Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 ISCG 1000.00%
3 ITOT 1000.00%
4 IWM 1000.00%
5 JKK 1000.00%
6 JKJ 1000.00%
7 IWO 1000.00%
8 ISCB 1000.00%
9 PSCC 7.38%
10 NBCC 2.40%
11 BFIT 1.95%
12 XSLV 0.76%
13 ANEW 0.66%
14 ESIX 0.57%
15 FTXG 0.47%
16 SIXL 0.44%
17 SLYG 0.42%
18 VIOG 0.39%
19 QVMS 0.38%
20 GVLU 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.43M (14.84%) 332.68K
Increased by +2.48%
Sep 30, 23
2 Vanguard Group Inc 10.99M (12.15%) 259.14K
Increased by +2.36%
Sep 30, 23
3 Capital World Investors 6.16M (6.81%) 27.34K
Increased by +0.44%
Sep 30, 23
4 T. Rowe Price Investment Management,Inc. 3.31M (3.66%) 19.21K
Increased by +0.58%
Sep 30, 23
5 State Street Corporation 3.18M (3.52%) 145.10K
Increased by +4.56%
Sep 30, 23
6 Champlain Investment Partners, LLC 3.14M (3.47%) 632.45K
Increased by +20.17%
Sep 30, 23
7 Silvercrest Asset Management Group LLC 2.85M (3.15%) -93.70K
Decreased by -3.29%
Sep 30, 23
8 Dimensional Fund Advisors, Inc. 2.81M (3.11%) 271.66K
Increased by +9.67%
Sep 30, 23
9 FMR Inc 2.76M (3.05%) 820.80K
Increased by +29.73%
Sep 30, 23
10 Neuberger Berman Group LLC 2.53M (2.79%) -17.18K
Decreased by -0.68%
Sep 30, 23
11 Fuller & Thaler Asset Management Inc 2.01M (2.22%) -7.81K
Decreased by -0.39%
Sep 30, 23
12 Geode Capital Management, LLC 1.90M (2.10%) 132.74K
Increased by +6.99%
Sep 30, 23
13 Brown Advisory Holdings Inc 1.86M (2.06%) -14.33K
Decreased by -0.77%
Sep 30, 23
14 Principal Financial Group Inc 1.65M (1.82%) 74.61K
Increased by +4.52%
Sep 30, 23
15 Amvescap Plc. 1.61M (1.78%) 120.31K
Increased by +7.45%
Sep 30, 23
16 Loomis, Sayles & Company LP 1.60M (1.77%) -18.44K
Decreased by -1.15%
Sep 30, 23
17 HHG PLC 1.55M (1.71%) -353.27K
Decreased by -22.84%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 1.35M (1.50%) 694.54K
Increased by +51.29%
Sep 30, 23
19 Franklin Resources Inc 1.19M (1.32%) -3.65K
Decreased by -0.31%
Sep 30, 23
20 Congress Asset Management Company, LLP 1.12M (1.23%) 228.38K
Increased by +20.45%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.06M (6.70%) 2.40K
Increased by +0.04%
Dec 29, 23
2 American Funds SMALLCAP World A 5.90M (6.52%) 27.34K
Increased by +0.46%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 2.97M (3.28%) 5.25K
Increased by +0.18%
Nov 30, 23
4 Champlain Small Company Fund, LLC 2.46M (2.72%) -3.42K
Decreased by -0.14%
Nov 30, 23
5 Vanguard Small Cap Index 2.45M (2.71%) 7.52K
Increased by +0.31%
Nov 30, 23
6 iShares Russell 2000 ETF 2.42M (2.67%) 15.35K
Increased by +0.64%
Dec 29, 23
7 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.90M (2.10%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fuller & Thaler Behavioral Small-Cap Eq 1.90M (2.10%) 0.00
Increased by 0.00%
Nov 30, 23
9 Janus Henderson Triton D 1.37M (1.52%) -321.70K
Decreased by -23.41%
Sep 30, 23
10 Janus Henderson US SMID Cap Growth 1.37M (1.52%) -321.70K
Decreased by -23.41%
Sep 30, 23
11 Vanguard Small Cap Growth Index Inv 1.37M (1.52%) 7.11K
Increased by +0.52%
Nov 30, 23
12 Champlain Small Company Adv 1.29M (1.43%) 250.00K
Increased by +19.31%
Sep 30, 23
13 Neuberger Berman Genesis Inv 1.29M (1.42%) -8.02K
Decreased by -0.62%
Sep 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 1.28M (1.42%) 11.64K
Increased by +0.91%
Nov 30, 23
15 Principal Capital Appreciation A 1.20M (1.32%) 0.00
Increased by 0.00%
Nov 30, 23
16 Franklin Small Cap Growth Adv 1.06M (1.17%) 0.00
Increased by 0.00%
Nov 30, 23
17 Franklin US Small Cap Growth Equity 1.06M (1.17%) 0.00
Increased by 0.00%
Sep 30, 23
18 T. Rowe Price Small-Cap Value 1.05M (1.16%) -2.20K
Decreased by -0.21%
Sep 30, 23
19 Fidelity® Small Cap Value 975.00K (1.08%) 0.00
Increased by 0.00%
Oct 31, 23
20 iShares S&P Small-Cap 600 Growth ETF 921.59K (1.02%) 0.00
Increased by 0.00%
Nov 30, 23