Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKL 1000.00%
2 ITOT 1000.00%
3 IUSG 1000.00%
4 IUSV 1000.00%
5 IWM 1000.00%
6 IWN 1000.00%
7 IWO 1000.00%
8 IWV 1000.00%
9 JKJ 1000.00%
10 ISCB 1000.00%
11 ISCV 1000.00%
12 BOUT 4.29%
13 WBIL 3.82%
14 WBIG 3.81%
15 HOML 3.57%
16 XHB 3.51%
17 GLRY 3.13%
18 PEZ 3.07%
19 PKB 2.69%
20 GBLD 2.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.78M (14.88%) 84.67K
Increased by +0.79%
Mar 31, 24
2 Vanguard Group Inc 7.48M (10.33%) -322.42K
Decreased by -4.31%
Mar 31, 24
3 FMR Inc 3.99M (5.51%) -1.02M
Decreased by -25.50%
Mar 31, 24
4 Capital World Investors 2.96M (4.08%) 0.00
Increased by 0.00%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 2.66M (3.67%) -7.18K
Decreased by -0.27%
Mar 31, 24
6 State Street Corporation 2.61M (3.60%) -57.62K
Decreased by -2.21%
Mar 31, 24
7 Macquarie Group Ltd 2.23M (3.08%) -235.75K
Decreased by -10.58%
Mar 31, 24
8 Fisher Asset Management, LLC 2.08M (2.87%) -23.42K
Decreased by -1.13%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 1.90M (2.63%) 914.66K
Increased by +48.07%
Mar 31, 24
10 Balyasny Asset Management LLC 1.81M (2.50%) -13.76K
Decreased by -0.76%
Dec 31, 23
11 Geode Capital Management, LLC 1.80M (2.49%) 21.90K
Increased by +1.21%
Mar 31, 24
12 Arrowstreet Capital Limited Partnership 1.73M (2.39%) -554.61K
Decreased by -32.03%
Mar 31, 24
13 AQR Capital Management LLC 1.54M (2.13%) -460.11K
Decreased by -29.84%
Mar 31, 24
14 American Century Companies Inc 1.54M (2.12%) 144.08K
Increased by +9.37%
Mar 31, 24
15 Amvescap Plc. 1.41M (1.95%) -12.66K
Decreased by -0.90%
Mar 31, 24
16 Goldman Sachs Group Inc 1.04M (1.44%) -1.07M
Decreased by -102.23%
Mar 31, 24
17 Northern Trust Corp 997.24K (1.38%) -150.70K
Decreased by -15.11%
Mar 31, 24
18 Jacobs Levy Equity Management, Inc. 898.59K (1.24%) 3.27K
Increased by +0.36%
Mar 31, 24
19 Bank of New York Mellon Corp 868.77K (1.20%) -61.41K
Decreased by -7.07%
Mar 31, 24
20 Ameriprise Financial Inc 788.43K (1.09%) 32.07K
Increased by +4.07%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.96M (4.08%) 0.00
Increased by 0.00%
Mar 31, 24
2 iShares Core S&P Mid-Cap ETF 2.30M (3.18%) -15.71K
Decreased by -0.68%
May 31, 24
3 Vanguard Total Stock Mkt Idx Inv 2.15M (2.97%) 18.10K
Increased by +0.84%
May 31, 24
4 Vanguard Small Cap Index 1.74M (2.41%) 4.14K
Increased by +0.24%
May 31, 24
5 iShares Russell 2000 ETF 1.58M (2.19%) 12.06K
Increased by +0.76%
May 30, 24
6 Avantis US Small Cap Value ETF 1.49M (2.06%) 0.00
Increased by 0.00%
May 31, 24
7 Vanguard Small Cap Value Index Inv 1.17M (1.61%) -510.00
Decreased by -0.04%
May 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.11M (1.53%) 21.33K
Increased by +1.93%
May 31, 24
9 Fidelity Global Innovators Cl F 1.04M (1.43%) -58.64K
Decreased by -5.65%
Mar 31, 24
10 Delaware Small Cap Core I 874.11K (1.21%) 0.00
Increased by 0.00%
Apr 30, 24
11 Macquarie US Small Cap Core Equity 874.11K (1.21%) -10.23K
Decreased by -1.17%
Mar 31, 24
12 Delaware Small Cap Value A 713.20K (0.98%) -10.60K
Decreased by -1.49%
Apr 30, 24
13 Fidelity® Small Cap Index 696.78K (0.96%) 18.48K
Increased by +2.65%
Oct 31, 23
14 iShares US Home Construction ETF 679.30K (0.94%) 6.35K
Increased by +0.93%
May 31, 24
15 Fidelity Small Cap Index 678.55K (0.94%) -48.07K
Decreased by -7.08%
Mar 31, 24
16 Fidelity Small Cap Value Fund 650.00K (0.90%) 0.00
Increased by 0.00%
Dec 31, 23
17 Fidelity Canadian Growth Company Sr B 648.10K (0.89%) -46.60K
Decreased by -7.19%
Mar 31, 24
18 First Trust SMID Cp Rising Div Achv ETF 636.88K (0.88%) 2.21K
Increased by +0.35%
May 30, 24
19 iShares Russell 2000 Value ETF 620.27K (0.86%) -822.00
Decreased by -0.13%
May 30, 24
20 WEDGE QVM-Large Cap Value 608.97K (0.84%) 608.97K
Increased by +100.00%
Mar 31, 24