Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 ISCB 1000.00%
3 ISCG 1000.00%
4 ITOT 1000.00%
5 IWM 1000.00%
6 IWO 1000.00%
7 JKK 1000.00%
8 JKJ 1000.00%
9 AWEG 4.13%
10 FDFF 3.80%
11 FDIG 1.66%
12 IPAY 1.30%
13 FINX 0.65%
14 RYJ 0.57%
15 FNY 0.38%
16 KOMP 0.23%
17 TRFM 0.23%
18 VTWG 0.20%
19 MMSC 0.17%
20 FNX 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Temasek Holdings Ltd. 10.64M (10.04%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 10.52M (9.93%) 1.28M
Increased by +12.16%
Sep 30, 23
3 BlackRock Inc 6.68M (6.31%) 627.77K
Increased by +9.39%
Sep 30, 23
4 AllianceBernstein L.P. 5.68M (5.36%) 265.70K
Increased by +4.68%
Sep 30, 23
5 Eventide Asset Management, LLC 4.07M (3.84%) 2.54K
Increased by +0.06%
Sep 30, 23
6 Westfield Capital Management Company, LP 3.51M (3.32%) 327.99K
Increased by +9.33%
Sep 30, 23
7 Fred Alger Management, LLC 3.48M (3.29%) 108.75K
Increased by +3.13%
Sep 30, 23
8 William Blair Investment Management, LLC 3.15M (2.97%) 3.15M
Increased by +100.00%
Sep 30, 23
9 Amvescap Plc. 3.11M (2.93%) 591.90K
Increased by +19.05%
Sep 30, 23
10 Lord, Abbett & Co LLC 2.92M (2.76%) 161.85K
Increased by +5.54%
Sep 30, 23
11 FMR Inc 2.80M (2.65%) 1.01M
Increased by +36.19%
Sep 30, 23
12 Blair William & Co 2.43M (2.30%) 167.29K
Increased by +6.88%
Sep 30, 23
13 Capital Research & Mgmt Co - Division 3 2.23M (2.10%) 454.41K
Increased by +20.40%
Sep 30, 23
14 GW&K Investment Management, LLC 2.22M (2.09%) 9.99K
Increased by +0.45%
Sep 30, 23
15 Geode Capital Management, LLC 2.09M (1.97%) 456.90K
Increased by +21.85%
Sep 30, 23
16 State Street Corporation 2.06M (1.95%) 258.71K
Increased by +12.56%
Sep 30, 23
17 Driehaus Capital Management LLC 1.84M (1.74%) 763.00
Increased by +0.04%
Sep 30, 23
18 Millennium Management LLC 1.84M (1.73%) 158.56K
Increased by +8.64%
Sep 30, 23
19 Ameriprise Financial Inc 1.80M (1.70%) 330.78K
Increased by +18.36%
Sep 30, 23
20 JPMorgan Chase & Co 1.71M (1.62%) -245.18K
Decreased by -14.30%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eventide Gilead N 3.78M (3.57%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 3.52M (3.33%) 5.68K
Increased by +0.16%
Nov 30, 23
3 Vanguard Small Cap Index 2.90M (2.74%) 8.89K
Increased by +0.31%
Nov 30, 23
4 iShares Russell 2000 ETF 2.85M (2.69%) 18.15K
Increased by +0.64%
Dec 29, 23
5 American Funds SMALLCAP World A 2.23M (2.10%) 454.41K
Increased by +20.40%
Sep 30, 23
6 AB Small Cap Growth A 1.73M (1.63%) -58.37K
Decreased by -3.38%
Nov 30, 23
7 Vanguard Small Cap Growth Index Inv 1.63M (1.54%) 13.24K
Increased by +0.81%
Nov 30, 23
8 Lord Abbett Developing Growth A 1.62M (1.53%) 0.00
Increased by 0.00%
Oct 31, 23
9 Fidelity® Trend 1.59M (1.50%) 572.10K
Increased by +36.02%
Nov 30, 23
10 Franklin Small Cap Growth Adv 1.58M (1.49%) 149.20K
Increased by +9.44%
Nov 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.51M (1.42%) 16.75K
Increased by +1.11%
Nov 30, 23
12 Franklin US Small Cap Growth Equity 1.43M (1.35%) 0.00
Increased by 0.00%
Sep 30, 23
13 AB Discovery Growth A 1.18M (1.12%) -39.83K
Decreased by -3.37%
Nov 30, 23
14 Invesco Discovery A 1.18M (1.11%) 63.29K
Increased by +5.36%
Nov 30, 23
15 Invesco OFI Small Cap Growth 1.08M (1.02%) 477.93K
Increased by +44.17%
Sep 30, 23
16 CT (Lux) Glb Smlr Coms IE 1.04M (0.98%) -9.66K
Decreased by -0.93%
Sep 30, 23
17 Alger Weatherbie Specialized Growth A 1.02M (0.96%) -44.16K
Decreased by -4.34%
Oct 31, 23
18 UBS: US Equity Small Cap Growth 973.35K (0.92%) 973.35K
Increased by +100.00%
Sep 30, 23
19 iShares Russell 2000 Growth ETF 945.02K (0.89%) 0.00
Increased by 0.00%
Dec 29, 23
20 Strategic Advisers® Fidelity US TtlStk 938.62K (0.89%) 791.63K
Increased by +84.34%
Nov 30, 23