Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 JKJ 1000.00%
3 IWV 1000.00%
4 IWO 1000.00%
5 IWM 1000.00%
6 ITOT 1000.00%
7 ISCV 1000.00%
8 ISCG 1000.00%
9 ISCB 1000.00%
10 JKK 1000.00%
11 BIGY 3.83%
12 EVNT 2.07%
13 PSCT 1.74%
14 JSML 1.12%
15 XITK 0.99%
16 CNTR 0.79%
17 XSW 0.73%
18 JSMD 0.43%
19 SSLY 0.40%
20 AVSC 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.21M (15.30%) -129.80K
Decreased by -2.49%
Sep 30, 23
2 Vanguard Group Inc 4.32M (12.66%) 158.84K
Increased by +3.68%
Sep 30, 23
3 Wellington Management Company LLP 1.54M (4.52%) -161.08K
Decreased by -10.45%
Sep 30, 23
4 Congress Asset Management Company, LLP 1.38M (4.04%) 563.29K
Increased by +40.86%
Sep 30, 23
5 State Street Corporation 1.28M (3.77%) 20.14K
Increased by +1.57%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 1.20M (3.53%) -4.34K
Decreased by -0.36%
Sep 30, 23
7 Victory Capital Management Inc. 1.16M (3.41%) 130.10K
Increased by +11.20%
Sep 30, 23
8 FMR Inc 1.10M (3.23%) -714.24K
Decreased by -64.80%
Sep 30, 23
9 Silvercrest Asset Management Group LLC 971.16K (2.85%) -27.03K
Decreased by -2.78%
Sep 30, 23
10 Geneva Capital Management 949.57K (2.79%) -5.08K
Decreased by -0.53%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 943.99K (2.77%) 14.74K
Increased by +1.56%
Sep 30, 23
12 Geode Capital Management, LLC 711.58K (2.09%) 17.95K
Increased by +2.52%
Sep 30, 23
13 William Blair Investment Management, LLC 563.05K (1.65%) 563.05K
Increased by +100.00%
Sep 30, 23
14 Royal Bank of Canada 507.36K (1.49%) 6.89K
Increased by +1.36%
Sep 30, 23
15 Northern Trust Corp 496.00K (1.46%) -2.21K
Decreased by -0.44%
Sep 30, 23
16 Lord, Abbett & Co LLC 466.16K (1.37%) 167.27K
Increased by +35.88%
Sep 30, 23
17 abrdn PLC 445.18K (1.31%) -451.67K
Decreased by -101.46%
Sep 30, 23
18 T. Rowe Price Associates, Inc. 415.27K (1.22%) -19.54K
Decreased by -4.70%
Sep 30, 23
19 Alyeska Investment Group, L.P. 402.96K (1.18%) 402.96K
Increased by +100.00%
Sep 30, 23
20 Mountain Pacific Invsmt Advisers Inc 388.09K (1.14%) 1.47K
Increased by +0.38%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.33M (6.83%) 980.00
Increased by +0.04%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 1.09M (3.19%) 1.82K
Increased by +0.17%
Nov 30, 23
3 iShares Russell 2000 ETF 918.86K (2.70%) 5.85K
Increased by +0.64%
Dec 29, 23
4 Vanguard Small Cap Index 902.54K (2.65%) 5.31K
Increased by +0.59%
Nov 30, 23
5 Victory Small Cap Value CIT (Net 75) 785.00K (2.30%) 88.00K
Increased by +11.21%
Sep 30, 23
6 Victory Sycamore Small Company Opp R 785.00K (2.30%) 88.00K
Increased by +11.21%
Sep 30, 23
7 Vanguard Information Technology ETF 513.86K (1.51%) -39.38K
Decreased by -7.66%
Nov 30, 23
8 Vanguard Small Cap Growth Index Inv 505.34K (1.48%) 2.56K
Increased by +0.51%
Nov 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 496.96K (1.46%) 5.50K
Increased by +1.11%
Nov 30, 23
10 Congress Mid Cap Growth Institutional 450.00K (1.32%) 0.00
Increased by 0.00%
Nov 30, 23
11 Congress Asset Mgt Mid Cap Growth 400.00K (1.17%) -50.00K
Decreased by -12.50%
Dec 31, 23
12 Nationwide Geneva Small Cap Gr Instl Svc 348.49K (1.02%) 872.00
Increased by +0.25%
Sep 30, 23
13 Fidelity® Small Cap Index 331.27K (0.97%) 8.94K
Increased by +2.70%
Oct 31, 23
14 iShares Russell 2000 Growth ETF 304.37K (0.89%) 0.00
Increased by 0.00%
Dec 29, 23
15 SPDR® Portfolio S&P 600 Sm Cap ETF 298.01K (0.87%) 1.34K
Increased by +0.45%
Dec 29, 23
16 Vanguard Tax-Managed Small Cap Adm 294.91K (0.87%) 0.00
Increased by 0.00%
Nov 30, 23
17 T. Rowe Price Integrated US Sm Gr Eq 292.00K (0.86%) -17.70K
Decreased by -6.06%
Sep 30, 23
18 TRP Integrated US Small-Cap Gr Eq 292.00K (0.86%) -17.70K
Decreased by -6.06%
Sep 30, 23
19 FIAM Small Cap Core CIT Cl B 286.40K (0.84%) 0.00
Increased by 0.00%
Sep 30, 23
20 FIAM Small Cap Core Composite 286.40K (0.84%) -4.10K
Decreased by -1.43%
Sep 30, 23