Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHF 1000.00%
2 IWB 1000.00%
3 IUSG 1000.00%
4 ITOT 1000.00%
5 ISCG 1000.00%
6 ISCB 1000.00%
7 JKK 1000.00%
8 JKJ 1000.00%
9 IYY 1000.00%
10 IYH 1000.00%
11 IWV 1000.00%
12 IWS 1000.00%
13 IWR 1000.00%
14 IWD 1000.00%
15 XHS 2.36%
16 FXH 1.26%
17 RFG 0.98%
18 MMSC 0.82%
19 SMDY 0.67%
20 RYJ 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.83M (9.86%) 26.38K
Increased by +0.30%
Sep 30, 23
2 T. Rowe Price Investment Management,Inc. 8.11M (9.05%) -7.84K
Decreased by -0.10%
Sep 30, 23
3 BlackRock Inc 8.00M (8.93%) -51.81K
Decreased by -0.65%
Sep 30, 23
4 Wellington Management Company LLP 7.54M (8.41%) 152.78K
Increased by +2.03%
Sep 30, 23
5 FMR Inc 5.37M (6.00%) -20.63K
Decreased by -0.38%
Sep 30, 23
6 Dimensional Fund Advisors, Inc. 3.42M (3.82%) -233.87K
Decreased by -6.83%
Sep 30, 23
7 JPMorgan Chase & Co 3.23M (3.61%) -127.10K
Decreased by -3.93%
Sep 30, 23
8 Amvescap Plc. 3.13M (3.50%) -127.00K
Decreased by -4.05%
Sep 30, 23
9 William Blair Investment Management, LLC 3.06M (3.41%) 10.06K
Increased by +0.33%
Sep 30, 23
10 State Street Corporation 2.56M (2.86%) -2.01K
Decreased by -0.08%
Sep 30, 23
11 Viking Global Investors LP 2.26M (2.52%) -985.68K
Decreased by -43.71%
Sep 30, 23
12 AllianceBernstein L.P. 1.60M (1.78%) -292.63K
Decreased by -18.31%
Sep 30, 23
13 Durable Capital Partners LP 1.51M (1.69%) 122.40K
Increased by +8.10%
Sep 30, 23
14 Fred Alger Management, LLC 1.48M (1.66%) -187.09K
Decreased by -12.61%
Sep 30, 23
15 Geode Capital Management, LLC 1.45M (1.61%) 28.51K
Increased by +1.97%
Sep 30, 23
16 Stephens Inv Mgmt Group LLC 1.39M (1.55%) -77.77K
Decreased by -5.59%
Sep 30, 23
17 P2 Capital Partners, LLC 1.37M (1.53%) 0.00
Increased by 0.00%
Sep 30, 23
18 Hawk Ridge Management LLC 1.33M (1.49%) -86.90K
Decreased by -6.53%
Sep 30, 23
19 Bank of New York Mellon Corp 1.26M (1.40%) 13.77K
Increased by +1.09%
Sep 30, 23
20 Polar Capital Holdings PLC 1.17M (1.31%) -4.09K
Decreased by -0.35%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 3.98M (4.44%) -17.60K
Decreased by -0.44%
Sep 30, 23
2 T. Rowe Price US Mid-Cap Growth Equity 3.98M (4.44%) -17.60K
Decreased by -0.44%
Sep 30, 23
3 Vanguard Health Care Inv 3.05M (3.40%) 0.00
Increased by 0.00%
Sep 30, 23
4 iShares Core S&P Mid-Cap ETF 2.80M (3.12%) -507.00
Decreased by -0.02%
Dec 29, 23
5 Vanguard Total Stock Mkt Idx Inv 2.76M (3.08%) 3.83K
Increased by +0.14%
Nov 30, 23
6 Vanguard Small Cap Index 2.27M (2.53%) 10.01K
Increased by +0.44%
Nov 30, 23
7 Vanguard Explorer Inv 1.71M (1.91%) -44.61K
Decreased by -2.60%
Sep 30, 23
8 Vanguard Small Cap Value Index Inv 1.58M (1.76%) 2.92K
Increased by +0.19%
Nov 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 1.33M (1.49%) 25.32K
Increased by +1.90%
Nov 30, 23
10 JPM US Mid Cap Growth-MA 1.04M (1.16%) 656.00K
Increased by +63.16%
Sep 30, 23
11 JPMorgan Mid Cap Growth I 1.03M (1.15%) -3.89K
Decreased by -0.38%
Nov 30, 23
12 Select Health Care 940.00K (1.05%) -10.00K
Decreased by -1.06%
Oct 31, 23
13 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 930.70K (1.04%) 14.50K
Increased by +1.56%
Sep 30, 23
14 Fidelity Select Health Care 860.00K (0.96%) -80.00K
Decreased by -9.30%
Nov 30, 23
15 Stephens SMID Select Growth 853.08K (0.95%) -55.48K
Decreased by -6.50%
Sep 30, 23
16 DFA US Small Cap Value I 853.02K (0.95%) 0.00
Increased by 0.00%
Nov 30, 23
17 Invesco Discovery A 749.35K (0.84%) 40.20K
Increased by +5.36%
Nov 30, 23
18 SPDR® S&P MIDCAP 400 ETF Trust 738.09K (0.82%) -6.36K
Decreased by -0.86%
Nov 30, 23
19 T. Rowe Price Instl Mid-Cap Equity Gr 711.00K (0.79%) 0.00
Increased by 0.00%
Sep 30, 23
20 JNL/T. Rowe Price Mid-Cap Growth A 707.00K (0.79%) 0.00
Increased by 0.00%
Sep 30, 23