Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWO 1000.00%
6 IWN 1000.00%
7 IWM 1000.00%
8 ITOT 1000.00%
9 ISCV 1000.00%
10 ISCG 1000.00%
11 ISCB 1000.00%
12 TINY 3.12%
13 PSI 2.49%
14 PSCT 1.20%
15 RZG 0.67%
16 ETHO 0.53%
17 FYC 0.40%
18 IJT 0.40%
19 DWAS 0.35%
20 USVM 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.46M (15.39%) 181.72K
Increased by +2.15%
Sep 30, 23
2 Vanguard Group Inc 6.69M (12.17%) 450.69K
Increased by +6.74%
Sep 30, 23
3 Amvescap Plc. 4.04M (7.35%) 41.58K
Increased by +1.03%
Sep 30, 23
4 Neuberger Berman Group LLC 3.37M (6.13%) 47.16K
Increased by +1.40%
Sep 30, 23
5 Wasatch Advisors Inc. 2.59M (4.71%) -282.26K
Decreased by -10.89%
Sep 30, 23
6 Dimensional Fund Advisors, Inc. 2.24M (4.07%) 111.39K
Increased by +4.98%
Sep 30, 23
7 Paradigm Capital Management, Inc. 2.03M (3.69%) -13.10K
Decreased by -0.65%
Sep 30, 23
8 State Street Corporation 1.88M (3.41%) 94.87K
Increased by +5.05%
Sep 30, 23
9 Goldman Sachs Group Inc 1.80M (3.27%) 1.54M
Increased by +86.00%
Sep 30, 23
10 Manufacturers Life Insurance Co 1.57M (2.85%) 310.39K
Increased by +19.77%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 1.55M (2.83%) 543.04K
Increased by +34.94%
Sep 30, 23
12 Neumeier Investment Counsel LLC 1.33M (2.42%) 38.23K
Increased by +2.88%
Sep 30, 23
13 Nuveen Asset Management, LLC 1.16M (2.11%) 15.71K
Increased by +1.35%
Sep 30, 23
14 Geode Capital Management, LLC 1.12M (2.04%) 89.21K
Increased by +7.96%
Sep 30, 23
15 D. E. Shaw & Co LP 957.68K (1.74%) -32.30K
Decreased by -3.37%
Sep 30, 23
16 Baillie Gifford & Co Limited. 922.37K (1.68%) -1.49K
Decreased by -0.16%
Sep 30, 23
17 Fisher Asset Management, LLC 873.29K (1.59%) -25.71K
Decreased by -2.94%
Sep 30, 23
18 Victory Capital Management Inc. 839.24K (1.53%) -159.26K
Decreased by -18.98%
Sep 30, 23
19 Granahan Investment Management Inc.. 736.26K (1.34%) -136.48K
Decreased by -18.54%
Sep 30, 23
20 Assenagon Asset Management SA 577.28K (1.05%) -4.85K
Decreased by -0.84%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.78M (6.88%) 1.68K
Increased by +0.04%
Dec 29, 23
2 Invesco Global Multi Cap Growth 3.00M (5.46%) 0.00
Increased by 0.00%
Sep 30, 23
3 Invesco Global Opportunities A 2.67M (4.85%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Total Stock Mkt Idx Inv 1.66M (3.02%) 3.46K
Increased by +0.21%
Nov 30, 23
5 Vanguard Small Cap Index 1.39M (2.52%) 4.26K
Increased by +0.31%
Nov 30, 23
6 iShares Russell 2000 ETF 1.34M (2.43%) 8.51K
Increased by +0.64%
Dec 29, 23
7 Neuberger Berman Intrinsic Value I 1.32M (2.41%) 0.00
Increased by 0.00%
Nov 30, 23
8 Neumeier Poma Small Cap Value 1.13M (2.05%) 800.00
Increased by +0.07%
Sep 30, 23
9 Vanguard Information Technology ETF 1.01M (1.85%) -29.31K
Decreased by -2.89%
Nov 30, 23
10 JHancock Small Cap Core NAV 987.77K (1.80%) -97.84K
Decreased by -9.91%
Nov 30, 23
11 Wasatch Small Cap Value 864.48K (1.57%) -118.65K
Decreased by -13.72%
Sep 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 789.50K (1.44%) 8.09K
Increased by +1.02%
Nov 30, 23
13 Vanguard Small Cap Growth Index Inv 778.91K (1.42%) 9.44K
Increased by +1.21%
Nov 30, 23
14 Invesco Semiconductors ETF 570.19K (1.04%) 0.00
Increased by 0.00%
Dec 29, 23
15 iShares S&P Small-Cap 600 Growth ETF 537.53K (0.98%) 0.00
Increased by 0.00%
Dec 29, 23
16 Wasatch Micro Cap 492.94K (0.90%) -68.24K
Decreased by -13.84%
Sep 30, 23
17 DFA US Targeted Value I 491.01K (0.89%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity® Small Cap Index 490.78K (0.89%) 13.44K
Increased by +2.74%
Oct 31, 23
19 SPDR® Portfolio S&P 600 Sm Cap ETF 482.01K (0.88%) 2.16K
Increased by +0.45%
Dec 29, 23
20 iShares Russell 2000 Value ETF 479.32K (0.87%) 891.00
Increased by +0.19%
Dec 29, 23