Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 ISCB 1000.00%
3 ISCV 1000.00%
4 ITOT 1000.00%
5 IWM 1000.00%
6 JKL 1000.00%
7 IWO 1000.00%
8 JKJ 1000.00%
9 EATZ 5.38%
10 WBIC 2.72%
11 BOUT 2.63%
12 PSCD 1.06%
13 CSB 1.02%
14 DGRS 0.91%
15 FYC 0.39%
16 ETHO 0.37%
17 RNSC 0.28%
18 AVUV 0.27%
19 DES 0.26%
20 TPSC 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.30M (18.03%) -175.48K
Decreased by -2.40%
Mar 31, 24
2 Vanguard Group Inc 5.46M (13.47%) -45.78K
Decreased by -0.84%
Mar 31, 24
3 Kayne Anderson Rudnick Investment Management LLC 2.89M (7.14%) -57.14K
Decreased by -1.98%
Mar 31, 24
4 Earnest Partners LLC 2.75M (6.80%) -60.32K
Decreased by -2.19%
Mar 31, 24
5 BAMCO Inc 2.20M (5.43%) 0.00
Increased by 0.00%
Mar 31, 24
6 State Street Corporation 1.78M (4.41%) 11.77K
Increased by +0.66%
Mar 31, 24
7 Amvescap Plc. 1.29M (3.19%) 7.37K
Increased by +0.57%
Mar 31, 24
8 Dimensional Fund Advisors, Inc. 1.20M (2.96%) 16.28K
Increased by +1.36%
Mar 31, 24
9 Geode Capital Management, LLC 1.06M (2.62%) 21.64K
Increased by +2.04%
Mar 31, 24
10 Frontier Capital Management CO Inc 928.92K (2.29%) -34.31K
Decreased by -3.69%
Mar 31, 24
11 William Blair Investment Management, LLC 758.78K (1.87%) 6.17K
Increased by +0.81%
Mar 31, 24
12 American Century Companies Inc 719.20K (1.78%) 152.66K
Increased by +21.23%
Mar 31, 24
13 Bank of New York Mellon Corp 627.06K (1.55%) -20.85K
Decreased by -3.32%
Mar 31, 24
14 Thrivent Financial For Lutherans 616.70K (1.52%) 57.33K
Increased by +9.30%
Mar 31, 24
15 Charles Schwab Investment Management Inc 575.69K (1.42%) 16.20K
Increased by +2.81%
Mar 31, 24
16 Morgan Stanley - Brokerage Accounts 538.68K (1.33%) -77.42K
Decreased by -14.37%
Mar 31, 24
17 Goldman Sachs Group Inc 532.55K (1.32%) 280.62K
Increased by +52.69%
Dec 31, 23
18 Natixis Advisors, LLC. 526.63K (1.30%) -2.75K
Decreased by -0.52%
Mar 31, 24
19 Palisade Capital Management LLc 515.41K (1.27%) 6.55K
Increased by +1.27%
Mar 31, 24
20 Two Sigma Investments LLC 513.62K (1.27%) -114.64K
Decreased by -22.32%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.04M (7.50%) 5.77K
Increased by +0.19%
Jun 28, 24
2 Baron Opp. Small Cap Growth Strategy 2.20M (5.43%) 0.00
Increased by 0.00%
Jun 30, 24
3 Baron Small Cap Retail 2.20M (5.43%) 0.00
Increased by 0.00%
Jun 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.41M (3.47%) 1.23K
Increased by +0.09%
Jun 30, 24
5 EARNEST Small Cap Value 1.39M (3.42%) 1.38M
Increased by +99.85%
Dec 31, 23
6 Harbor Small Cap Value Instl 1.20M (2.97%) 122.54K
Increased by +10.20%
Jun 30, 24
7 iShares Russell 2000 ETF 1.18M (2.91%) 59.22K
Increased by +5.03%
Jun 28, 24
8 Vanguard Small Cap Index 1.15M (2.85%) -12.18K
Decreased by -1.06%
Jun 30, 24
9 Invesco Small Cap Value A 1.01M (2.49%) 0.00
Increased by 0.00%
May 31, 24
10 Vanguard Small Cap Value Index Inv 775.83K (1.92%) -3.10K
Decreased by -0.40%
Jun 30, 24
11 Avantis US Small Cap Value ETF 754.36K (1.86%) 2.09K
Increased by +0.28%
Jun 29, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 721.84K (1.78%) 18.11K
Increased by +2.51%
Jun 30, 24
13 Virtus KAR Small-Cap Value I 677.27K (1.67%) -40.50K
Decreased by -5.98%
Mar 31, 24
14 Fidelity Small Cap Index 472.69K (1.17%) -1.02K
Decreased by -0.22%
Apr 30, 24
15 Fidelity® Small Cap Index 467.14K (1.15%) 12.48K
Increased by +2.67%
Oct 31, 23
16 iShares Russell 2000 Growth ETF 427.11K (1.05%) 21.59K
Increased by +5.06%
Jun 28, 24
17 SPDR® Portfolio S&P 600 Sm Cap ETF 413.61K (1.02%) 0.00
Increased by 0.00%
Apr 30, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 401.84K (0.99%) -164.00
Decreased by -0.04%
Jun 28, 24
19 First Eagle US Small Cap Strategy 356.67K (0.88%) 3.00K
Increased by +0.84%
Jun 30, 24
20 First Eagle Small Cap Opportunity I 353.67K (0.87%) 0.00
Increased by 0.00%
Jun 30, 24