Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCG 1000.00%
2 IWS 1000.00%
3 IWR 1000.00%
4 IWP 1000.00%
5 IWF 1000.00%
6 IWD 1000.00%
7 IWB 1000.00%
8 ISCB 1000.00%
9 ITOT 1000.00%
10 JKK 1000.00%
11 JKJ 1000.00%
12 IYK 1000.00%
13 IWV 1000.00%
14 FXG 3.78%
15 ACTV 3.64%
16 PSL 3.13%
17 FFTY 1.91%
18 FNY 0.67%
19 MMSC 0.49%
20 JHSC 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.62M (9.73%) -4.69K
Decreased by -0.10%
Sep 30, 23
2 JANA Partners LLC 4.29M (9.03%) 275.37K
Increased by +6.42%
Jun 30, 23
3 Champlain Investment Partners, LLC 3.80M (7.99%) 58.66K
Increased by +1.54%
Sep 30, 23
4 Wellington Management Company LLP 3.58M (7.53%) 185.21K
Increased by +5.18%
Sep 30, 23
5 Jana Partners Management LP 3.25M (6.85%) 3.25M
Increased by +100.00%
Sep 30, 23
6 Wasatch Advisors Inc. 2.91M (6.13%) -72.33K
Decreased by -2.49%
Sep 30, 23
7 William Blair Investment Management, LLC 2.74M (5.77%) 110.38K
Increased by +4.03%
Sep 30, 23
8 AllianceBernstein L.P. 2.35M (4.94%) -199.85K
Decreased by -8.52%
Sep 30, 23
9 BlackRock Inc 2.16M (4.55%) 25.32K
Increased by +1.17%
Sep 30, 23
10 JPMorgan Chase & Co 2.12M (4.46%) 17.68K
Increased by +0.83%
Sep 30, 23
11 Gilder Gagnon Howe & CO LLC 1.66M (3.50%) -70.79K
Decreased by -4.26%
Sep 30, 23
12 Franklin Resources Inc 1.57M (3.31%) 2.96K
Increased by +0.19%
Sep 30, 23
13 FMR Inc 1.30M (2.73%) -835.42K
Decreased by -64.44%
Sep 30, 23
14 Bank of New York Mellon Corp 1.25M (2.64%) 73.39K
Increased by +5.85%
Sep 30, 23
15 Riverbridge Partners LLC 1.04M (2.19%) -85.56K
Decreased by -8.22%
Sep 30, 23
16 Capital World Investors 974.35K (2.05%) 0.00
Increased by 0.00%
Sep 30, 23
17 Marshall Wace Asset Management Ltd 962.62K (2.03%) 292.06K
Increased by +30.34%
Sep 30, 23
18 Eagle Asset Management, Inc. 873.56K (1.84%) 37.97K
Increased by +4.35%
Sep 30, 23
19 Armistice Capital, LLC 814.73K (1.72%) -235.27K
Decreased by -28.88%
Sep 30, 23
20 AXA SA 776.09K (1.63%) 2.09K
Increased by +0.27%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Champlain Mid Cap Fund, LLC 2.52M (5.31%) -13.90K
Decreased by -0.55%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 1.54M (3.24%) 2.26K
Increased by +0.15%
Nov 30, 23
3 American Funds SMALLCAP World A 1.30M (2.73%) 100.03K
Increased by +7.71%
Sep 30, 23
4 Champlain Mid Cap Adv 1.29M (2.72%) 0.00
Increased by 0.00%
Sep 30, 23
5 Vanguard Small Cap Index 1.25M (2.63%) 3.80K
Increased by +0.30%
Nov 30, 23
6 Champlain Small Company Fund, LLC 975.89K (2.05%) -1.20K
Decreased by -0.12%
Nov 30, 23
7 Vanguard Explorer Inv 865.32K (1.82%) 235.99K
Increased by +27.27%
Sep 30, 23
8 Vanguard Small Cap Growth Index Inv 698.78K (1.47%) 3.53K
Increased by +0.51%
Nov 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 696.04K (1.47%) 8.14K
Increased by +1.17%
Nov 30, 23
10 BNY Mellon Sm/Md Cp Gr I 654.34K (1.38%) -23.92K
Decreased by -3.66%
Nov 30, 23
11 Wasatch Ultra Growth 645.15K (1.36%) -70.38K
Decreased by -10.91%
Sep 30, 23
12 Eagle Mid-Cap Growth - Institutional 629.39K (1.33%) 1.18K
Increased by +0.19%
Dec 31, 23
13 JPMorgan Small Cap Equity A 617.56K (1.30%) -93.38K
Decreased by -15.12%
Nov 30, 23
14 Bridge Builder Small/Mid Cap Growth 613.67K (1.29%) 94.81K
Increased by +15.45%
Dec 31, 23
15 JPMorgan Small Cap Growth A 598.70K (1.26%) 2.99K
Increased by +0.50%
Nov 30, 23
16 Vanguard Mid Cap Growth Inv 567.50K (1.19%) -127.61K
Decreased by -22.49%
Sep 30, 23
17 William Blair Small-Mid Cap Growth CIT 565.58K (1.19%) -8.18K
Decreased by -1.45%
Nov 30, 23
18 JPM US Small Cap Core-Composite 558.11K (1.18%) -152.84K
Decreased by -27.38%
Dec 31, 23
19 AB Small Cap Growth A 552.11K (1.16%) -45.06K
Decreased by -8.16%
Nov 30, 23
20 William Blair Small-Mid Cap Growth I 522.18K (1.10%) -13.20K
Decreased by -2.53%
Nov 30, 23