Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWM 1000.00%
2 ISCB 1000.00%
3 JKK 1000.00%
4 JKJ 1000.00%
5 IWV 1000.00%
6 IWO 1000.00%
7 ISCG 1000.00%
8 ITOT 1000.00%
9 EBIZ 2.90%
10 FYC 0.34%
11 DWAS 0.33%
12 VTWG 0.15%
13 BBSC 0.14%
14 FPX 0.11%
15 FYX 0.11%
16 BKSE 0.10%
17 VBK 0.08%
18 VTWO 0.07%
19 FAD 0.07%
20 RYLD 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.81M (11.26%) 1.01M
Increased by +7.89%
Sep 30, 23
2 FMR Inc 11.76M (10.35%) 1.01M
Increased by +8.60%
Sep 30, 23
3 Atreides Management, LP 10.83M (9.52%) 594.35K
Increased by +5.49%
Sep 30, 23
4 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 10.56M (9.28%) -2.84M
Decreased by -26.95%
Sep 30, 23
5 BlackRock Inc 9.03M (7.94%) 228.12K
Increased by +2.53%
Sep 30, 23
6 AllianceBernstein L.P. 6.11M (5.37%) 987.69K
Increased by +16.17%
Sep 30, 23
7 William Blair Investment Management, LLC 4.37M (3.84%) 350.87K
Increased by +8.03%
Sep 30, 23
8 JPMorgan Chase & Co 4.36M (3.84%) 423.18K
Increased by +9.70%
Sep 30, 23
9 Candlestick Capital Management LP 3.85M (3.39%) 50.00K
Increased by +1.30%
Sep 30, 23
10 Riverbridge Partners LLC 3.53M (3.11%) 1.08M
Increased by +30.70%
Sep 30, 23
11 Jennison Associates LLC 3.25M (2.86%) 1.57M
Increased by +48.44%
Sep 30, 23
12 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 2.82M (2.48%) 1.04M
Increased by +36.73%
Sep 30, 23
13 Geode Capital Management, LLC 2.71M (2.38%) 181.81K
Increased by +6.71%
Sep 30, 23
14 State Street Corporation 2.63M (2.31%) 64.20K
Increased by +2.44%
Sep 30, 23
15 Harris Associates L.P. 2.23M (1.96%) -8.50K
Decreased by -0.38%
Sep 30, 23
16 Loomis, Sayles & Company LP 2.15M (1.89%) 2.15M
Increased by +100.00%
Sep 30, 23
17 Engle Capital Management, L.P. 1.89M (1.66%) -123.00K
Decreased by -6.51%
Sep 30, 23
18 Massachusetts Financial Services Company 1.71M (1.50%) 134.59K
Increased by +7.89%
Sep 30, 23
19 Nuveen Asset Management, LLC 1.62M (1.43%) 483.34K
Increased by +29.77%
Sep 30, 23
20 Iridian Asset Management LLC 1.56M (1.37%) -737.02K
Decreased by -47.28%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.30M (3.78%) 7.52K
Increased by +0.17%
Nov 30, 23
2 Vanguard Explorer Inv 3.53M (3.10%) -845.02K
Decreased by -23.94%
Sep 30, 23
3 Vanguard Small Cap Index 3.50M (3.08%) 21.97K
Increased by +0.63%
Nov 30, 23
4 iShares Russell 2000 ETF 3.40M (2.99%) 21.63K
Increased by +0.64%
Dec 29, 23
5 AB Small Cap Growth A 3.32M (2.92%) -87.42K
Decreased by -2.63%
Nov 30, 23
6 Fidelity Advisor® Growth Opps M 2.65M (2.33%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Blue Chip Growth 2.22M (1.96%) 0.00
Increased by 0.00%
Nov 30, 23
8 JPMorgan Small Cap Growth A 2.03M (1.78%) 10.13K
Increased by +0.50%
Nov 30, 23
9 Vanguard Small Cap Growth Index Inv 1.96M (1.72%) 9.94K
Increased by +0.51%
Nov 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 1.93M (1.70%) 9.73K
Increased by +0.50%
Nov 30, 23
11 Meridian Growth Legacy 1.73M (1.53%) -466.72K
Decreased by -26.90%
Sep 30, 23
12 Strategic Advisers® Small-Mid Cap 1.63M (1.43%) 0.00
Increased by 0.00%
Oct 31, 23
13 Loomis Sayles Small Cap Growth Instl 1.44M (1.26%) 186.12K
Increased by +12.94%
Nov 30, 23
14 Jennison SMid Cap Core Equity 1.38M (1.22%) 115.35K
Increased by +8.33%
Dec 31, 23
15 PGIM Jennison Small Company A 1.38M (1.22%) 115.35K
Increased by +8.33%
Nov 30, 23
16 Fidelity® Small Cap Index 1.23M (1.08%) 33.33K
Increased by +2.72%
Oct 31, 23
17 Fidelity® Series Large Cap Stock 1.18M (1.03%) 0.00
Increased by 0.00%
Nov 30, 23
18 iShares Russell 2000 Growth ETF 1.13M (0.99%) 0.00
Increased by 0.00%
Dec 29, 23
19 MFS New Discovery I 1.12M (0.99%) 0.00
Increased by 0.00%
Nov 30, 23
20 TIAA-CREF Mid-Cap Growth Instl 992.50K (0.87%) 0.00
Increased by 0.00%
Nov 30, 23