Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 IJS 0.12%
2 IWO 0.08%
3 IJT 0.08%
4 SMLF 0.06%
5 ISCV 0.05%
6 IWM 0.04%
7 ISCB 0.03%
8 JKJ 0.03%
9 IWN 0.01%
10 IGM 0.01%
11 ITOT 0%
12 IWV 0%
13 IJR 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.32M (16.38%) -75.97K
Decreased by -0.44%
Sep 30, 23
2 Vanguard Group Inc 13.94M (13.18%) 233.68K
Increased by +1.68%
Sep 30, 23
3 Ameriprise Financial Inc 12.94M (12.23%) -164.98K
Decreased by -1.28%
Sep 30, 23
4 Rubric Capital Management LP 4.64M (4.39%) 47.45K
Increased by +1.02%
Sep 30, 23
5 State Street Corporation 4.24M (4.01%) 93.34K
Increased by +2.2%
Sep 30, 23
6 Neuberger Berman Group LLC 3.31M (3.13%) 42.03K
Increased by +1.27%
Sep 30, 23
7 Harvey Partners LLC 3.17M (2.99%) 91.5K
Increased by +2.89%
Sep 30, 23
8 Pacer Advisors, INC. 2.55M (2.41%) 773.73K
Increased by +30.31%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 2.53M (2.39%) -183.68K
Decreased by -7.25%
Dec 31, 23
10 Manufacturers Life Insurance Co 2.44M (2.31%) 97.79K
Increased by +4%
Sep 30, 23
11 Geode Capital Management, LLC 2.25M (2.12%) 83.75K
Increased by +3.73%
Sep 30, 23
12 LSV Asset Management 2.11M (1.99%) 405.2K
Increased by +19.25%
Dec 31, 23
13 Minot Capital, LLC 1.56M (1.48%) -17.82K
Decreased by -1.14%
Dec 31, 23
14 Renaissance Technologies Corp 1.28M (1.21%) -68.1K
Decreased by -5.33%
Dec 31, 23
15 Systematic Financial Management LP 1.26M (1.2%) 638.02K
Increased by +50.48%
Sep 30, 23
16 Northern Trust Corp 1.22M (1.15%) 2.63K
Increased by +0.22%
Sep 30, 23
17 Bank of New York Mellon Corp 1.21M (1.14%) -27.16K
Decreased by -2.24%
Sep 30, 23
18 JPMorgan Chase & Co 1.18M (1.11%) -29.95K
Decreased by -2.54%
Sep 30, 23
19 Thompson, Siegel & Walmsley LLC 1.01M (0.95%) -11.03K
Decreased by -1.1%
Sep 30, 23
20 TSP Capital Management Group/LLC 1M (0.95%) 93.89K
Increased by +9.35%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Seligman Tech & Inf SMA Cmp 7.38M (6.97%) 7.38M
Increased by +100%
Dec 31, 23
2 Columbia Seligman Tech & Info A 7.38M (6.97%) 0
Increased by 0%
Jan 31, 24
3 Columbia Seligman Technology Growth 7.38M (6.97%) 298.96K
Increased by +4.05%
Dec 31, 23
4 iShares Core S&P Small-Cap ETF 7.13M (6.74%) 0
Increased by 0%
Jan 31, 24
5 Pacer US Small Cap Cash Cows 100 ETF 4.04M (3.82%) 55.76K
Increased by +1.38%
Jan 31, 24
6 Vanguard Total Stock Mkt Idx Inv 3.11M (2.94%) 31.24K
Increased by +1%
Jan 31, 24
7 Harvey Partners Small-Cap Opportunity 3.08M (2.91%) 223.31K
Increased by +7.26%
Dec 31, 23
8 iShares Russell 2000 ETF 2.65M (2.51%) -48.34K
Decreased by -1.82%
Jan 31, 24
9 Vanguard Small Cap Index 2.6M (2.46%) 7.18K
Increased by +0.28%
Jan 31, 24
10 Vanguard Information Technology ETF 2.31M (2.19%) 37.47K
Increased by +1.62%
Jan 31, 24
11 JHancock Small Cap Core NAV 2.22M (2.1%) -81.36K
Decreased by -3.66%
Dec 31, 23
12 Vanguard Small Cap Value Index Inv 1.78M (1.69%) -7.44K
Decreased by -0.42%
Jan 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.58M (1.49%) 585
Increased by +0.04%
Jan 31, 24
14 Columbia Seligman Global Tech A 1.35M (1.27%) 0
Increased by 0%
Jan 31, 24
15 Neuberger Berman Intrinsic Value I 1.31M (1.24%) 0
Increased by 0%
Jan 31, 24
16 Fidelity Small Cap Index 1.06M (1%) 21.04K
Increased by +1.99%
Nov 30, 23
17 Fidelity® Small Cap Index 1.03M (0.98%) 29.34K
Increased by +2.84%
Oct 31, 23
18 SPDR® Portfolio S&P 600 Sm Cap ETF 911.42K (0.86%) 591
Increased by +0.06%
Jan 31, 24
19 Vanguard Tax-Managed Small Cap Adm 837.29K (0.79%) 0
Increased by 0%
Jan 31, 24
20 iShares Russell 2000 Growth ETF 807.46K (0.76%) 945
Increased by +0.12%
Jan 31, 24