -2.25%
Sep 30, 23
13 Geode Capital Management, LLC 984.06K (2.02%) 38.60K
Increased by +3.92%
Sep 30, 23
14 Wellington Management Company LLP 747.70K (1.53%) -125.65K
Decreased by -16.81%
Sep 30, 23
15 Stephens Inv Mgmt Group LLC 659.63K (1.35%) 1.68K
Increased by +0.26%
Sep 30, 23
16 Hood River Capital Management LLC 618.11K (1.27%) 172.40K
Increased by +27.89%
Sep 30, 23
17 Northern Trust Corp 608.29K (1.25%) 4.58K
Increased by +0.75%
Sep 30, 23
18 Charles Schwab Investment Management Inc 601.14K (1.23%) 166.82K
Increased by +27.75%
Sep 30, 23
19 T. Rowe Price Associates, Inc. 575.24K (1.18%) -8.65K
Decreased by -1.50%
Sep 30, 23
20 Ameriprise Financial Inc 571.40K (1.17%) 131.54K
Increased by +23.02%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.55M (3.19%) 1.99K
Increased by +0.13%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 1.51M (3.10%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Small Cap Index 1.27M (2.61%) 5.42K
Increased by +0.43%
Nov 30, 23
4 iShares Russell 2000 ETF 1.16M (2.38%) -2.91K
Decreased by -0.25%
Nov 30, 23
5 Vanguard Small Cap Growth Index Inv 711.56K (1.46%) 4.56K
Increased by +0.64%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 700.76K (1.44%) 14.60K
Increased by +2.08%
Nov 30, 23
7 Vanguard Explorer Inv 543.30K (1.12%) 0.00
Increased by 0.00%
Sep 30, 23
8 T. Rowe Price Small-Cap Stock 521.90K (1.07%) -800.00
Decreased by -0.15%
Sep 30, 23
9 T. Rowe Price US Small-Cap Core Equity 521.90K (1.07%) -800.00
Decreased by -0.15%
Sep 30, 23
10 Franklin Small Cap Value SMA Composite 509.75K (1.05%) -57.84K
Decreased by -11.35%
Sep 30, 23
11 Franklin US Small Cap Value Equity 509.75K (1.05%) -57.84K
Decreased by -11.35%
Sep 30, 23
12 AB Small Cap Growth A 483.75K (0.99%) -3.87K
Decreased by -0.80%
Oct 31, 23
13 Fidelity® Small Cap Index 459.38K (0.94%) 9.79K
Increased by +2.13%
Sep 30, 23
14 Franklin US Small Cap Growth Equity 440.71K (0.90%) -12.50K
Decreased by -2.84%
Sep 30, 23
15 T. Rowe Price Small-Cap Value 438.50K (0.90%) 93.60K
Increased by +21.35%
Sep 30, 23
16 Stephens SMID Select Growth 436.31K (0.90%) 0.00
Increased by 0.00%
Sep 30, 23
17 RobecoSAM Smart Materials Eqs I EUR 432.00K (0.89%) -91.00K
Decreased by -21.06%
Oct 31, 23
18 Franklin Small Cap Growth Adv 420.91K (0.86%) 0.00
Increased by 0.00%
Nov 30, 23
19 Nationwide Geneva Small Cap Gr Instl Svc 415.56K (0.85%) -33.21K
Decreased by -7.99%
Sep 30, 23
20 Vanguard Information Technology ETF 413.51K (0.85%) -37.77K
Decreased by -9.13%
Nov 30, 23