Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 0.02%
2 IWM 0.01%
3 ISCV 0.01%
4 ISCB 0.00%
5 JKJ 0.00%
6 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Koch Industries Inc 80.73M (64.40%) 0.00
Increased by 0.00%
Jun 30, 24
2 Neuberger Berman Group LLC 78.28M (62.44%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Group Inc 9.53M (7.60%) 37.95K
Increased by +0.40%
Sep 30, 24
4 The Carlyle Group Inc 9.21M (7.35%) 0.00
Increased by 0.00%
Sep 30, 24
5 BlackRock Inc 5.40M (4.31%) 4.82M
Increased by +89.16%
Jun 30, 24
6 Laird Norton Tyee Trust Co 4.88M (3.90%) 3.91M
Increased by +80.11%
Sep 30, 24
7 Geode Capital Management, LLC 1.66M (1.33%) 88.53K
Increased by +5.32%
Sep 30, 24
8 State Street Corp 1.47M (1.18%) 466.52K
Increased by +31.65%
Sep 30, 24
9 Northern Trust Corp 693.08K (0.55%) 578.03K
Increased by +83.40%
Sep 30, 24
10 Charles Schwab Investment Management Inc 524.99K (0.42%) 58.13K
Increased by +11.07%
Sep 30, 24
11 Eulav Asset Management 460.00K (0.37%) -110.00K
Decreased by -23.91%
Mar 31, 24
12 BMO Capital Markets Corp. 412.55K (0.33%) 102.23K
Increased by +24.78%
Dec 31, 23
13 Bank of Montreal 412.55K (0.33%) 102.23K
Increased by +24.78%
Dec 31, 23
14 TD Waterhouse Canada Inc 289.34K (0.23%) 15.22K
Increased by +5.26%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 282.76K (0.23%) 40.72K
Increased by +14.40%
Sep 30, 24
16 First Trust Advisors L.P. 263.31K (0.21%) 168.12K
Increased by +63.85%
Sep 30, 24
17 Citigroup Inc 256.91K (0.20%) 256.91K
Increased by +100.00%
Mar 31, 24
18 Goldman Sachs Group Inc 221.81K (0.18%) -125.55K
Decreased by -56.60%
Sep 30, 24
19 Bank of New York Mellon Corp 205.81K (0.16%) -73.48K
Decreased by -35.70%
Sep 30, 24
20 Marshall Wace Asset Management Ltd 195.28K (0.16%) 50.30K
Increased by +25.76%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.57M (2.85%) 304.61K
Increased by +8.52%
Oct 31, 24
2 Vanguard Small Cap Index 3.09M (2.47%) 6.05K
Increased by +0.20%
Oct 31, 24
3 iShares Russell 2000 ETF 2.74M (2.18%) -5.73K
Decreased by -0.21%
Nov 27, 24
4 Vanguard Small Cap Growth Index Inv 1.69M (1.35%) 948.00
Increased by +0.06%
Oct 31, 24
5 Fidelity Small Cap Index 1.03M (0.82%) -24.04K
Decreased by -2.32%
Aug 31, 24
6 iShares Russell 2000 Growth ETF 882.62K (0.70%) 0.00
Increased by 0.00%
Nov 27, 24
7 Vanguard Small Cap Value Index Inv 862.70K (0.69%) -22.88K
Decreased by -2.65%
Mar 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 611.98K (0.49%) 0.00
Increased by 0.00%
Oct 31, 24
9 Value Line Capital Appreciation Investor 460.00K (0.37%) -110.00K
Decreased by -23.91%
Mar 31, 24
10 Vanguard Russell 2000 ETF 457.25K (0.36%) -2.86K
Decreased by -0.62%
Oct 31, 24
11 State St Russell Sm Cap® Indx SL Cl I 418.70K (0.33%) 0.00
Increased by 0.00%
Oct 31, 24
12 Calvert Floating-Rate Advantage 391.49K (0.31%) 391.49K
Increased by +100.00%
Sep 30, 23
13 Fidelity Extended Market Index 289.05K (0.23%) -8.31K
Decreased by -2.87%
Sep 30, 24
14 NT R2000 Index Fund - NL 246.26K (0.20%) 246.26K
Increased by +100.00%
Sep 30, 24
15 Schwab Small Cap Index 245.79K (0.20%) 0.00
Increased by 0.00%
Oct 31, 24
16 Schwab US Small-Cap ETF™ 236.95K (0.19%) 128.00
Increased by +0.05%
Nov 28, 24
17 First Trust Small Cap Gr AlphaDEX® ETF 232.46K (0.19%) 0.00
Increased by 0.00%
Sep 30, 24
18 State St Russell Sm/Mid Cp® Indx NL Cl C 226.53K (0.18%) -20.60K
Decreased by -9.09%
Oct 31, 24
19 NT R2000 Growth Index Fund - L 217.87K (0.17%) 217.87K
Increased by +100.00%
Sep 30, 24
20 Northern Trust Russell 2000 Growth Index 217.87K (0.17%) 217.87K
Increased by +100.00%
Sep 30, 24