Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWN 0.04%
2 IWM 0.02%
3 ISCG 0.01%
4 JKK 0.01%
5 ISCB 0.01%
6 JKJ 0.01%
7 JKL 0.01%
8 ISCV 0.01%
9 IWO 0.00%
10 ITOT 0.00%
11 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.34M (7.37%) -139.82K
Decreased by -4.19%
Jun 30, 24
2 Mariner Value Strategies, LLC 2.92M (6.46%) -93.87K
Decreased by -3.21%
Sep 30, 24
3 Vanguard Group Inc 2.88M (6.37%) 39.84K
Increased by +1.38%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 1.53M (3.38%) 203.17K
Increased by +13.28%
Sep 30, 24
5 Geode Capital Management, LLC 1.08M (2.38%) 22.09K
Increased by +2.05%
Sep 30, 24
6 State Street Corporation 1.01M (2.23%) 46.79K
Increased by +4.63%
Mar 31, 24
7 State Street Corp 988.43K (2.18%) -9.59K
Decreased by -0.97%
Sep 30, 24
8 Integrated Advisors Network LLC 901.00K (1.99%) -68.00K
Decreased by -7.55%
Sep 30, 24
9 Charles Schwab Investment Management Inc 535.12K (1.18%) -76.72K
Decreased by -14.34%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 461.10K (1.02%) 73.14K
Increased by +15.86%
Sep 30, 24
11 Ameriprise Financial Inc 450.18K (0.99%) -235.40K
Decreased by -52.29%
Sep 30, 24
12 Buckingham Strategic Partners 391.63K (0.86%) 391.63K
Increased by +100.00%
Dec 31, 23
13 Northern Trust Corp 388.56K (0.86%) -6.68K
Decreased by -1.72%
Sep 30, 24
14 Goldman Sachs Group Inc 387.52K (0.86%) 76.86K
Increased by +19.83%
Sep 30, 24
15 Walnut Level Capital LLC 376.91K (0.83%) 41.90K
Increased by +11.12%
Sep 30, 24
16 Lido Advisors, LLC 349.71K (0.77%) -23.24K
Decreased by -6.65%
Sep 30, 24
17 Marshall Wace Asset Management Ltd 338.14K (0.75%) 123.09K
Increased by +36.40%
Sep 30, 24
18 Arrowstreet Capital Limited Partnership 337.03K (0.74%) 337.03K
Increased by +100.00%
Sep 30, 24
19 Stephens Inv Mgmt Group LLC 277.86K (0.61%) -214.60K
Decreased by -77.23%
Sep 30, 23
20 Raymond James & Associates 250.68K (0.55%) -21.71K
Decreased by -8.66%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Nuance Mid Cap Value Separate Account 1.93M (4.27%) -191.11K
Decreased by -9.88%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.34M (2.96%) -15.05K
Decreased by -1.12%
Nov 30, 24
3 Nuance Mid Cap Value Institutional 1.28M (2.83%) -364.55K
Decreased by -28.45%
Jul 31, 24
4 iShares Russell 2000 ETF 1.19M (2.63%) 0.00
Increased by 0.00%
Nov 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 692.53K (1.53%) 4.22K
Increased by +0.61%
Nov 30, 24
6 Vanguard Consumer Staples ETF 470.74K (1.04%) -958.00
Decreased by -0.20%
Nov 30, 24
7 Fidelity® Small Cap Index 467.97K (1.03%) 15.96K
Increased by +3.41%
Oct 31, 23
8 Fidelity Small Cap Index 441.34K (0.97%) -233.00
Decreased by -0.05%
Sep 30, 24
9 Nuance Concentrated Value 372.94K (0.82%) -39.26K
Decreased by -10.53%
Sep 30, 24
10 iShares Russell 2000 Value ETF 371.19K (0.82%) 0.00
Increased by 0.00%
Nov 30, 24
11 Columbia Small Cap Value I A 302.01K (0.67%) 3.60K
Increased by +1.19%
Nov 30, 24
12 Columbia Small Cap Value I 298.41K (0.66%) -149.20K
Decreased by -50.00%
Sep 30, 24
13 State St Russell Sm/Mid Cp® Indx NL Cl C 286.74K (0.63%) 0.00
Increased by 0.00%
Nov 30, 24
14 Schwab Fundamental US Small Company ETF 286.57K (0.63%) 192.00
Increased by +0.07%
May 30, 24
15 Stephens Small Cap Growth 277.86K (0.61%) -214.60K
Decreased by -77.23%
Sep 30, 23
16 Avantis US Small Cap Value ETF 265.28K (0.59%) 12.49K
Increased by +4.71%
Nov 30, 24
17 DFA US Small Cap Value I 253.07K (0.56%) 33.58K
Increased by +13.27%
Oct 31, 24
18 Nuance Concentrated Value Institutional 252.68K (0.56%) -100.77K
Decreased by -39.88%
Apr 30, 24
19 Fidelity Extended Market Index 249.81K (0.55%) -6.07K
Decreased by -2.43%
Oct 31, 24
20 DFA US Targeted Value I 236.13K (0.52%) 11.01K
Increased by +4.66%
Oct 31, 24