Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWB 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYC 1000.00%
5 IWV 1000.00%
6 IWS 1000.00%
7 IWR 1000.00%
8 IWP 1000.00%
9 IGM 1000.00%
10 IWF 1000.00%
11 ISCB 1000.00%
12 ISCG 1000.00%
13 ITOT 1000.00%
14 IWD 1000.00%
15 XWEB 4.32%
16 BEDZ 4.30%
17 PSCU 4.07%
18 AWAY 4.02%
19 EBIZ 3.43%
20 PEJ 2.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.58M (12.63%) 4.13M
Increased by +30.38%
Sep 30, 23
2 Vanguard Group Inc 12.08M (11.24%) 1.26M
Increased by +10.46%
Sep 30, 23
3 Par Capital Management Inc 5.20M (4.84%) -200.00K
Decreased by -3.85%
Sep 30, 23
4 AQR Capital Management LLC 5.12M (4.76%) 1.41M
Increased by +27.58%
Sep 30, 23
5 River Road Asset Management, LLC 4.18M (3.88%) -8.09K
Decreased by -0.19%
Sep 30, 23
6 Fidelity International Ltd 3.79M (3.52%) 0.00
Increased by 0.00%
Sep 30, 23
7 State Street Corporation 3.45M (3.21%) 575.22K
Increased by +16.66%
Sep 30, 23
8 Dimensional Fund Advisors, Inc. 3.13M (2.91%) 579.13K
Increased by +18.48%
Sep 30, 23
9 Pacer Advisors, INC. 2.72M (2.53%) 1.20M
Increased by +44.01%
Sep 30, 23
10 Van Lanschot Kempen Investment Management NV 2.36M (2.19%) -757.23K
Decreased by -32.14%
Sep 30, 23
11 Marshall Wace Asset Management Ltd 2.31M (2.15%) 815.71K
Increased by +35.32%
Sep 30, 23
12 Technology Crossover Management IX, Ltd. 2.28M (2.12%) 0.00
Increased by 0.00%
Sep 30, 23
13 Credit Suisse First Boston (CSFB) 2.13M (1.99%) 257.08K
Increased by +12.04%
Sep 30, 23
14 US Global Investors Inc 1.91M (1.78%) -178.63K
Decreased by -9.33%
Sep 30, 23
15 Man Group PLC 1.64M (1.52%) -261.02K
Decreased by -15.92%
Sep 30, 23
16 Geode Capital Management, LLC 1.63M (1.51%) -47.52K
Decreased by -2.92%
Sep 30, 23
17 Balyasny Asset Management LLC 1.62M (1.51%) 1.44M
Increased by +88.44%
Sep 30, 23
18 SRS Investment Management, LLC 1.29M (1.20%) 0.00
Increased by 0.00%
Sep 30, 23
19 Kettle Hill Capital Management LLC 1.18M (1.10%) 1.18M
Increased by +100.00%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 1.18M (1.10%) 452.26K
Increased by +38.21%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.24M (6.73%) 3.06K
Increased by +0.04%
Dec 29, 23
2 Fidelity Global Technology A-Dis-EUR 3.45M (3.21%) 2.97K
Increased by +0.09%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 2.91M (2.70%) 5.62K
Increased by +0.19%
Nov 30, 23
4 Vanguard Small Cap Index 2.43M (2.26%) 7.45K
Increased by +0.31%
Nov 30, 23
5 Pacer US Small Cap Cash Cows 100 ETF 2.27M (2.11%) 20.56K
Increased by +0.91%
Nov 30, 23
6 US Global Jets ETF 1.73M (1.61%) -5.87K
Decreased by -0.34%
Dec 29, 23
7 Kempen (Lux) Global Small-Cap I 1.63M (1.52%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.43%) 38.75K
Increased by +2.52%
Nov 30, 23
9 Vanguard Small Cap Growth Index Inv 1.37M (1.27%) 6.91K
Increased by +0.51%
Nov 30, 23
10 iShares S&P Small-Cap 600 Value ETF 1.29M (1.20%) 0.00
Increased by 0.00%
Nov 30, 23
11 iShares S&P Small-Cap 600 Growth ETF 1.03M (0.96%) 0.00
Increased by 0.00%
Dec 29, 23
12 Vanguard Strategic Equity Inv 1.03M (0.95%) 144.92K
Increased by +14.12%
Sep 30, 23
13 SPDR® Portfolio S&P 600 Sm Cap ETF 922.12K (0.86%) 4.16K
Increased by +0.45%
Dec 29, 23
14 AMG River Road Small Cap Value N 813.78K (0.76%) 0.00
Increased by 0.00%
Nov 30, 23
15 Pacer US Cash Cows 100 ETF 812.59K (0.76%) 3.22K
Increased by +0.40%
Dec 29, 23
16 DFA US Targeted Value I 756.09K (0.70%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Tax-Managed Small Cap Adm 745.24K (0.69%) 95.24K
Increased by +12.78%
Nov 30, 23
18 SPDR® S&P 600 Small Cap Value ETF 720.10K (0.67%) -16.74K
Decreased by -2.33%
Nov 30, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 643.06K (0.60%) 6.70K
Increased by +1.04%
Dec 31, 23
20 AZ Fd1 AZ Allc Tr A-AZ C 620.00K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23