Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 JKK 1000.00%
3 ISCB 1000.00%
4 ISCG 1000.00%
5 ISCV 1000.00%
6 ITOT 1000.00%
7 IWM 1000.00%
8 IWN 1000.00%
9 IWV 1000.00%
10 FIXT 2.71%
11 FEMA 2.70%
12 FEMS 0.35%
13 THD 0.10%
14 FMAT 0.09%
15 VAW 0.05%
16 VTWV 0.05%
17 VTWO 0.03%
18 DFSV 0.03%
19 PRFZ 0.02%
20 UWM 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 DF Dent & Co Inc 1.53M (1.32%) 1.53M
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal MidCap R5 8.02M (6.94%) 0.00
Increased by 0.00%
Nov 30, 23
2 iShares Russell 2000 ETF 4.09M (3.54%) 26.02K
Increased by +0.64%
Dec 29, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 2.19M (1.89%) 4.44K
Increased by +0.20%
Nov 30, 23
4 iShares Russell 2000 Value ETF 1.50M (1.30%) 2.79K
Increased by +0.19%
Dec 29, 23
5 Fidelity® Small Cap Index 1.49M (1.29%) 42.14K
Increased by +2.83%
Oct 31, 23
6 Weitz Multi-Cap Value 1.44M (1.25%) -156.73K
Decreased by -10.86%
Sep 30, 23
7 PRIMECAP Odyssey Aggressive Growth 1.23M (1.07%) -2.80K
Decreased by -0.23%
Sep 30, 23
8 Principal MidCap SP 1.18M (1.02%) 0.00
Increased by 0.00%
Nov 30, 23
9 American Century Small Cap Growth Inv 1.06M (0.92%) -992.97K
Decreased by -93.29%
Sep 30, 23
10 American Century U.S. Small Cap Growth 1.06M (0.92%) -992.97K
Decreased by -93.29%
Sep 30, 23
11 JPM US Smaller Companies A (dist) USD 998.73K (0.86%) 7.82K
Increased by +0.78%
Nov 30, 23
12 Fidelity® Extended Market Index 786.76K (0.68%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vanguard US Opportunities Ins USD Acc 743.50K (0.64%) 0.00
Increased by 0.00%
Sep 30, 23
14 Strategic Advisers® Small-Mid Cap 698.42K (0.60%) 0.00
Increased by 0.00%
Oct 31, 23
15 State St Russell Sm Cap® Indx SL Cl I 577.80K (0.50%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Russell 2000 ETF 477.58K (0.41%) 9.64K
Increased by +2.02%
Nov 30, 23
17 Vanguard Materials ETF 447.77K (0.39%) -19.15K
Decreased by -4.28%
Nov 30, 23
18 Old Westbury Small & Mid Cap Strategies 438.65K (0.38%) 0.00
Increased by 0.00%
Oct 31, 23
19 Aperture Endeavour Equity I USD Acc 399.58K (0.35%) 0.00
Increased by 0.00%
Oct 31, 23
20 BlackRock Extended Mkt Composite 364.14K (0.32%) 2.70K
Increased by +0.74%
Sep 30, 23