Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCG 1000.00%
2 JKJ 1000.00%
3 ISCB 1000.00%
4 IYY 1000.00%
5 IWV 1000.00%
6 JKK 1000.00%
7 IWR 1000.00%
8 IWP 1000.00%
9 IWFH 1000.00%
10 IWF 1000.00%
11 IWB 1000.00%
12 IUSG 1000.00%
13 ITOT 1000.00%
14 ZGEN 5.98%
15 MID 3.26%
16 IPO 3.13%
17 PEZ 3.11%
18 FPX 1.45%
19 FFTY 0.99%
20 XITK 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baillie Gifford & Co Limited. 4.49M (14.07%) 213.55K
Increased by +4.76%
Sep 30, 23
2 Durable Capital Partners LP 3.84M (12.05%) -312.44K
Decreased by -8.13%
Sep 30, 23
3 Vanguard Group Inc 3.19M (10.00%) 122.21K
Increased by +3.83%
Sep 30, 23
4 BlackRock Inc 2.37M (7.43%) 47.37K
Increased by +2.00%
Sep 30, 23
5 Whale Rock Capital Management LLC 1.09M (3.40%) -243.68K
Decreased by -22.46%
Sep 30, 23
6 FMR Inc 1.02M (3.20%) 280.05K
Increased by +27.47%
Sep 30, 23
7 Foxhaven Asset Management, LP 989.63K (3.10%) -167.58K
Decreased by -16.93%
Sep 30, 23
8 Gilder Gagnon Howe & CO LLC 900.19K (2.82%) -10.85K
Decreased by -1.21%
Sep 30, 23
9 T. Rowe Price Investment Management,Inc. 781.62K (2.45%) -23.98K
Decreased by -3.07%
Sep 30, 23
10 D. E. Shaw & Co LP 667.81K (2.09%) 18.36K
Increased by +2.75%
Sep 30, 23
11 Geode Capital Management, LLC 665.77K (2.09%) 94.55K
Increased by +14.20%
Sep 30, 23
12 State Street Corporation 638.04K (2.00%) 54.90K
Increased by +8.60%
Sep 30, 23
13 Lord, Abbett & Co LLC 621.06K (1.95%) -7.45K
Decreased by -1.20%
Sep 30, 23
14 Wellington Management Company LLP 602.20K (1.89%) 358.94K
Increased by +59.60%
Sep 30, 23
15 General Atlantic Llc 580.64K (1.82%) 0.00
Increased by 0.00%
Sep 30, 23
16 Amvescap Plc. 546.59K (1.71%) -13.24K
Decreased by -2.42%
Sep 30, 23
17 Two Sigma Advisers, LLC 505.40K (1.58%) -6.80K
Decreased by -1.35%
Sep 30, 23
18 Two Sigma Investments LLC 461.73K (1.45%) -51.64K
Decreased by -11.19%
Sep 30, 23
19 Carnegie Mellon University 367.31K (1.15%) -2.19K
Decreased by -0.60%
Sep 30, 23
20 Acadian Asset Management LLC 366.53K (1.15%) 326.42K
Increased by +89.06%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baillie Gifford US Equity Growth 1.34M (4.20%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard US Growth Investor 1.34M (4.20%) -29.41K
Decreased by -2.20%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.05M (3.29%) 1.36K
Increased by +0.13%
Nov 30, 23
4 Vanguard Small Cap Index 870.58K (2.73%) 3.85K
Increased by +0.44%
Nov 30, 23
5 iShares Russell 2000 ETF 781.35K (2.45%) 4.99K
Increased by +0.64%
Dec 29, 23
6 Baillie Gifford American B Inc 670.47K (2.10%) -10.86K
Decreased by -1.62%
Oct 31, 23
7 Baillie Gifford Positive Change B Acc 580.72K (1.82%) -6.09K
Decreased by -1.05%
Oct 31, 23
8 Baillie Gifford Positive Change 579.37K (1.82%) -8.57K
Decreased by -1.48%
Nov 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 509.50K (1.60%) 9.17K
Increased by +1.80%
Nov 30, 23
10 Vanguard Small Cap Growth Index Inv 487.49K (1.53%) 3.13K
Increased by +0.64%
Nov 30, 23
11 Invesco Discovery A 404.40K (1.27%) 21.69K
Increased by +5.36%
Nov 30, 23
12 Baillie Gifford WW Pstv Chg B USD Acc 401.44K (1.26%) -9.31K
Decreased by -2.32%
Oct 31, 23
13 Lord Abbett Developing Growth A 383.06K (1.20%) 0.00
Increased by 0.00%
Nov 30, 23
14 Invesco OFI Small Cap Growth 370.89K (1.16%) 8.46K
Increased by +2.28%
Sep 30, 23
15 T. Rowe Price Small-Cap Stock 326.00K (1.02%) -6.90K
Decreased by -2.12%
Sep 30, 23
16 T. Rowe Price US Small-Cap Core Equity 326.00K (1.02%) -6.90K
Decreased by -2.12%
Sep 30, 23
17 Fidelity® Small Cap Index 276.79K (0.87%) 7.45K
Increased by +2.69%
Oct 31, 23
18 iShares Russell 2000 Growth ETF 259.33K (0.81%) 0.00
Increased by 0.00%
Dec 29, 23
19 Baillie Gifford Managed B Acc 258.27K (0.81%) -19.35K
Decreased by -7.49%
Oct 31, 23
20 American Century Heritage Inv 255.03K (0.80%) 255.03K
Increased by +100.00%
Sep 30, 23