Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 XT 1000.00%
3 JKK 1000.00%
4 JKJ 1000.00%
5 IWV 1000.00%
6 IWO 1000.00%
7 IWM 1000.00%
8 ITOT 1000.00%
9 ISCG 1000.00%
10 ISCB 1000.00%
11 CLOU 5.07%
12 PSCT 2.99%
13 WFH 2.75%
14 WCLD 1.78%
15 IVES 0.91%
16 XSW 0.87%
17 XSLV 0.79%
18 JSMD 0.78%
19 SKYY 0.73%
20 CLDL 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.50M (18.54%) -90.20K
Decreased by -0.35%
Jun 30, 24
2 Vanguard Group Inc 17.47M (12.70%) 160.68K
Increased by +0.92%
Jun 30, 24
3 Earnest Partners LLC 7.96M (5.79%) 620.45K
Increased by +7.79%
Jun 30, 24
4 State Street Corporation 5.71M (4.15%) 2.20M
Increased by +38.46%
Mar 31, 24
5 RGM Capital LLC 5.28M (3.84%) 0.00
Increased by 0.00%
Jun 30, 24
6 Bank of America Corp 3.52M (2.56%) 773.12K
Increased by +21.98%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 3.20M (2.33%) 561.23K
Increased by +17.51%
Mar 31, 24
8 Macquarie Group Ltd 3.13M (2.27%) -120.29K
Decreased by -3.85%
Mar 31, 24
9 Geode Capital Management, LLC 3.12M (2.27%) 102.12K
Increased by +3.27%
Mar 31, 24
10 Champlain Investment Partners, LLC 3.06M (2.22%) -20.47K
Decreased by -0.67%
Jun 30, 24
11 SEI Investments Co 2.95M (2.15%) 421.29K
Increased by +14.26%
Mar 31, 24
12 First Trust Advisors L.P. 2.70M (1.96%) -34.05K
Decreased by -1.26%
Mar 31, 24
13 Deutsche Bank AG 2.67M (1.94%) 433.47K
Increased by +16.25%
Mar 31, 24
14 Dimensional Fund Advisors, Inc. 2.56M (1.86%) 229.31K
Increased by +8.94%
Jun 30, 24
15 JPMorgan Chase & Co 2.53M (1.84%) -831.26K
Decreased by -32.81%
Mar 31, 24
16 Jacobs Levy Equity Management, Inc. 2.38M (1.73%) 6.41K
Increased by +0.27%
Jun 30, 24
17 Loomis, Sayles & Company LP 2.37M (1.72%) -157.75K
Decreased by -6.66%
Sep 30, 23
18 Acadian Asset Management LLC 2.09M (1.52%) -11.25K
Decreased by -0.54%
Mar 31, 24
19 Sunriver Management LLC 1.82M (1.33%) 321.82K
Increased by +17.65%
Jun 30, 24
20 Renaissance Technologies Corp 1.73M (1.26%) -126.30K
Decreased by -7.32%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.67M (7.03%) -2.92K
Decreased by -0.03%
Aug 28, 24
2 Vanguard Total Stock Mkt Idx Inv 4.30M (3.13%) -10.18K
Decreased by -0.24%
Jul 31, 24
3 iShares Russell 2000 ETF 3.71M (2.70%) -32.65K
Decreased by -0.88%
Aug 28, 24
4 Vanguard Small Cap Index 3.49M (2.54%) 15.04K
Increased by +0.43%
Jul 31, 24
5 EARNEST Partners Smid Cap Core Founders 2.59M (1.88%) -37.91K
Decreased by -1.46%
Jul 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 2.20M (1.60%) 17.48K
Increased by +0.80%
Jul 31, 24
7 Vanguard Information Technology ETF 2.08M (1.52%) 24.92K
Increased by +1.20%
Jul 31, 24
8 Delaware US Small Cap Core Equity (SMA) 1.99M (1.44%) 6.76K
Increased by +0.34%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 1.99M (1.44%) 6.76K
Increased by +0.34%
Mar 31, 24
10 Champlain Small Company Fund, LLC 1.98M (1.44%) -307.05K
Decreased by -15.48%
Jul 31, 24
11 Vanguard Small Cap Growth Index Inv 1.94M (1.41%) -7.50K
Decreased by -0.39%
Jul 31, 24
12 First Trust Dow Jones Internet ETF 1.73M (1.26%) -2.94K
Decreased by -0.17%
May 30, 24
13 EARNEST Small Cap Value 1.53M (1.11%) 1.53M
Increased by +99.85%
Dec 31, 23
14 Harbor Small Cap Value Instl 1.49M (1.09%) 301.84K
Increased by +20.21%
Jun 30, 24
15 Fidelity Small Cap Index 1.46M (1.06%) 57.07K
Increased by +3.91%
Jun 30, 24
16 Delaware Small Cap Core I 1.41M (1.03%) 0.00
Increased by 0.00%
Jun 30, 24
17 Fidelity® Small Cap Index 1.36M (0.99%) 37.58K
Increased by +2.77%
Oct 31, 23
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.28M (0.93%) 1.76K
Increased by +0.14%
Aug 29, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 1.27M (0.92%) -1.81K
Decreased by -0.14%
May 30, 24
20 iShares Russell 2000 Growth ETF 1.25M (0.91%) -1.49K
Decreased by -0.12%
Aug 28, 24