Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IEZ 1000.00%
6 ISCB 1000.00%
7 ISCG 1000.00%
8 ISCV 1000.00%
9 ITOT 1000.00%
10 IWM 1000.00%
11 IWN 1000.00%
12 PXJ 4.45%
13 OIH 4.34%
14 XES 3.89%
15 IVENC 3.05%
16 PXI 2.74%
17 HAPY 1.22%
18 FNY 0.51%
19 DFSV 0.43%
20 PDP 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 64.44M (9.61%) -638.21K
Decreased by -0.99%
Sep 30, 23
2 PRIMECAP Management Company 45.53M (6.79%) 66.30K
Increased by +0.15%
Sep 30, 23
3 Dimensional Fund Advisors, Inc. 28.97M (4.32%) 9.16M
Increased by +31.61%
Sep 30, 23
4 Capital World Investors 28.97M (4.32%) 1.37M
Increased by +4.72%
Sep 30, 23
5 BlackRock Inc 23.74M (3.54%) 1.89M
Increased by +7.96%
Sep 30, 23
6 D. E. Shaw & Co LP 22.30M (3.33%) -685.77K
Decreased by -3.08%
Sep 30, 23
7 Slate Path Capital LP 19.64M (2.93%) -3.67M
Decreased by -18.69%
Sep 30, 23
8 Orbis Allan Gray Ltd 17.60M (2.62%) 0.00
Increased by 0.00%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 15.57M (2.32%) -1.44M
Decreased by -9.27%
Sep 30, 23
10 Two Sigma Investments LLC 14.94M (2.23%) 457.13K
Increased by +3.06%
Sep 30, 23
11 Van Eck Associates Corporation 14.29M (2.13%) -590.90K
Decreased by -4.13%
Sep 30, 23
12 Two Sigma Advisers, LLC 13.82M (2.06%) 1.04M
Increased by +7.55%
Sep 30, 23
13 VOLORIDGE INVESTMENT MANAGEMENT, LLC 13.32M (1.99%) 3.01M
Increased by +22.61%
Sep 30, 23
14 Bank of New York Mellon Corp 12.15M (1.81%) -2.78M
Decreased by -22.90%
Sep 30, 23
15 American Century Companies Inc 10.88M (1.62%) 246.83K
Increased by +2.27%
Sep 30, 23
16 Charles Schwab Investment Management Inc 7.85M (1.17%) 1.35M
Increased by +17.23%
Sep 30, 23
17 Neuberger Berman Group LLC 7.05M (1.05%) 6.96M
Increased by +98.77%
Sep 30, 23
18 State Street Corporation 6.97M (1.04%) 490.17K
Increased by +7.04%
Sep 30, 23
19 Anomaly Capital Management, LP 6.91M (1.03%) 3.10M
Increased by +44.91%
Sep 30, 23
20 Geode Capital Management, LLC 6.72M (1.00%) -49.48K
Decreased by -0.74%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 21.66M (3.23%) 31.35K
Increased by +0.14%
Nov 30, 23
2 Vanguard Small Cap Index 17.88M (2.67%) 82.23K
Increased by +0.46%
Nov 30, 23
3 American Funds New Economy A 17.33M (2.58%) 895.05K
Increased by +5.16%
Sep 30, 23
4 Capital Group New Economy Comp 17.33M (2.58%) 895.05K
Increased by +5.16%
Sep 30, 23
5 VanEck Oil Services ETF 16.28M (2.43%) 0.00
Increased by 0.00%
Dec 30, 23
6 Vanguard PRIMECAP Inv 12.08M (1.80%) 540.00K
Increased by +4.47%
Sep 30, 23
7 Vanguard Capital Opportunity Inv 11.86M (1.77%) 26.70K
Increased by +0.23%
Sep 30, 23
8 DFA US Small Cap Value I 11.40M (1.70%) 218.14K
Increased by +1.91%
Nov 30, 23
9 American Funds SMALLCAP World A 11.03M (1.64%) 378.80K
Increased by +3.44%
Sep 30, 23
10 Vanguard Small Cap Growth Index Inv 10.01M (1.49%) 60.56K
Increased by +0.61%
Nov 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 9.76M (1.46%) 161.73K
Increased by +1.66%
Nov 30, 23
12 PRIMECAP Odyssey Aggressive Growth 8.20M (1.22%) -1.70K
Decreased by -0.02%
Sep 30, 23
13 PRIMECAP Odyssey Growth 5.31M (0.79%) -485.20K
Decreased by -9.14%
Sep 30, 23
14 Dimensional US Targeted Value ETF 5.13M (0.76%) 0.00
Increased by 0.00%
Dec 29, 23
15 Orbis Global Equity Investor 5.08M (0.76%) 0.00
Increased by 0.00%
Sep 30, 23
16 Contrarius Global Equity Investor 5.01M (0.75%) -3.43M
Decreased by -68.44%
Sep 30, 23
17 Newton Global Natural Resources 4.90M (0.73%) -1.74M
Decreased by -35.61%
Sep 30, 23
18 BNY Mellon Natural Resources I 4.76M (0.71%) -133.62K
Decreased by -2.81%
Nov 30, 23
19 Neuberger Berman Genesis Inv 4.74M (0.71%) 4.74M
Increased by +100.00%
Sep 30, 23
20 Avantis US Small Cap Value ETF 4.16M (0.62%) 0.00
Increased by 0.00%
Dec 30, 23