Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 IWN 0.01%
3 IWM 0.00%
4 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.49M (7.38%) 387.99K
Increased by +4.57%
Dec 31, 23
2 Vanguard Group Inc 5.85M (5.08%) -90.97K
Decreased by -1.56%
Dec 31, 23
3 Geode Capital Management, LLC 2.68M (2.32%) 112.72K
Increased by +4.21%
Dec 31, 23
4 State Street Corporation 2.14M (1.86%) 10.98K
Increased by +0.51%
Dec 31, 23
5 BNP Paribas Investment Partners SA 1.65M (1.43%) -3.20M
Decreased by -193.75%
Dec 31, 23
6 Northern Trust Corp 964.25K (0.84%) -42.22K
Decreased by -4.38%
Dec 31, 23
7 Candriam Luxembourg S.C.A. 824.86K (0.72%) 0.00
Increased by 0.00%
Sep 30, 23
8 Apollo Management Holdings, L.P. 821.96K (0.71%) 0.00
Increased by 0.00%
Dec 31, 23
9 Squarepoint Ops LLC 813.04K (0.71%) 357.22K
Increased by +43.94%
Sep 30, 23
10 Cresset Asset Management, LLC 785.00K (0.68%) -90.00K
Decreased by -11.46%
Dec 31, 23
11 HighTower Advisors, LLC 726.51K (0.63%) 7.90K
Increased by +1.09%
Dec 31, 23
12 Bank of America Corp 613.50K (0.53%) -387.00
Decreased by -0.06%
Dec 31, 23
13 SG Americas Securities, LLC 585.20K (0.51%) 585.20K
Increased by +100.00%
Sep 30, 23
14 Royal Bank of Canada 494.62K (0.43%) -1.99K
Decreased by -0.40%
Dec 31, 23
15 Jacobs Levy Equity Management, Inc. 491.48K (0.43%) 491.48K
Increased by +100.00%
Sep 30, 23
16 Goldman Sachs Group Inc 472.06K (0.41%) 267.20K
Increased by +56.60%
Dec 31, 23
17 Alta Fundamental Advisers LLC 452.00K (0.39%) 0.00
Increased by 0.00%
Sep 30, 23
18 Acadian Asset Management LLC 427.87K (0.37%) 427.87K
Increased by +100.00%
Dec 31, 23
19 Hudson Bay Capital Management LP 427.37K (0.37%) -227.37K
Decreased by -53.20%
Dec 31, 23
20 Morgan Stanley - Brokerage Accounts 417.39K (0.36%) 287.59K
Increased by +68.90%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.03M (2.63%) 0.00
Increased by 0.00%
Mar 31, 24
2 iShares Russell 2000 ETF 2.68M (2.32%) -21.34K
Decreased by -0.80%
Apr 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 1.74M (1.52%) 0.00
Increased by 0.00%
Mar 31, 24
4 BNP Paribas Fds Ecsystm Rstn I USD Cap 1.65M (1.43%) -137.00
Decreased by -0.01%
Dec 31, 23
5 iShares Russell 2000 Value ETF 1.18M (1.02%) 0.00
Increased by 0.00%
Apr 30, 24
6 Fidelity Small Cap Index 1.18M (1.02%) 0.00
Increased by 0.00%
Feb 29, 24
7 Fidelity® Small Cap Index 1.12M (0.98%) 0.00
Increased by 0.00%
Oct 31, 23
8 Candriam Sst Eq Crclr Ecoy I $ Acc 824.86K (0.72%) 0.00
Increased by 0.00%
Oct 31, 23
9 Fidelity Extended Market Index 688.65K (0.60%) 0.00
Increased by 0.00%
Mar 31, 24
10 State St Russell Sm/Mid Cp® Indx NL Cl C 645.92K (0.56%) 0.00
Increased by 0.00%
Mar 31, 24
11 Invesco FTSE RAFI US 1500 Small-Mid ETF 602.22K (0.52%) 0.00
Increased by 0.00%
Apr 30, 24
12 BNP Paribas Energy Transition C D 600.13K (0.52%) -2.17M
Decreased by -361.97%
Dec 31, 23
13 Fidelity® Extended Market Index 588.92K (0.51%) 41.21K
Increased by +7.00%
Nov 30, 23
14 Vanguard Russell 2000 ETF 437.43K (0.38%) 14.09K
Increased by +3.22%
Mar 31, 24
15 State St Russell Sm Cap® Indx SL Cl I 381.33K (0.33%) 0.00
Increased by 0.00%
Mar 31, 24
16 Vanguard Materials ETF 364.68K (0.32%) -1.97K
Decreased by -0.54%
Mar 31, 24
17 NT R2000 Value Index Fund - NL 313.29K (0.27%) -29.84K
Decreased by -9.52%
Dec 31, 23
18 NT R2000 Index Fund - NL 311.07K (0.27%) -29.18K
Decreased by -9.38%
Dec 31, 23
19 BlackRock Extended Mkt Composite 304.77K (0.26%) 2.18K
Increased by +0.71%
Sep 30, 23
20 Schwab Small Cap Index 270.64K (0.24%) 0.00
Increased by 0.00%
Mar 31, 24