Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWM 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWO 1000.00%
6 ISCB 1000.00%
7 ISCG 1000.00%
8 ITOT 1000.00%
9 ZGEN 3.31%
10 NBCC 1.93%
11 MILN 0.46%
12 FYC 0.35%
13 VTWG 0.20%
14 BBSC 0.15%
15 FYX 0.14%
16 BKSE 0.11%
17 VTWO 0.10%
18 SMLF 0.09%
19 VBK 0.09%
20 DFAS 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baillie Gifford & Co Limited. 25.83M (22.08%) 7.77M
Increased by +30.10%
Sep 30, 23
2 NEA Management Company, LLC 12.87M (11.00%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 10.61M (9.07%) 570.18K
Increased by +5.37%
Sep 30, 23
4 BlackRock Inc 8.32M (7.11%) 293.72K
Increased by +3.53%
Sep 30, 23
5 Caledonia (Private) Investments Pty Ltd 7.51M (6.42%) -108.61K
Decreased by -1.45%
Sep 30, 23
6 Eventide Asset Management, LLC 3.69M (3.16%) 291.81K
Increased by +7.90%
Sep 30, 23
7 State Street Corporation 2.47M (2.12%) 166.12K
Increased by +6.71%
Sep 30, 23
8 Geode Capital Management, LLC 2.33M (1.99%) 244.26K
Increased by +10.49%
Sep 30, 23
9 Arrowstreet Capital Limited Partnership 2.06M (1.76%) 1.92M
Increased by +93.25%
Sep 30, 23
10 Dimensional Fund Advisors, Inc. 1.89M (1.61%) 290.61K
Increased by +15.39%
Sep 30, 23
11 Goldman Sachs Group Inc 1.78M (1.53%) 438.19K
Increased by +24.55%
Sep 30, 23
12 Marshall Wace Asset Management Ltd 1.76M (1.50%) 680.53K
Increased by +38.77%
Sep 30, 23
13 Northern Trust Corp 1.15M (0.98%) 27.18K
Increased by +2.37%
Sep 30, 23
14 D. E. Shaw & Co LP 1.08M (0.92%) -160.78K
Decreased by -14.90%
Sep 30, 23
15 Man Group PLC 1.07M (0.92%) -178.65K
Decreased by -16.68%
Sep 30, 23
16 Southpoint Capital Advisors LP 1.00M (0.85%) 1.00M
Increased by +100.00%
Sep 30, 23
17 J. Goldman & Co LP 992.83K (0.85%) -501.03K
Decreased by -50.46%
Sep 30, 23
18 Charles Schwab Investment Management Inc 859.72K (0.73%) 107.44K
Increased by +12.50%
Sep 30, 23
19 Renaissance Technologies Corp 847.80K (0.72%) -22.10K
Decreased by -2.61%
Sep 30, 23
20 Nuveen Asset Management, LLC 765.12K (0.65%) -35.34K
Decreased by -4.62%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baillie Gifford US Equity Growth 6.12M (5.24%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard US Growth Investor 6.12M (5.24%) 984.39K
Increased by +16.07%
Sep 30, 23
3 Baillie Gifford Positive Change B Acc 4.31M (3.69%) -85.30K
Decreased by -1.98%
Oct 31, 23
4 Baillie Gifford Positive Change 4.31M (3.68%) -59.41K
Decreased by -1.38%
Nov 30, 23
5 Eventide Gilead N 3.48M (2.97%) 237.87K
Increased by +6.84%
Sep 30, 23
6 iShares Russell 2000 ETF 3.47M (2.97%) 22.10K
Increased by +0.64%
Dec 29, 23
7 Vanguard Total Stock Mkt Idx Inv 3.38M (2.89%) 5.27K
Increased by +0.16%
Nov 30, 23
8 Baillie Gifford American B Inc 3.03M (2.59%) -91.57K
Decreased by -3.02%
Oct 31, 23
9 Baillie Gifford WW Pstv Chg B USD Acc 3.03M (2.59%) -74.42K
Decreased by -2.45%
Oct 31, 23
10 Vanguard Small Cap Index 2.71M (2.32%) 8.33K
Increased by +0.31%
Nov 30, 23
11 Vanguard Small Cap Growth Index Inv 1.52M (1.30%) 7.72K
Increased by +0.51%
Nov 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 1.47M (1.26%) 9.14K
Increased by +0.62%
Nov 30, 23
13 Fidelity® Small Cap Index 1.26M (1.07%) 33.61K
Increased by +2.68%
Oct 31, 23
14 Baillie Gifford Managed B Acc 1.17M (1.00%) -225.00
Decreased by -0.02%
Oct 31, 23
15 iShares Russell 2000 Growth ETF 1.16M (0.99%) 0.00
Increased by 0.00%
Dec 29, 23
16 Invenomic Institutional 1.08M (0.92%) 471.33K
Increased by +43.56%
Jul 31, 23
17 State St Russell Sm/Mid Cp® Indx NL Cl C 731.80K (0.63%) 19.70K
Increased by +2.69%
Nov 30, 23
18 DFA US Micro Cap I 651.03K (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
19 Lord Abbett Developing Growth A 561.45K (0.48%) 561.45K
Increased by +100.00%
Nov 30, 23
20 Fidelity® Extended Market Index 560.25K (0.48%) 9.69K
Increased by +1.73%
Nov 30, 23