Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 1000.00%
2 JKJ 1000.00%
3 IWV 1000.00%
4 DGRO 1000.00%
5 IWN 1000.00%
6 ISCB 1000.00%
7 ISCG 1000.00%
8 ISCV 1000.00%
9 ITOT 1000.00%
10 IWM 1000.00%
11 JKL 1000.00%
12 JKK 1000.00%
13 PSCI 1.29%
14 SMCP 0.98%
15 PXSG 0.84%
16 XSLV 0.76%
17 HSMV 0.54%
18 DGRS 0.41%
19 DWAS 0.33%
20 SBB 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.92M (15.94%) 203.79K
Increased by +4.14%
Dec 31, 23
2 Vanguard Group Inc 3.52M (11.40%) 38.45K
Increased by +1.09%
Dec 31, 23
3 Earnest Partners LLC 2.53M (8.21%) 198.08K
Increased by +7.82%
Dec 31, 23
4 State Street Corporation 1.17M (3.80%) 76.65K
Increased by +6.54%
Dec 31, 23
5 Bank of America Corp 1.10M (3.58%) 135.59K
Increased by +12.27%
Dec 31, 23
6 Morgan Stanley - Brokerage Accounts 1.08M (3.50%) 190.48K
Increased by +17.62%
Dec 31, 23
7 Dimensional Fund Advisors, Inc. 1.04M (3.35%) -1.93K
Decreased by -0.19%
Dec 31, 23
8 Champlain Investment Partners, LLC 1.03M (3.35%) 22.68K
Increased by +2.19%
Dec 31, 23
9 Kayne Anderson Rudnick Investment Management LLC 1.03M (3.34%) -33.84K
Decreased by -3.28%
Dec 31, 23
10 William Blair Investment Management, LLC 779.34K (2.52%) 48.68K
Increased by +6.25%
Dec 31, 23
11 Loomis, Sayles & Company LP 687.62K (2.23%) -30.10K
Decreased by -4.38%
Dec 31, 23
12 Westwood Holdings Group Inc 670.69K (2.17%) -197.56K
Decreased by -29.46%
Dec 31, 23
13 SEI Investments Co 670.07K (2.17%) 181.81K
Increased by +27.13%
Dec 31, 23
14 Geode Capital Management, LLC 659.10K (2.13%) -1.20K
Decreased by -0.18%
Dec 31, 23
15 ClearBridge Advisors, LLC 598.04K (1.94%) 36.25K
Increased by +6.06%
Dec 31, 23
16 Principal Financial Group Inc 565.10K (1.83%) -28.25K
Decreased by -5.00%
Mar 31, 24
17 Aristotle Capital Boston, LLC 526.06K (1.70%) -22.36K
Decreased by -4.25%
Dec 31, 23
18 Wellington Management Company LLP 468.19K (1.52%) 50.65K
Increased by +10.82%
Sep 30, 23
19 Northern Trust Corp 441.07K (1.43%) 911.00
Increased by +0.21%
Dec 31, 23
20 Wells Fargo & Co 421.00K (1.36%) -7.01K
Decreased by -1.66%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.10M (6.80%) 820.00
Increased by +0.04%
Apr 30, 24
2 Vanguard Total Stock Mkt Idx Inv 985.17K (3.19%) 4.96K
Increased by +0.50%
Mar 31, 24
3 Vanguard Small Cap Index 795.99K (2.58%) -8.31K
Decreased by -1.04%
Mar 31, 24
4 Champlain Small Company Fund, LLC 757.63K (2.45%) -950.00
Decreased by -0.13%
Apr 30, 24
5 iShares Russell 2000 ETF 724.88K (2.35%) -5.78K
Decreased by -0.80%
Apr 30, 24
6 EARNEST Small/Mid Cap Value 604.99K (1.96%) 604.01K
Increased by +99.84%
Dec 31, 23
7 Calvert Small-Cap A 556.20K (1.80%) 0.00
Increased by 0.00%
Mar 31, 24
8 Vanguard Small Cap Value Index Inv 536.47K (1.74%) -10.90K
Decreased by -2.03%
Mar 31, 24
9 Calvert US Small-Cap Strategy 531.67K (1.72%) 155.95K
Increased by +29.33%
Dec 31, 23
10 EARNEST Small Cap Value 517.92K (1.68%) 517.12K
Increased by +99.85%
Dec 31, 23
11 EARNEST Partners Smid Cap Core Founders 489.19K (1.58%) 14.65K
Increased by +2.99%
Apr 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 466.28K (1.51%) 6.09K
Increased by +1.31%
Mar 31, 24
13 ClearBridge Small Cap Growth 447.87K (1.45%) 0.00
Increased by 0.00%
Mar 31, 24
14 ClearBridge Small Cap Growth A 447.87K (1.45%) -18.44K
Decreased by -4.12%
Mar 31, 24
15 Champlain Small Company Adv 430.00K (1.39%) 10.00K
Increased by +2.33%
Dec 31, 23
16 Harbor Small Cap Value Instl 405.82K (1.31%) -4.20K
Decreased by -1.03%
Mar 31, 24
17 Fidelity Small Cap Index 319.50K (1.03%) 3.27K
Increased by +1.02%
Feb 29, 24
18 Loomis Sayles Small Cap Growth Instl 311.89K (1.01%) 0.00
Increased by 0.00%
Mar 31, 24
19 Fidelity® Small Cap Index 301.01K (0.97%) 8.11K
Increased by +2.69%
Oct 31, 23
20 SPDR® Portfolio S&P 600 Sm Cap ETF 276.66K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24