Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYY 1000.00%
2 IWR 1000.00%
3 IWV 1000.00%
4 ISCB 1000.00%
5 ISCG 1000.00%
6 ITOT 1000.00%
7 IWB 1000.00%
8 JKK 1000.00%
9 IWF 1000.00%
10 IWP 1000.00%
11 JKJ 1000.00%
12 LOUP 3.17%
13 IPAY 2.27%
14 GIGE 1.75%
15 FDIG 1.61%
16 DFE 1.18%
17 FINX 1.14%
18 FRTY 0.94%
19 FXR 0.88%
20 RAYD 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.36M (10.32%) -136.71K
Decreased by -2.55%
Sep 30, 23
2 Wellington Management Company LLP 5.04M (9.71%) -71.99K
Decreased by -1.43%
Sep 30, 23
3 Durable Capital Partners LP 4.17M (8.02%) 474.79K
Increased by +11.39%
Sep 30, 23
4 FMR Inc 2.61M (5.03%) 198.09K
Increased by +7.58%
Sep 30, 23
5 BlackRock Inc 2.53M (4.88%) -507.92K
Decreased by -20.05%
Sep 30, 23
6 Jennison Associates LLC 2.34M (4.51%) -61.13K
Decreased by -2.61%
Sep 30, 23
7 Millennium Management LLC 2.30M (4.44%) 1.86M
Increased by +80.91%
Sep 30, 23
8 ClearBridge Advisors, LLC 2.03M (3.90%) 149.78K
Increased by +7.39%
Sep 30, 23
9 AllianceBernstein L.P. 1.96M (3.78%) -412.67K
Decreased by -21.02%
Sep 30, 23
10 Wasatch Advisors Inc. 1.95M (3.76%) 551.28K
Increased by +28.22%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 1.55M (2.98%) 566.90K
Increased by +36.62%
Sep 30, 23
12 Marshall Wace Asset Management Ltd 1.43M (2.75%) 1.31M
Increased by +92.05%
Sep 30, 23
13 Neuberger Berman Group LLC 1.31M (2.53%) 252.12K
Increased by +19.20%
Sep 30, 23
14 Senator Investment Group LP 1.00M (1.93%) 50.00K
Increased by +5.00%
Sep 30, 23
15 Amvescap Plc. 983.37K (1.89%) -224.78K
Decreased by -22.86%
Sep 30, 23
16 State Street Corporation 864.95K (1.67%) 29.26K
Increased by +3.38%
Sep 30, 23
17 Geode Capital Management, LLC 824.03K (1.59%) 21.60K
Increased by +2.62%
Sep 30, 23
18 Spyglass Capital Management LLC 803.90K (1.55%) 803.90K
Increased by +100.00%
Sep 30, 23
19 Westfield Capital Management Company, LP 693.58K (1.34%) 18.80K
Increased by +2.71%
Sep 30, 23
20 Franklin Resources Inc 655.71K (1.26%) -518.00
Decreased by -0.08%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Hartford MidCap Y 1.83M (3.52%) -136.23K
Decreased by -7.46%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 1.80M (3.47%) 2.40K
Increased by +0.13%
Nov 30, 23
3 Vanguard Small Cap Index 1.46M (2.81%) 4.48K
Increased by +0.31%
Nov 30, 23
4 ClearBridge Small Cap Growth A 1.29M (2.48%) -5.19K
Decreased by -0.40%
Sep 30, 23
5 ClearBridge Small Cap Growth 1.28M (2.46%) 0.00
Increased by 0.00%
Nov 30, 23
6 Delaware Ivy Science and Technology C 1.09M (2.09%) -259.15K
Decreased by -23.87%
Jun 30, 23
7 Fidelity Advisor® Growth Opps M 896.00K (1.73%) 0.00
Increased by 0.00%
Oct 31, 23
8 Wasatch Core Growth 849.50K (1.64%) 169.59K
Increased by +19.96%
Sep 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 819.06K (1.58%) 19.06K
Increased by +2.33%
Nov 30, 23
10 Vanguard Small Cap Growth Index Inv 818.98K (1.58%) 4.56K
Increased by +0.56%
Nov 30, 23
11 Neuberger Berman Genesis Inv 798.52K (1.54%) 73.86K
Increased by +9.25%
Sep 30, 23
12 Jennison SMid Cap Core Equity 758.32K (1.46%) 47.71K
Increased by +6.29%
Dec 31, 23
13 PGIM Jennison Small Company A 758.32K (1.46%) 47.71K
Increased by +6.29%
Nov 30, 23
14 Jennison Mid Cap Growth Equity 738.81K (1.42%) 0.00
Increased by 0.00%
Dec 31, 23
15 Jennison Mid Cap Growth Equity SMA 738.81K (1.42%) 738.78K
Increased by +100.00%
Sep 30, 23
16 PGIM Jennison Mid-Cap Growth Z 738.81K (1.42%) 0.00
Increased by 0.00%
Nov 30, 23
17 Franklin Small Cap Growth Adv 587.90K (1.13%) 0.00
Increased by 0.00%
Nov 30, 23
18 Franklin US Small Cap Growth Equity 587.90K (1.13%) 0.00
Increased by 0.00%
Sep 30, 23
19 AB Small Cap Growth A 547.64K (1.05%) -32.08K
Decreased by -5.86%
Nov 30, 23
20 UBS: US Equity Small Cap Growth 527.05K (1.01%) 0.00
Increased by 0.00%
Sep 30, 23