Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 IWO 1000.00%
3 IWM 1000.00%
4 ITOT 1000.00%
5 ISCV 1000.00%
6 ISCG 1000.00%
7 ISCB 1000.00%
8 JKJ 1000.00%
9 JKL 1000.00%
10 JKK 1000.00%
11 PSCD 2.34%
12 GRPZ 1.81%
13 EHLS 1.80%
14 XRT 1.42%
15 RZG 1.34%
16 RETL 0.85%
17 PSC 0.82%
18 WMCR 0.64%
19 VIOG 0.64%
20 SLYG 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.58M (15.09%) -32.18K
Decreased by -0.70%
Jun 30, 24
2 Vanguard Group Inc 3.32M (10.96%) 586.56K
Increased by +17.64%
Jun 30, 24
3 Wasatch Advisors LP 1.90M (6.27%) -229.26K
Decreased by -12.05%
Jun 30, 24
4 Wellington Management Company LLP 1.82M (5.99%) -732.91K
Decreased by -40.32%
Jun 30, 24
5 Capital World Investors 1.59M (5.26%) -192.59K
Decreased by -12.08%
Jun 30, 24
6 FMR Inc 1.57M (5.18%) 114.97K
Increased by +7.32%
Jun 30, 24
7 Wasatch Advisors Inc. 1.51M (4.97%) -3.28K
Decreased by -0.22%
Sep 30, 23
8 Goldman Sachs Group Inc 1.40M (4.62%) 882.14K
Increased by +63.01%
Dec 31, 23
9 State Street Corporation 1.19M (3.92%) 45.85K
Increased by +3.85%
Mar 31, 24
10 AllianceBernstein L.P. 989.71K (3.26%) -189.95K
Decreased by -19.19%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 973.14K (3.21%) -124.38K
Decreased by -12.78%
Jun 30, 24
12 Holocene Advisors, LP 833.53K (2.75%) 833.53K
Increased by +100.00%
Sep 30, 23
13 Geode Capital Management, LLC 653.40K (2.15%) 25.20K
Increased by +3.86%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 629.26K (2.07%) 127.80K
Increased by +20.31%
Mar 31, 24
15 Franklin Resources Inc 608.99K (2.01%) 225.43K
Increased by +37.02%
Mar 31, 24
16 Ameriprise Financial Inc 586.42K (1.93%) -168.39K
Decreased by -28.71%
Jun 30, 24
17 Millennium Management LLC 582.74K (1.92%) 143.71K
Increased by +24.66%
Sep 30, 23
18 Thrivent Financial For Lutherans 569.03K (1.88%) 43.09K
Increased by +7.57%
Mar 31, 24
19 Westwood Holdings Group Inc 545.64K (1.80%) 124.06K
Increased by +22.74%
Mar 31, 24
20 SouthernSun Asset Management, LLC 541.33K (1.78%) 45.93K
Increased by +8.48%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.04M (6.71%) -612.00
Decreased by -0.03%
Aug 28, 24
2 American Funds SMALLCAP World A 1.99M (6.57%) -111.89K
Decreased by -5.61%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 953.98K (3.15%) -2.41K
Decreased by -0.25%
Jul 31, 24
4 iShares Russell 2000 ETF 781.36K (2.58%) -6.89K
Decreased by -0.88%
Aug 28, 24
5 Vanguard Small Cap Index 767.28K (2.53%) 3.91K
Increased by +0.51%
Jul 31, 24
6 Vanguard Explorer Inv 536.33K (1.77%) -380.92K
Decreased by -71.02%
Jun 30, 24
7 AB Small Cap Growth A 486.56K (1.60%) -17.56K
Decreased by -3.61%
Jun 30, 24
8 Fidelity Small Cap Growth 461.23K (1.52%) 0.00
Increased by 0.00%
Jun 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 460.39K (1.52%) 3.84K
Increased by +0.83%
Jul 31, 24
10 Vanguard Small Cap Growth Index Inv 427.40K (1.41%) -1.66K
Decreased by -0.39%
Jul 31, 24
11 Wasatch Small Cap Growth Investor 392.50K (1.29%) -235.79K
Decreased by -60.08%
Jun 30, 24
12 Columbia Acorn Inst 381.07K (1.26%) 18.20K
Increased by +4.77%
Mar 31, 24
13 Franklin Small Cap Growth Adv 376.66K (1.24%) 0.00
Increased by 0.00%
Mar 31, 24
14 Franklin Small Cap Growth SMA 376.66K (1.24%) 376.64K
Increased by +99.99%
Mar 31, 24
15 Franklin US Small Cap Growth Equity 376.66K (1.24%) 36.00K
Increased by +9.56%
Mar 31, 24
16 Fidelity® Small Cap Growth 340.58K (1.12%) 33.30K
Increased by +9.78%
Sep 30, 23
17 Ranger Small Cap 332.66K (1.10%) -52.16K
Decreased by -15.68%
Mar 31, 24
18 American Century Small Cap Growth Inv 329.30K (1.09%) -71.03K
Decreased by -21.57%
Jun 30, 24
19 American Century U.S. Small Cap Growth 329.30K (1.09%) -71.03K
Decreased by -21.57%
Jun 30, 24
20 JHancock Small Cap Core NAV 325.14K (1.07%) 49.48K
Increased by +15.22%
Dec 31, 23