Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IWV 1000.00%
6 IGM 1000.00%
7 IRBO 1000.00%
8 ISCB 1000.00%
9 ISCG 1000.00%
10 ISCV 1000.00%
11 ITOT 1000.00%
12 IWFH 1000.00%
13 IWM 1000.00%
14 IWN 1000.00%
15 XWEB 3.00%
16 PFUT 0.79%
17 SOCL 0.60%
18 FMET 0.59%
19 GBUY 0.49%
20 JSML 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Blackstone Inc 36.64M (35.47%) 0.00
Increased by 0.00%
Sep 30, 23
2 BlackRock Inc 10.03M (9.71%) 2.24K
Increased by +0.02%
Sep 30, 23
3 Vanguard Group Inc 9.71M (9.40%) 297.29K
Increased by +3.06%
Sep 30, 23
4 Wellington Management Company LLP 8.30M (8.04%) 347.24K
Increased by +4.18%
Sep 30, 23
5 Accel Growth Fund V Associates L.L.C. 5.05M (4.89%) 0.00
Increased by 0.00%
Sep 30, 23
6 FMR Inc 4.17M (4.04%) -1.44M
Decreased by -34.48%
Sep 30, 23
7 Marshall Wace Asset Management Ltd 4.11M (3.97%) 305.66K
Increased by +7.45%
Sep 30, 23
8 Millennium Management LLC 3.34M (3.23%) 2.48M
Increased by +74.17%
Sep 30, 23
9 Goldman Sachs Group Inc 3.19M (3.09%) 966.87K
Increased by +30.30%
Sep 30, 23
10 Citadel Advisors Llc 2.72M (2.63%) -562.24K
Decreased by -20.68%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 2.59M (2.50%) 525.25K
Increased by +20.31%
Sep 30, 23
12 State Street Corporation 2.48M (2.40%) 8.02K
Increased by +0.32%
Sep 30, 23
13 Geode Capital Management, LLC 2.13M (2.06%) 47.66K
Increased by +2.24%
Sep 30, 23
14 Amundi 2.03M (1.96%) 657.79K
Increased by +32.45%
Sep 30, 23
15 Manufacturers Life Insurance Co 1.91M (1.85%) 258.29K
Increased by +13.55%
Sep 30, 23
16 Sunriver Management LLC 1.73M (1.67%) 401.24K
Increased by +23.25%
Sep 30, 23
17 Man Group PLC 1.56M (1.51%) 52.56K
Increased by +3.37%
Sep 30, 23
18 TimesSquare Capital Management, LLC 1.35M (1.31%) 30.95K
Increased by +2.29%
Sep 30, 23
19 Northern Trust Corp 1.29M (1.25%) 2.72K
Increased by +0.21%
Sep 30, 23
20 Granahan Investment Management Inc.. 1.26M (1.22%) 83.51K
Increased by +6.65%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Explorer Inv 3.93M (3.80%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 3.04M (2.95%) 7.13K
Increased by +0.23%
Nov 30, 23
3 iShares Russell 2000 ETF 2.72M (2.64%) 17.33K
Increased by +0.64%
Dec 29, 23
4 Vanguard Small Cap Index 2.47M (2.39%) 7.60K
Increased by +0.31%
Nov 30, 23
5 JHancock Small Cap Core NAV 1.83M (1.77%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Contrafund® 1.74M (1.69%) 781.40K
Increased by +44.86%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 1.40M (1.36%) 2.56K
Increased by +0.18%
Nov 30, 23
8 Vanguard Small Cap Growth Index Inv 1.39M (1.34%) 11.66K
Increased by +0.84%
Nov 30, 23
9 VIP Mid Cap Initial 1.34M (1.29%) 0.00
Increased by 0.00%
Nov 30, 23
10 Pioneer Disciplined Growth A 1.09M (1.06%) 0.00
Increased by 0.00%
Nov 30, 23
11 Pioneer Core Equity A 1.00M (0.97%) 675.72K
Increased by +67.57%
Nov 30, 23
12 iShares Russell 2000 Value ETF 977.45K (0.95%) 1.82K
Increased by +0.19%
Dec 29, 23
13 Fidelity® Small Cap Index 975.66K (0.94%) 26.00K
Increased by +2.66%
Oct 31, 23
14 MFS Mid Cap Growth A 934.14K (0.90%) 0.00
Increased by 0.00%
Nov 30, 23
15 MFS Mid Cap Growth Equity 934.14K (0.90%) -3.88K
Decreased by -0.42%
Sep 30, 23
16 Pictet-Global Megatrend Sel I USD 877.97K (0.85%) 310.91K
Increased by +35.41%
Jun 30, 23
17 GS Global Millennials Eq I Acc USD 803.45K (0.78%) 0.00
Increased by 0.00%
Dec 31, 23
18 DFA US Targeted Value I 729.64K (0.71%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity Contrafund Commingled Pl O 726.22K (0.70%) 306.17K
Increased by +42.16%
Nov 30, 23
20 BlackRock Advantage Small Cap Core Instl 617.67K (0.60%) -216.99K
Decreased by -35.13%
Nov 30, 23