Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 ISCG 1000.00%
5 IGM 1000.00%
6 IYY 1000.00%
7 IYW 1000.00%
8 IWV 1000.00%
9 IWR 1000.00%
10 IWP 1000.00%
11 IWF 1000.00%
12 IWB 1000.00%
13 IUSG 1000.00%
14 ITOT 1000.00%
15 PTEC 5.02%
16 ATFV 4.04%
17 FRTY 2.54%
18 PTF 1.99%
19 FFTY 1.79%
20 IVES 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.00M (10.04%) 46.83K
Increased by +2.34%
Sep 30, 23
2 Brown Capital Management, LLC 1.81M (9.08%) -183.38K
Decreased by -10.13%
Sep 30, 23
3 Ashe Capital Management, LLC 1.64M (8.23%) 0.00
Increased by 0.00%
Sep 30, 23
4 BlackRock Inc 1.55M (7.78%) 26.03K
Increased by +1.68%
Sep 30, 23
5 Echo Street Capital Management LLC 862.70K (4.33%) -754.72K
Decreased by -87.48%
Sep 30, 23
6 Fred Alger Management, LLC 572.01K (2.87%) 62.35K
Increased by +10.90%
Sep 30, 23
7 State Street Corporation 419.62K (2.11%) 3.87K
Increased by +0.92%
Sep 30, 23
8 Gilder Gagnon Howe & CO LLC 406.03K (2.04%) 19.50K
Increased by +4.80%
Sep 30, 23
9 Geode Capital Management, LLC 405.55K (2.03%) 20.12K
Increased by +4.96%
Sep 30, 23
10 DF Dent & Co Inc 363.90K (1.83%) -4.72K
Decreased by -1.30%
Sep 30, 23
11 GW&K Investment Management, LLC 344.15K (1.73%) 2.10K
Increased by +0.61%
Sep 30, 23
12 New York State Common Retirement Fund 315.03K (1.58%) -20.59K
Decreased by -6.54%
Sep 30, 23
13 Nellore Capital Management LLC 311.43K (1.56%) 0.00
Increased by 0.00%
Sep 30, 23
14 12 West Capital Management LP 300.00K (1.51%) 0.00
Increased by 0.00%
Sep 30, 23
15 DYNAMO INTERNACIONAL GESTAO DE RECURSOS 211.95K (1.06%) -36.72K
Decreased by -17.32%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 206.80K (1.04%) 102.03K
Increased by +49.33%
Sep 30, 23
17 Northern Trust Corp 202.35K (1.02%) 2.22K
Increased by +1.10%
Sep 30, 23
18 INSIGHT HOLDINGS GROUP, LLC 193.31K (0.97%) 3.70K
Increased by +1.91%
Sep 30, 23
19 Lord, Abbett & Co LLC 181.03K (0.91%) 181.03K
Increased by +100.00%
Sep 30, 23
20 T. Rowe Price Associates, Inc. 173.63K (0.87%) 167.70K
Increased by +96.59%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Brown Capital Mgmt Small Co Inv 1.05M (5.29%) -105.72K
Decreased by -10.03%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 589.00K (2.96%) 814.00
Increased by +0.14%
Nov 30, 23
3 iShares Russell 2000 ETF 514.23K (2.58%) 3.27K
Increased by +0.64%
Dec 29, 23
4 Vanguard Small Cap Index 488.05K (2.45%) 2.32K
Increased by +0.48%
Nov 30, 23
5 Alger Small Cap Focus Composite 398.10K (2.00%) 0.00
Increased by 0.00%
Oct 31, 23
6 Alger Small Cap Focus I 398.10K (2.00%) 0.00
Increased by 0.00%
Oct 31, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 280.80K (1.41%) 4.96K
Increased by +1.77%
Nov 30, 23
8 Vanguard Small Cap Growth Index Inv 272.86K (1.37%) 1.41K
Increased by +0.52%
Nov 30, 23
9 Vanguard Information Technology ETF 204.28K (1.02%) -13.25K
Decreased by -6.48%
Nov 30, 23
10 Lord Abbett Developing Growth A 203.89K (1.02%) 58.88K
Increased by +28.88%
Nov 30, 23
11 Fidelity® Small Cap Index 185.25K (0.93%) 5.20K
Increased by +2.81%
Oct 31, 23
12 iShares Russell 2000 Growth ETF 170.31K (0.85%) 0.00
Increased by 0.00%
Dec 29, 23
13 DF Dent Mid Cap Growth 152.49K (0.77%) -3.88K
Decreased by -2.55%
Dec 31, 23
14 Ranger Small Cap 144.82K (0.73%) -5.24K
Decreased by -3.62%
Sep 30, 23
15 Bridge Builder Small/Mid Cap Growth 113.44K (0.57%) 5.77K
Increased by +5.09%
Dec 31, 23
16 State St Russell Sm/Mid Cp® Indx NL Cl C 112.21K (0.56%) 4.50K
Increased by +4.01%
Dec 31, 23
17 Fidelity® Extended Market Index 105.75K (0.53%) 1.09K
Increased by +1.03%
Nov 30, 23
18 Schwab US Small-Cap ETF™ 92.24K (0.46%) 39.00
Increased by +0.04%
Dec 30, 23
19 First Trust Cloud Computing ETF 91.62K (0.46%) -31.00
Decreased by -0.03%
Dec 28, 23
20 CREF Stock R1 87.69K (0.44%) 16.05K
Increased by +18.30%
Nov 30, 23