Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IDU 1000.00%
2 IYY 1000.00%
3 IWV 1000.00%
4 IWS 1000.00%
5 IWR 1000.00%
6 IWD 1000.00%
7 IWB 1000.00%
8 IUSG 1000.00%
9 ITOT 1000.00%
10 IMCG 1000.00%
11 IMCB 1000.00%
12 ILCG 1000.00%
13 ILCB 1000.00%
14 JKG 1000.00%
15 JKE 1000.00%
16 JKD 1000.00%
17 RNEW 4.45%
18 EFRA 3.77%
19 EVX 3.69%
20 AIRR 3.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.81M (10.11%) -61.43K
Decreased by -1.28%
Sep 30, 23
2 BlackRock Inc 4.41M (9.27%) 74.43K
Increased by +1.69%
Sep 30, 23
3 Wellington Management Company LLP 3.47M (7.31%) -350.36K
Decreased by -10.09%
Sep 30, 23
4 Select Equity Group LP 3.05M (6.43%) 1.00M
Increased by +32.90%
Sep 30, 23
5 Amvescap Plc. 1.79M (3.76%) -159.96K
Decreased by -8.95%
Sep 30, 23
6 Snyder Capital Management LP 1.65M (3.47%) -165.73K
Decreased by -10.06%
Sep 30, 23
7 HHG PLC 1.43M (3.00%) 253.77K
Increased by +17.78%
Sep 30, 23
8 FMR Inc 1.42M (2.99%) 75.04K
Increased by +5.29%
Sep 30, 23
9 State Street Corporation 1.41M (2.97%) -7.52K
Decreased by -0.53%
Sep 30, 23
10 Bessemer Group Inc 1.00M (2.11%) 4.07K
Increased by +0.41%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 914.07K (1.92%) -157.25K
Decreased by -17.20%
Sep 30, 23
12 Artemis Investment Management LLP 910.30K (1.92%) -117.07K
Decreased by -12.86%
Sep 30, 23
13 Geode Capital Management, LLC 755.36K (1.59%) 6.90K
Increased by +0.91%
Sep 30, 23
14 Jackson Square Partners, LLC 728.99K (1.53%) -94.56K
Decreased by -12.97%
Sep 30, 23
15 ClearBridge Advisors, LLC 702.43K (1.48%) -2.81K
Decreased by -0.40%
Sep 30, 23
16 Impax Asset Management Group PLC 610.29K (1.28%) -70.18K
Decreased by -11.50%
Sep 30, 23
17 Marshall Wace Asset Management Ltd 562.79K (1.18%) -113.46K
Decreased by -20.16%
Sep 30, 23
18 Vontobel Holding Ltd. 544.21K (1.14%) -530.00
Decreased by -0.10%
Sep 30, 23
19 T. Rowe Price Associates, Inc. 508.53K (1.07%) -72.29K
Decreased by -14.22%
Sep 30, 23
20 Credit Suisse First Boston (CSFB) 503.36K (1.06%) -16.16K
Decreased by -3.21%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.53M (3.22%) 1.96K
Increased by +0.13%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 1.53M (3.22%) -277.00
Decreased by -0.02%
Dec 29, 23
3 Vanguard Small Cap Index 1.26M (2.65%) 5.10K
Increased by +0.40%
Nov 30, 23
4 Janus Henderson Enterprise D 807.20K (1.70%) 207.80K
Increased by +25.74%
Sep 30, 23
5 Janus Inst Mid Cap Growth CF 807.20K (1.70%) 207.80K
Increased by +25.74%
Sep 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 729.16K (1.53%) 14.78K
Increased by +2.03%
Nov 30, 23
7 Vanguard Small Cap Growth Index Inv 706.71K (1.49%) 4.49K
Increased by +0.64%
Nov 30, 23
8 Fidelity® Contrafund® 645.42K (1.36%) 0.00
Increased by 0.00%
Nov 30, 23
9 Invesco Discovery A 513.91K (1.08%) 0.00
Increased by 0.00%
Nov 30, 23
10 Invesco OFI Small Cap Growth 498.05K (1.05%) -4.64K
Decreased by -0.93%
Sep 30, 23
11 Vanguard Explorer Inv 480.12K (1.01%) -50.95K
Decreased by -10.61%
Sep 30, 23
12 Impax Specialists Strategy Composite 468.55K (0.99%) -39.30K
Decreased by -8.39%
Oct 31, 23
13 SPDR® S&P MIDCAP 400 ETF Trust 403.27K (0.85%) -3.47K
Decreased by -0.86%
Nov 30, 23
14 CS (Lux) Security Equity BH CHF 391.00K (0.82%) 1.60K
Increased by +0.41%
Oct 31, 23
15 Janus Henderson Triton D 338.84K (0.71%) 0.00
Increased by 0.00%
Sep 30, 23
16 Janus Henderson US SMID Cap Growth 338.84K (0.71%) 0.00
Increased by 0.00%
Sep 30, 23
17 iShares S&P Mid-Cap 400 Growth ETF 332.94K (0.70%) -475.00
Decreased by -0.14%
Dec 29, 23
18 Invesco Discovery Mid Cap Growth Y 328.32K (0.69%) 15.36K
Increased by +4.68%
Nov 30, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 297.36K (0.63%) 7.46K
Increased by +2.51%
Dec 31, 23
20 HC Snyder US All Cap Equity Fdr USD Acc 295.74K (0.62%) -626.00
Decreased by -0.21%
Aug 31, 23