Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 IWM 1000.00%
3 ITOT 1000.00%
4 ISCV 1000.00%
5 ISCG 1000.00%
6 JKK 1000.00%
7 JKJ 1000.00%
8 IWV 1000.00%
9 IWO 1000.00%
10 IBUY 2.24%
11 GIGE 2.17%
12 XITK 1.00%
13 VTWG 0.15%
14 BBSC 0.14%
15 FYC 0.12%
16 TMFX 0.12%
17 GSSC 0.10%
18 VBK 0.08%
19 EES 0.08%
20 VTWO 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.57M (11.68%) 702.60K
Increased by +4.82%
Sep 30, 23
2 BlackRock Inc 8.78M (7.04%) -308.28K
Decreased by -3.51%
Sep 30, 23
3 Ancient Art, L.P. 5.86M (4.70%) 0.00
Increased by 0.00%
Sep 30, 23
4 Baillie Gifford & Co Limited. 5.21M (4.18%) -1.71M
Decreased by -32.78%
Sep 30, 23
5 Capital Research & Mgmt Co - Division 3 4.60M (3.69%) -2.97M
Decreased by -64.55%
Sep 30, 23
6 Dorsey Asset Management, LLC 4.47M (3.59%) -217.07K
Decreased by -4.85%
Sep 30, 23
7 Financial Gravity Wealth, Inc. 3.89M (3.12%) 3.73M
Increased by +95.68%
Sep 30, 23
8 ATOMVEST Ltd 3.03M (2.43%) 0.00
Increased by 0.00%
Sep 30, 23
9 State Street Corporation 2.74M (2.19%) 88.82K
Increased by +3.25%
Sep 30, 23
10 Citadel Advisors Llc 2.62M (2.10%) 334.73K
Increased by +12.77%
Sep 30, 23
11 Geode Capital Management, LLC 2.59M (2.07%) 126.94K
Increased by +4.91%
Sep 30, 23
12 Renaissance Technologies Corp 2.17M (1.74%) -293.08K
Decreased by -13.49%
Sep 30, 23
13 Nuveen Asset Management, LLC 1.93M (1.55%) 1.46M
Increased by +75.48%
Sep 30, 23
14 GREENOAKS CAPITAL PARTNERS LLC 1.91M (1.53%) -390.77K
Decreased by -20.46%
Sep 30, 23
15 Two Sigma Investments LLC 1.85M (1.48%) -5.44K
Decreased by -0.29%
Sep 30, 23
16 Two Sigma Advisers, LLC 1.72M (1.38%) -56.80K
Decreased by -3.30%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 1.63M (1.30%) 752.67K
Increased by +46.31%
Sep 30, 23
18 Lord, Abbett & Co LLC 1.50M (1.20%) 1.50M
Increased by +100.00%
Sep 30, 23
19 Bares Capital Management Inc 1.46M (1.17%) 0.00
Increased by 0.00%
Sep 30, 23
20 Millennium Management LLC 1.41M (1.13%) 1.17M
Increased by +82.83%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 4.60M (3.69%) -2.97M
Decreased by -64.55%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 3.78M (3.03%) 6.13K
Increased by +0.16%
Nov 30, 23
3 iShares Russell 2000 ETF 3.35M (2.68%) 21.29K
Increased by +0.64%
Dec 29, 23
4 Vanguard Small Cap Index 3.14M (2.52%) 9.64K
Increased by +0.31%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 1.78M (1.43%) 49.22K
Increased by +2.76%
Nov 30, 23
6 Vanguard Small Cap Growth Index Inv 1.77M (1.42%) 21.08K
Increased by +1.19%
Nov 30, 23
7 Baillie Gifford Global Discovery A Acc 1.58M (1.27%) -4.11K
Decreased by -0.26%
Oct 31, 23
8 Vanguard Strategic Equity Inv 1.53M (1.23%) 644.07K
Increased by +42.01%
Sep 30, 23
9 Invenomic Institutional 1.49M (1.19%) -596.81K
Decreased by -40.05%
Oct 31, 23
10 Lord Abbett Developing Growth A 1.32M (1.06%) 449.72K
Increased by +34.08%
Nov 30, 23
11 Edinburgh Worldwide Ord 1.31M (1.05%) -10.00
Decreased by -0.00%
Oct 31, 23
12 Fidelity® Small Cap Index 1.19M (0.96%) 31.78K
Increased by +2.66%
Oct 31, 23
13 Old Westbury Small & Mid Cap Strategies 1.17M (0.94%) 0.00
Increased by 0.00%
Oct 31, 23
14 iShares Russell 2000 Growth ETF 1.11M (0.89%) 0.00
Increased by 0.00%
Dec 29, 23
15 BBH Partner Fund Small Cap Equity 1.00M (0.80%) -300.00K
Decreased by -30.00%
Nov 30, 23
16 CREF Stock R1 962.56K (0.77%) 518.26K
Increased by +53.84%
Nov 30, 23
17 Vanguard Explorer Inv 731.48K (0.59%) 154.68K
Increased by +21.15%
Sep 30, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 728.74K (0.58%) 34.00K
Increased by +4.67%
Dec 31, 23
19 Fidelity® Extended Market Index 677.18K (0.54%) 16.13K
Increased by +2.38%
Nov 30, 23
20 TIAA-CREF Quant Small-Cap Equity Instl 588.02K (0.47%) 0.00
Increased by 0.00%
Nov 30, 23