Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMED 3.68%
2 EDOC 1.35%
3 PSCH 0.54%
4 EQWM 0.37%
5 XSVM 0.28%
6 SQLV 0.26%
7 ROSC 0.20%
8 SLY 0.14%
9 DMRS 0.14%
10 SSLY 0.14%
11 ISMD 0.13%
12 SLYV 0.12%
13 IHF 0.11%
14 PSC 0.11%
15 SMD 0.10%
16 RTLA 0.10%
17 IJS 0.10%
18 ESIX 0.10%
19 GBUY_old 0.09%
20 CSML 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.99M (20.42%) -1.73M
Decreased by -9.62%
Sep 30, 23
2 Vanguard Group Inc 14.18M (16.10%) -23.42K
Decreased by -0.17%
Sep 30, 23
3 Dimensional Fund Advisors, Inc. 8.98M (10.19%) -103.33K
Decreased by -1.15%
Dec 31, 23
4 William Blair Investment Management, LLC 4.38M (4.97%) 623.44K
Increased by +14.25%
Sep 30, 23
5 State Street Corporation 4.07M (4.62%) 40.25K
Increased by +0.99%
Sep 30, 23
6 Point72 Asset Management, L.P. 3.77M (4.27%) 1.81M
Increased by +47.99%
Sep 30, 23
7 D. E. Shaw & Co LP 3.63M (4.13%) -182.42K
Decreased by -5.02%
Sep 30, 23
8 Fisher Asset Management, LLC 2.87M (3.25%) 39.50K
Increased by +1.38%
Sep 30, 23
9 Wellington Management Company LLP 2.67M (3.03%) 1.28M
Increased by +48.06%
Sep 30, 23
10 Fuller & Thaler Asset Management Inc 2.54M (2.89%) -43.32K
Decreased by -1.70%
Sep 30, 23
11 Westfield Capital Management Company, LP 2.40M (2.73%) 165.64K
Increased by +6.90%
Sep 30, 23
12 Geode Capital Management, LLC 2.33M (2.65%) 79.51K
Increased by +3.41%
Sep 30, 23
13 Charles Schwab Investment Management Inc 1.92M (2.18%) 210.14K
Increased by +10.97%
Sep 30, 23
14 Northern Trust Corp 1.66M (1.88%) -1.67K
Decreased by -0.10%
Sep 30, 23
15 Goldman Sachs Group Inc 1.50M (1.70%) -232.05K
Decreased by -15.50%
Sep 30, 23
16 Jacobs Levy Equity Management, Inc. 1.43M (1.62%) -94.12K
Decreased by -6.59%
Sep 30, 23
17 Bank of America Corp 1.32M (1.50%) -131.53K
Decreased by -9.95%
Sep 30, 23
18 Royal Bank of Canada 1.31M (1.49%) -9.74K
Decreased by -0.74%
Sep 30, 23
19 EVR Research LP 1.29M (1.46%) 1.29M
Increased by +100.00%
Sep 30, 23
20 JPMorgan Chase & Co 1.24M (1.41%) -50.16K
Decreased by -4.04%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.43M (8.43%) 6.68K
Increased by +0.09%
Jan 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.28M (3.73%) 0.00
Increased by 0.00%
Jan 31, 24
3 Pacer US Small Cap Cash Cows 100 ETF 2.94M (3.34%) 40.59K
Increased by +1.38%
Jan 31, 24
4 Vanguard Small Cap Index 2.65M (3.01%) 7.31K
Increased by +0.28%
Jan 31, 24
5 iShares Russell 2000 ETF 2.63M (2.99%) -47.99K
Decreased by -1.82%
Jan 31, 24
6 DFA US Small Cap Value I 2.49M (2.83%) 0.00
Increased by 0.00%
Dec 31, 23
7 FullerThaler Behavioral Small-Cap Value 2.19M (2.48%) -19.89K
Decreased by -0.91%
Nov 30, 23
8 Undiscovered Managers Behavioral Val L 2.02M (2.29%) -33.70K
Decreased by -1.67%
Dec 31, 23
9 Vanguard Small Cap Value Index Inv 1.82M (2.07%) -7.58K
Decreased by -0.42%
Jan 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.63M (1.85%) 646.00
Increased by +0.04%
Jan 31, 24
11 iShares S&P Small-Cap 600 Value ETF 1.36M (1.55%) -3.71K
Decreased by -0.27%
Jan 31, 24
12 Vanguard Strategic Equity Inv 1.33M (1.51%) 0.00
Increased by 0.00%
Dec 31, 23
13 DFA US Targeted Value I 1.20M (1.36%) 0.00
Increased by 0.00%
Dec 31, 23
14 Fidelity Small Cap Index 1.06M (1.21%) 22.23K
Increased by +2.09%
Nov 30, 23
15 iShares Russell 2000 Value ETF 1.02M (1.16%) -1.94K
Decreased by -0.19%
Jan 31, 24
16 SPDR® Portfolio S&P 600 Sm Cap ETF 924.30K (1.05%) 603.00
Increased by +0.07%
Jan 31, 24
17 Schwab Fundamental US Small Company ETF 920.90K (1.05%) 978.00
Increased by +0.11%
Jan 31, 24
18 DFA US Small Cap I 876.03K (0.99%) -9.36K
Decreased by -1.07%
Dec 31, 23
19 DFA US Micro Cap I 854.36K (0.97%) -117.69K
Decreased by -13.78%
Dec 31, 23
20 Vanguard Tax-Managed Small Cap Adm 853.61K (0.97%) 0.00
Increased by 0.00%
Jan 31, 24