Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 JKJ 1000.00%
3 IYC 1000.00%
4 IWV 1000.00%
5 IWS 1000.00%
6 IWR 1000.00%
7 IWD 1000.00%
8 IWB 1000.00%
9 IUSV 1000.00%
10 IUSG 1000.00%
11 ITOT 1000.00%
12 ISCV 1000.00%
13 JKL 1000.00%
14 LSAT 3.04%
15 SWIN_old 1.83%
16 XMVM 0.81%
17 CSB 0.80%
18 OOTO 0.76%
19 WBIY 0.71%
20 RDIV 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.59M (16.40%) -128.48K
Decreased by -1.21%
Mar 31, 24
2 BlackRock Inc 7.49M (11.59%) -1.16M
Decreased by -15.45%
Mar 31, 24
3 GMT Capital Corp 3.82M (5.92%) -321.60K
Decreased by -8.41%
Mar 31, 24
4 Amvescap Plc. 3.16M (4.89%) 593.52K
Increased by +18.77%
Mar 31, 24
5 State Street Corporation 2.25M (3.48%) 53.28K
Increased by +2.37%
Mar 31, 24
6 Minot Capital, LLC 1.68M (2.60%) 0.00
Increased by 0.00%
Mar 31, 24
7 AQR Capital Management LLC 1.65M (2.55%) -499.13K
Decreased by -30.33%
Mar 31, 24
8 Copeland Capital Management, LLC 1.53M (2.38%) 57.36K
Increased by +3.74%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 1.36M (2.10%) -2.52K
Decreased by -0.19%
Mar 31, 24
10 Geode Capital Management, LLC 1.17M (1.81%) 48.61K
Increased by +4.15%
Mar 31, 24
11 Arrowstreet Capital Limited Partnership 1.00M (1.55%) 52.98K
Increased by +5.28%
Mar 31, 24
12 Patient Capital Management, LLC 989.42K (1.53%) -132.86K
Decreased by -13.43%
Mar 31, 24
13 Bank of New York Mellon Corp 942.70K (1.46%) -36.41K
Decreased by -3.86%
Mar 31, 24
14 Northern Trust Corp 925.97K (1.43%) -47.27K
Decreased by -5.11%
Mar 31, 24
15 JPMorgan Chase & Co 895.61K (1.39%) 82.89K
Increased by +9.26%
Sep 30, 23
16 NORGES BANK 894.52K (1.38%) 72.19K
Increased by +8.07%
Dec 31, 23
17 Nuveen Asset Management, LLC 887.68K (1.37%) 25.65K
Increased by +2.89%
Mar 31, 24
18 Solel Partners LP 787.32K (1.22%) 0.00
Increased by 0.00%
Mar 31, 24
19 Macquarie Group Ltd 741.92K (1.15%) -75.08K
Decreased by -10.12%
Mar 31, 24
20 Morgan Stanley - Brokerage Accounts 731.30K (1.13%) -18.48K
Decreased by -2.53%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 4.81M (7.44%) 4.81M
Increased by +100.00%
Feb 29, 24
2 iShares Core S&P Mid-Cap ETF 2.22M (3.44%) 3.67K
Increased by +0.17%
Jun 28, 24
3 Vanguard Total Stock Mkt Idx Inv 2.13M (3.29%) 1.49K
Increased by +0.07%
Jun 30, 24
4 Vanguard Equity-Income Inv 2.08M (3.22%) 0.00
Increased by 0.00%
Mar 31, 24
5 Vanguard Small Cap Index 1.70M (2.63%) -19.42K
Decreased by -1.14%
Jun 30, 24
6 Invesco Small Cap Value A 1.61M (2.49%) 0.00
Increased by 0.00%
May 31, 24
7 Vanguard Small Cap Value Index Inv 1.15M (1.77%) -8.00K
Decreased by -0.70%
Jun 30, 24
8 CapitalatWork Contrarian Eqs at Work C 1.07M (1.65%) 0.00
Increased by 0.00%
Jun 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.06M (1.65%) -25.38K
Decreased by -2.38%
Jun 30, 24
10 Delaware Ivy Mid Cap Income Opps I 710.50K (1.10%) 0.00
Increased by 0.00%
May 31, 24
11 Ivy Mid Cap Income Opps Composite 710.50K (1.10%) -93.71K
Decreased by -13.19%
Mar 31, 24
12 Patient Opportunity C 700.00K (1.08%) -75.00K
Decreased by -10.71%
Jun 30, 24
13 Vanguard Strategic Equity Inv 681.91K (1.06%) -53.85K
Decreased by -7.90%
Mar 31, 24
14 SPDR® S&P MIDCAP 400 ETF Trust 572.23K (0.89%) -24.04K
Decreased by -4.20%
Jun 30, 24
15 Blackrock Russ 1000 Alpha Tilts Compt 565.32K (0.88%) -13.20K
Decreased by -2.33%
Sep 30, 23
16 State St Russell Sm/Mid Cp® Indx NL Cl C 464.46K (0.72%) 22.50K
Increased by +4.84%
Jun 30, 24
17 Nuveen Mid Cap Value TIAA 456.17K (0.71%) -1.28K
Decreased by -0.28%
Mar 31, 24
18 TIAA-CREF Mid-Cap Value Instl 456.17K (0.71%) 0.00
Increased by 0.00%
Feb 29, 24
19 Nuveen Mid Cap Value R6 454.21K (0.70%) -1.96K
Decreased by -0.43%
May 31, 24
20 American Beacon Small Cp Val R5 435.53K (0.67%) -1.21K
Decreased by -0.28%
Mar 31, 24