Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 JKJ 1000.00%
3 IWV 1000.00%
4 IWO 1000.00%
5 IWN 1000.00%
6 IWM 1000.00%
7 ITOT 1000.00%
8 ISCV 1000.00%
9 VICE 3.51%
10 PSCC 2.83%
11 ACT_old 2.00%
12 DIV 1.72%
13 RFDA 1.64%
14 DEEP 1.00%
15 CSB 0.95%
16 SMHB 0.79%
17 SQLV 0.48%
18 DES 0.48%
19 MJ 0.43%
20 SSLY 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.88M (15.69%) -816.71K
Decreased by -3.91%
Sep 30, 23
2 Vanguard Group Inc 17.51M (13.16%) -28.95K
Decreased by -0.17%
Sep 30, 23
3 Capital Research Global Investors 8.30M (6.24%) 2.74K
Increased by +0.03%
Sep 30, 23
4 Renaissance Technologies Corp 7.68M (5.77%) 384.47K
Increased by +5.01%
Sep 30, 23
5 State Street Corporation 4.75M (3.57%) -49.08K
Decreased by -1.03%
Sep 30, 23
6 Dimensional Fund Advisors, Inc. 3.07M (2.31%) -112.96K
Decreased by -3.68%
Sep 30, 23
7 Geode Capital Management, LLC 3.07M (2.31%) 150.49K
Increased by +4.90%
Sep 30, 23
8 Bank of New York Mellon Corp 2.21M (1.66%) -54.34K
Decreased by -2.46%
Sep 30, 23
9 Charles Schwab Investment Management Inc 1.98M (1.48%) -61.07K
Decreased by -3.09%
Sep 30, 23
10 Boston Partners Global Investors, Inc 1.95M (1.47%) -45.65K
Decreased by -2.34%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 1.74M (1.31%) 138.91K
Increased by +8.00%
Sep 30, 23
12 Northern Trust Corp 1.45M (1.09%) -9.97K
Decreased by -0.69%
Sep 30, 23
13 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.39M (1.04%) 277.27K
Increased by +19.98%
Sep 30, 23
14 Amvescap Plc. 1.25M (0.94%) 243.21K
Increased by +19.47%
Sep 30, 23
15 Victory Capital Management Inc. 1.06M (0.80%) -123.71K
Decreased by -11.65%
Sep 30, 23
16 Mirae Asset Global Investments (Korea) Co Ltd 1.04M (0.78%) 41.17K
Increased by +3.95%
Sep 30, 23
17 Advisors Asset Management 1.04M (0.78%) -69.76K
Decreased by -6.71%
Sep 30, 23
18 Jacobs Levy Equity Management, Inc. 822.12K (0.62%) 101.17K
Increased by +12.31%
Sep 30, 23
19 Principal Financial Group Inc 715.44K (0.54%) -39.83K
Decreased by -5.57%
Sep 30, 23
20 Insight Folios Inc 636.06K (0.48%) -68.33K
Decreased by -10.74%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.90M (6.69%) 4.08K
Increased by +0.05%
Dec 29, 23
2 American Funds Capital Income Bldr A 5.98M (4.49%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 4.16M (3.13%) 10.85K
Increased by +0.26%
Nov 30, 23
4 iShares Russell 2000 ETF 3.90M (2.93%) 24.85K
Increased by +0.64%
Dec 29, 23
5 Vanguard Small Cap Index 3.43M (2.58%) 10.54K
Increased by +0.31%
Nov 30, 23
6 Vanguard Small Cap Value Index Inv 2.38M (1.79%) -3.72K
Decreased by -0.16%
Nov 30, 23
7 American Funds SMALLCAP World A 2.21M (1.66%) 0.00
Increased by 0.00%
Sep 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 1.92M (1.44%) 34.69K
Increased by +1.81%
Nov 30, 23
9 Strategic Advisers® Small-Mid Cap 1.66M (1.25%) 264.00
Increased by +0.02%
Oct 31, 23
10 Fidelity® Small Cap Index 1.40M (1.05%) 36.48K
Increased by +2.61%
Oct 31, 23
11 iShares Russell 2000 Value ETF 1.15M (0.86%) 2.14K
Increased by +0.19%
Dec 29, 23
12 Vanguard Tax-Managed Small Cap Adm 1.14M (0.86%) 0.00
Increased by 0.00%
Nov 30, 23
13 SPDR® Portfolio S&P 600 Sm Cap ETF 1.13M (0.85%) 5.10K
Increased by +0.45%
Dec 29, 23
14 iShares S&P Small-Cap 600 Value ETF 1.02M (0.77%) -13.47K
Decreased by -1.32%
Dec 29, 23
15 DFA US Micro Cap I 1.01M (0.76%) 0.00
Increased by 0.00%
Nov 30, 23
16 Global X SuperDividend™ US ETF 951.11K (0.71%) -536.00
Decreased by -0.06%
Dec 29, 23
17 Vanguard Consumer Staples ETF 916.21K (0.69%) -3.40K
Decreased by -0.37%
Nov 30, 23
18 WisdomTree US SmallCap Dividend ETF 820.93K (0.62%) 0.00
Increased by 0.00%
Dec 29, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 789.63K (0.59%) 9.10K
Increased by +1.15%
Nov 30, 23
20 Fidelity® Extended Market Index 721.64K (0.54%) 32.59K
Increased by +4.52%
Nov 30, 23