Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKK 1000.00%
2 IGM 1000.00%
3 IRBO 1000.00%
4 ISCB 1000.00%
5 ISCG 1000.00%
6 ITOT 1000.00%
7 IWM 1000.00%
8 IWO 1000.00%
9 IWV 1000.00%
10 JKJ 1000.00%
11 INQQ 5.12%
12 CLOU 4.15%
13 FMQQ 1.48%
14 WCLD 1.39%
15 IPO 1.35%
16 XSW 0.82%
17 CLDL 0.47%
18 EMQQ 0.41%
19 MMSC 0.39%
20 AIQ 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.53M (10.43%) 2.36M
Increased by +12.75%
Sep 30, 23
2 WESTBRIDGE CAPITAL MANAGEMENT, LLC 16.51M (9.29%) 0.00
Increased by 0.00%
Sep 30, 23
3 BlackRock Inc 12.32M (6.93%) 335.48K
Increased by +2.72%
Sep 30, 23
4 AllianceBernstein L.P. 8.93M (5.03%) 4.14M
Increased by +46.34%
Sep 30, 23
5 Ward Ferry Management (Bvi) Limited 8.27M (4.65%) -4.60M
Decreased by -55.62%
Sep 30, 23
6 Champlain Investment Partners, LLC 5.66M (3.19%) -11.87K
Decreased by -0.21%
Sep 30, 23
7 Alphabet Inc 4.04M (2.27%) 0.00
Increased by 0.00%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 3.99M (2.24%) 1.11M
Increased by +27.91%
Sep 30, 23
9 State Street Corporation 3.42M (1.92%) 123.99K
Increased by +3.63%
Sep 30, 23
10 Steadview Capital Management LLC 3.39M (1.91%) -2.28M
Decreased by -67.23%
Sep 30, 23
11 Geode Capital Management, LLC 3.37M (1.90%) 75.08K
Increased by +2.23%
Sep 30, 23
12 Franklin Resources Inc 2.98M (1.68%) 22.14K
Increased by +0.74%
Sep 30, 23
13 SC US (TTGP), LTD. 2.89M (1.62%) 0.00
Increased by 0.00%
Sep 30, 23
14 T. Rowe Price Associates, Inc. 2.62M (1.47%) 496.33K
Increased by +18.98%
Sep 30, 23
15 FMR Inc 2.22M (1.25%) 963.43K
Increased by +43.34%
Sep 30, 23
16 Capital World Investors 2.15M (1.21%) 2.15M
Increased by +100.00%
Sep 30, 23
17 Millennium Management LLC 1.80M (1.02%) 916.33K
Increased by +50.78%
Sep 30, 23
18 ClearBridge Advisors, LLC 1.80M (1.02%) 312.25K
Increased by +17.31%
Sep 30, 23
19 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.77M (1.00%) 1.59M
Increased by +90.16%
Sep 30, 23
20 Eagle Asset Management, Inc. 1.77M (0.99%) -106.32K
Decreased by -6.02%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.75M (3.24%) 8.13K
Increased by +0.14%
Nov 30, 23
2 Vanguard Instl Ttl Stck Mkt Idx Tr 4.92M (2.77%) 241.19K
Increased by +4.90%
Mar 31, 23
3 Champlain Small Company Fund, LLC 4.74M (2.67%) 236.55K
Increased by +4.99%
Nov 30, 23
4 Vanguard Small Cap Index 4.71M (2.65%) 14.44K
Increased by +0.31%
Nov 30, 23
5 iShares Russell 2000 ETF 4.34M (2.44%) 27.61K
Increased by +0.64%
Dec 29, 23
6 AB Small Cap Growth A 2.98M (1.68%) 86.52K
Increased by +2.90%
Nov 30, 23
7 Vanguard Small Cap Growth Index Inv 2.64M (1.48%) 12.98K
Increased by +0.49%
Nov 30, 23
8 Champlain Small Company Adv 2.37M (1.33%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 2.27M (1.28%) 26.74K
Increased by +1.18%
Nov 30, 23
10 American Funds Growth Fund of Amer A 2.12M (1.19%) 2.12M
Increased by +100.00%
Sep 30, 23
11 Capital Group Growth Fnd of Amer Comp 2.12M (1.19%) 2.12M
Increased by +100.00%
Sep 30, 23
12 AB Discovery Growth A 1.97M (1.11%) 76.54K
Increased by +3.88%
Nov 30, 23
13 Vanguard Information Technology ETF 1.83M (1.03%) 32.16K
Increased by +1.76%
Nov 30, 23
14 Vanguard Explorer Inv 1.80M (1.01%) 312.20K
Increased by +17.31%
Sep 30, 23
15 Lord Abbett Developing Growth A 1.76M (0.99%) 220.58K
Increased by +12.53%
Nov 30, 23
16 Franklin Small Cap Growth Adv 1.63M (0.92%) 98.40K
Increased by +6.05%
Nov 30, 23
17 Fidelity® Small Cap Index 1.56M (0.88%) 42.34K
Increased by +2.71%
Oct 31, 23
18 Franklin US Small Cap Growth Equity 1.53M (0.86%) 0.00
Increased by 0.00%
Sep 30, 23
19 Xtrackers S&P 500 Swap ETF 1C 1.45M (0.82%) 1.21M
Increased by +83.12%
Sep 30, 23
20 iShares Russell 2000 Growth ETF 1.44M (0.81%) 0.00
Increased by 0.00%
Dec 29, 23