Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 ISCG 1000.00%
3 ISCV 1000.00%
4 ITOT 1000.00%
5 IWM 1000.00%
6 IWN 1000.00%
7 IWO 1000.00%
8 IWV 1000.00%
9 JKJ 1000.00%
10 JKK 1000.00%
11 JKL 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.34M (7.61%) -139.82K
Decreased by -4.19%
Jun 30, 24
2 Mariner Value Strategies, LLC 3.02M (6.88%) -955.99K
Decreased by -31.69%
Jun 30, 24
3 Vanguard Group Inc 2.84M (6.49%) 12.15K
Increased by +0.43%
Jun 30, 24
4 Dimensional Fund Advisors, Inc. 1.33M (3.03%) 266.49K
Increased by +20.08%
Jun 30, 24
5 Geode Capital Management, LLC 1.05M (2.40%) -14.70K
Decreased by -1.39%
Jun 30, 24
6 State Street Corporation 1.01M (2.30%) 46.79K
Increased by +4.63%
Mar 31, 24
7 State Street Corp 998.02K (2.28%) -11.62K
Decreased by -1.16%
Jun 30, 24
8 Integrated Advisors Network LLC 969.00K (2.21%) -54.00K
Decreased by -5.57%
Jun 30, 24
9 Ameriprise Financial Inc 685.58K (1.56%) -1.28K
Decreased by -0.19%
Jun 30, 24
10 Charles Schwab Investment Management Inc 611.85K (1.40%) -80.97K
Decreased by -13.23%
Jun 30, 24
11 Northern Trust Corp 395.24K (0.90%) -19.11K
Decreased by -4.83%
Jun 30, 24
12 Buckingham Strategic Partners 391.63K (0.89%) 391.63K
Increased by +100.00%
Dec 31, 23
13 Lido Advisors, LLC 372.95K (0.85%) -27.07K
Decreased by -7.26%
Jun 30, 24
14 Walnut Level Capital LLC 335.00K (0.76%) 220.00K
Increased by +65.67%
Jun 30, 24
15 Goldman Sachs Group Inc 310.66K (0.71%) 27.55K
Increased by +8.87%
Jun 30, 24
16 Stephens Inv Mgmt Group LLC 277.86K (0.63%) -214.60K
Decreased by -77.23%
Sep 30, 23
17 Raymond James & Associates 250.68K (0.57%) -21.71K
Decreased by -8.66%
Jun 30, 24
18 Marshall Wace Asset Management Ltd 215.05K (0.49%) 143.86K
Increased by +66.90%
Jun 30, 24
19 Cutler Investment Counsel, LLC 212.75K (0.49%) 0.00
Increased by 0.00%
Jun 30, 24
20 Morgan Stanley - Brokerage Accounts 203.76K (0.46%) -30.30K
Decreased by -14.87%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Nuance Mid Cap Value Separate Account 2.13M (4.85%) -551.30K
Decreased by -25.93%
Jun 30, 24
2 Nuance Mid Cap Value Institutional 1.65M (3.75%) -321.98K
Decreased by -19.56%
Apr 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.35M (3.08%) 0.00
Increased by 0.00%
Jul 31, 24
4 iShares Russell 2000 ETF 1.21M (2.76%) 7.67K
Increased by +0.63%
Aug 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 695.52K (1.59%) 5.17K
Increased by +0.74%
Jul 31, 24
6 Fidelity Small Cap Index 495.05K (1.13%) 10.13K
Increased by +2.05%
Jun 30, 24
7 Vanguard Consumer Staples ETF 471.48K (1.08%) 2.90K
Increased by +0.61%
Jul 31, 24
8 Fidelity® Small Cap Index 467.97K (1.07%) 15.96K
Increased by +3.41%
Oct 31, 23
9 Columbia Small Cap Value I A 451.81K (1.03%) 4.20K
Increased by +0.93%
Jul 31, 24
10 Columbia Small Cap Value I 447.61K (1.02%) 21.93K
Increased by +4.90%
Jun 30, 24
11 Nuance Concentrated Value 412.20K (0.94%) -171.36K
Decreased by -41.57%
Jun 30, 24
12 iShares Russell 2000 Value ETF 357.80K (0.82%) -1.20K
Decreased by -0.33%
Aug 30, 24
13 State St Russell Sm/Mid Cp® Indx NL Cl C 288.14K (0.66%) 0.00
Increased by 0.00%
Jul 31, 24
14 Schwab Fundamental US Small Company ETF 286.57K (0.65%) 192.00
Increased by +0.07%
May 30, 24
15 Stephens Small Cap Growth 277.86K (0.63%) -214.60K
Decreased by -77.23%
Sep 30, 23
16 Nuance Concentrated Value Institutional 252.68K (0.58%) -100.77K
Decreased by -39.88%
Apr 30, 24
17 Fidelity Extended Market Index 250.89K (0.57%) 9.29K
Increased by +3.70%
Jul 31, 24
18 Fidelity® Extended Market Index 228.78K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
19 DFA US Small Cap Value I 224.80K (0.51%) 13.13K
Increased by +5.84%
Jul 31, 24
20 Nuance Concentrated Value L-S Invt 220.03K (0.50%) -44.40K
Decreased by -20.18%
Jan 31, 24