Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYY 1000.00%
2 ITOT 1000.00%
3 IUSG 1000.00%
4 JKK 1000.00%
5 IWB 1000.00%
6 IWF 1000.00%
7 JKJ 1000.00%
8 IWP 1000.00%
9 IWR 1000.00%
10 IWV 1000.00%
11 ISCG 1000.00%
12 IYC 1000.00%
13 PSCC 16.99%
14 EATV 8.46%
15 PSL 4.86%
16 XSMO 4.86%
17 AZTD 4.24%
18 FFTY 2.65%
19 CAFG 2.55%
20 PDP 1.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.40M (15.85%) 149.88K
Increased by +1.78%
Sep 30, 23
2 Vanguard Group Inc 5.97M (11.27%) -17.47K
Decreased by -0.29%
Sep 30, 23
3 Wellington Management Company LLP 2.41M (4.56%) 1.70M
Increased by +70.22%
Sep 30, 23
4 Renaissance Technologies Corp 2.27M (4.29%) 342.70K
Increased by +15.08%
Sep 30, 23
5 State Street Corporation 1.89M (3.57%) 155.23K
Increased by +8.20%
Sep 30, 23
6 T. Rowe Price Associates, Inc. 1.84M (3.47%) 295.32K
Increased by +16.08%
Sep 30, 23
7 Amvescap Plc. 1.50M (2.83%) 198.24K
Increased by +13.24%
Sep 30, 23
8 William Blair Investment Management, LLC 1.42M (2.69%) 523.90K
Increased by +36.78%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 1.40M (2.65%) -472.57K
Decreased by -33.69%
Sep 30, 23
10 Geode Capital Management, LLC 1.17M (2.21%) 104.12K
Increased by +8.88%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 944.86K (1.78%) -187.46K
Decreased by -19.84%
Sep 30, 23
12 FMR Inc 832.40K (1.57%) 720.10K
Increased by +86.51%
Sep 30, 23
13 JPMorgan Chase & Co 825.84K (1.56%) -66.48K
Decreased by -8.05%
Sep 30, 23
14 Driehaus Capital Management LLC 739.48K (1.40%) -151.55K
Decreased by -20.49%
Sep 30, 23
15 Nuveen Asset Management, LLC 678.78K (1.28%) -115.88K
Decreased by -17.07%
Sep 30, 23
16 Acadian Asset Management LLC 653.86K (1.23%) 459.13K
Increased by +70.22%
Sep 30, 23
17 Charles Schwab Investment Management Inc 607.36K (1.15%) 208.26K
Increased by +34.29%
Sep 30, 23
18 Northern Trust Corp 597.47K (1.13%) 79.16K
Increased by +13.25%
Sep 30, 23
19 Jennison Associates LLC 543.05K (1.03%) -64.76K
Decreased by -11.92%
Sep 30, 23
20 Congress Asset Management Company, LLP 533.58K (1.01%) 14.86K
Increased by +2.78%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.69M (6.97%) 1.38K
Increased by +0.04%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 1.62M (3.06%) 2.07K
Increased by +0.13%
Nov 30, 23
3 iShares Russell 2000 ETF 1.44M (2.72%) 9.16K
Increased by +0.64%
Dec 29, 23
4 Vanguard Small Cap Index 1.34M (2.53%) 5.78K
Increased by +0.43%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 783.03K (1.48%) 13.87K
Increased by +1.77%
Nov 30, 23
6 T. Rowe Price New Horizons 763.48K (1.44%) 209.79K
Increased by +27.48%
Sep 30, 23
7 Vanguard Small Cap Growth Index Inv 749.92K (1.42%) 4.39K
Increased by +0.59%
Nov 30, 23
8 Invesco Discovery A 700.13K (1.32%) 37.56K
Increased by +5.36%
Nov 30, 23
9 Invesco OFI Small Cap Growth 642.11K (1.21%) -143.13K
Decreased by -22.29%
Sep 30, 23
10 US Small-Cap Growth II Equity Comp 553.68K (1.05%) 553.68K
Increased by +100.00%
Jun 30, 23
11 iShares S&P Small-Cap 600 Growth ETF 527.00K (0.99%) 0.00
Increased by 0.00%
Dec 29, 23
12 Fidelity® Small Cap Index 514.59K (0.97%) 14.09K
Increased by +2.74%
Oct 31, 23
13 iShares Russell 2000 Growth ETF 478.61K (0.90%) 0.00
Increased by 0.00%
Dec 29, 23
14 SPDR® Portfolio S&P 600 Sm Cap ETF 472.68K (0.89%) 2.12K
Increased by +0.45%
Dec 29, 23
15 Vanguard Tax-Managed Small Cap Adm 433.21K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
16 Hartford Growth Opportunities Y 396.71K (0.75%) 0.00
Increased by 0.00%
Nov 30, 23
17 Axiom Global Equity Strategy 366.82K (0.69%) 0.00
Increased by 0.00%
Sep 30, 23
18 JPMorgan Mid Cap Growth I 359.06K (0.68%) -1.35K
Decreased by -0.38%
Nov 30, 23
19 JPMorgan Small Cap Growth A 344.57K (0.65%) 1.72K
Increased by +0.50%
Nov 30, 23
20 William Blair Small-Mid Cap Growth CIT 335.99K (0.63%) 50.03K
Increased by +14.89%
Nov 30, 23