Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 ISCB 1000.00%
3 ISCG 1000.00%
4 ISCV 1000.00%
5 IWM 1000.00%
6 IWO 1000.00%
7 IWV 1000.00%
8 JKK 1000.00%
9 ITOT 1000.00%
10 PSCD 1.84%
11 NSCS 1.49%
12 CSB 1.20%
13 SDVY 1.02%
14 SMCP 1.02%
15 DGRS 0.94%
16 SQLV 0.58%
17 SLYG 0.52%
18 VIOG 0.51%
19 VIOV 0.50%
20 FYC 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.08M (15.69%) -364.68K
Decreased by -3.29%
Sep 30, 23
2 Vanguard Group Inc 8.33M (11.79%) 80.20K
Increased by +0.96%
Sep 30, 23
3 Wellington Management Company LLP 6.26M (8.87%) 316.68K
Increased by +5.05%
Sep 30, 23
4 Macquarie Group Ltd 5.23M (7.41%) -27.20K
Decreased by -0.52%
Sep 30, 23
5 State Street Corporation 2.74M (3.88%) -24.86K
Decreased by -0.91%
Sep 30, 23
6 T. Rowe Price Investment Management,Inc. 2.70M (3.83%) 12.96K
Increased by +0.48%
Sep 30, 23
7 Dimensional Fund Advisors, Inc. 2.26M (3.19%) -53.84K
Decreased by -2.39%
Sep 30, 23
8 Capital Research Global Investors 1.71M (2.42%) 355.71K
Increased by +20.81%
Sep 30, 23
9 Boston Partners Global Investors, Inc 1.61M (2.28%) -51.88K
Decreased by -3.23%
Sep 30, 23
10 Geode Capital Management, LLC 1.53M (2.17%) 50.79K
Increased by +3.32%
Sep 30, 23
11 Citadel Advisors Llc 1.50M (2.13%) 290.81K
Increased by +19.37%
Sep 30, 23
12 Victory Capital Management Inc. 1.32M (1.87%) 456.41K
Increased by +34.58%
Sep 30, 23
13 Allspring Global Investments Holdings, LLC 1.21M (1.71%) 108.36K
Increased by +8.96%
Sep 30, 23
14 Cramer Rosenthal McGlynn LLC 1.19M (1.68%) -546.00
Decreased by -0.05%
Sep 30, 23
15 HHG PLC 1.14M (1.61%) -706.00
Decreased by -0.06%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 1.13M (1.61%) 176.41K
Increased by +15.56%
Sep 30, 23
17 Pacer Advisors, INC. 1.12M (1.59%) 377.99K
Increased by +33.62%
Sep 30, 23
18 Amvescap Plc. 1.02M (1.45%) 183.76K
Increased by +17.98%
Sep 30, 23
19 Charles Schwab Investment Management Inc 998.06K (1.41%) 17.86K
Increased by +1.79%
Sep 30, 23
20 Nuveen Asset Management, LLC 959.00K (1.36%) -7.12K
Decreased by -0.74%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.69M (6.64%) 1.91K
Increased by +0.04%
Dec 29, 23
2 Delaware Small Cap Core I 2.60M (3.69%) 0.00
Increased by 0.00%
Nov 30, 23
3 Macquarie US Small Cap Core Equity 2.60M (3.69%) 0.00
Increased by 0.00%
Dec 31, 23
4 Vanguard Explorer Inv 2.47M (3.49%) 138.83K
Increased by +5.63%
Sep 30, 23
5 Vanguard Total Stock Mkt Idx Inv 2.22M (3.14%) 3.92K
Increased by +0.18%
Nov 30, 23
6 iShares Russell 2000 ETF 2.01M (2.84%) 12.77K
Increased by +0.64%
Dec 29, 23
7 Vanguard Small Cap Index 1.85M (2.62%) 10.28K
Increased by +0.55%
Nov 30, 23
8 American Funds SMALLCAP World A 1.56M (2.21%) 210.30K
Increased by +13.44%
Sep 30, 23
9 Pacer US Small Cap Cash Cows 100 ETF 1.47M (2.08%) 13.70K
Increased by +0.93%
Dec 29, 23
10 T. Rowe Price Small-Cap Value 1.45M (2.05%) -3.10K
Decreased by -0.21%
Sep 30, 23
11 Delaware Small Cap Value A 1.16M (1.65%) -18.50K
Decreased by -1.59%
Nov 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 1.00M (1.42%) 20.29K
Increased by +2.02%
Nov 30, 23
13 Allspring Special Small Cap Value A 983.90K (1.39%) 0.00
Increased by 0.00%
Nov 30, 23
14 Janus Henderson Small Cap Value L 901.08K (1.28%) 0.00
Increased by 0.00%
Sep 30, 23
15 iShares S&P Small-Cap 600 Value ETF 849.10K (1.20%) 0.00
Increased by 0.00%
Nov 30, 23
16 Avantis US Small Cap Value ETF 779.73K (1.10%) 4.14K
Increased by +0.53%
Dec 30, 23
17 Fidelity® Small Cap Index 724.96K (1.03%) 19.05K
Increased by +2.63%
Oct 31, 23
18 Fort Washington Small Company Equity 695.41K (0.98%) -8.67K
Decreased by -1.25%
Sep 30, 23
19 Hartford Capital Appreciation Y 684.13K (0.97%) 5.77K
Increased by +0.84%
Nov 30, 23
20 Neumeier Poma Small Cap Value 678.86K (0.96%) 1.02K
Increased by +0.15%
Sep 30, 23