Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 IWO 1000.00%
3 IWM 1000.00%
4 ITOT 1000.00%
5 ISCG 1000.00%
6 IGM 1000.00%
7 JKK 1000.00%
8 JKJ 1000.00%
9 IWV 1000.00%
10 XITK 1.14%
11 XSW 0.81%
12 IVES 0.52%
13 TRFM 0.32%
14 FPX 0.24%
15 AFSM 0.24%
16 CSML 0.19%
17 FYC 0.12%
18 FSMD 0.10%
19 MMSC 0.08%
20 VTWG 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Temasek Holdings Ltd. 19.65M (61.16%) 0.00
Increased by 0.00%
Sep 30, 23
2 Great Hill Partners LLC 16.21M (50.46%) 0.00
Increased by 0.00%
Sep 30, 23
3 FMR Inc 4.17M (12.97%) 221.26K
Increased by +5.31%
Sep 30, 23
4 Vanguard Group Inc 2.81M (8.74%) 260.61K
Increased by +9.28%
Sep 30, 23
5 BlackRock Inc 1.88M (5.86%) 412.19K
Increased by +21.91%
Sep 30, 23
6 Ameriprise Financial Inc 1.36M (4.24%) 422.02K
Increased by +30.96%
Sep 30, 23
7 Praesidium Capital Mgmt 1.34M (4.17%) -81.16K
Decreased by -6.05%
Sep 30, 23
8 Jennison Associates LLC 1.15M (3.59%) 517.90K
Increased by +44.94%
Sep 30, 23
9 Wellington Management Company LLP 989.72K (3.08%) 371.18K
Increased by +37.50%
Sep 30, 23
10 Loomis, Sayles & Company LP 775.54K (2.41%) 140.02K
Increased by +18.05%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 578.54K (1.80%) -124.57K
Decreased by -21.53%
Sep 30, 23
12 GW&K Investment Management, LLC 555.64K (1.73%) 555.64K
Increased by +100.00%
Sep 30, 23
13 Geode Capital Management, LLC 526.52K (1.64%) 122.67K
Increased by +23.30%
Sep 30, 23
14 State Street Corporation 508.94K (1.58%) 134.28K
Increased by +26.38%
Sep 30, 23
15 Fred Alger Management, LLC 465.18K (1.45%) 465.18K
Increased by +100.00%
Sep 30, 23
16 Hood River Capital Management LLC 435.72K (1.36%) 435.72K
Increased by +100.00%
Sep 30, 23
17 Nuveen Asset Management, LLC 407.09K (1.27%) 43.01K
Increased by +10.57%
Sep 30, 23
18 T. Rowe Price Investment Management,Inc. 366.38K (1.14%) 366.38K
Increased by +100.00%
Sep 30, 23
19 D. E. Shaw & Co LP 276.17K (0.86%) -37.88K
Decreased by -13.71%
Sep 30, 23
20 Renaissance Technologies Corp 275.50K (0.86%) -17.30K
Decreased by -6.28%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Advisor® Growth Opps M 1.47M (4.59%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 981.82K (3.06%) 246.95K
Increased by +25.15%
Nov 30, 23
3 CT (Lux) Glb Smlr Coms IE 906.32K (2.82%) 68.75K
Increased by +7.59%
Sep 30, 23
4 Fidelity® Small Cap Growth 856.87K (2.67%) -1.04K
Decreased by -0.12%
Oct 31, 23
5 Vanguard Small Cap Index 810.91K (2.52%) 202.18K
Increased by +24.93%
Nov 30, 23
6 iShares Russell 2000 ETF 742.82K (2.31%) 4.73K
Increased by +0.64%
Dec 29, 23
7 Fidelity® Series Small Cap Opps 583.42K (1.82%) 206.30K
Increased by +35.36%
Oct 31, 23
8 Vanguard Information Technology ETF 575.66K (1.79%) 9.80K
Increased by +1.70%
Nov 30, 23
9 Loomis Sayles Small Cap Growth Instl 530.74K (1.65%) 32.21K
Increased by +6.07%
Nov 30, 23
10 Jennison SMid Cap Core Equity 499.15K (1.55%) 75.38K
Increased by +15.10%
Dec 31, 23
11 PGIM Jennison Small Company A 499.15K (1.55%) 0.00
Increased by 0.00%
Nov 30, 23
12 Vanguard Small Cap Growth Index Inv 453.96K (1.41%) 115.73K
Increased by +25.49%
Nov 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 433.04K (1.35%) 65.55K
Increased by +15.14%
Nov 30, 23
14 Alger Small Cap Focus Composite 412.89K (1.29%) 0.00
Increased by 0.00%
Oct 31, 23
15 Alger Small Cap Focus I 412.89K (1.29%) 0.00
Increased by 0.00%
Oct 31, 23
16 Fidelity Advisor® Small Cap I 309.64K (0.96%) 0.00
Increased by 0.00%
Oct 31, 23
17 Fidelity® Small Cap Growth K6 305.76K (0.95%) 1.04K
Increased by +0.34%
Oct 31, 23
18 Fidelity® Stock Selector Small Cap 296.95K (0.92%) 103.80K
Increased by +34.96%
Oct 31, 23
19 iShares Russell 2000 Growth ETF 246.46K (0.77%) 0.00
Increased by 0.00%
Dec 29, 23
20 VIP Growth Opportunities Init 232.58K (0.72%) 0.00
Increased by 0.00%
Nov 30, 23