Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 IGM 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWO 1000.00%
6 IWM 1000.00%
7 ISCB 1000.00%
8 ISCV 1000.00%
9 BIGY 4.27%
10 PSCT 1.77%
11 RNSC 1.12%
12 XSLV 0.91%
13 XSW 0.71%
14 XSMO 0.71%
15 HLGE 0.61%
16 HSMV 0.55%
17 SLYG 0.42%
18 VIOG 0.41%
19 DGRS 0.41%
20 FYC 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.99M (16.19%) -38.38K
Decreased by -0.55%
Sep 30, 23
2 Vanguard Group Inc 5.50M (12.72%) 123.16K
Increased by +2.24%
Sep 30, 23
3 BTIM Corp 1.67M (3.86%) 69.70K
Increased by +4.18%
Sep 30, 23
4 State Street Corporation 1.57M (3.63%) 47.27K
Increased by +3.02%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 1.39M (3.23%) 56.13K
Increased by +4.03%
Sep 30, 23
6 Dimensional Fund Advisors, Inc. 1.34M (3.09%) -1.05K
Decreased by -0.08%
Sep 30, 23
7 Fuller & Thaler Asset Management Inc 1.19M (2.74%) -4.52K
Decreased by -0.38%
Sep 30, 23
8 Wellington Management Company LLP 1.07M (2.47%) -85.56K
Decreased by -8.03%
Sep 30, 23
9 Principal Financial Group Inc 1.02M (2.37%) -16.73K
Decreased by -1.63%
Sep 30, 23
10 Renaissance Technologies Corp 1.01M (2.34%) 12.85K
Increased by +1.27%
Sep 30, 23
11 Geode Capital Management, LLC 910.41K (2.11%) -30.79K
Decreased by -3.38%
Sep 30, 23
12 Macquarie Group Ltd 809.61K (1.87%) 32.50K
Increased by +4.01%
Sep 30, 23
13 Amvescap Plc. 787.08K (1.82%) 2.81K
Increased by +0.36%
Sep 30, 23
14 Bank of New York Mellon Corp 732.63K (1.70%) -189.26K
Decreased by -25.83%
Sep 30, 23
15 Nomura Holdings Inc 582.43K (1.35%) 73.87K
Increased by +12.68%
Sep 30, 23
16 Paradice Investment Management LLC 576.86K (1.34%) -176.18K
Decreased by -30.54%
Sep 30, 23
17 William Blair Investment Management, LLC 560.63K (1.30%) -44.34K
Decreased by -7.91%
Sep 30, 23
18 MIZUHO MARKETS AMERICAS LLC 527.51K (1.22%) 527.51K
Increased by +100.00%
Sep 30, 23
19 Northern Trust Corp 517.10K (1.20%) 229.00
Increased by +0.04%
Sep 30, 23
20 Victory Capital Management Inc. 516.09K (1.19%) -2.04K
Decreased by -0.39%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.92M (6.75%) 1.23K
Increased by +0.04%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 1.37M (3.16%) 2.15K
Increased by +0.16%
Nov 30, 23
3 iShares Russell 2000 ETF 1.16M (2.68%) 7.35K
Increased by +0.63%
Dec 29, 23
4 Vanguard Small Cap Index 1.12M (2.60%) 6.34K
Increased by +0.56%
Nov 30, 23
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.12M (2.59%) 0.00
Increased by 0.00%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 1.12M (2.59%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Small Cap Value Index Inv 779.89K (1.81%) 1.61K
Increased by +0.21%
Nov 30, 23
8 Calvert Small-Cap A 778.18K (1.80%) 2.29K
Increased by +0.29%
Nov 30, 23
9 Calvert US Small-Cap Strategy 775.89K (1.80%) 32.24K
Increased by +4.16%
Sep 30, 23
10 Delaware Small Cap Core I 661.37K (1.53%) 0.00
Increased by 0.00%
Nov 30, 23
11 Macquarie US Small Cap Core Equity 661.37K (1.53%) 0.00
Increased by 0.00%
Dec 31, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 615.49K (1.42%) 9.89K
Increased by +1.61%
Nov 30, 23
13 Vanguard Information Technology ETF 611.80K (1.42%) 10.57K
Increased by +1.73%
Nov 30, 23
14 JHancock Small Cap Core NAV 456.18K (1.06%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity® Small Cap Index 419.26K (0.97%) 11.61K
Increased by +2.77%
Oct 31, 23
16 iShares S&P Small-Cap 600 Growth ETF 415.93K (0.96%) 0.00
Increased by 0.00%
Dec 29, 23
17 Boston Trust Walden Small Cap 398.00K (0.92%) 3.10K
Increased by +0.78%
Oct 31, 23
18 iShares Russell 2000 Growth ETF 386.99K (0.90%) 0.00
Increased by 0.00%
Dec 29, 23
19 SPDR® Portfolio S&P 600 Sm Cap ETF 373.45K (0.86%) 1.68K
Increased by +0.45%
Dec 29, 23
20 Vanguard Tax-Managed Small Cap Adm 362.50K (0.84%) 0.00
Increased by 0.00%
Nov 30, 23