Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 ISCG 1000.00%
3 JKK 1000.00%
4 JKJ 1000.00%
5 IWV 1000.00%
6 ISCB 1000.00%
7 IWO 1000.00%
8 IWM 1000.00%
9 MRAD 3.58%
10 ERSX 1.47%
11 CLOU 0.93%
12 AOTG 0.86%
13 XITK 0.80%
14 JSML 0.37%
15 SQLV 0.21%
16 ISMD 0.20%
17 FCOM 0.08%
18 AVSC 0.07%
19 JSMD 0.07%
20 VOX 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.29M (10.62%) -935.00
Decreased by -0.02%
Sep 30, 23
2 BlackRock Inc 3.25M (8.05%) -57.99K
Decreased by -1.78%
Sep 30, 23
3 Graham Holdings Co 1.97M (4.89%) 0.00
Increased by 0.00%
Sep 30, 23
4 Dimensional Fund Advisors, Inc. 1.33M (3.29%) 164.32K
Increased by +12.38%
Sep 30, 23
5 Royal Bank of Canada 1.06M (2.63%) -25.58K
Decreased by -2.41%
Sep 30, 23
6 State Street Corporation 921.55K (2.28%) 18.68K
Increased by +2.03%
Sep 30, 23
7 Geode Capital Management, LLC 891.98K (2.21%) 16.83K
Increased by +1.89%
Sep 30, 23
8 Renaissance Technologies Corp 771.20K (1.91%) 2.70K
Increased by +0.35%
Sep 30, 23
9 Nixon Capital, LLC 536.59K (1.33%) 4.66K
Increased by +0.87%
Sep 30, 23
10 Nuveen Asset Management, LLC 483.14K (1.20%) -352.00
Decreased by -0.07%
Sep 30, 23
11 Mirae Asset Global Investments (Korea) Co Ltd 400.84K (0.99%) -26.19K
Decreased by -6.53%
Sep 30, 23
12 Northern Trust Corp 390.54K (0.97%) -6.90K
Decreased by -1.77%
Sep 30, 23
13 Wellington Management Company LLP 305.90K (0.76%) 305.90K
Increased by +100.00%
Sep 30, 23
14 American Century Companies Inc 297.70K (0.74%) -20.52K
Decreased by -6.89%
Sep 30, 23
15 Jacobs Levy Equity Management, Inc. 243.28K (0.60%) 243.28K
Increased by +100.00%
Sep 30, 23
16 JANE STREET GROUP, LLC 232.83K (0.58%) 165.64K
Increased by +71.14%
Sep 30, 23
17 Bank of New York Mellon Corp 174.09K (0.43%) 1.49K
Increased by +0.86%
Sep 30, 23
18 Merit Financial Group, LLC 161.19K (0.40%) 13.10K
Increased by +8.13%
Sep 30, 23
19 State Of Wisconsin Investment Board 132.48K (0.33%) 28.58K
Increased by +21.57%
Sep 30, 23
20 Charles Schwab Investment Management Inc 119.19K (0.30%) 40.00
Increased by +0.03%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.24M (3.07%) 0.00
Increased by 0.00%
Nov 30, 23
2 iShares Russell 2000 ETF 1.15M (2.85%) 7.31K
Increased by +0.64%
Dec 29, 23
3 Vanguard Small Cap Index 1.10M (2.72%) 3.40K
Increased by +0.31%
Nov 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 640.00K (1.58%) 1.16K
Increased by +0.18%
Nov 30, 23
5 Vanguard Small Cap Growth Index Inv 616.33K (1.53%) 3.13K
Increased by +0.51%
Nov 30, 23
6 Fidelity® Small Cap Index 413.91K (1.02%) 10.12K
Increased by +2.44%
Oct 31, 23
7 DFA US Targeted Value I 398.56K (0.99%) 0.00
Increased by 0.00%
Nov 30, 23
8 Global X Cloud Computing ETF 376.80K (0.93%) 0.00
Increased by 0.00%
Dec 29, 23
9 iShares Russell 2000 Value ETF 340.82K (0.84%) 633.00
Increased by +0.19%
Dec 29, 23
10 State St Russell Sm/Mid Cp® Indx NL Cl C 241.12K (0.60%) 6.00K
Increased by +2.49%
Nov 30, 23
11 Fidelity® Extended Market Index 236.20K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
12 Avantis US Small Cap Value ETF 226.46K (0.56%) 0.00
Increased by 0.00%
Dec 30, 23
13 Vanguard Strategic Equity Inv 206.79K (0.51%) 0.00
Increased by 0.00%
Sep 30, 23
14 Dimensional US Targeted Value ETF 192.56K (0.48%) 0.00
Increased by 0.00%
Dec 29, 23
15 Vanguard Communication Services ETF 168.00K (0.42%) 17.51K
Increased by +10.42%
Nov 30, 23
16 State St Russell Sm Cap® Indx SL Cl I 157.73K (0.39%) 0.00
Increased by 0.00%
Nov 30, 23
17 DFA US Micro Cap I 147.15K (0.36%) 109.35K
Increased by +74.32%
Nov 30, 23
18 TIAA-CREF Quant Small-Cap Equity Instl 140.74K (0.35%) -218.94K
Decreased by -155.56%
Oct 31, 23
19 DFA US Core Equity 2 I 133.77K (0.33%) -8.14K
Decreased by -6.08%
Nov 30, 23
20 Vanguard Russell 2000 ETF 131.61K (0.33%) 2.64K
Increased by +2.01%
Nov 30, 23