Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 IWV 1000.00%
3 IWO 1000.00%
4 IWN 1000.00%
5 IWM 1000.00%
6 ITOT 1000.00%
7 ISCV 1000.00%
8 JKJ 1000.00%
9 IYY 1000.00%
10 IYR 1000.00%
11 PTF 2.60%
12 WCEO 1.30%
13 XITK 0.84%
14 AVUV 0.36%
15 PRFZ 0.28%
16 AVSC 0.25%
17 JPSE 0.22%
18 VTWV 0.18%
19 BBSC 0.16%
20 CSML 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 79.85M (13.84%) 5.37M
Increased by +6.72%
Sep 30, 23
2 BlackRock Inc 46.45M (8.05%) -2.74M
Decreased by -5.90%
Sep 30, 23
3 Renaissance Technologies Corp 26.81M (4.65%) 9.03M
Increased by +33.67%
Sep 30, 23
4 Sylebra HK Co Ltd 26.06M (4.52%) -6.68M
Decreased by -25.62%
Sep 30, 23
5 First Trust Advisors L.P. 13.17M (2.28%) -2.82M
Decreased by -21.44%
Sep 30, 23
6 Geode Capital Management, LLC 12.88M (2.23%) 967.01K
Increased by +7.51%
Sep 30, 23
7 State Street Corporation 12.81M (2.22%) 196.28K
Increased by +1.53%
Sep 30, 23
8 GGV Capital LLC 12.75M (2.21%) 0.00
Increased by 0.00%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 11.40M (1.98%) 5.39M
Increased by +47.31%
Sep 30, 23
10 Two Sigma Investments LLC 10.22M (1.77%) 2.05M
Increased by +20.07%
Sep 30, 23
11 Slate Path Capital LP 9.61M (1.67%) -11.57M
Decreased by -120.36%
Sep 30, 23
12 T. Rowe Price Investment Management,Inc. 8.55M (1.48%) -1.82M
Decreased by -21.29%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 7.88M (1.37%) 755.36K
Increased by +9.59%
Sep 30, 23
14 IEQ CAPITAL, LLC 7.68M (1.33%) -173.88K
Decreased by -2.26%
Sep 30, 23
15 American Century Companies Inc 7.50M (1.30%) 4.75M
Increased by +63.32%
Sep 30, 23
16 Goldman Sachs Group Inc 7.23M (1.25%) 6.15M
Increased by +85.04%
Sep 30, 23
17 Charles Schwab Investment Management Inc 6.34M (1.10%) -403.92K
Decreased by -6.37%
Sep 30, 23
18 General Atlantic Llc 6.32M (1.10%) 0.00
Increased by 0.00%
Sep 30, 23
19 Northern Trust Corp 5.09M (0.88%) -119.80K
Decreased by -2.35%
Sep 30, 23
20 Two Sigma Advisers, LLC 5.08M (0.88%) 2.21M
Increased by +43.48%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 21.38M (3.71%) -13.81K
Decreased by -0.06%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 16.41M (2.85%) 26.03K
Increased by +0.16%
Nov 30, 23
3 Vanguard Small Cap Index 13.66M (2.37%) 41.88K
Increased by +0.31%
Nov 30, 23
4 iShares Russell 2000 ETF 12.98M (2.25%) -32.53K
Decreased by -0.25%
Nov 30, 23
5 First Trust Dow Jones Internet ETF 10.74M (1.86%) -153.99K
Decreased by -1.43%
Nov 30, 23
6 Avantis US Small Cap Value ETF 8.15M (1.41%) 14.56K
Increased by +0.18%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 8.14M (1.41%) 80.51K
Increased by +0.99%
Nov 30, 23
8 Vanguard Small Cap Growth Index Inv 7.62M (1.32%) 40.35K
Increased by +0.53%
Nov 30, 23
9 Fidelity® Small Cap Index 5.12M (0.89%) 111.72K
Increased by +2.18%
Sep 30, 23
10 T. Rowe Price Small-Cap Value 4.97M (0.86%) -1.31M
Decreased by -26.46%
Sep 30, 23
11 iShares Russell 2000 Value ETF 4.83M (0.84%) 0.00
Increased by 0.00%
Nov 30, 23
12 Schroder Sus Multi-Factor Eq X Acc GBP 3.66M (0.63%) 217.30K
Increased by +5.93%
Aug 31, 23
13 Vanguard Strategic Equity Inv 3.34M (0.58%) 3.34M
Increased by +100.00%
Sep 30, 23
14 State St Russell Sm/Mid Cp® Indx NL Cl C 3.33M (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard Real Estate II Index 3.32M (0.58%) 39.63K
Increased by +1.19%
Nov 30, 23
16 Fidelity® Extended Market Index 3.02M (0.52%) 70.40K
Increased by +2.33%
Oct 31, 23
17 Dimensional US Targeted Value ETF 2.99M (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
18 DFA US Small Cap I 2.75M (0.48%) 529.97K
Increased by +19.28%
Oct 31, 23
19 T. Rowe Price U.S. SC Value Eq Tr-Z 2.64M (0.46%) -360.70K
Decreased by -13.68%
Sep 30, 23
20 Schwab US Small-Cap ETF™ 2.58M (0.45%) 0.00
Increased by 0.00%
Nov 30, 23