Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 IWN 1000.00%
3 IWM 1000.00%
4 ITOT 1000.00%
5 ISCV 1000.00%
6 ISCG 1000.00%
7 ISCB 1000.00%
8 JKK 1000.00%
9 JKJ 1000.00%
10 IWV 1000.00%
11 XTL 3.49%
12 PSCT 1.69%
13 FIVG 0.91%
14 SDD 0.46%
15 SBB 0.46%
16 SLYV 0.41%
17 VIOV 0.39%
18 ETHO 0.35%
19 ESIX 0.34%
20 TPSC 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 34.79M (15.85%) -783.95K
Decreased by -2.25%
Sep 30, 23
2 Vanguard Group Inc 28.29M (12.89%) 424.56K
Increased by +1.50%
Sep 30, 23
3 Wellington Management Company LLP 15.93M (7.26%) 1.32M
Increased by +8.30%
Sep 30, 23
4 State Street Corporation 8.53M (3.89%) -27.74K
Decreased by -0.33%
Sep 30, 23
5 Capital World Investors 6.83M (3.11%) 0.00
Increased by 0.00%
Sep 30, 23
6 Woodline Partners LP 6.20M (2.83%) 1.59M
Increased by +25.67%
Sep 30, 23
7 T. Rowe Price Investment Management,Inc. 5.55M (2.53%) 1.04M
Increased by +18.77%
Sep 30, 23
8 Westwood Holdings Group Inc 5.47M (2.49%) -196.44K
Decreased by -3.59%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 4.82M (2.20%) -64.25K
Decreased by -1.33%
Sep 30, 23
10 Geode Capital Management, LLC 4.62M (2.11%) 135.06K
Increased by +2.92%
Sep 30, 23
11 Schroder Investment Management Group 4.60M (2.10%) -573.05K
Decreased by -12.45%
Sep 30, 23
12 Macquarie Group Ltd 4.52M (2.06%) -133.50K
Decreased by -2.95%
Sep 30, 23
13 Goldman Sachs Group Inc 3.86M (1.76%) -6.42M
Decreased by -166.22%
Sep 30, 23
14 ClearBridge Advisors, LLC 3.52M (1.61%) -12.71K
Decreased by -0.36%
Sep 30, 23
15 GW&K Investment Management, LLC 3.43M (1.57%) 4.54K
Increased by +0.13%
Sep 30, 23
16 Adage Capital Partners Gp LLC 3.13M (1.42%) 40.00K
Increased by +1.28%
Sep 30, 23
17 Jacobs Levy Equity Management, Inc. 2.87M (1.31%) 768.76K
Increased by +26.76%
Sep 30, 23
18 Ameriprise Financial Inc 2.73M (1.24%) -386.40K
Decreased by -14.15%
Sep 30, 23
19 Bank of America Corp 2.73M (1.24%) 1.37M
Increased by +50.06%
Sep 30, 23
20 Neuberger Berman Group LLC 2.67M (1.22%) 25.93K
Increased by +0.97%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 14.89M (6.78%) 6.33K
Increased by +0.04%
Dec 29, 23
2 Vanguard Explorer Inv 8.36M (3.81%) 1.17M
Increased by +14.02%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 7.01M (3.20%) 15.57K
Increased by +0.22%
Nov 30, 23
4 American Funds SMALLCAP World A 6.83M (3.11%) 0.00
Increased by 0.00%
Sep 30, 23
5 iShares Russell 2000 ETF 6.13M (2.80%) 243.16K
Increased by +3.96%
Dec 29, 23
6 Vanguard Small Cap Index 5.75M (2.62%) 36.89K
Increased by +0.64%
Nov 30, 23
7 Vanguard Small Cap Value Index Inv 3.99M (1.82%) 12.39K
Increased by +0.31%
Nov 30, 23
8 T. Rowe Price Small-Cap Value 3.47M (1.58%) 690.40K
Increased by +19.91%
Sep 30, 23
9 Vanguard Information Technology ETF 3.41M (1.55%) 61.39K
Increased by +1.80%
Nov 30, 23
10 Delaware Small Cap Value A 3.11M (1.42%) -514.90K
Decreased by -16.54%
Nov 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 3.11M (1.42%) 49.76K
Increased by +1.60%
Nov 30, 23
12 iShares S&P Small-Cap 600 Value ETF 3.11M (1.42%) -11.15K
Decreased by -0.36%
Dec 29, 23
13 ClearBridge Small Cap Growth A 2.76M (1.26%) -11.12K
Decreased by -0.40%
Sep 30, 23
14 ClearBridge Small Cap Growth 2.73M (1.25%) 0.00
Increased by 0.00%
Nov 30, 23
15 Westwood Mgt SmallCap Value 2.40M (1.09%) 348.97K
Increased by +14.56%
Dec 31, 23
16 Westwood Quality SmallCap Fund Inst 2.40M (1.09%) 348.97K
Increased by +14.56%
Dec 31, 23
17 Franklin Small Cap Growth Adv 2.17M (0.99%) 244.80K
Increased by +11.28%
Nov 30, 23
18 Fidelity® Small Cap Index 2.13M (0.97%) 55.36K
Increased by +2.60%
Oct 31, 23
19 Franklin US Small Cap Growth Equity 1.92M (0.88%) 0.00
Increased by 0.00%
Sep 30, 23
20 SPDR® Portfolio S&P 600 Sm Cap ETF 1.90M (0.87%) 8.57K
Increased by +0.45%
Dec 29, 23