Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWB 1000.00%
2 IWD 1000.00%
3 IGM 1000.00%
4 ITOT 1000.00%
5 ISCV 1000.00%
6 JKJ 1000.00%
7 IYY 1000.00%
8 ISCB 1000.00%
9 IYC 1000.00%
10 IWV 1000.00%
11 IWS 1000.00%
12 IWR 1000.00%
13 GAMR 2.17%
14 XSW 0.66%
15 HERO 0.65%
16 FMET 0.52%
17 ITEQ 0.51%
18 MRND 0.44%
19 FXD 0.41%
20 CZA 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 AQR Capital Management LLC 5.09M (11.04%) 106.92K
Increased by +2.10%
Sep 30, 23
2 LSV Asset Management 4.60M (9.98%) 3.16M
Increased by +68.68%
Sep 30, 23
3 BlackRock Inc 4.10M (8.89%) 1.52M
Increased by +37.18%
Sep 30, 23
4 Pacer Advisors, INC. 3.17M (6.87%) 3.17M
Increased by +100.00%
Sep 30, 23
5 Vanguard Group Inc 3.00M (6.51%) -55.82K
Decreased by -1.86%
Sep 30, 23
6 Manufacturers Life Insurance Co 2.42M (5.24%) 1.57M
Increased by +64.92%
Sep 30, 23
7 Woodline Partners LP 1.98M (4.29%) 209.15K
Increased by +10.57%
Sep 30, 23
8 Renaissance Technologies Corp 1.91M (4.14%) -244.71K
Decreased by -12.83%
Sep 30, 23
9 Arrowstreet Capital Limited Partnership 1.31M (2.83%) -575.26K
Decreased by -44.05%
Sep 30, 23
10 State Street Corporation 1.18M (2.57%) -215.91K
Decreased by -18.24%
Sep 30, 23
11 Geode Capital Management, LLC 1.06M (2.31%) -230.95K
Decreased by -21.69%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 1.03M (2.23%) -266.07K
Decreased by -25.91%
Sep 30, 23
13 Ibex Investors LLC 1.01M (2.18%) 1.01M
Increased by +100.00%
Sep 30, 23
14 Jacobs Levy Equity Management, Inc. 785.43K (1.70%) 402.82K
Increased by +51.29%
Sep 30, 23
15 Marshall Wace Asset Management Ltd 780.34K (1.69%) 197.56K
Increased by +25.32%
Sep 30, 23
16 Northern Trust Corp 772.10K (1.67%) 65.55K
Increased by +8.49%
Sep 30, 23
17 Ameriprise Financial Inc 712.25K (1.54%) 169.64K
Increased by +23.82%
Sep 30, 23
18 Millennium Management LLC 667.48K (1.45%) -1.34M
Decreased by -201.31%
Sep 30, 23
19 JANE STREET GROUP, LLC 594.82K (1.29%) -4.86K
Decreased by -0.82%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 528.07K (1.14%) -10.54K
Decreased by -2.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 4.49M (9.74%) 17.86K
Increased by +0.40%
Dec 29, 23
2 JHancock Small Cap Core NAV 2.38M (5.16%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 984.82K (2.14%) 1.84K
Increased by +0.19%
Nov 30, 23
4 First Trust Cnsmr Discret AlphaDEX® ETF 715.23K (1.55%) 1.48K
Increased by +0.21%
Dec 28, 23
5 Vanguard Explorer Inv 667.28K (1.45%) 55.44K
Increased by +8.31%
Sep 30, 23
6 Vanguard Strategic Equity Inv 514.55K (1.12%) 0.00
Increased by 0.00%
Sep 30, 23
7 Fidelity® Enhanced Mid Cap ETF 500.18K (1.08%) 0.00
Increased by 0.00%
Dec 29, 23
8 Bridge Builder Large Cap Value 495.50K (1.07%) 0.00
Increased by 0.00%
Dec 31, 23
9 State St Russell Sm/Mid Cp® Indx NL Cl C 368.28K (0.80%) -11.60K
Decreased by -3.15%
Dec 31, 23
10 Fidelity® Extended Market Index 367.58K (0.80%) 41.45K
Increased by +11.28%
Nov 30, 23
11 Schwab US Small-Cap ETF™ 322.96K (0.70%) 144.00
Increased by +0.04%
Dec 30, 23
12 DFA US Small Cap I 322.78K (0.70%) 11.50K
Increased by +3.56%
Nov 30, 23
13 SPDR® S&P Software & Services ETF 305.02K (0.66%) 0.00
Increased by 0.00%
Dec 29, 23
14 Vanguard Market Neutral I 290.62K (0.63%) 225.61K
Increased by +77.63%
Sep 30, 23
15 Bridge Builder Small/Mid Cap Value 280.20K (0.61%) 0.00
Increased by 0.00%
Dec 31, 23
16 Zacks Mid-Cap Core Strategy 276.81K (0.60%) 20.59K
Increased by +7.44%
Sep 30, 23
17 Victory Value 245.00K (0.53%) -25.47K
Decreased by -10.39%
Sep 30, 23
18 AQR Large Cap Multi-Style I 228.50K (0.50%) -467.00
Decreased by -0.20%
Sep 30, 23
19 BlackRock Advantage Large Cap Core Instl 219.90K (0.48%) -30.75K
Decreased by -13.98%
Nov 30, 23
20 WisdomTree US Al Enhanced Val ETF 214.12K (0.46%) 0.00
Increased by 0.00%
Dec 29, 23