Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 JKJ 1000.00%
3 IWV 1000.00%
4 IWN 1000.00%
5 IWM 1000.00%
6 ITOT 1000.00%
7 ISCV 1000.00%
8 ISCB 1000.00%
9 SMHB 4.09%
10 SDEI 3.57%
11 VERS 2.53%
12 WFH 2.24%
13 ACTX_old 1.92%
14 RZV 1.59%
15 XSVM 1.42%
16 PSCT 1.36%
17 RNSC 1.13%
18 ALTL_old 0.81%
19 BSVO 0.67%
20 DES 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.26M (17.79%) 3.87M
Increased by +19.10%
Sep 30, 23
2 Vanguard Group Inc 15.79M (13.87%) 1.46M
Increased by +9.28%
Sep 30, 23
3 Dimensional Fund Advisors, Inc. 9.25M (8.13%) 248.94K
Increased by +2.69%
Sep 30, 23
4 LSV Asset Management 6.24M (5.48%) 271.30K
Increased by +4.35%
Sep 30, 23
5 State Street Corporation 5.22M (4.59%) 439.19K
Increased by +8.41%
Sep 30, 23
6 Geode Capital Management, LLC 2.47M (2.17%) 30.98K
Increased by +1.26%
Sep 30, 23
7 Nuveen Asset Management, LLC 2.24M (1.97%) 954.36K
Increased by +42.54%
Sep 30, 23
8 Goldman Sachs Group Inc 2.14M (1.88%) 839.34K
Increased by +39.27%
Sep 30, 23
9 Jacobs Levy Equity Management, Inc. 2.01M (1.77%) -837.41K
Decreased by -41.57%
Sep 30, 23
10 Bank of New York Mellon Corp 1.94M (1.71%) -130.72K
Decreased by -6.73%
Sep 30, 23
11 AQR Capital Management LLC 1.77M (1.55%) 531.17K
Increased by +30.07%
Sep 30, 23
12 Arrowstreet Capital Limited Partnership 1.49M (1.31%) -56.68K
Decreased by -3.79%
Sep 30, 23
13 Charles Schwab Investment Management Inc 1.43M (1.26%) 128.23K
Increased by +8.94%
Sep 30, 23
14 Northern Trust Corp 1.29M (1.13%) -219.13K
Decreased by -16.98%
Sep 30, 23
15 Amvescap Plc. 1.28M (1.13%) 506.12K
Increased by +39.48%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 1.27M (1.12%) 308.09K
Increased by +24.24%
Sep 30, 23
17 Allianz Asset Management AG 1.03M (0.90%) -20.67K
Decreased by -2.01%
Sep 30, 23
18 Walleye Trading Advisors, LLC 957.41K (0.84%) 907.85K
Increased by +94.82%
Sep 30, 23
19 Two Sigma Advisers, LLC 915.95K (0.80%) -292.10K
Decreased by -31.89%
Sep 30, 23
20 Bank of America Corp 879.99K (0.77%) -311.61K
Decreased by -35.41%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.57M (6.65%) 3.25K
Increased by +0.04%
Dec 29, 23
2 Pacer US Small Cap Cash Cows 100 ETF 6.50M (5.71%) 60.66K
Increased by +0.93%
Dec 29, 23
3 Vanguard Total Stock Mkt Idx Inv 3.40M (2.99%) 6.50K
Increased by +0.19%
Nov 30, 23
4 iShares Russell 2000 ETF 3.30M (2.90%) 40.91K
Increased by +1.24%
Dec 29, 23
5 Vanguard Small Cap Index 2.80M (2.46%) 8.59K
Increased by +0.31%
Nov 30, 23
6 Vanguard Information Technology ETF 2.09M (1.83%) 42.16K
Increased by +2.02%
Nov 30, 23
7 Vanguard Small Cap Value Index Inv 1.95M (1.72%) 7.64K
Increased by +0.39%
Nov 30, 23
8 DFA US Small Cap Value I 1.93M (1.70%) 0.00
Increased by 0.00%
Nov 30, 23
9 DFA US Targeted Value I 1.70M (1.49%) 0.00
Increased by 0.00%
Nov 30, 23
10 iShares S&P Small-Cap 600 Value ETF 1.58M (1.39%) -5.72K
Decreased by -0.36%
Dec 29, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.55M (1.36%) 36.89K
Increased by +2.38%
Nov 30, 23
12 Dimensional US Targeted Value ETF 1.22M (1.07%) 0.00
Increased by 0.00%
Dec 29, 23
13 iShares Russell 2000 Value ETF 1.15M (1.01%) 2.13K
Increased by +0.19%
Dec 29, 23
14 Fidelity® Small Cap Index 1.11M (0.97%) 29.81K
Increased by +2.69%
Oct 31, 23
15 SPDR® Portfolio S&P 600 Sm Cap ETF 967.73K (0.85%) 4.35K
Increased by +0.45%
Dec 29, 23
16 CREF Stock R1 920.98K (0.81%) 98.68K
Increased by +10.71%
Oct 31, 23
17 Vanguard Strategic Equity Inv 862.51K (0.76%) -133.39K
Decreased by -15.47%
Sep 30, 23
18 SPDR® S&P 600 Small Cap Value ETF 787.83K (0.69%) 0.00
Increased by 0.00%
Dec 29, 23
19 SPDR® S&P Kensho New Economies Comps ETF 699.42K (0.61%) -171.00
Decreased by -0.02%
Nov 30, 23