Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWB 1000.00%
2 IYW 1000.00%
3 IWV 1000.00%
4 IWS 1000.00%
5 IWR 1000.00%
6 IWP 1000.00%
7 IWF 1000.00%
8 IWD 1000.00%
9 VBB 4.45%
10 MAKX 3.32%
11 EASI 2.82%
12 FFND 2.58%
13 VERS 2.40%
14 MEM 2.24%
15 FMET 1.68%
16 HAPY 1.53%
17 XITK 0.98%
18 MMSC 0.57%
19 FXL 0.35%
20 TRFM 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 5.78M (13.86%) 681.00K
Increased by +11.79%
Sep 30, 23
2 Wasatch Advisors Inc. 3.10M (7.42%) 101.04K
Increased by +3.26%
Sep 30, 23
3 BlackRock Inc 2.77M (6.64%) -76.92K
Decreased by -2.78%
Sep 30, 23
4 JPMorgan Chase & Co 1.61M (3.87%) 49.81K
Increased by +3.08%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 1.54M (3.69%) -128.59K
Decreased by -8.36%
Sep 30, 23
6 Sands Capital Management, LLC 1.48M (3.55%) -40.82K
Decreased by -2.76%
Sep 30, 23
7 Riverbridge Partners LLC 1.38M (3.31%) -118.89K
Decreased by -8.62%
Sep 30, 23
8 Capital Research & Mgmt Co - Division 3 1.32M (3.16%) 492.00
Increased by +0.04%
Sep 30, 23
9 Perpetual Ltd 1.26M (3.03%) -127.73K
Decreased by -10.11%
Sep 30, 23
10 Grandeur Peak Global Advisors, LLC 899.48K (2.16%) -68.76K
Decreased by -7.64%
Sep 30, 23
11 William Blair Investment Management, LLC 858.91K (2.06%) -66.05K
Decreased by -7.69%
Sep 30, 23
12 FMR Inc 843.53K (2.02%) -156.57K
Decreased by -18.56%
Sep 30, 23
13 Schroder Investment Management Group 734.48K (1.76%) 102.18K
Increased by +13.91%
Sep 30, 23
14 Citadel Advisors Llc 723.44K (1.73%) 98.76K
Increased by +13.65%
Sep 30, 23
15 abrdn PLC 613.41K (1.47%) -110.85K
Decreased by -18.07%
Sep 30, 23
16 Amvescap Plc. 611.06K (1.47%) 371.63K
Increased by +60.82%
Sep 30, 23
17 Capital World Investors 559.54K (1.34%) -34.77K
Decreased by -6.21%
Sep 30, 23
18 Neuberger Berman Group LLC 528.93K (1.27%) 54.58K
Increased by +10.32%
Sep 30, 23
19 Allspring Global Investments Holdings, LLC 515.89K (1.24%) -4.15K
Decreased by -0.81%
Sep 30, 23
20 Ameriprise Financial Inc 485.04K (1.16%) 140.40K
Increased by +28.95%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 3.70M (8.87%) 418.70K
Increased by +11.32%
Sep 30, 23
2 US Small-Cap Growth II Equity Comp 3.28M (7.87%) 3.28M
Increased by +100.00%
Jun 30, 23
3 Sands Capital Emerging Markets Growth EQ 1.07M (2.58%) -16.80K
Decreased by -1.56%
Sep 30, 23
4 BlackRock Mid-Cap Growth Equity Instl 1.04M (2.50%) 0.00
Increased by 0.00%
Nov 30, 23
5 American Funds SMALLCAP World A 790.71K (1.90%) 0.00
Increased by 0.00%
Sep 30, 23
6 T. Rowe Price New Horizons Tr-Z 622.02K (1.49%) 93.53K
Increased by +15.04%
Sep 30, 23
7 JOHCM International Select Institutional 539.90K (1.29%) -24.76K
Decreased by -4.59%
Sep 30, 23
8 Wasatch Core Growth 448.76K (1.08%) -9.04K
Decreased by -2.02%
Sep 30, 23
9 MS INVF Global Opportunity Z 379.38K (0.91%) -6.16K
Decreased by -1.62%
Sep 30, 23
10 American Funds New Economy A 364.00K (0.87%) -35.50K
Decreased by -9.75%
Sep 30, 23
11 Capital Group New Economy Comp 364.00K (0.87%) -35.50K
Decreased by -9.75%
Sep 30, 23
12 American Funds New Perspective A 353.90K (0.85%) 0.00
Increased by 0.00%
Sep 30, 23
13 Capital Group New Perspective Comp 353.90K (0.85%) 0.00
Increased by 0.00%
Sep 30, 23
14 PGIM Jennison International Opps Z 350.91K (0.84%) 76.34K
Increased by +21.75%
Nov 30, 23
15 Touchstone Sands Cptl Emerg Mkts Gr Inst 346.59K (0.83%) 1.11K
Increased by +0.32%
Sep 30, 23
16 Grandeur Peak Intl Stalwarts Instl 335.68K (0.80%) -53.10K
Decreased by -15.82%
Jul 31, 23
17 Fidelity Advisor Emerging Markets 330.10K (0.79%) 0.00
Increased by 0.00%
Oct 31, 23
18 Fidelity Emerging Markets 330.10K (0.79%) 0.00
Increased by 0.00%
Oct 31, 23
19 Wasatch Small Cap Growth Investor 313.03K (0.75%) 28.59K
Increased by +9.13%
Sep 30, 23
20 American Funds Growth Fund of Amer A 296.83K (0.71%) -994.00
Decreased by -0.33%
Sep 30, 23