Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWO 1000.00%
6 IWM 1000.00%
7 ITOT 1000.00%
8 ISCV 1000.00%
9 ISCG 1000.00%
10 ISCB 1000.00%
11 XTL 1.41%
12 IGN 0.31%
13 JPSE 0.23%
14 ISMD 0.18%
15 EES 0.09%
16 VTWG 0.08%
17 BBSC 0.07%
18 GSSC 0.06%
19 GINN 0.05%
20 VBK 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 34.04M (16.05%) 196.24K
Increased by +0.58%
Sep 30, 23
2 Oaktree Capital Management LLC 25.18M (11.87%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 24.28M (11.45%) 314.86K
Increased by +1.30%
Sep 30, 23
4 Shapiro Capital Management Co Inc 19.27M (9.09%) 293.79K
Increased by +1.52%
Sep 30, 23
5 BlackRock Inc 17.03M (8.03%) -86.31K
Decreased by -0.51%
Sep 30, 23
6 Brown Advisory Holdings Inc 13.91M (6.56%) 237.63K
Increased by +1.71%
Sep 30, 23
7 Greenhouse Funds LLLP 11.88M (5.60%) 1.96M
Increased by +16.50%
Sep 30, 23
8 Barrow Hanley Mewhinney & Strauss LLC 5.77M (2.72%) 550.38K
Increased by +9.53%
Sep 30, 23
9 Paradigm Capital Management, Inc. 4.93M (2.32%) 149.40K
Increased by +3.03%
Sep 30, 23
10 State Street Corporation 4.49M (2.12%) 41.90K
Increased by +0.93%
Sep 30, 23
11 Geode Capital Management, LLC 4.09M (1.93%) 93.96K
Increased by +2.30%
Sep 30, 23
12 Hood River Capital Management LLC 3.73M (1.76%) 3.73M
Increased by +100.00%
Sep 30, 23
13 Marshall Wace Asset Management Ltd 3.45M (1.63%) 1.49M
Increased by +43.05%
Sep 30, 23
14 T. Rowe Price Investment Management,Inc. 3.16M (1.49%) 0.00
Increased by 0.00%
Sep 30, 23
15 Aristotle Capital Boston, LLC 3.15M (1.49%) 31.77K
Increased by +1.01%
Sep 30, 23
16 D. E. Shaw & Co LP 2.94M (1.39%) -680.73K
Decreased by -23.13%
Sep 30, 23
17 Jacobs Levy Equity Management, Inc. 2.88M (1.36%) -913.11K
Decreased by -31.74%
Sep 30, 23
18 Kennedy Capital Management Inc 2.07M (0.98%) -1.24M
Decreased by -59.62%
Sep 30, 23
19 Northern Trust Corp 1.86M (0.88%) 18.51K
Increased by +0.99%
Sep 30, 23
20 Polar Asset Management Partners 1.86M (0.88%) 606.20K
Increased by +32.63%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl O 14.92M (7.03%) 83.85K
Increased by +0.56%
Nov 30, 23
2 Fidelity® Growth Company 10.54M (4.97%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 5.83M (2.75%) 0.00
Increased by 0.00%
Nov 30, 23
4 Shapiro Capital Mgt Sm-Cap Val 5.52M (2.60%) 20.60K
Increased by +0.37%
Sep 30, 23
5 iShares Russell 2000 ETF 5.34M (2.52%) 33.97K
Increased by +0.64%
Dec 29, 23
6 Brown Advisory Small-Cap Growth Inv 4.98M (2.35%) 162.26K
Increased by +3.26%
Nov 30, 23
7 Vanguard Small Cap Index 4.97M (2.34%) 15.32K
Increased by +0.31%
Nov 30, 23
8 Fidelity® Growth Company K6 4.40M (2.08%) -83.85K
Decreased by -1.90%
Nov 30, 23
9 Vanguard Information Technology ETF 4.33M (2.04%) 58.83K
Increased by +1.36%
Nov 30, 23
10 Fidelity® Series Growth Company 3.36M (1.58%) 0.00
Increased by 0.00%
Nov 30, 23
11 Shapiro Capital Mgt SMID Cap Value 2.85M (1.34%) 102.00K
Increased by +3.58%
Sep 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 2.84M (1.34%) 53.97K
Increased by +1.90%
Nov 30, 23
13 Vanguard Small Cap Growth Index Inv 2.79M (1.31%) 14.20K
Increased by +0.51%
Nov 30, 23
14 American Beacon Small Cp Val R5 2.62M (1.24%) 0.00
Increased by 0.00%
Nov 30, 23
15 Shapiro Capital Mgt Enh Small Cap Value 2.21M (1.04%) 142.70K
Increased by +6.44%
Sep 30, 23
16 Fidelity® Small Cap Index 1.92M (0.91%) 50.17K
Increased by +2.61%
Oct 31, 23
17 Hood River Small-Cap Growth Instl 1.91M (0.90%) 1.91M
Increased by +100.00%
Sep 30, 23
18 iShares Russell 2000 Growth ETF 1.78M (0.84%) 0.00
Increased by 0.00%
Dec 29, 23
19 Principal SmallCap Growth I Instl 1.49M (0.70%) 207.34K
Increased by +13.91%
Nov 30, 23
20 Brown Advisory US SmlrComs Dollar B Acc 1.48M (0.70%) 0.00
Increased by 0.00%
Nov 30, 23