Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWN 1000.00%
2 IWV 1000.00%
3 IWC 1000.00%
4 IWM 1000.00%
5 FDLS 1.11%
6 SQLV 0.45%
7 CSML 0.31%
8 EES 0.13%
9 PRFZ 0.09%
10 DMRS 0.08%
11 IVES 0.06%
12 GSSC 0.06%
13 GBUY_old 0.04%
14 FNDA 0.04%
15 VTWV 0.03%
16 UWM 0.01%
17 SCHA 0.01%
18 URTY 0.01%
19 VXF 0.01%
20 VGT 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.02M (9.05%) 111.33K
Increased by +1.85%
Sep 30, 23
2 BlackRock Inc 5.84M (8.79%) 273.93K
Increased by +4.69%
Sep 30, 23
3 Neuberger Berman Group LLC 5.36M (8.06%) 61.84K
Increased by +1.15%
Sep 30, 23
4 AllianceBernstein L.P. 3.08M (4.63%) -11.81K
Decreased by -0.38%
Sep 30, 23
5 JPMorgan Chase & Co 2.57M (3.86%) 994.32K
Increased by +38.72%
Sep 30, 23
6 Needham Investment Management, LLC 2.20M (3.31%) 255.00K
Increased by +11.59%
Sep 30, 23
7 Charles Schwab Investment Management Inc 2.11M (3.17%) 480.53K
Increased by +22.76%
Sep 30, 23
8 Palisade Capital Management LLc 1.99M (2.99%) 13.16K
Increased by +0.66%
Sep 30, 23
9 D. E. Shaw & Co LP 1.95M (2.93%) -152.37K
Decreased by -7.82%
Sep 30, 23
10 Acadian Asset Management LLC 1.80M (2.70%) 1.70M
Increased by +94.78%
Sep 30, 23
11 AQR Capital Management LLC 1.74M (2.62%) 911.64K
Increased by +52.36%
Sep 30, 23
12 Geode Capital Management, LLC 1.37M (2.06%) 48.98K
Increased by +3.58%
Sep 30, 23
13 State Street Corporation 1.29M (1.94%) 7.01K
Increased by +0.54%
Sep 30, 23
14 Federated Hermes Inc 1.24M (1.87%) 46.73K
Increased by +3.77%
Sep 30, 23
15 Newport Trust Co. 1.17M (1.76%) 10.27K
Increased by +0.87%
Sep 30, 23
16 Marshall Wace Asset Management Ltd 1.12M (1.68%) -180.06K
Decreased by -16.12%
Sep 30, 23
17 Goldman Sachs Group Inc 1.05M (1.57%) 807.23K
Increased by +77.21%
Sep 30, 23
18 Jacobs Levy Equity Management, Inc. 973.08K (1.46%) -160.36K
Decreased by -16.48%
Sep 30, 23
19 Two Sigma Investments LLC 967.54K (1.45%) -201.85K
Decreased by -20.86%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 948.81K (1.43%) 139.41K
Increased by +14.69%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Intrinsic Value I 2.15M (3.23%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 1.94M (2.91%) 0.00
Increased by 0.00%
Nov 30, 23
3 iShares Russell 2000 ETF 1.82M (2.73%) 11.57K
Increased by +0.64%
Dec 29, 23
4 Vanguard Information Technology ETF 1.43M (2.15%) 811.00
Increased by +0.06%
Nov 30, 23
5 Needham Aggressive Growth Retail 1.43M (2.14%) 125.00K
Increased by +8.77%
Sep 30, 23
6 Palisade Small Cap Core Equity 1.16M (1.74%) -11.00K
Decreased by -0.95%
Sep 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 1.04M (1.57%) 1.87K
Increased by +0.18%
Nov 30, 23
8 Schwab Fundamental US Small Company ETF 1.04M (1.56%) 742.00
Increased by +0.07%
Dec 30, 23
9 Vanguard Strategic Equity Inv 1.00M (1.51%) 0.00
Increased by 0.00%
Sep 30, 23
10 JPMorgan Small Cap Value I 722.33K (1.09%) 17.77K
Increased by +2.46%
Nov 30, 23
11 Federated Hermes MDT SCG Institutional 656.19K (0.99%) 0.00
Increased by 0.00%
Sep 30, 23
12 Federated Hermes MDT Small Cap Growth IS 656.19K (0.99%) 0.00
Increased by 0.00%
Sep 30, 23
13 Fidelity® Small Cap Index 644.20K (0.97%) 18.36K
Increased by +2.85%
Oct 31, 23
14 iShares Russell 2000 Value ETF 640.49K (0.96%) 1.19K
Increased by +0.19%
Dec 29, 23
15 Goldman Sachs Small Cp Val Insghts Instl 569.01K (0.86%) 569.01K
Increased by +100.00%
Oct 31, 23
16 Federated Hermes MDT SCC Institutional 541.07K (0.81%) 46.73K
Increased by +8.64%
Sep 30, 23
17 Federated Hermes MDT Small Cap Core IS 541.07K (0.81%) 46.73K
Increased by +8.64%
Sep 30, 23
18 JPMorgan US Small Company L 458.00K (0.69%) 0.00
Increased by 0.00%
Nov 30, 23
19 iShares Digital Security ETF USD Acc 445.55K (0.67%) 0.00
Increased by 0.00%
Dec 29, 23
20 Needham Growth Retail 415.00K (0.62%) 0.00
Increased by 0.00%
Sep 30, 23