Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWD 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IWV 1000.00%
6 IWS 1000.00%
7 IWR 1000.00%
8 IDU 1000.00%
9 ISCB 1000.00%
10 ISCG 1000.00%
11 ISCV 1000.00%
12 ITOT 1000.00%
13 IUSV 1000.00%
14 IWB 1000.00%
15 EVX 3.68%
16 EFRA 2.02%
17 SAEF 1.14%
18 PMOM 0.76%
19 NZRO 0.66%
20 TEQI 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.92M (9.67%) -32.58K
Decreased by -0.37%
Sep 30, 23
2 AllianceBernstein L.P. 7.94M (8.62%) 1.45M
Increased by +18.25%
Sep 30, 23
3 BlackRock Inc 7.73M (8.38%) 51.64K
Increased by +0.67%
Sep 30, 23
4 Clarkston Capital Partners, LLC 6.52M (7.08%) 52.09K
Increased by +0.80%
Sep 30, 23
5 Black Creek Investment Management Inc 5.49M (5.96%) 62.40K
Increased by +1.14%
Sep 30, 23
6 Capital Research Global Investors 5.28M (5.73%) 1.79M
Increased by +33.96%
Sep 30, 23
7 Ariel Investments, LLC 4.33M (4.70%) 233.61K
Increased by +5.40%
Sep 30, 23
8 T. Rowe Price Associates, Inc. 3.82M (4.15%) 103.23K
Increased by +2.70%
Sep 30, 23
9 Impax Asset Management Group PLC 2.99M (3.25%) 66.75K
Increased by +2.23%
Sep 30, 23
10 State Street Corporation 2.61M (2.83%) 24.24K
Increased by +0.93%
Sep 30, 23
11 JPMorgan Chase & Co 2.50M (2.71%) -35.25K
Decreased by -1.41%
Sep 30, 23
12 Neuberger Berman Group LLC 2.10M (2.28%) 109.74K
Increased by +5.21%
Sep 30, 23
13 Mondrian Investment Partners Ltd 1.96M (2.13%) -288.64K
Decreased by -14.73%
Sep 30, 23
14 Earnest Partners LLC 1.94M (2.11%) 120.85K
Increased by +6.23%
Sep 30, 23
15 Dimensional Fund Advisors, Inc. 1.78M (1.93%) 279.36K
Increased by +15.70%
Sep 30, 23
16 Schroder Investment Management Group 1.61M (1.75%) -59.61K
Decreased by -3.70%
Sep 30, 23
17 Geode Capital Management, LLC 1.43M (1.56%) 12.50K
Increased by +0.87%
Sep 30, 23
18 T. Rowe Price Investment Management,Inc. 1.38M (1.49%) -4.00K
Decreased by -0.29%
Sep 30, 23
19 Bank of America Corp 1.35M (1.46%) 103.02K
Increased by +7.64%
Sep 30, 23
20 Northern Trust Corp 1.18M (1.29%) -8.47K
Decreased by -0.71%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 5.14M (5.57%) -33.86K
Decreased by -0.66%
Sep 30, 23
2 American Funds SMALLCAP World A 4.22M (4.58%) 1.33M
Increased by +31.54%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 2.90M (3.14%) 4.43K
Increased by +0.15%
Nov 30, 23
4 iShares Core S&P Mid-Cap ETF 2.81M (3.05%) -508.00
Decreased by -0.02%
Dec 29, 23
5 CI Global Leaders Fund D 2.44M (2.65%) 0.00
Increased by 0.00%
Dec 31, 23
6 Vanguard Small Cap Index 2.40M (2.60%) 11.00K
Increased by +0.46%
Nov 30, 23
7 Clarkston Partners Founders 1.96M (2.13%) 0.00
Increased by 0.00%
Sep 30, 23
8 T. Rowe Price Equity Income 1.94M (2.10%) -10.00K
Decreased by -0.52%
Sep 30, 23
9 T. Rowe Price US Lg-Cp Equity Inc Comp 1.94M (2.10%) -10.00K
Decreased by -0.52%
Sep 30, 23
10 Impax Specialists Strategy Composite 1.82M (1.98%) 391.00
Increased by +0.02%
Oct 31, 23
11 Ariel Fund Investor 1.69M (1.83%) 4.49K
Increased by +0.27%
Dec 31, 23
12 Vanguard Small Cap Value Index Inv 1.67M (1.81%) 4.38K
Increased by +0.26%
Nov 30, 23
13 JPMorgan Small Cap Equity A 1.42M (1.54%) 0.00
Increased by 0.00%
Nov 30, 23
14 JPM US Small Cap Core-Composite 1.38M (1.50%) -37.72K
Decreased by -2.74%
Dec 31, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 1.32M (1.43%) 21.35K
Increased by +1.62%
Nov 30, 23
16 Clarkston Capital Mid Cap Composite 1.23M (1.34%) -10.40K
Decreased by -0.84%
Sep 30, 23
17 RobecoSAM Sustainable Water B EUR 986.00K (1.07%) -14.00K
Decreased by -1.42%
Oct 31, 23
18 EARNEST Partners Smid Cap Core Founders 954.83K (1.04%) 7.98K
Increased by +0.84%
Dec 31, 23
19 American Funds IS® Global Small Cap 1 876.97K (0.95%) 461.00K
Increased by +52.57%
Sep 30, 23
20 Impax Environmental Markets Ord 861.09K (0.93%) 63.61K
Increased by +7.39%
Nov 30, 23