Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 IWN 1000.00%
3 IWO 1000.00%
4 IWV 1000.00%
5 ISCB 1000.00%
6 ISCV 1000.00%
7 ITOT 1000.00%
8 IWM 1000.00%
9 JPSV 1.31%
10 IJS 0.31%
11 IJR 0.16%
12 SMLF 0.05%
13 DSI 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.76M (16.15%) -175.85K
Decreased by -2.60%
Sep 30, 23
2 Vanguard Group Inc 5.47M (13.07%) 123.64K
Increased by +2.26%
Sep 30, 23
3 Clarkston Capital Partners, LLC 2.85M (6.82%) -23.09K
Decreased by -0.81%
Sep 30, 23
4 State Street Corporation 2.42M (5.78%) -2.85M
Decreased by -118.08%
Sep 30, 23
5 Champlain Investment Partners, LLC 2.00M (4.79%) -2.21K
Decreased by -0.11%
Sep 30, 23
6 Dimensional Fund Advisors, Inc. 1.78M (4.25%) 153.44K
Increased by +8.62%
Sep 30, 23
7 Schroder Investment Management Group 1.10M (2.63%) 439.84K
Increased by +40.00%
Sep 30, 23
8 Palisade Capital Management LLc 1.05M (2.51%) 15.31K
Increased by +1.46%
Sep 30, 23
9 Bank of New York Mellon Corp 884.01K (2.11%) 18.66K
Increased by +2.11%
Sep 30, 23
10 Geode Capital Management, LLC 874.90K (2.09%) 15.14K
Increased by +1.73%
Sep 30, 23
11 Goldman Sachs Group Inc 763.66K (1.83%) -100.58K
Decreased by -13.17%
Sep 30, 23
12 William Blair Investment Management, LLC 742.37K (1.77%) -49.55K
Decreased by -6.67%
Sep 30, 23
13 Cardinal Capital Management Llc 717.71K (1.72%) -388.49K
Decreased by -54.13%
Sep 30, 23
14 Charles Schwab Investment Management Inc 615.63K (1.47%) 55.14K
Increased by +8.96%
Sep 30, 23
15 Citadel Advisors Llc 613.55K (1.47%) 185.69K
Increased by +30.26%
Sep 30, 23
16 J. Goldman & Co LP 605.87K (1.45%) 525.97K
Increased by +86.81%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 499.53K (1.19%) -124.80K
Decreased by -24.98%
Sep 30, 23
18 Federated Hermes Inc 480.02K (1.15%) -94.41K
Decreased by -19.67%
Sep 30, 23
19 Northern Trust Corp 454.37K (1.09%) 6.87K
Increased by +1.51%
Sep 30, 23
20 JPMorgan Chase & Co 428.03K (1.02%) 53.17K
Increased by +12.42%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 2.85M (6.82%) -23.04K
Decreased by -0.81%
Sep 30, 23
2 iShares Core S&P Small-Cap ETF 2.85M (6.80%) 1.30K
Increased by +0.05%
Dec 29, 23
3 Vanguard Total Stock Mkt Idx Inv 1.33M (3.17%) 2.76K
Increased by +0.21%
Nov 30, 23
4 Clarkston Partners Founders 1.09M (2.61%) 0.00
Increased by 0.00%
Sep 30, 23
5 Vanguard Small Cap Index 1.08M (2.57%) 3.27K
Increased by +0.30%
Nov 30, 23
6 iShares Russell 2000 ETF 1.06M (2.54%) 57.19K
Increased by +5.39%
Dec 29, 23
7 Schroder Global Sust Val Eq X Acc 926.66K (2.22%) 244.76K
Increased by +26.41%
Sep 30, 23
8 Champlain Small Company Adv 835.00K (2.00%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Small Cap Value Index Inv 745.72K (1.78%) -1.17K
Decreased by -0.16%
Nov 30, 23
10 SPDR® S&P Dividend ETF 728.17K (1.74%) 0.00
Increased by 0.00%
Dec 31, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 619.39K (1.48%) 988.00
Increased by +0.16%
Nov 30, 23
12 Palisade Small Cap Core Equity 597.10K (1.43%) -1.12K
Decreased by -0.19%
Sep 30, 23
13 iShares S&P Small-Cap 600 Value ETF 596.99K (1.43%) 0.00
Increased by 0.00%
Dec 29, 23
14 DFA US Small Cap Value I 488.71K (1.17%) 0.00
Increased by 0.00%
Nov 30, 23
15 Cardinal Capital SMID Cap Value Equity 473.98K (1.13%) -241.55K
Decreased by -50.96%
Sep 30, 23
16 Old Westbury Small & Mid Cap Strategies 445.00K (1.06%) 0.00
Increased by 0.00%
Jul 31, 23
17 Fidelity® Small Cap Index 411.53K (0.98%) 10.93K
Increased by +2.66%
Oct 31, 23
18 Federated Hermes SDG Enggmt Eq X USD Acc 403.79K (0.97%) -2.05K
Decreased by -0.51%
Oct 31, 23
19 SPDR® Portfolio S&P 600 Sm Cap ETF 361.48K (0.86%) 1.64K
Increased by +0.45%
Dec 29, 23
20 iShares Russell 2000 Value ETF 348.61K (0.83%) 648.00
Increased by +0.19%
Dec 29, 23