Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 IGM 1000.00%
3 ISCB 1000.00%
4 ISCG 1000.00%
5 JKK 1000.00%
6 ITOT 1000.00%
7 IWB 1000.00%
8 IWD 1000.00%
9 IWR 1000.00%
10 IWS 1000.00%
11 IWV 1000.00%
12 IYW 1000.00%
13 IYY 1000.00%
14 ADPV 3.96%
15 ISCV 0.03%
16 TECB 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Advent International Corp 355.63M (857.02%) 0.00
Increased by 0.00%
Sep 30, 23
2 Oak Hill Capital Management, LLC 53.08M (127.92%) 0.00
Increased by 0.00%
Sep 30, 23
3 T. Rowe Price Investment Management,Inc. 31.44M (75.77%) -153.97K
Decreased by -0.49%
Sep 30, 23
4 Technology Crossover Management IX, Ltd. 30.59M (73.72%) -10.00M
Decreased by -32.69%
Sep 30, 23
5 Vanguard Group Inc 17.77M (42.81%) 1.19M
Increased by +6.69%
Sep 30, 23
6 Dragoneer Investment Group, LLC 13.25M (31.94%) -918.11K
Decreased by -6.93%
Sep 30, 23
7 HHG PLC 8.64M (20.83%) 1.04M
Increased by +12.01%
Sep 30, 23
8 BlackRock Inc 8.27M (19.94%) 1.64M
Increased by +19.80%
Sep 30, 23
9 Amvescap Plc. 7.82M (18.85%) 1.26M
Increased by +16.11%
Sep 30, 23
10 Vista Wealth Management, LLC 4.99M (12.01%) 260.00K
Increased by +5.22%
Sep 30, 23
11 Allspring Global Investments Holdings, LLC 4.92M (11.86%) 483.39K
Increased by +9.82%
Sep 30, 23
12 Riverbridge Partners LLC 4.83M (11.63%) -170.96K
Decreased by -3.54%
Sep 30, 23
13 Brown Advisory Holdings Inc 4.56M (11.00%) 3.44M
Increased by +75.39%
Sep 30, 23
14 Capital Research Global Investors 4.07M (9.82%) -3.23M
Decreased by -79.28%
Sep 30, 23
15 T. Rowe Price Associates, Inc. 3.89M (9.38%) 365.17K
Increased by +9.38%
Sep 30, 23
16 Capital World Investors 3.69M (8.90%) 0.00
Increased by 0.00%
Sep 30, 23
17 Parsifal Capital Management, LP 3.60M (8.67%) 140.20K
Increased by +3.90%
Sep 30, 23
18 Geode Capital Management, LLC 3.36M (8.09%) 936.86K
Increased by +27.89%
Sep 30, 23
19 State Street Corporation 3.03M (7.29%) 495.45K
Increased by +16.38%
Sep 30, 23
20 GW&K Investment Management, LLC 3.00M (7.23%) 3.00M
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 15.42M (37.17%) -68.00K
Decreased by -0.44%
Sep 30, 23
2 T. Rowe Price US Mid-Cap Growth Equity 15.42M (37.17%) -68.00K
Decreased by -0.44%
Sep 30, 23
3 Janus Henderson Gbl Tech and Innovation 7.01M (16.89%) 829.87K
Increased by +11.84%
Sep 30, 23
4 Janus Henderson Glb Tech and Innovt T 7.01M (16.89%) 829.87K
Increased by +11.84%
Sep 30, 23
5 Vanguard Total Stock Mkt Idx Inv 6.60M (15.90%) 653.66K
Increased by +9.91%
Nov 30, 23
6 American Funds SMALLCAP World A 5.50M (13.26%) -2.54M
Decreased by -46.13%
Sep 30, 23
7 Vanguard Small Cap Index 5.45M (13.13%) 564.03K
Increased by +10.35%
Nov 30, 23
8 Vanguard Small Cap Value Index Inv 3.80M (9.15%) 390.17K
Increased by +10.28%
Nov 30, 23
9 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 3.57M (8.60%) 56.30K
Increased by +1.58%
Sep 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 3.35M (8.08%) 485.96K
Increased by +14.49%
Nov 30, 23
11 Brown Advisory Small-Cap Growth Inv 3.31M (7.97%) 1.50M
Increased by +45.51%
Nov 30, 23
12 T. Rowe Price All-Cap Opportunities Fund 3.17M (7.65%) 278.00K
Increased by +8.76%
Sep 30, 23
13 T. Rowe Price US All-Cap Opp Eq Comp 3.17M (7.65%) 278.00K
Increased by +8.76%
Sep 30, 23
14 Invesco Discovery A 3.02M (7.27%) 161.89K
Increased by +5.36%
Nov 30, 23
15 JNL/T. Rowe Price Mid-Cap Growth A 2.80M (6.75%) 0.00
Increased by 0.00%
Sep 30, 23
16 Invesco OFI Small Cap Growth 2.77M (6.67%) 982.45K
Increased by +35.50%
Sep 30, 23
17 T. Rowe Price Instl Mid-Cap Equity Gr 2.76M (6.64%) -55.00K
Decreased by -2.00%
Sep 30, 23
18 MassMutual Mid Cap Growth R5 2.13M (5.12%) 0.00
Increased by 0.00%
Sep 30, 23
19 Fort Washington Small Company Equity 2.09M (5.04%) -7.99K
Decreased by -0.38%
Sep 30, 23
20 Capital Group AMCAP Composite 1.90M (4.57%) -1.75K
Decreased by -0.09%
Sep 30, 23