Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEZ 1000.00%
2 IWO 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 XES 3.99%
12 IVENC 3.08%
13 OIH 3.04%
14 BKIV 3.00%
15 PXJ 2.66%
16 FDG 1.44%
17 SDVY 0.92%
18 SMCP 0.79%
19 FYC 0.69%
20 FTXN 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.37M (9.82%) 23.02K
Increased by +0.36%
Sep 30, 23
2 BlackRock Inc 4.65M (7.17%) 74.08K
Increased by +1.59%
Sep 30, 23
3 Bank of New York Mellon Corp 2.58M (3.97%) -69.53K
Decreased by -2.70%
Sep 30, 23
4 American Century Companies Inc 2.50M (3.86%) -208.65K
Decreased by -8.33%
Sep 30, 23
5 JPMorgan Chase & Co 2.38M (3.66%) 108.91K
Increased by +4.58%
Sep 30, 23
6 T. Rowe Price Investment Management,Inc. 2.34M (3.61%) -770.27K
Decreased by -32.92%
Sep 30, 23
7 ClearBridge Advisors, LLC 2.07M (3.19%) -17.33K
Decreased by -0.84%
Sep 30, 23
8 Wellington Management Company LLP 2.00M (3.09%) -192.09K
Decreased by -9.58%
Sep 30, 23
9 BTIM Corp 1.91M (2.95%) -46.97K
Decreased by -2.45%
Sep 30, 23
10 FMR Inc 1.90M (2.93%) 1.22M
Increased by +64.48%
Sep 30, 23
11 Neuberger Berman Group LLC 1.81M (2.79%) -6.54K
Decreased by -0.36%
Sep 30, 23
12 State Street Corporation 1.72M (2.65%) 66.00K
Increased by +3.84%
Sep 30, 23
13 Van Eck Associates Corporation 1.54M (2.37%) -374.26K
Decreased by -24.31%
Sep 30, 23
14 Brown Advisory Holdings Inc 1.53M (2.36%) -197.85K
Decreased by -12.94%
Sep 30, 23
15 Jennison Associates LLC 1.36M (2.10%) -1.37K
Decreased by -0.10%
Sep 30, 23
16 Channing Capital Management, LLC 1.35M (2.08%) -29.83K
Decreased by -2.20%
Sep 30, 23
17 Geode Capital Management, LLC 1.29M (1.99%) 50.89K
Increased by +3.93%
Sep 30, 23
18 Capital Research & Mgmt Co - Division 3 1.15M (1.77%) 0.00
Increased by 0.00%
Sep 30, 23
19 Loomis, Sayles & Company LP 1.10M (1.70%) -34.37K
Decreased by -3.12%
Sep 30, 23
20 Stephens Inv Mgmt Group LLC 1.05M (1.61%) 2.44K
Increased by +0.23%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.03M (3.13%) 3.67K
Increased by +0.18%
Nov 30, 23
2 iShares Russell 2000 ETF 1.74M (2.68%) 25.34K
Increased by +1.46%
Dec 29, 23
3 Vanguard Small Cap Index 1.67M (2.58%) 5.14K
Increased by +0.31%
Nov 30, 23
4 ClearBridge Small Cap Growth A 1.64M (2.52%) -6.59K
Decreased by -0.40%
Sep 30, 23
5 ClearBridge Small Cap Growth 1.62M (2.50%) 0.00
Increased by 0.00%
Nov 30, 23
6 VanEck Oil Services ETF 1.57M (2.42%) 0.00
Increased by 0.00%
Dec 30, 23
7 T. Rowe Price Small-Cap Value 1.41M (2.18%) 177.35K
Increased by +12.56%
Sep 30, 23
8 American Century Small Cap Value Inv 1.41M (2.16%) -130.00K
Decreased by -9.25%
Sep 30, 23
9 American Century U.S. Small Cap Value 1.41M (2.16%) -130.00K
Decreased by -9.25%
Sep 30, 23
10 Neuberger Berman Genesis Inv 1.22M (1.87%) -7.56K
Decreased by -0.62%
Sep 30, 23
11 American Funds SMALLCAP World A 1.15M (1.77%) 0.00
Increased by 0.00%
Sep 30, 23
12 BNY Mellon Sm/Md Cp Gr I 1.09M (1.68%) -39.77K
Decreased by -3.65%
Nov 30, 23
13 JPMorgan Small Cap Growth A 1.00M (1.54%) -62.45K
Decreased by -6.24%
Nov 30, 23
14 Vanguard Small Cap Growth Index Inv 937.15K (1.44%) 5.46K
Increased by +0.58%
Nov 30, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 918.43K (1.42%) 14.65K
Increased by +1.60%
Nov 30, 23
16 Stephens SMID Select Growth 654.66K (1.01%) 0.00
Increased by 0.00%
Sep 30, 23
17 T. Rowe Price U.S. SC Value Eq Tr-Z 637.08K (0.98%) 97.62K
Increased by +15.32%
Sep 30, 23
18 Loomis Sayles Small Cap Growth Instl 626.91K (0.97%) -14.89K
Decreased by -2.38%
Nov 30, 23
19 Fidelity® Small Cap Index 623.65K (0.96%) 16.95K
Increased by +2.72%
Oct 31, 23
20 FIAM Small Cap Core CIT Cl B 610.89K (0.94%) 6.60K
Increased by +1.08%
Oct 31, 23