Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 IWN 1000.00%
3 IWO 1000.00%
4 IGM 1000.00%
5 IWV 1000.00%
6 JKK 1000.00%
7 IWM 1000.00%
8 IUSV 1000.00%
9 IUSG 1000.00%
10 ITOT 1000.00%
11 ISCV 1000.00%
12 ISCG 1000.00%
13 ISCB 1000.00%
14 SEMI 2.82%
15 XSD 2.63%
16 QTUM 1.42%
17 BUY 1.17%
18 FMET 1.00%
19 PEXL 0.94%
20 CARZ 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.88M (12.62%) -445.48K
Decreased by -9.13%
Sep 30, 23
2 Vanguard Group Inc 4.69M (12.14%) 72.04K
Increased by +1.54%
Sep 30, 23
3 Ameriprise Financial Inc 4.13M (10.69%) 116.28K
Increased by +2.81%
Sep 30, 23
4 Orbis Allan Gray Ltd 1.91M (4.94%) 1.91M
Increased by +100.00%
Sep 30, 23
5 State Street Corporation 1.84M (4.77%) -67.86K
Decreased by -3.68%
Sep 30, 23
6 Trigran Investments Inc 1.36M (3.52%) -16.02K
Decreased by -1.18%
Sep 30, 23
7 Wellington Management Company LLP 1.33M (3.44%) 39.35K
Increased by +2.96%
Sep 30, 23
8 FMR Inc 1.12M (2.91%) 317.31K
Increased by +28.22%
Sep 30, 23
9 Bank of New York Mellon Corp 1.12M (2.91%) 94.02K
Increased by +8.36%
Sep 30, 23
10 Dimensional Fund Advisors, Inc. 1.08M (2.79%) 169.46K
Increased by +15.70%
Sep 30, 23
11 Fisher Asset Management, LLC 980.72K (2.54%) -16.16K
Decreased by -1.65%
Sep 30, 23
12 AllianceBernstein L.P. 931.69K (2.41%) 54.16K
Increased by +5.81%
Sep 30, 23
13 Geode Capital Management, LLC 856.03K (2.21%) 28.89K
Increased by +3.37%
Sep 30, 23
14 Northern Trust Corp 498.92K (1.29%) -6.01K
Decreased by -1.20%
Sep 30, 23
15 TimesSquare Capital Management, LLC 466.70K (1.21%) -11.79K
Decreased by -2.53%
Sep 30, 23
16 Manufacturers Life Insurance Co 437.97K (1.13%) 144.25K
Increased by +32.94%
Sep 30, 23
17 Charles Schwab Investment Management Inc 413.42K (1.07%) -104.98K
Decreased by -25.39%
Sep 30, 23
18 AQR Capital Management LLC 396.84K (1.03%) -167.21K
Decreased by -42.14%
Sep 30, 23
19 Two Sigma Advisers, LLC 356.12K (0.92%) -12.40K
Decreased by -3.48%
Sep 30, 23
20 JPMorgan Chase & Co 350.80K (0.91%) -84.37K
Decreased by -24.05%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Seligman Tech & Info A 2.44M (6.30%) 24.30K
Increased by +1.00%
Nov 30, 23
2 Columbia Seligman Technology Growth 2.41M (6.24%) 47.85K
Increased by +1.98%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.24M (3.20%) 1.78K
Increased by +0.14%
Nov 30, 23
4 iShares Core S&P Mid-Cap ETF 1.19M (3.08%) -215.00
Decreased by -0.02%
Dec 29, 23
5 iShares Russell 2000 ETF 1.06M (2.73%) 6.71K
Increased by +0.64%
Dec 29, 23
6 Vanguard Small Cap Index 998.34K (2.58%) 3.04K
Increased by +0.30%
Nov 30, 23
7 Vanguard Small Cap Value Index Inv 695.01K (1.80%) 2.39K
Increased by +0.34%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 559.77K (1.45%) 14.35K
Increased by +2.56%
Nov 30, 23
9 Orbis Global Equity Investor 532.09K (1.38%) 532.09K
Increased by +100.00%
Sep 30, 23
10 Columbia Seligman Global Tech A 445.56K (1.15%) 4.40K
Increased by +0.99%
Nov 30, 23
11 Vanguard Information Technology ETF 403.90K (1.05%) -53.95K
Decreased by -13.36%
Nov 30, 23
12 Fidelity® Small Cap Index 380.02K (0.98%) 10.26K
Increased by +2.70%
Oct 31, 23
13 SPDR® S&P Semiconductor ETF 352.93K (0.91%) 0.00
Increased by 0.00%
Dec 31, 23
14 iShares Russell 2000 Value ETF 346.76K (0.90%) 645.00
Increased by +0.19%
Dec 29, 23
15 AB Discovery Value Advisor 343.55K (0.89%) 16.11K
Increased by +4.69%
Nov 30, 23
16 Select Semiconductors 321.12K (0.83%) 0.00
Increased by 0.00%
Nov 30, 23
17 SPDR® S&P MIDCAP 400 ETF Trust 316.50K (0.82%) -2.73K
Decreased by -0.86%
Nov 30, 23
18 JHancock Small Cap Core NAV 256.97K (0.66%) 0.00
Increased by 0.00%
Oct 31, 23
19 iShares S&P Mid-Cap 400 Value ETF 242.94K (0.63%) -188.00
Decreased by -0.08%
Nov 30, 23
20 DFA US Small Cap I 233.92K (0.61%) -32.66K
Decreased by -13.96%
Nov 30, 23