Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 ISCG 1000.00%
3 ISCV 1000.00%
4 ITOT 1000.00%
5 IHAK 1000.00%
6 IUSG 1000.00%
7 IUSV 1000.00%
8 IWB 1000.00%
9 IWD 1000.00%
10 IWR 1000.00%
11 IWS 1000.00%
12 IWV 1000.00%
13 IYW 1000.00%
14 IYY 1000.00%
15 JKJ 1000.00%
16 JKK 1000.00%
17 JUNE_old 5.01%
18 BCDF 4.72%
19 CWS 4.12%
20 CIBR 2.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.18M (10.06%) -66.21K
Decreased by -1.28%
Sep 30, 23
2 BlackRock Inc 4.93M (9.59%) -11.37K
Decreased by -0.23%
Sep 30, 23
3 Wellington Management Company LLP 3.87M (7.51%) -585.42K
Decreased by -15.14%
Sep 30, 23
4 Boston Partners Global Investors, Inc 3.22M (6.25%) -507.52K
Decreased by -15.77%
Sep 30, 23
5 FMR Inc 2.82M (5.49%) 328.43K
Increased by +11.63%
Sep 30, 23
6 State Street Corporation 1.58M (3.07%) 22.73K
Increased by +1.44%
Sep 30, 23
7 Fuller & Thaler Asset Management Inc 1.58M (3.07%) -214.18K
Decreased by -13.57%
Sep 30, 23
8 First Trust Advisors L.P. 1.58M (3.06%) -167.63K
Decreased by -10.63%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 1.00M (1.95%) 51.11K
Increased by +5.10%
Sep 30, 23
10 Geode Capital Management, LLC 869.48K (1.69%) 16.43K
Increased by +1.89%
Sep 30, 23
11 Northern Trust Corp 628.59K (1.22%) -9.19K
Decreased by -1.46%
Sep 30, 23
12 Amvescap Plc. 616.17K (1.20%) 64.41K
Increased by +10.45%
Sep 30, 23
13 LSV Asset Management 601.34K (1.17%) -19.62K
Decreased by -3.26%
Sep 30, 23
14 Bank of New York Mellon Corp 573.64K (1.11%) -20.27K
Decreased by -3.53%
Sep 30, 23
15 Charles Schwab Investment Management Inc 507.54K (0.99%) 10.79K
Increased by +2.13%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 485.10K (0.94%) 44.57K
Increased by +9.19%
Sep 30, 23
17 Horizon Asset Management Inc/ny 424.17K (0.82%) -7.19K
Decreased by -1.70%
Sep 30, 23
18 Polaris Capital Management, LLC 358.00K (0.70%) -111.00K
Decreased by -31.01%
Sep 30, 23
19 California Public Employees Retrmnt Sys 318.00K (0.62%) 13.13K
Increased by +4.13%
Sep 30, 23
20 Renaissance Technologies Corp 275.95K (0.54%) 160.14K
Increased by +58.03%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.68M (3.26%) 1.89K
Increased by +0.11%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 1.61M (3.12%) -291.00
Decreased by -0.02%
Dec 29, 23
3 First Trust NASDAQ Cybersecurity ETF 1.39M (2.70%) 0.00
Increased by 0.00%
Dec 28, 23
4 Vanguard Small Cap Index 1.39M (2.70%) 5.63K
Increased by +0.40%
Nov 30, 23
5 Vanguard Explorer Inv 1.08M (2.10%) 0.00
Increased by 0.00%
Sep 30, 23
6 JHancock Disciplined Value Mid Cap I 1.05M (2.04%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Small Cap Value Index Inv 966.40K (1.88%) 2.80K
Increased by +0.29%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 776.08K (1.51%) 14.83K
Increased by +1.91%
Nov 30, 23
9 Fuller & Thaler Behavrl Small-Cap Value 559.76K (1.09%) -293.82K
Decreased by -52.49%
Nov 30, 23
10 Fuller & Thaler Behavioral Sm-Cp Eq R6 554.76K (1.08%) 0.00
Increased by 0.00%
Sep 30, 23
11 Fuller & Thaler Behavioral Small-Cap Eq 554.76K (1.08%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity® Low-Priced Stock 539.81K (1.05%) -559.00
Decreased by -0.10%
Oct 31, 23
13 Undiscovered Managers Behavioral Val L 524.76K (1.02%) -28.23K
Decreased by -5.38%
Nov 30, 23
14 Fidelity® Mid-Cap Stock 436.04K (0.85%) 0.00
Increased by 0.00%
Nov 30, 23
15 SPDR® S&P MIDCAP 400 ETF Trust 429.88K (0.84%) -3.70K
Decreased by -0.86%
Nov 30, 23
16 Robeco BP US Premium Equities IH € 374.76K (0.73%) -5.38K
Decreased by -1.43%
Nov 30, 23
17 Fidelity® Small Cap Value 350.00K (0.68%) 0.00
Increased by 0.00%
Oct 31, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 307.45K (0.60%) -100.00
Decreased by -0.03%
Dec 31, 23
19 Polaris Capital Mgt Polaris Glbl Eq 306.80K (0.60%) -104.80K
Decreased by -34.16%
Sep 30, 23
20 ETFMG Prime Cyber Security ETF 292.15K (0.57%) 0.00
Increased by 0.00%
Dec 29, 23