Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWO 1000.00%
6 IWN 1000.00%
7 IWM 1000.00%
8 ISCB 1000.00%
9 ISCG 1000.00%
10 CBSE 2.98%
11 CBLS 2.30%
12 SMCP 0.94%
13 XHB 0.93%
14 NAIL 0.86%
15 HOMZ 0.78%
16 SQLV 0.47%
17 JHSC 0.32%
18 AVUV 0.31%
19 BFOR 0.23%
20 BKSE 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 7.98M (15.05%) -11.48K
Decreased by -0.14%
Sep 30, 23
2 Vanguard Group Inc 5.74M (10.82%) -114.86K
Decreased by -2.00%
Sep 30, 23
3 BlackRock Inc 4.07M (7.66%) -110.27K
Decreased by -2.71%
Sep 30, 23
4 Capital World Investors 3.54M (6.66%) 90.68K
Increased by +2.56%
Sep 30, 23
5 Mak Capital One LLC 3.00M (5.65%) 0.00
Increased by 0.00%
Sep 30, 23
6 American Century Companies Inc 2.89M (5.45%) -22.97K
Decreased by -0.79%
Sep 30, 23
7 Thrivent Financial For Lutherans 1.89M (3.57%) -162.61K
Decreased by -8.59%
Sep 30, 23
8 Wasatch Advisors Inc. 1.54M (2.91%) -84.56K
Decreased by -5.48%
Sep 30, 23
9 T. Rowe Price Investment Management,Inc. 1.45M (2.74%) -2.79K
Decreased by -0.19%
Sep 30, 23
10 State Street Corporation 1.34M (2.52%) -65.76K
Decreased by -4.91%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 1.23M (2.32%) 29.00K
Increased by +2.36%
Sep 30, 23
12 AllianceBernstein L.P. 1.21M (2.29%) -29.18K
Decreased by -2.40%
Sep 30, 23
13 FMR Inc 1.18M (2.23%) -3.81K
Decreased by -0.32%
Sep 30, 23
14 Geode Capital Management, LLC 1.17M (2.20%) 46.54K
Increased by +3.98%
Sep 30, 23
15 William Blair Investment Management, LLC 1.11M (2.10%) 178.10K
Increased by +16.02%
Sep 30, 23
16 Ameriprise Financial Inc 1.06M (1.99%) 7.86K
Increased by +0.74%
Sep 30, 23
17 Silvercrest Asset Management Group LLC 1.01M (1.90%) -15.24K
Decreased by -1.51%
Sep 30, 23
18 Vaughan Nelson Scarbrgh & Mccullough LP 601.89K (1.13%) 310.06K
Increased by +51.52%
Sep 30, 23
19 Burgundy Asset Management Ltd 600.41K (1.13%) 32.48K
Increased by +5.41%
Sep 30, 23
20 GW&K Investment Management, LLC 580.15K (1.09%) 7.95K
Increased by +1.37%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Century Small Cap Value Inv 1.85M (3.49%) -45.00K
Decreased by -2.43%
Sep 30, 23
2 American Century U.S. Small Cap Value 1.85M (3.49%) -45.00K
Decreased by -2.43%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.71M (3.22%) 2.58K
Increased by +0.15%
Nov 30, 23
4 American Funds SMALLCAP World A 1.59M (3.00%) 100.00K
Increased by +6.29%
Sep 30, 23
5 American Funds Growth Fund of Amer A 1.47M (2.76%) -4.92K
Decreased by -0.34%
Sep 30, 23
6 Capital Group Growth Fnd of Amer Comp 1.47M (2.76%) -4.92K
Decreased by -0.34%
Sep 30, 23
7 iShares Russell 2000 ETF 1.42M (2.68%) 9.07K
Increased by +0.64%
Dec 29, 23
8 Vanguard Small Cap Index 1.40M (2.65%) 4.33K
Increased by +0.31%
Nov 30, 23
9 Vanguard Explorer Inv 1.33M (2.51%) -36.19K
Decreased by -2.72%
Sep 30, 23
10 Thrivent Mid Cap Stock A 850.32K (1.60%) 0.00
Increased by 0.00%
Oct 31, 23
11 Vanguard Small Cap Growth Index Inv 786.55K (1.48%) 3.99K
Increased by +0.51%
Nov 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 758.25K (1.43%) 15.86K
Increased by +2.09%
Nov 30, 23
13 Columbia Acorn Inst 720.25K (1.36%) 0.00
Increased by 0.00%
Nov 30, 23
14 T. Rowe Price Small-Cap Stock 664.88K (1.25%) -1.00K
Decreased by -0.15%
Sep 30, 23
15 T. Rowe Price US Small-Cap Core Equity 664.88K (1.25%) -1.00K
Decreased by -0.15%
Sep 30, 23
16 AB Small Cap Growth A 640.62K (1.21%) -12.40K
Decreased by -1.94%
Nov 30, 23
17 Fidelity® Series Small Cap Opps 543.50K (1.02%) 0.00
Increased by 0.00%
Oct 31, 23
18 Vanguard Global Equity Inv 529.74K (1.00%) 28.27K
Increased by +5.34%
Sep 30, 23
19 Fidelity® Small Cap Index 518.29K (0.98%) 15.19K
Increased by +2.93%
Oct 31, 23
20 Thrivent Mid Cap Stock 492.06K (0.93%) 0.00
Increased by 0.00%
Oct 31, 23