Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWM 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWN 1000.00%
5 IWO 1000.00%
6 ISCB 1000.00%
7 ISCG 1000.00%
8 ITOT 1000.00%
9 IWC 1000.00%
10 GSSC 0.06%
11 AVSC 0.01%
12 SCHA 0.01%
13 HDG 0.00%
14 SCHB 0.00%
15 DFAT 0.00%
16 DFUS 0.00%
17 VTI 0.00%
18 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 13.86M (22.75%) 0.00
Increased by 0.00%
Sep 30, 23
2 Redmile Group, LLC 8.03M (13.18%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 2.47M (4.05%) 261.88K
Increased by +10.62%
Sep 30, 23
4 Junked Platinum Investment Management Ltd 1.31M (2.14%) 0.00
Increased by 0.00%
Sep 30, 23
5 BlackRock Inc 1.26M (2.06%) 18.40K
Increased by +1.46%
Sep 30, 23
6 Casdin Capital, LLC 973.26K (1.60%) -395.00K
Decreased by -40.59%
Sep 30, 23
7 Millennium Management LLC 716.90K (1.18%) -47.56K
Decreased by -6.63%
Sep 30, 23
8 Geode Capital Management, LLC 569.17K (0.93%) 119.75K
Increased by +21.04%
Sep 30, 23
9 Jacobs Levy Equity Management, Inc. 413.68K (0.68%) 413.68K
Increased by +100.00%
Sep 30, 23
10 Renaissance Technologies Corp 300.80K (0.49%) -122.58K
Decreased by -40.75%
Sep 30, 23
11 Charles Schwab Investment Management Inc 296.34K (0.49%) 39.10K
Increased by +13.19%
Sep 30, 23
12 Delap Wealth Advisory LLC 287.42K (0.47%) 287.42K
Increased by +100.00%
Sep 30, 23
13 Bridgeway Capital Management, LLC 252.00K (0.41%) 12.40K
Increased by +4.92%
Sep 30, 23
14 Institute for Wealth Management, LLC 242.88K (0.40%) 0.00
Increased by 0.00%
Sep 30, 23
15 Allen Operations LLC 236.13K (0.39%) 0.00
Increased by 0.00%
Sep 30, 23
16 Squarepoint Ops LLC 230.20K (0.38%) -71.56K
Decreased by -31.09%
Sep 30, 23
17 State Street Corporation 190.86K (0.31%) -37.50K
Decreased by -19.65%
Sep 30, 23
18 Wells Fargo & Co 165.58K (0.27%) 5.67K
Increased by +3.42%
Sep 30, 23
19 HSBC Holdings PLC 160.56K (0.26%) 0.00
Increased by 0.00%
Sep 30, 23
20 Susquehanna International Group, LLP 146.81K (0.24%) -62.12K
Decreased by -42.32%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl O 5.20M (8.53%) 29.92K
Increased by +0.58%
Nov 30, 23
2 Fidelity® Growth Company 3.95M (6.48%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.71M (2.80%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity® Growth Company K6 1.57M (2.58%) -29.92K
Decreased by -1.90%
Nov 30, 23
5 Fidelity® Series Growth Company 1.02M (1.68%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Select Biotechnology 992.70K (1.63%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Small Cap Growth 809.35K (1.33%) -983.00
Decreased by -0.12%
Oct 31, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 722.86K (1.19%) 53.41K
Increased by +7.39%
Nov 30, 23
9 iShares Biotechnology ETF 468.60K (0.77%) 1.73K
Increased by +0.37%
Nov 30, 23
10 Fidelity® Extended Market Index 328.17K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity® Small Cap Growth K6 319.35K (0.52%) 983.00
Increased by +0.31%
Oct 31, 23
12 Schwab US Small-Cap ETF™ 278.90K (0.46%) 123.00
Increased by +0.04%
Dec 30, 23
13 iShares Micro-Cap ETF 132.14K (0.22%) 0.00
Increased by 0.00%
Dec 29, 23
14 BlackRock Extended Equity Market K 130.43K (0.21%) 21.32K
Increased by +16.34%
Dec 31, 23
15 BlackRock Extended Mkt Composite 124.81K (0.20%) 0.00
Increased by 0.00%
Sep 30, 23
16 Fidelity® Total Market Index 82.31K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity® Series Total Market Index 77.17K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
18 NT Ext Equity Mkt Idx Fd - L 57.47K (0.09%) 14.25K
Increased by +24.80%
Sep 30, 23
19 Northern Trust Extended Eq Market Idx 57.47K (0.09%) 14.25K
Increased by +24.80%
Sep 30, 23
20 Schwab US Broad Market ETF™ 54.93K (0.09%) 0.00
Increased by 0.00%
Dec 30, 23