Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKK 1000.00%
2 ISCV 1000.00%
3 JKJ 1000.00%
4 ISCG 1000.00%
5 ISCB 1000.00%
6 ITOT 1000.00%
7 IWS 1000.00%
8 IWB 1000.00%
9 IWV 1000.00%
10 IWR 1000.00%
11 IYW 1000.00%
12 IWD 1000.00%
13 SIMS 2.66%
14 HACK 2.18%
15 FITE 1.66%
16 SMCP 1.06%
17 KOMP 0.95%
18 FNY 0.68%
19 PPA 0.62%
20 RFDI 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Newport Trust Co. 59.79M (145.82%) -1.51M
Decreased by -2.52%
Sep 30, 23
2 Vanguard Group Inc 4.12M (10.05%) 131.62K
Increased by +3.19%
Sep 30, 23
3 T. Rowe Price Investment Management,Inc. 3.99M (9.73%) -1.45K
Decreased by -0.04%
Sep 30, 23
4 BlackRock Inc 3.09M (7.53%) -1.01M
Decreased by -32.75%
Sep 30, 23
5 Earnest Partners LLC 2.72M (6.62%) -86.16K
Decreased by -3.17%
Sep 30, 23
6 Mackenzie Investments 2.49M (6.08%) -307.73K
Decreased by -12.34%
Sep 30, 23
7 Channing Capital Management, LLC 1.36M (3.32%) -32.01K
Decreased by -2.35%
Sep 30, 23
8 Bank of America Corp 1.34M (3.27%) 66.03K
Increased by +4.92%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 1.29M (3.14%) 20.20K
Increased by +1.57%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 1.10M (2.69%) 44.01K
Increased by +3.99%
Sep 30, 23
11 State Street Corporation 1.07M (2.60%) -1.05M
Decreased by -98.05%
Sep 30, 23
12 Macquarie Group Ltd 1.04M (2.53%) 73.88K
Increased by +7.13%
Sep 30, 23
13 Goldman Sachs Group Inc 923.64K (2.25%) 566.67K
Increased by +61.35%
Sep 30, 23
14 Allspring Global Investments Holdings, LLC 850.24K (2.07%) -20.25K
Decreased by -2.38%
Sep 30, 23
15 Geode Capital Management, LLC 821.54K (2.00%) 95.50K
Increased by +11.63%
Sep 30, 23
16 Nuveen Asset Management, LLC 790.96K (1.93%) -432.00
Decreased by -0.05%
Sep 30, 23
17 Credit Suisse First Boston (CSFB) 771.09K (1.88%) -50.03K
Decreased by -6.49%
Sep 30, 23
18 Citadel Advisors Llc 757.76K (1.85%) 192.75K
Increased by +25.44%
Sep 30, 23
19 Barclays PLC 585.24K (1.43%) -38.15K
Decreased by -6.52%
Sep 30, 23
20 Millennium Management LLC 578.34K (1.41%) 553.12K
Increased by +95.64%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Canada Life US Small-Mid Cap Growth F 1.59M (3.87%) -253.75K
Decreased by -15.99%
Oct 31, 23
2 Vanguard Total Stock Mkt Idx Inv 1.33M (3.25%) 1.61K
Increased by +0.12%
Nov 30, 23
3 iShares Russell 2000 ETF 1.10M (2.69%) 7.01K
Increased by +0.63%
Dec 29, 23
4 Vanguard Small Cap Index 1.09M (2.65%) 6.00K
Increased by +0.55%
Nov 30, 23
5 T. Rowe Price Small-Cap Stock 1.07M (2.61%) -1.60K
Decreased by -0.15%
Sep 30, 23
6 T. Rowe Price US Small-Cap Core Equity 1.07M (2.61%) -1.60K
Decreased by -0.15%
Sep 30, 23
7 Harbor Small Cap Value Instl 1.07M (2.60%) -12.53K
Decreased by -1.18%
Sep 30, 23
8 T. Rowe Price Small-Cap Value 1.05M (2.57%) -2.20K
Decreased by -0.21%
Sep 30, 23
9 Vanguard Small Cap Value Index Inv 754.34K (1.84%) 1.25K
Increased by +0.17%
Nov 30, 23
10 Invesco Discovery A 681.45K (1.66%) 247.86K
Increased by +36.37%
Nov 30, 23
11 Delaware Ivy Small Cap Growth C 647.00K (1.58%) -27.85K
Decreased by -4.30%
Nov 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 582.77K (1.42%) 10.42K
Increased by +1.79%
Nov 30, 23
13 ETFMG Prime Cyber Security ETF 577.43K (1.41%) 0.00
Increased by 0.00%
Dec 29, 23
14 T. Rowe Price U.S. SC Core Eq Tr-Z 505.90K (1.23%) 1.60K
Increased by +0.32%
Sep 30, 23
15 T. Rowe Price Instl Small-Cap Stock 485.13K (1.18%) 0.00
Increased by 0.00%
Sep 30, 23
16 T. Rowe Price U.S. SC Value Eq Tr-Z 469.63K (1.15%) 400.00
Increased by +0.09%
Sep 30, 23
17 Allspring Special Small Cap Value A 459.92K (1.12%) -93.10K
Decreased by -20.24%
Nov 30, 23
18 Lord Abbett Developing Growth A 418.93K (1.02%) 418.93K
Increased by +100.00%
Nov 30, 23
19 Fidelity® Small Cap Index 395.79K (0.97%) 10.43K
Increased by +2.63%
Oct 31, 23
20 Hennessy Cornerstone Mid Cap 30 Inv 383.70K (0.94%) 383.70K
Increased by +100.00%
Dec 31, 23