Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 JKJ 1000.00%
3 IWM 1000.00%
4 ITOT 1000.00%
5 IWN 1000.00%
6 IWV 1000.00%
7 ISCG 1000.00%
8 JKK 1000.00%
9 GSIB 3.71%
10 CTEX 3.58%
11 CNRG 3.09%
12 FDD 3.05%
13 XKCP 2.35%
14 RENW 2.30%
15 IDOG 2.14%
16 IMOM 2.11%
17 AIRR 1.94%
18 PSCI 1.91%
19 DMDV 1.84%
20 FAN 1.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.55M (15.74%) -94.38K
Decreased by -1.25%
Mar 31, 24
2 Vanguard Group Inc 5.56M (11.60%) 13.31K
Increased by +0.24%
Mar 31, 24
3 Dimensional Fund Advisors, Inc. 2.79M (5.82%) -68.42K
Decreased by -2.45%
Mar 31, 24
4 Neuberger Berman Group LLC 2.40M (5.01%) 238.90K
Increased by +9.95%
Mar 31, 24
5 State Street Corporation 1.95M (4.07%) 17.19K
Increased by +0.88%
Mar 31, 24
6 Capital World Investors 1.90M (3.96%) 0.00
Increased by 0.00%
Mar 31, 24
7 Royce & Associates, LP 1.43M (2.98%) -31.82K
Decreased by -2.23%
Mar 31, 24
8 Geode Capital Management, LLC 1.07M (2.23%) 28.18K
Increased by +2.64%
Mar 31, 24
9 T. Rowe Price Investment Management,Inc. 1.06M (2.22%) 42.25K
Increased by +3.97%
Mar 31, 24
10 Loomis, Sayles & Company LP 971.56K (2.03%) 2.00K
Increased by +0.21%
Mar 31, 24
11 Capital Research & Mgmt Co - Division 3 886.50K (1.85%) -139.71K
Decreased by -15.76%
Mar 31, 24
12 Silvercrest Asset Management Group LLC 790.10K (1.65%) -133.85K
Decreased by -16.94%
Mar 31, 24
13 Franklin Resources Inc 746.75K (1.56%) -25.35K
Decreased by -3.39%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 663.91K (1.38%) -17.08K
Decreased by -2.57%
Dec 31, 23
15 Nuveen Asset Management, LLC 650.06K (1.36%) 8.63K
Increased by +1.33%
Mar 31, 24
16 Goldman Sachs Group Inc 637.03K (1.33%) -751.83K
Decreased by -118.02%
Mar 31, 24
17 Northern Trust Corp 611.12K (1.27%) -41.72K
Decreased by -6.83%
Mar 31, 24
18 Charles Schwab Investment Management Inc 603.37K (1.26%) 7.55K
Increased by +1.25%
Mar 31, 24
19 Cramer Rosenthal McGlynn LLC 576.22K (1.20%) -61.17K
Decreased by -10.62%
Mar 31, 24
20 NORGES BANK 550.19K (1.15%) 122.37K
Increased by +22.24%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.15M (6.56%) 5.45K
Increased by +0.17%
Jun 28, 24
2 American Funds SMALLCAP World A 2.11M (4.39%) -681.02K
Decreased by -32.34%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.54M (3.20%) 1.11K
Increased by +0.07%
Jun 30, 24
4 Vanguard Small Cap Index 1.22M (2.55%) -23.13K
Decreased by -1.89%
Jun 30, 24
5 iShares Russell 2000 ETF 1.18M (2.46%) 51.51K
Increased by +4.37%
Jun 28, 24
6 Neuberger Berman Genesis Inv 1.11M (2.32%) -11.96K
Decreased by -1.07%
Jun 30, 24
7 Vanguard Small Cap Value Index Inv 821.87K (1.71%) -11.89K
Decreased by -1.45%
Jun 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 735.00K (1.53%) -386.00
Decreased by -0.05%
Jun 30, 24
9 DFA US Small Cap Value I 730.09K (1.52%) -20.06K
Decreased by -2.75%
May 31, 24
10 Franklin Small Cap Growth Adv 685.20K (1.43%) 0.00
Increased by 0.00%
Jun 30, 24
11 Franklin Small Cap Growth SMA 685.20K (1.43%) 685.16K
Increased by +99.99%
Mar 31, 24
12 Franklin US Small Cap Growth Equity 685.20K (1.43%) 0.00
Increased by 0.00%
Jun 30, 24
13 Royce Premier Invmt 498.05K (1.04%) 16.96K
Increased by +3.41%
Jun 30, 24
14 Royce Small-Cap Premier Quality 498.05K (1.04%) 16.96K
Increased by +3.41%
Jun 30, 24
15 Fidelity Small Cap Index 481.08K (1.00%) -2.95K
Decreased by -0.61%
Apr 30, 24
16 JHancock Small Cap Core NAV 476.71K (0.99%) 9.83K
Increased by +2.06%
May 31, 24
17 Fidelity® Small Cap Index 455.04K (0.95%) 9.89K
Increased by +2.17%
Sep 30, 23
18 iShares Russell 2000 Value ETF 451.83K (0.94%) 19.67K
Increased by +4.35%
Jun 28, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 431.88K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 416.40K (0.87%) -170.00
Decreased by -0.04%
Jun 28, 24