Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKL 1000.00%
2 ISCB 1000.00%
3 ITOT 1000.00%
4 DGRO 1000.00%
5 IWM 1000.00%
6 IWN 1000.00%
7 IWO 1000.00%
8 IWV 1000.00%
9 JKJ 1000.00%
10 ISCV 1000.00%
11 WBIL 4.70%
12 WBIG 3.83%
13 ZIG 3.43%
14 XSMO 2.37%
15 PSCI 2.29%
16 PRN 1.73%
17 WBIF 1.69%
18 GRPZ 1.68%
19 VMAX 1.59%
20 SIXS 1.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.20M (18.71%) -97.21K
Decreased by -1.35%
Jun 30, 24
2 Vanguard Group Inc 4.61M (11.98%) -66.81K
Decreased by -1.45%
Jun 30, 24
3 Dimensional Fund Advisors, Inc. 2.81M (7.30%) 22.05K
Increased by +0.78%
Jun 30, 24
4 Wellington Management Company LLP 2.72M (7.06%) 1.01M
Increased by +37.22%
Jun 30, 24
5 State Street Corporation 1.53M (3.97%) 34.95K
Increased by +2.29%
Mar 31, 24
6 State Street Corp 1.52M (3.95%) -6.96K
Decreased by -0.46%
Jun 30, 24
7 Acadian Asset Management LLC 1.29M (3.34%) -162.70K
Decreased by -12.65%
Mar 31, 24
8 Pacer Advisors, INC. 1.24M (3.22%) 142.13K
Increased by +11.47%
Jun 30, 24
9 Macquarie Group Ltd 1.14M (2.96%) -207.27K
Decreased by -18.18%
Mar 31, 24
10 Westwood Holdings Group Inc 1.12M (2.90%) 579.76K
Increased by +51.86%
Jun 30, 24
11 Geode Capital Management, LLC 1.09M (2.82%) 50.90K
Increased by +4.69%
Jun 30, 24
12 American Century Companies Inc 897.14K (2.33%) 21.03K
Increased by +2.34%
Jun 30, 24
13 Northern Trust Corp 527.41K (1.37%) -11.65K
Decreased by -2.21%
Jun 30, 24
14 Amvescap Plc. 474.39K (1.23%) -9.55K
Decreased by -2.01%
Jun 30, 24
15 NORGES BANK 474.03K (1.23%) 7.25K
Increased by +1.53%
Jun 30, 24
16 Bank of New York Mellon Corp 461.41K (1.20%) -4.36K
Decreased by -0.94%
Jun 30, 24
17 Arrowstreet Capital Limited Partnership 451.18K (1.17%) -14.45K
Decreased by -3.20%
Mar 31, 24
18 Jacobs Levy Equity Management, Inc. 443.25K (1.15%) 34.06K
Increased by +7.68%
Jun 30, 24
19 Charles Schwab Investment Management Inc 428.38K (1.11%) 6.37K
Increased by +1.49%
Jun 30, 24
20 LSV Asset Management 401.72K (1.04%) -39.11K
Decreased by -9.74%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 2.97M (7.72%) 2.97M
Increased by +100.00%
Feb 29, 24
2 iShares Core S&P Small-Cap ETF 2.65M (6.88%) 0.00
Increased by 0.00%
Aug 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.24M (3.23%) -2.92K
Decreased by -0.23%
Jul 31, 24
4 Pacer US Small Cap Cash Cows 100 ETF 1.20M (3.13%) -299.00
Decreased by -0.02%
Aug 30, 24
5 iShares Russell 2000 ETF 1.07M (2.79%) 6.81K
Increased by +0.63%
Aug 30, 24
6 Vanguard Small Cap Index 996.25K (2.59%) 3.84K
Increased by +0.39%
Jul 31, 24
7 Avantis US Small Cap Value ETF 837.98K (2.18%) 0.00
Increased by 0.00%
Aug 31, 24
8 Delaware US Small Cap Core Equity (SMA) 804.60K (2.09%) -145.61K
Decreased by -18.10%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 804.60K (2.09%) -145.61K
Decreased by -18.10%
Mar 31, 24
10 Delaware Small Cap Core I 795.34K (2.06%) -9.27K
Decreased by -1.17%
Jul 31, 24
11 Vanguard Explorer Inv 699.58K (1.82%) 407.44K
Increased by +58.24%
Jun 30, 24
12 Vanguard Small Cap Value Index Inv 670.10K (1.74%) 2.23K
Increased by +0.33%
Jul 31, 24
13 DFA US Small Cap Value I 606.93K (1.58%) -44.96K
Decreased by -7.41%
Jul 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 602.67K (1.56%) 3.78K
Increased by +0.63%
Jul 31, 24
15 First Trust SMID Cp Rising Div Achv ETF 439.81K (1.14%) 1.92K
Increased by +0.44%
Aug 29, 24
16 Fidelity Small Cap Index 409.46K (1.06%) 12.71K
Increased by +3.10%
Jun 30, 24
17 iShares S&P Small-Cap 600 Growth ETF 400.27K (1.04%) 0.00
Increased by 0.00%
Aug 30, 24
18 Fidelity® Small Cap Index 382.52K (0.99%) 10.24K
Increased by +2.68%
Oct 31, 23
19 iShares Russell 2000 Value ETF 369.01K (0.96%) 0.00
Increased by 0.00%
Apr 30, 24
20 DFA US Targeted Value I 359.41K (0.93%) 0.00
Increased by 0.00%
Jul 31, 24