Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKK 1000.00%
2 IGM 1000.00%
3 ISCB 1000.00%
4 ISCG 1000.00%
5 ITOT 1000.00%
6 IWM 1000.00%
7 IWO 1000.00%
8 IWV 1000.00%
9 JKJ 1000.00%
10 XSD 2.82%
11 FIVG 1.74%
12 FPX 0.68%
13 IGN 0.55%
14 FYC 0.42%
15 DWAS 0.37%
16 TRFM 0.28%
17 FYX 0.19%
18 BBSC 0.18%
19 VTWG 0.18%
20 HLGE 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.57M (10.20%) 2.99M
Increased by +23.81%
Sep 30, 23
2 BlackRock Inc 11.30M (9.17%) 344.70K
Increased by +3.05%
Sep 30, 23
3 JPMorgan Chase & Co 8.65M (7.02%) 1.30M
Increased by +15.02%
Sep 30, 23
4 Capital Research Global Investors 6.18M (5.01%) -6.45M
Decreased by -104.45%
Sep 30, 23
5 Point72 Asset Management, L.P. 4.82M (3.91%) 1.12M
Increased by +23.32%
Sep 30, 23
6 State Street Corporation 4.52M (3.67%) 133.82K
Increased by +2.96%
Sep 30, 23
7 T. Rowe Price Investment Management,Inc. 3.17M (2.57%) -523.77K
Decreased by -16.54%
Sep 30, 23
8 Geode Capital Management, LLC 2.24M (1.82%) 290.06K
Increased by +12.95%
Sep 30, 23
9 Principal Financial Group Inc 1.57M (1.27%) -13.68K
Decreased by -0.87%
Sep 30, 23
10 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.46M (1.19%) 402.54K
Increased by +27.52%
Sep 30, 23
11 Millennium Management LLC 1.43M (1.16%) 458.46K
Increased by +32.15%
Sep 30, 23
12 Assenagon Asset Management SA 1.35M (1.09%) 1.35M
Increased by +100.00%
Sep 30, 23
13 American Century Companies Inc 1.32M (1.07%) 537.14K
Increased by +40.59%
Sep 30, 23
14 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.32M (1.07%) 1.32M
Increased by +100.00%
Sep 30, 23
15 Dimensional Fund Advisors, Inc. 1.31M (1.06%) 1.13M
Increased by +86.29%
Sep 30, 23
16 Polar Asset Management Partners 1.23M (1.00%) 121.40K
Increased by +9.85%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 1.19M (0.96%) 476.84K
Increased by +40.11%
Sep 30, 23
18 Discovery Capital Management LLC 1.14M (0.93%) 75.71K
Increased by +6.62%
Sep 30, 23
19 Emerald Advisers, LLC 1.10M (0.90%) -100.50K
Decreased by -9.11%
Sep 30, 23
20 D. E. Shaw & Co LP 1.10M (0.89%) 846.66K
Increased by +77.17%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 5.63M (4.57%) -5.83M
Decreased by -103.62%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 3.57M (2.89%) 5.46K
Increased by +0.15%
Nov 30, 23
3 JPM US Technology A (dist) USD 3.21M (2.60%) 28.00K
Increased by +0.87%
Nov 30, 23
4 iShares Russell 2000 ETF 3.06M (2.49%) 19.48K
Increased by +0.64%
Dec 29, 23
5 Vanguard Small Cap Index 2.91M (2.36%) 8.94K
Increased by +0.31%
Nov 30, 23
6 SPDR® S&P Semiconductor ETF 2.07M (1.68%) 0.00
Increased by 0.00%
Dec 31, 23
7 Vanguard Information Technology ETF 1.75M (1.42%) -329.29K
Decreased by -18.87%
Nov 30, 23
8 BGF Next Generation Technology Z2 USD 1.68M (1.37%) -48.43K
Decreased by -2.87%
Sep 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 1.64M (1.33%) 22.88K
Increased by +1.40%
Nov 30, 23
10 Vanguard Small Cap Growth Index Inv 1.63M (1.33%) 8.29K
Increased by +0.51%
Nov 30, 23
11 BlackRock Science and Tech Term ord 1.58M (1.28%) -27.78K
Decreased by -1.76%
Nov 30, 23
12 JPMorgan Small Cap Growth A 1.48M (1.20%) 7.39K
Increased by +0.50%
Nov 30, 23
13 T. Rowe Price Small-Cap Stock 1.27M (1.03%) -225.50K
Decreased by -17.73%
Sep 30, 23
14 T. Rowe Price US Small-Cap Core Equity 1.27M (1.03%) -225.50K
Decreased by -17.73%
Sep 30, 23
15 American Century Small Cap Growth Inv 1.22M (0.99%) 496.25K
Increased by +40.66%
Sep 30, 23
16 American Century U.S. Small Cap Growth 1.22M (0.99%) 496.25K
Increased by +40.66%
Sep 30, 23
17 Jennison SMid Cap Core Equity 1.10M (0.90%) 1.10M
Increased by +100.00%
Dec 31, 23
18 iShares Russell 2000 Growth ETF 1.02M (0.83%) 0.00
Increased by 0.00%
Dec 29, 23
19 Fidelity® Small Cap Index 942.04K (0.76%) 25.76K
Increased by +2.73%
Oct 31, 23
20 State St Russell Sm/Mid Cp® Indx NL Cl C 671.79K (0.54%) 121.40K
Increased by +18.07%
Dec 31, 23