Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKK 1000.00%
2 IWO 1000.00%
3 IWV 1000.00%
4 JKJ 1000.00%
5 IGM 1000.00%
6 ISCB 1000.00%
7 ISCG 1000.00%
8 ISCV 1000.00%
9 ITOT 1000.00%
10 IWM 1000.00%
11 PSCU 5.69%
12 XWEB 3.46%
13 SOCL 1.23%
14 MPAY 1.07%
15 XSMO 0.90%
16 HLGE 0.89%
17 RZG 0.68%
18 VIOG 0.56%
19 SLYG 0.54%
20 VUSE 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.25M (18.86%) 118.77K
Increased by +0.97%
Sep 30, 23
2 Vanguard Group Inc 9.26M (14.26%) -105.28K
Decreased by -1.14%
Sep 30, 23
3 State Street Corporation 2.52M (3.87%) 30.66K
Increased by +1.22%
Sep 30, 23
4 Acadian Asset Management LLC 2.50M (3.84%) 2.16M
Increased by +86.45%
Sep 30, 23
5 Macquarie Group Ltd 2.00M (3.08%) 74.26K
Increased by +3.72%
Sep 30, 23
6 Dimensional Fund Advisors, Inc. 1.98M (3.05%) 2.90K
Increased by +0.15%
Sep 30, 23
7 River Road Asset Management, LLC 1.47M (2.26%) -576.82K
Decreased by -39.32%
Sep 30, 23
8 Arrowstreet Capital Limited Partnership 1.39M (2.15%) 17.02K
Increased by +1.22%
Sep 30, 23
9 Geode Capital Management, LLC 1.36M (2.10%) 52.67K
Increased by +3.86%
Sep 30, 23
10 Man Group PLC 1.28M (1.97%) 28.74K
Increased by +2.24%
Sep 30, 23
11 Fisher Asset Management, LLC 1.27M (1.96%) 12.40K
Increased by +0.97%
Sep 30, 23
12 Nuveen Asset Management, LLC 1.16M (1.79%) 189.24K
Increased by +16.27%
Sep 30, 23
13 D. E. Shaw & Co LP 1.10M (1.70%) -12.06K
Decreased by -1.10%
Sep 30, 23
14 Prescott Investors Inc 1.02M (1.57%) 0.00
Increased by 0.00%
Sep 30, 23
15 Charles Schwab Investment Management Inc 1.01M (1.55%) 33.67K
Increased by +3.34%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 954.13K (1.47%) 227.34K
Increased by +23.83%
Sep 30, 23
17 Prescott General Partners LLC 918.45K (1.41%) 0.00
Increased by 0.00%
Sep 30, 23
18 Renaissance Technologies Corp 860.20K (1.32%) 81.90K
Increased by +9.52%
Sep 30, 23
19 Northern Trust Corp 789.65K (1.22%) -1.70K
Decreased by -0.21%
Sep 30, 23
20 Jacobs Levy Equity Management, Inc. 749.72K (1.15%) -342.43K
Decreased by -45.67%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.58M (7.05%) 1.84K
Increased by +0.04%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 2.04M (3.15%) 3.80K
Increased by +0.19%
Nov 30, 23
3 iShares Russell 2000 ETF 1.78M (2.74%) 11.31K
Increased by +0.64%
Dec 29, 23
4 Vanguard Small Cap Index 1.69M (2.60%) 5.17K
Increased by +0.31%
Nov 30, 23
5 Delaware Small Cap Core I 1.47M (2.27%) 0.00
Increased by 0.00%
Nov 30, 23
6 Macquarie US Small Cap Core Equity 1.47M (2.27%) 0.00
Increased by 0.00%
Dec 31, 23
7 Pacer US Small Cap Cash Cows 100 ETF 1.21M (1.87%) 11.31K
Increased by +0.93%
Dec 29, 23
8 Vanguard Strategic Equity Inv 975.13K (1.50%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 960.61K (1.48%) 17.52K
Increased by +1.82%
Nov 30, 23
10 Vanguard Small Cap Growth Index Inv 946.49K (1.46%) 4.80K
Increased by +0.51%
Nov 30, 23
11 iShares S&P Small-Cap 600 Growth ETF 653.74K (1.01%) 0.00
Increased by 0.00%
Dec 29, 23
12 Fidelity® Small Cap Index 649.32K (1.00%) 17.38K
Increased by +2.68%
Oct 31, 23
13 iShares Russell 2000 Growth ETF 592.19K (0.91%) 0.00
Increased by 0.00%
Dec 29, 23
14 SPDR® Portfolio S&P 600 Sm Cap ETF 587.64K (0.90%) 2.65K
Increased by +0.45%
Dec 29, 23
15 Vanguard Tax-Managed Small Cap Adm 565.51K (0.87%) 0.00
Increased by 0.00%
Nov 30, 23
16 JHancock Small Cap Core NAV 533.41K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Explorer Inv 497.07K (0.77%) -42.47K
Decreased by -8.54%
Sep 30, 23
18 BlackRock Advantage Small Cap Core Instl 476.26K (0.73%) -7.35K
Decreased by -1.54%
Nov 30, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 392.92K (0.60%) 10.20K
Increased by +2.60%
Dec 31, 23
20 CREF Stock R1 371.58K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23