Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IYE 1000.00%
6 IWV 1000.00%
7 IWS 1000.00%
8 IWR 1000.00%
9 FILL 1000.00%
10 IWD 1000.00%
11 IWB 1000.00%
12 IUSG 1000.00%
13 ITOT 1000.00%
14 ISCV 1000.00%
15 ISCG 1000.00%
16 FXN 4.29%
17 PXE 2.90%
18 FCG 2.82%
19 XOP 2.74%
20 RFG 2.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 110.96M (10.15%) 248.23K
Increased by +0.22%
Sep 30, 23
2 BlackRock Inc 97.53M (8.92%) 555.08K
Increased by +0.57%
Sep 30, 23
3 State Street Corporation 42.49M (3.89%) -252.70K
Decreased by -0.59%
Sep 30, 23
4 FMR Inc 39.78M (3.64%) 9.71M
Increased by +24.40%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 34.33M (3.14%) -22.34M
Decreased by -65.07%
Sep 30, 23
6 T. Rowe Price Investment Management,Inc. 33.05M (3.02%) 23.38M
Increased by +70.74%
Sep 30, 23
7 Disciplined Growth Investors Inc 29.42M (2.69%) 258.49K
Increased by +0.88%
Sep 30, 23
8 D. E. Shaw & Co LP 28.72M (2.63%) -747.76K
Decreased by -2.60%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 27.41M (2.51%) 6.58M
Increased by +23.99%
Sep 30, 23
10 Amvescap Plc. 22.74M (2.08%) 2.74M
Increased by +12.07%
Sep 30, 23
11 AllianceBernstein L.P. 21.58M (1.97%) 1.94M
Increased by +8.97%
Sep 30, 23
12 Kopernik Global Investors, LLC 20.86M (1.91%) -2.06M
Decreased by -9.88%
Sep 30, 23
13 Renaissance Technologies Corp 19.28M (1.76%) -9.16M
Decreased by -47.51%
Sep 30, 23
14 Neuberger Berman Group LLC 18.53M (1.69%) -71.41K
Decreased by -0.39%
Sep 30, 23
15 Kimmeridge Energy Management Company, LLC 18.37M (1.68%) 18.37M
Increased by +100.00%
Dec 31, 23
16 Arrowstreet Capital Limited Partnership 17.24M (1.58%) 15.96M
Increased by +92.59%
Sep 30, 23
17 Ridgemont Partners Management LLC 17.21M (1.57%) 0.00
Increased by 0.00%
Sep 30, 23
18 Geode Capital Management, LLC 16.62M (1.52%) 399.64K
Increased by +2.40%
Sep 30, 23
19 Allspring Global Investments Holdings, LLC 14.75M (1.35%) -189.92K
Decreased by -1.29%
Sep 30, 23
20 EnCap Energy Capital Fund IX, L.P. 13.76M (1.26%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 34.34M (3.14%) 35.12K
Increased by +0.10%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 33.43M (3.06%) -6.05K
Decreased by -0.02%
Dec 29, 23
3 Vanguard Small Cap Index 28.51M (2.61%) 110.04K
Increased by +0.39%
Nov 30, 23
4 Vanguard Small Cap Value Index Inv 19.82M (1.81%) 49.97K
Increased by +0.25%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 16.03M (1.47%) 398.27K
Increased by +2.48%
Nov 30, 23
6 Fidelity® Low-Priced Stock 14.31M (1.31%) 821.42K
Increased by +5.74%
Oct 31, 23
7 SPDR® S&P Oil & Gas Explor & Prodtn ETF 13.93M (1.27%) -78.90K
Decreased by -0.57%
Dec 29, 23
8 Pacer US Cash Cows 100 ETF 12.94M (1.18%) 26.82K
Increased by +0.21%
Nov 30, 23
9 Neuberger Berman Genesis Inv 12.19M (1.11%) -75.80K
Decreased by -0.62%
Sep 30, 23
10 T. Rowe Price All-Cap Opportunities Fund 10.81M (0.99%) 1.45M
Increased by +13.39%
Sep 30, 23
11 T. Rowe Price US All-Cap Opp Eq Comp 10.81M (0.99%) 1.45M
Increased by +13.39%
Sep 30, 23
12 Allspring Special Small Cap Value A 9.90M (0.90%) 0.00
Increased by 0.00%
Nov 30, 23
13 Kopernik Global All-Cap I 9.52M (0.87%) 0.00
Increased by 0.00%
Nov 30, 23
14 SPDR® S&P MIDCAP 400 ETF Trust 8.82M (0.81%) -75.92K
Decreased by -0.86%
Nov 30, 23
15 T. Rowe Price Small-Cap Stock 8.66M (0.79%) 4.54M
Increased by +52.42%
Sep 30, 23
16 T. Rowe Price US Small-Cap Core Equity 8.66M (0.79%) 4.54M
Increased by +52.42%
Sep 30, 23
17 Macquarie US Small Cap Core Equity 8.40M (0.77%) -2.20M
Decreased by -26.26%
Sep 30, 23
18 DFA US Small Cap Value I 8.13M (0.74%) 0.00
Increased by 0.00%
Nov 30, 23
19 T. Rowe Price Small-Cap Value 7.74M (0.71%) 7.74M
Increased by +100.00%
Sep 30, 23
20 Invesco S&P MidCap Quality ETF 7.45M (0.68%) 5.15K
Increased by +0.07%
Dec 29, 23