Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 JKJ 1000.00%
3 IUSV 1000.00%
4 IUSG 1000.00%
5 ITOT 1000.00%
6 ISCG 1000.00%
7 ISCB 1000.00%
8 IYY 1000.00%
9 IYW 1000.00%
10 IWV 1000.00%
11 IWS 1000.00%
12 IWR 1000.00%
13 JKK 1000.00%
14 IWD 1000.00%
15 IWB 1000.00%
16 JSML 2.63%
17 XSD 2.61%
18 QCLN 2.54%
19 JSMD 1.47%
20 HAIL 1.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 OEP CAPITAL ADVISORS, L.P. 17.65M (24.27%) 0.00
Increased by 0.00%
Sep 30, 23
2 FMR Inc 9.23M (12.70%) 1.12M
Increased by +12.15%
Sep 30, 23
3 Vanguard Group Inc 7.36M (10.12%) 355.81K
Increased by +4.83%
Sep 30, 23
4 BlackRock Inc 6.57M (9.03%) 565.64K
Increased by +8.61%
Sep 30, 23
5 JPMorgan Chase & Co 4.05M (5.57%) 727.53K
Increased by +17.95%
Sep 30, 23
6 ClearBridge Advisors, LLC 3.49M (4.80%) -10.77K
Decreased by -0.31%
Sep 30, 23
7 Allspring Global Investments Holdings, LLC 3.32M (4.56%) 855.81K
Increased by +25.78%
Sep 30, 23
8 Amvescap Plc. 3.21M (4.41%) 347.97K
Increased by +10.85%
Sep 30, 23
9 State Street Corporation 3.19M (4.39%) 182.84K
Increased by +5.73%
Sep 30, 23
10 Principal Financial Group Inc 2.13M (2.92%) -300.33K
Decreased by -14.12%
Sep 30, 23
11 AllianceBernstein L.P. 1.91M (2.62%) 507.81K
Increased by +26.66%
Sep 30, 23
12 Artisan Partners Limited Partnership 1.65M (2.27%) -64.58K
Decreased by -3.92%
Sep 30, 23
13 First Trust Advisors L.P. 1.60M (2.20%) -177.40K
Decreased by -11.08%
Sep 30, 23
14 Geode Capital Management, LLC 1.26M (1.73%) 120.42K
Increased by +9.59%
Sep 30, 23
15 Macquarie Group Ltd 1.19M (1.64%) -70.14K
Decreased by -5.88%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 1.09M (1.50%) -224.29K
Decreased by -20.55%
Sep 30, 23
17 Massachusetts Financial Services Company 1.06M (1.46%) -9.45K
Decreased by -0.89%
Sep 30, 23
18 Goldman Sachs Group Inc 1.05M (1.44%) -32.42K
Decreased by -3.09%
Sep 30, 23
19 Manufacturers Life Insurance Co 1.02M (1.40%) 349.53K
Increased by +34.26%
Sep 30, 23
20 Federated Hermes Inc 941.35K (1.29%) -543.57K
Decreased by -57.74%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Select Semiconductors 3.91M (5.38%) 0.00
Increased by 0.00%
Nov 30, 23
2 ClearBridge Small Cap Growth A 2.25M (3.09%) -9.04K
Decreased by -0.40%
Sep 30, 23
3 ClearBridge Small Cap Growth 2.22M (3.06%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Total Stock Mkt Idx Inv 2.17M (2.98%) 3.15K
Increased by +0.15%
Nov 30, 23
5 iShares Core S&P Mid-Cap ETF 2.16M (2.97%) -391.00
Decreased by -0.02%
Dec 29, 23
6 Vanguard Small Cap Index 1.75M (2.40%) 11.10K
Increased by +0.64%
Nov 30, 23
7 Allspring Growth Inst 1.58M (2.17%) 0.00
Increased by 0.00%
Nov 30, 23
8 SPDR® S&P Semiconductor ETF 1.40M (1.93%) 0.00
Increased by 0.00%
Dec 31, 23
9 JPM US Small Cap Core-Composite 1.17M (1.61%) 246.57K
Increased by +21.09%
Dec 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (1.39%) 21.70K
Increased by +2.15%
Nov 30, 23
11 Vanguard Information Technology ETF 991.21K (1.36%) 17.23K
Increased by +1.74%
Nov 30, 23
12 Vanguard Small Cap Growth Index Inv 978.00K (1.34%) 10.05K
Increased by +1.03%
Nov 30, 23
13 First Trust NASDAQ® Cln Edge® GrnEngyETF 949.18K (1.31%) 0.00
Increased by 0.00%
Dec 28, 23
14 JPMorgan Small Cap Equity A 922.42K (1.27%) 0.00
Increased by 0.00%
Nov 30, 23
15 Federated Hermes Kaufmann Small Cap A 900.00K (1.24%) -538.11K
Decreased by -59.79%
Sep 30, 23
16 Federated Hermes Kaufmann Small Cap Grow 900.00K (1.24%) -538.11K
Decreased by -59.79%
Sep 30, 23
17 Artisan Small Cap Investor 871.75K (1.20%) -53.43K
Decreased by -6.13%
Sep 30, 23
18 Artisan U.S. Small-Cap Growth 871.75K (1.20%) -53.43K
Decreased by -6.13%
Sep 30, 23
19 Fidelity® Growth Strategies 853.60K (1.17%) 65.10K
Increased by +7.63%
Oct 31, 23
20 MFS New Discovery I 800.68K (1.10%) 103.04K
Increased by +12.87%
Nov 30, 23