Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKK 1000.00%
2 IUSG 1000.00%
3 ITOT 1000.00%
4 ISCG 1000.00%
5 ISCB 1000.00%
6 IBB 1000.00%
7 IWM 1000.00%
8 IWO 1000.00%
9 IWV 1000.00%
10 IYY 1000.00%
11 JKJ 1000.00%
12 FBT 3.37%
13 FFND 3.19%
14 PBE 2.15%
15 IBBJ 1.78%
16 BBP 1.74%
17 FTXH 1.64%
18 GSC 1.55%
19 JSMD 1.39%
20 ILDR 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.12M (13.85%) -485.88K
Decreased by -2.68%
Sep 30, 23
2 Vanguard Group Inc 13.11M (10.02%) -29.62K
Decreased by -0.23%
Sep 30, 23
3 Artisan Partners Limited Partnership 7.71M (5.89%) 253.36K
Increased by +3.28%
Sep 30, 23
4 State Street Corporation 6.21M (4.75%) -294.77K
Decreased by -4.75%
Sep 30, 23
5 Snyder Capital Management LP 4.32M (3.31%) 720.00
Increased by +0.02%
Sep 30, 23
6 Macquarie Group Ltd 3.44M (2.63%) 134.84K
Increased by +3.91%
Sep 30, 23
7 AllianceBernstein L.P. 3.36M (2.57%) 2.53M
Increased by +75.49%
Sep 30, 23
8 JPMorgan Chase & Co 3.16M (2.42%) -331.83K
Decreased by -10.49%
Sep 30, 23
9 Geode Capital Management, LLC 2.79M (2.13%) 57.08K
Increased by +2.05%
Sep 30, 23
10 Marshall Wace Asset Management Ltd 2.72M (2.08%) 401.29K
Increased by +14.73%
Sep 30, 23
11 GW&K Investment Management, LLC 2.34M (1.79%) -35.28K
Decreased by -1.51%
Sep 30, 23
12 Amvescap Plc. 2.02M (1.54%) -459.12K
Decreased by -22.76%
Sep 30, 23
13 Thrivent Financial For Lutherans 2.01M (1.54%) -64.61K
Decreased by -3.21%
Sep 30, 23
14 Northern Trust Corp 2.01M (1.53%) -15.06K
Decreased by -0.75%
Sep 30, 23
15 Goldman Sachs Group Inc 1.73M (1.32%) 166.65K
Increased by +9.62%
Sep 30, 23
16 Charles Schwab Investment Management Inc 1.70M (1.30%) 15.90K
Increased by +0.94%
Sep 30, 23
17 T. Rowe Price Associates, Inc. 1.57M (1.20%) -61.99K
Decreased by -3.95%
Sep 30, 23
18 Nuveen Asset Management, LLC 1.54M (1.18%) 182.14K
Increased by +11.79%
Sep 30, 23
19 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.53M (1.17%) 205.47K
Increased by +13.45%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 1.47M (1.12%) 88.59K
Increased by +6.04%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.14M (3.16%) 5.77K
Increased by +0.14%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 4.01M (3.06%) -726.00
Decreased by -0.02%
Dec 29, 23
3 iShares Russell 2000 ETF 3.46M (2.64%) 21.97K
Increased by +0.64%
Dec 29, 23
4 Vanguard Small Cap Index 3.42M (2.61%) 15.28K
Increased by +0.45%
Nov 30, 23
5 Artisan Small Cap Investor 2.47M (1.89%) -151.70K
Decreased by -6.13%
Sep 30, 23
6 Artisan U.S. Small-Cap Growth 2.47M (1.89%) -151.70K
Decreased by -6.13%
Sep 30, 23
7 SPDR® S&P Biotech ETF 1.99M (1.52%) -11.56K
Decreased by -0.58%
Dec 31, 23
8 Vanguard Small Cap Growth Index Inv 1.91M (1.46%) 10.70K
Increased by +0.56%
Nov 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 1.89M (1.45%) 24.08K
Increased by +1.27%
Nov 30, 23
10 Delaware Small Cap Core I 1.82M (1.39%) 0.00
Increased by 0.00%
Nov 30, 23
11 Macquarie US Small Cap Core Equity 1.82M (1.39%) 0.00
Increased by 0.00%
Dec 31, 23
12 Vanguard Explorer Inv 1.44M (1.10%) 171.81K
Increased by +11.92%
Sep 30, 23
13 Fidelity® Small Cap Index 1.25M (0.96%) 33.69K
Increased by +2.69%
Oct 31, 23
14 JPMorgan Small Cap Growth A 1.18M (0.90%) 5.88K
Increased by +0.50%
Nov 30, 23
15 iShares Russell 2000 Growth ETF 1.15M (0.88%) 0.00
Increased by 0.00%
Dec 29, 23
16 T. Rowe Price Integrated US Sm Gr Eq 1.13M (0.86%) -46.80K
Decreased by -4.15%
Sep 30, 23
17 TRP Integrated US Small-Cap Gr Eq 1.13M (0.86%) -46.80K
Decreased by -4.15%
Sep 30, 23
18 Artisan Mid Cap Investor 1.06M (0.81%) 150.13K
Increased by +14.10%
Sep 30, 23
19 Artisan U.S. Mid-Cap Growth 1.06M (0.81%) 150.13K
Increased by +14.10%
Sep 30, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 1.06M (0.81%) -9.10K
Decreased by -0.86%
Nov 30, 23