Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKL 1000.00%
2 IWV 1000.00%
3 JKJ 1000.00%
4 JKK 1000.00%
5 ISCB 1000.00%
6 ISCG 1000.00%
7 ISCV 1000.00%
8 ITOT 1000.00%
9 IWM 1000.00%
10 IWO 1000.00%
11 BCDF 5.23%
12 IJT 0.18%
13 IJR 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.24M (18.13%) -93.45K
Decreased by -0.51%
Mar 31, 24
2 Vanguard Group Inc 14.51M (14.42%) -98.26K
Decreased by -0.68%
Mar 31, 24
3 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 10.76M (10.70%) -2.73M
Decreased by -25.41%
Mar 31, 24
4 Azora Capital LP 8.59M (8.54%) 797.85K
Increased by +9.29%
Mar 31, 24
5 State Street Corporation 5.21M (5.18%) 222.82K
Increased by +4.28%
Mar 31, 24
6 Massachusetts Financial Services Company 4.94M (4.91%) -24.02K
Decreased by -0.49%
Mar 31, 24
7 Wellington Management Company LLP 4.31M (4.28%) 408.43K
Increased by +9.49%
Mar 31, 24
8 Dimensional Fund Advisors, Inc. 4.15M (4.12%) 149.60K
Increased by +3.61%
Mar 31, 24
9 Bank of New York Mellon Corp 3.02M (3.00%) -94.66K
Decreased by -3.14%
Mar 31, 24
10 HHG PLC 2.79M (2.77%) 194.37K
Increased by +6.97%
Mar 31, 24
11 Geode Capital Management, LLC 2.68M (2.66%) 62.92K
Increased by +2.35%
Mar 31, 24
12 Amvescap Plc. 2.24M (2.22%) 1.23M
Increased by +55.06%
Mar 31, 24
13 Tidal Investments LLC. 2.06M (2.04%) 482.41K
Increased by +23.45%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 1.83M (1.82%) -12.91K
Decreased by -0.71%
Mar 31, 24
15 Toroso Investments LLC 1.57M (1.56%) -52.95K
Decreased by -3.36%
Sep 30, 23
16 Renaissance Technologies Corp 1.56M (1.55%) -354.00K
Decreased by -22.67%
Mar 31, 24
17 Two Sigma Investments LLC 1.52M (1.51%) -42.16K
Decreased by -2.77%
Mar 31, 24
18 Northern Trust Corp 1.46M (1.45%) -25.68K
Decreased by -1.76%
Mar 31, 24
19 Two Sigma Advisers, LLC 1.30M (1.29%) 92.60K
Increased by +7.11%
Mar 31, 24
20 Phase 2 Partners, LLC 1.22M (1.21%) 314.10K
Increased by +25.76%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.23M (7.19%) 14.88K
Increased by +0.21%
Jun 28, 24
2 Vanguard Explorer Inv 4.48M (4.45%) -736.37K
Decreased by -16.44%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 4.45M (4.43%) 529.70K
Increased by +11.89%
Jun 30, 24
4 iShares Russell 2000 ETF 3.44M (3.42%) 232.68K
Increased by +6.76%
Jun 28, 24
5 Vanguard Small Cap Index 3.43M (3.41%) 176.27K
Increased by +5.13%
Jun 30, 24
6 MFS New Discovery I 2.99M (2.97%) -147.65K
Decreased by -4.94%
Jun 30, 24
7 Invesco Small Cap Value A 2.58M (2.56%) 0.00
Increased by 0.00%
May 31, 24
8 Vanguard Small Cap Value Index Inv 2.31M (2.30%) 137.47K
Increased by +5.95%
Jun 30, 24
9 Amplify Transformational Data Shrg ETF 2.18M (2.16%) -66.79K
Decreased by -3.07%
Jan 31, 24
10 Janus Henderson Small Cap Value L 2.08M (2.07%) 0.00
Increased by 0.00%
May 31, 24
11 Meridian Growth Legacy 1.83M (1.82%) -683.22K
Decreased by -37.39%
Mar 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 1.73M (1.72%) 54.30K
Increased by +3.15%
Jun 30, 24
13 Fidelity Small Cap Index 1.37M (1.36%) 1.86K
Increased by +0.14%
Apr 30, 24
14 Fidelity® Small Cap Index 1.33M (1.32%) 35.72K
Increased by +2.69%
Oct 31, 23
15 iShares Russell 2000 Growth ETF 1.26M (1.25%) 80.58K
Increased by +6.39%
Jun 28, 24
16 Delaware Ivy Small Cap Growth C 1.22M (1.21%) 0.00
Increased by 0.00%
May 31, 24
17 CMC All-Cap Growth 1.20M (1.20%) 1.13M
Increased by +94.02%
Dec 31, 23
18 Strategic Advisers® Small-Mid Cap 1.17M (1.16%) -31.94K
Decreased by -2.73%
Oct 31, 23
19 ArrowMark Small Cap Gro 1.11M (1.11%) -4.66K
Decreased by -0.42%
Dec 31, 23
20 Meridian Small Cap Growth Legacy 1.11M (1.11%) -4.66K
Decreased by -0.42%
Dec 31, 23