Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 IYW 1000.00%
3 IWV 1000.00%
4 IWS 1000.00%
5 IWR 1000.00%
6 IWP 1000.00%
7 IWF 1000.00%
8 IWD 1000.00%
9 IWB 1000.00%
10 ITOT 1000.00%
11 ISCG 1000.00%
12 ISCB 1000.00%
13 JKK 1000.00%
14 JKJ 1000.00%
15 IYY 1000.00%
16 PSCT 3.85%
17 MRAD 3.69%
18 BOUT 2.23%
19 XSMO 2.00%
20 JSML 1.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Providence Equity Partners L.L.C. 40.67M (28.86%) -12.50M
Decreased by -30.74%
Sep 30, 23
2 BlackRock Inc 20.62M (14.63%) 3.72M
Increased by +18.03%
Sep 30, 23
3 Vanguard Group Inc 13.49M (9.58%) 1.77M
Increased by +13.10%
Sep 30, 23
4 Macquarie Group Ltd 5.37M (3.81%) 912.22K
Increased by +16.98%
Sep 30, 23
5 T. Rowe Price Investment Management,Inc. 5.31M (3.77%) -1.24M
Decreased by -23.33%
Sep 30, 23
6 Capital World Investors 4.98M (3.54%) 4.81K
Increased by +0.10%
Sep 30, 23
7 Bank of New York Mellon Corp 3.83M (2.72%) 1.08M
Increased by +28.26%
Sep 30, 23
8 State Street Corporation 3.64M (2.58%) 936.43K
Increased by +25.72%
Sep 30, 23
9 Wellington Management Company LLP 2.73M (1.94%) 441.28K
Increased by +16.14%
Sep 30, 23
10 FMR Inc 2.67M (1.90%) -597.72K
Decreased by -22.38%
Sep 30, 23
11 Amvescap Plc. 2.65M (1.88%) 406.44K
Increased by +15.33%
Sep 30, 23
12 Van Berkom and Associates Inc 2.64M (1.88%) 681.40K
Increased by +25.78%
Sep 30, 23
13 Zevenbergen Capital Investments LLC 2.11M (1.50%) 24.96K
Increased by +1.18%
Sep 30, 23
14 Principal Financial Group Inc 1.95M (1.38%) -344.84K
Decreased by -17.72%
Sep 30, 23
15 Eventide Asset Management, LLC 1.92M (1.36%) 35.69K
Increased by +1.86%
Sep 30, 23
16 Chicago Capital, LLC 1.88M (1.34%) -4.70K
Decreased by -0.25%
Sep 30, 23
17 Massachusetts Financial Services Company 1.84M (1.31%) 433.14K
Increased by +23.51%
Sep 30, 23
18 Geode Capital Management, LLC 1.79M (1.27%) 423.65K
Increased by +23.63%
Sep 30, 23
19 Geneva Capital Management 1.57M (1.11%) 1.32M
Increased by +84.18%
Sep 30, 23
20 T. Rowe Price Associates, Inc. 1.53M (1.09%) 139.94K
Increased by +9.13%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.32M (6.62%) 3.57K
Increased by +0.04%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 4.26M (3.02%) 596.12K
Increased by +13.98%
Nov 30, 23
3 American Funds SMALLCAP World A 3.94M (2.80%) 421.46K
Increased by +10.70%
Sep 30, 23
4 Vanguard Small Cap Index 3.52M (2.50%) 498.59K
Increased by +14.16%
Nov 30, 23
5 BlackRock Event Driven Equity Instl 2.55M (1.81%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 1.99M (1.41%) 206.35K
Increased by +10.36%
Nov 30, 23
7 Vanguard Small Cap Growth Index Inv 1.97M (1.40%) 284.45K
Increased by +14.41%
Nov 30, 23
8 Delaware Ivy Mid Cap Growth A 1.90M (1.35%) 26.91K
Increased by +1.42%
Sep 30, 23
9 Eventide Gilead N 1.80M (1.28%) 0.00
Increased by 0.00%
Sep 30, 23
10 T. Rowe Price Small-Cap Stock 1.79M (1.27%) -366.00K
Decreased by -20.46%
Sep 30, 23
11 T. Rowe Price US Small-Cap Core Equity 1.79M (1.27%) -366.00K
Decreased by -20.46%
Sep 30, 23
12 BSF Global Event Driven Z2 USD 1.63M (1.16%) 0.00
Increased by 0.00%
Nov 30, 23
13 American Funds New Economy A 1.42M (1.01%) -1.32K
Decreased by -0.09%
Sep 30, 23
14 Capital Group New Economy Comp 1.42M (1.01%) -1.32K
Decreased by -0.09%
Sep 30, 23
15 iShares S&P Small-Cap 600 Growth ETF 1.33M (0.94%) 0.00
Increased by 0.00%
Dec 29, 23
16 Vanguard Information Technology ETF 1.26M (0.90%) 22.29K
Increased by +1.76%
Nov 30, 23
17 MFS New Discovery I 1.21M (0.86%) 0.00
Increased by 0.00%
Nov 30, 23
18 SPDR® Portfolio S&P 600 Sm Cap ETF 1.19M (0.85%) 5.38K
Increased by +0.45%
Dec 29, 23
19 BNY Mellon Sm/Md Cp Gr I 1.15M (0.81%) -41.91K
Decreased by -3.66%
Nov 30, 23
20 Fidelity Advisor® Growth Opps M 1.13M (0.80%) 0.00
Increased by 0.00%
Nov 30, 23