Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWO 1000.00%
6 IWM 1000.00%
7 IUSG 1000.00%
8 ITOT 1000.00%
9 ISCG 1000.00%
10 ISCB 1000.00%
11 IRBO 1000.00%
12 PGAL 3.08%
13 FFTY 0.91%
14 PFUT 0.85%
15 XSW 0.83%
16 DFE 0.66%
17 BULD 0.46%
18 WOOD 0.42%
19 IVOG 0.40%
20 FNY 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Matrix Capital Management Company, LLC 11.30M (26.57%) 126.26K
Increased by +1.12%
Sep 30, 23
2 Vanguard Group Inc 5.73M (13.47%) 179.84K
Increased by +3.14%
Sep 30, 23
3 BlackRock Inc 4.26M (10.01%) 71.93K
Increased by +1.69%
Sep 30, 23
4 Pictet Asset Manangement SA 3.57M (8.40%) 3.57M
Increased by +100.00%
Sep 30, 23
5 Conestoga Capital Advisors, LLC 2.41M (5.66%) 40.03K
Increased by +1.66%
Sep 30, 23
6 Impax Asset Management Group PLC 2.13M (5.01%) 137.93K
Increased by +6.47%
Sep 30, 23
7 Amvescap Plc. 1.82M (4.27%) -93.37K
Decreased by -5.14%
Sep 30, 23
8 BAMCO Inc 1.64M (3.85%) 0.00
Increased by 0.00%
Sep 30, 23
9 AllianceBernstein L.P. 1.49M (3.50%) -35.89K
Decreased by -2.41%
Sep 30, 23
10 HHG PLC 1.26M (2.97%) -63.20K
Decreased by -5.00%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 1.22M (2.86%) -37.64K
Decreased by -3.09%
Sep 30, 23
12 State Street Corporation 1.17M (2.74%) 20.81K
Increased by +1.79%
Sep 30, 23
13 Geode Capital Management, LLC 1.12M (2.64%) 49.09K
Increased by +4.38%
Sep 30, 23
14 Ameriprise Financial Inc 951.70K (2.24%) 176.78K
Increased by +18.58%
Sep 30, 23
15 AXA SA 838.78K (1.97%) -42.36K
Decreased by -5.05%
Sep 30, 23
16 abrdn PLC 662.50K (1.56%) -32.64K
Decreased by -4.93%
Sep 30, 23
17 Wellington Management Company LLP 599.21K (1.41%) 599.21K
Increased by +100.00%
Sep 30, 23
18 Fred Alger Management, LLC 545.80K (1.28%) 29.47K
Increased by +5.40%
Sep 30, 23
19 Northern Trust Corp 541.01K (1.27%) 3.48K
Increased by +0.64%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 461.19K (1.08%) 95.59K
Increased by +20.73%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pictet - Robotics I dy EUR 2.39M (5.61%) -6.42K
Decreased by -0.27%
Jun 30, 23
2 Vanguard Total Stock Mkt Idx Inv 1.70M (4.00%) 2.39K
Increased by +0.14%
Nov 30, 23
3 Conestoga Small Cap Investors 1.53M (3.60%) 0.00
Increased by 0.00%
Oct 31, 23
4 Vanguard Small Cap Index 1.40M (3.29%) 4.30K
Increased by +0.31%
Nov 30, 23
5 iShares Russell 2000 ETF 1.28M (3.01%) -3.21K
Decreased by -0.25%
Nov 30, 23
6 Impax Specialists Strategy Composite 894.88K (2.10%) -98.02K
Decreased by -10.95%
Oct 31, 23
7 Pictet-Clean Energy Transition I USD 892.28K (2.10%) -2.49K
Decreased by -0.28%
Jun 30, 23
8 Impax Climate Strategy 880.52K (2.07%) -70.27K
Decreased by -7.98%
Oct 31, 23
9 Janus Henderson Triton D 803.74K (1.89%) -59.31K
Decreased by -7.38%
Sep 30, 23
10 Janus Henderson US SMID Cap Growth 803.74K (1.89%) -59.31K
Decreased by -7.38%
Sep 30, 23
11 Vanguard Small Cap Growth Index Inv 783.57K (1.84%) 4.09K
Increased by +0.52%
Nov 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 773.86K (1.82%) 12.70K
Increased by +1.64%
Nov 30, 23
13 AB Small Cap Growth A 768.17K (1.81%) -57.88K
Decreased by -7.54%
Oct 31, 23
14 Baron Opp. Small Cap Growth Strategy 750.00K (1.76%) 0.00
Increased by 0.00%
Sep 30, 23
15 Baron Small Cap Retail 750.00K (1.76%) 0.00
Increased by 0.00%
Sep 30, 23
16 BNP Paribas Climate Impact Privl C 741.57K (1.74%) 87.00
Increased by +0.01%
Nov 30, 23
17 Baron Growth Retail 725.00K (1.70%) 0.00
Increased by 0.00%
Sep 30, 23
18 Baron Small Cap Growth Strategy 725.00K (1.70%) 0.00
Increased by 0.00%
Sep 30, 23
19 Vanguard Information Technology ETF 640.78K (1.51%) 549.00
Increased by +0.09%
Oct 31, 23
20 CT (Lux) Glb Smlr Coms IE 607.57K (1.43%) 0.00
Increased by 0.00%
Nov 30, 23