Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWS 1000.00%
2 ITOT 1000.00%
3 ISCV 1000.00%
4 IUSV 1000.00%
5 IWB 1000.00%
6 JKK 1000.00%
7 IWD 1000.00%
8 IWR 1000.00%
9 JKJ 1000.00%
10 IWV 1000.00%
11 ISCG 1000.00%
12 ISCB 1000.00%
13 FTXR 2.96%
14 XTN 2.57%
15 XMVM 1.43%
16 HAIL 1.27%
17 RFV 1.26%
18 FXR 1.02%
19 LSAF 0.96%
20 SQLV 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.22M (12.95%) -57.84K
Decreased by -1.11%
Sep 30, 23
2 BlackRock Inc 4.50M (11.17%) -28.79K
Decreased by -0.64%
Sep 30, 23
3 HG Vora Capital Management LLC 3.10M (7.70%) -1.95M
Decreased by -62.90%
Sep 30, 23
4 Wellington Management Company LLP 2.55M (6.33%) 2.33M
Increased by +91.31%
Sep 30, 23
5 Dimensional Fund Advisors, Inc. 1.70M (4.23%) 62.07K
Increased by +3.64%
Sep 30, 23
6 Earnest Partners LLC 1.67M (4.14%) 40.09K
Increased by +2.41%
Sep 30, 23
7 LSV Asset Management 1.57M (3.90%) 187.17K
Increased by +11.92%
Sep 30, 23
8 State Street Corporation 1.53M (3.79%) -43.79K
Decreased by -2.87%
Sep 30, 23
9 AQR Capital Management LLC 845.25K (2.10%) 92.76K
Increased by +10.97%
Sep 30, 23
10 American Century Companies Inc 775.38K (1.92%) 56.85K
Increased by +7.33%
Sep 30, 23
11 Bank of America Corp 743.65K (1.85%) -12.77K
Decreased by -1.72%
Sep 30, 23
12 Geode Capital Management, LLC 683.66K (1.70%) 62.00
Increased by +0.01%
Sep 30, 23
13 Arrowstreet Capital Limited Partnership 679.03K (1.69%) -2.12K
Decreased by -0.31%
Sep 30, 23
14 FMR Inc 663.74K (1.65%) 3.40K
Increased by +0.51%
Sep 30, 23
15 SEI Investments Co 585.65K (1.45%) 48.62K
Increased by +8.30%
Sep 30, 23
16 Bank of New York Mellon Corp 578.92K (1.44%) -37.02K
Decreased by -6.39%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 484.62K (1.20%) -5.04K
Decreased by -1.04%
Sep 30, 23
18 Amvescap Plc. 414.50K (1.03%) 60.55K
Increased by +14.61%
Sep 30, 23
19 Victory Capital Management Inc. 404.69K (1.00%) -50.33K
Decreased by -12.44%
Sep 30, 23
20 Goldman Sachs Group Inc 388.71K (0.97%) -240.98K
Decreased by -62.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.35M (3.36%) 1.70K
Increased by +0.13%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 1.35M (3.34%) -244.00
Decreased by -0.02%
Dec 29, 23
3 Vanguard Small Cap Index 1.12M (2.78%) 4.96K
Increased by +0.44%
Nov 30, 23
4 Vanguard Small Cap Value Index Inv 778.14K (1.93%) 1.67K
Increased by +0.21%
Nov 30, 23
5 Avantis US Small Cap Value ETF 693.50K (1.72%) 0.00
Increased by 0.00%
Dec 30, 23
6 Vanguard Explorer Inv 693.13K (1.72%) 693.13K
Increased by +100.00%
Sep 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 664.86K (1.65%) 10.30K
Increased by +1.55%
Nov 30, 23
8 EARNEST Partners Smid Cap Core Founders 629.03K (1.56%) 5.26K
Increased by +0.84%
Dec 31, 23
9 Fidelity® Value 483.27K (1.20%) -14.50K
Decreased by -3.00%
Nov 30, 23
10 DFA US Targeted Value I 391.99K (0.97%) 0.00
Increased by 0.00%
Nov 30, 23
11 SPDR® S&P MIDCAP 400 ETF Trust 364.57K (0.91%) -3.13K
Decreased by -0.86%
Nov 30, 23
12 Vanguard Strategic Equity Inv 314.55K (0.78%) -16.24K
Decreased by -5.16%
Sep 30, 23
13 ProShares S&P MidCap 400 Dividend Arst 299.21K (0.74%) 0.00
Increased by 0.00%
Dec 29, 23
14 Harbor Small Cap Value Instl 294.16K (0.73%) -3.54K
Decreased by -1.20%
Sep 30, 23
15 Vanguard Dividend Appreciation ETF 262.56K (0.65%) 1.86K
Increased by +0.71%
Nov 30, 23
16 iShares S&P Mid-Cap 400 Value ETF 259.28K (0.64%) 0.00
Increased by 0.00%
Dec 29, 23
17 State St Russell Sm/Mid Cp® Indx NL Cl C 257.81K (0.64%) 500.00
Increased by +0.19%
Dec 31, 23
18 Fidelity® Extended Market Index 245.45K (0.61%) 1.45K
Increased by +0.59%
Nov 30, 23
19 Fuller & Thaler Behavioral Sm-Cp Eq R6 225.00K (0.56%) 225.00K
Increased by +100.00%
Sep 30, 23
20 Fuller & Thaler Behavioral Small-Cap Eq 225.00K (0.56%) 0.00
Increased by 0.00%
Nov 30, 23