Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWO 1000.00%
6 IWM 1000.00%
7 ITOT 1000.00%
8 ISCV 1000.00%
9 ISCG 1000.00%
10 ISCB 1000.00%
11 MRAD 3.61%
12 PSCT 1.89%
13 CAFG 1.82%
14 EVNT 1.22%
15 XITK 1.06%
16 HACK 0.82%
17 XSW 0.79%
18 RZG 0.77%
19 SLYG 0.44%
20 VIOG 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.93M (17.18%) -42.90K
Decreased by -0.39%
Sep 30, 23
2 Vanguard Group Inc 8.14M (12.80%) 296.59K
Increased by +3.64%
Sep 30, 23
3 Schroder Investment Management Group 3.11M (4.88%) -498.06K
Decreased by -16.04%
Sep 30, 23
4 State Street Corporation 2.51M (3.94%) 58.32K
Increased by +2.33%
Sep 30, 23
5 Dimensional Fund Advisors, Inc. 2.22M (3.49%) -35.09K
Decreased by -1.58%
Sep 30, 23
6 HHG PLC 2.19M (3.44%) -173.31K
Decreased by -7.92%
Sep 30, 23
7 Baillie Gifford & Co Limited. 1.84M (2.89%) -3.98K
Decreased by -0.22%
Sep 30, 23
8 Franklin Resources Inc 1.38M (2.16%) -3.15K
Decreased by -0.23%
Sep 30, 23
9 Geode Capital Management, LLC 1.35M (2.12%) 83.17K
Increased by +6.17%
Sep 30, 23
10 JPMorgan Chase & Co 1.17M (1.84%) -105.26K
Decreased by -8.97%
Sep 30, 23
11 D. E. Shaw & Co LP 865.00K (1.36%) -332.34K
Decreased by -38.42%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 861.78K (1.35%) -179.68K
Decreased by -20.85%
Sep 30, 23
13 Charles Schwab Investment Management Inc 860.79K (1.35%) -12.24K
Decreased by -1.42%
Sep 30, 23
14 Nuveen Asset Management, LLC 820.84K (1.29%) 134.48K
Increased by +16.38%
Sep 30, 23
15 Arrowstreet Capital Limited Partnership 809.63K (1.27%) 40.99K
Increased by +5.06%
Sep 30, 23
16 American Capital Management Inc 785.22K (1.23%) 0.00
Increased by 0.00%
Sep 30, 23
17 Federated Hermes Inc 760.24K (1.20%) -98.35K
Decreased by -12.94%
Sep 30, 23
18 Bank of New York Mellon Corp 754.56K (1.19%) -1.65K
Decreased by -0.22%
Sep 30, 23
19 Newport Trust Co. 729.78K (1.15%) -12.35K
Decreased by -1.69%
Sep 30, 23
20 Assenagon Asset Management SA 724.50K (1.14%) 6.58K
Increased by +0.91%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.39M (6.89%) 1.82K
Increased by +0.04%
Dec 29, 23
2 Janus Henderson Triton D 1.99M (3.13%) -171.59K
Decreased by -8.61%
Sep 30, 23
3 Janus Henderson US SMID Cap Growth 1.99M (3.13%) -171.59K
Decreased by -8.61%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 1.96M (3.08%) 3.51K
Increased by +0.18%
Nov 30, 23
5 iShares Russell 2000 ETF 1.76M (2.77%) 11.22K
Increased by +0.64%
Dec 29, 23
6 Vanguard Small Cap Index 1.63M (2.56%) 5.02K
Increased by +0.31%
Nov 30, 23
7 Franklin Small Cap Growth Adv 1.19M (1.87%) 0.00
Increased by 0.00%
Nov 30, 23
8 Franklin US Small Cap Growth Equity 1.19M (1.87%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Information Technology ETF 955.78K (1.50%) -112.33K
Decreased by -11.75%
Nov 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 941.23K (1.48%) 10.75K
Increased by +1.14%
Nov 30, 23
11 Vanguard Small Cap Growth Index Inv 913.38K (1.44%) 4.62K
Increased by +0.51%
Nov 30, 23
12 UWS Schroder US Mid Cap B 658.19K (1.03%) 0.00
Increased by 0.00%
Jun 30, 23
13 Fidelity® Small Cap Index 634.58K (1.00%) 17.06K
Increased by +2.69%
Oct 31, 23
14 iShares Russell 2000 Value ETF 629.65K (0.99%) 1.17K
Increased by +0.19%
Dec 29, 23
15 iShares S&P Small-Cap 600 Growth ETF 625.49K (0.98%) 0.00
Increased by 0.00%
Dec 29, 23
16 Baillie Gifford Global Discovery A Acc 611.51K (0.96%) -1.59K
Decreased by -0.26%
Oct 31, 23
17 Federated Hermes MDT SCC Institutional 588.49K (0.93%) -71.45K
Decreased by -12.14%
Sep 30, 23
18 Federated Hermes MDT Small Cap Core IS 588.49K (0.93%) -71.45K
Decreased by -12.14%
Sep 30, 23
19 Schroder US Smaller Companies Acc 573.48K (0.90%) 0.00
Increased by 0.00%
Jun 30, 23
20 SPDR® Portfolio S&P 600 Sm Cap ETF 561.64K (0.88%) 2.52K
Increased by +0.45%
Dec 29, 23