Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHI 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 ISCG 1000.00%
9 ISCB 1000.00%
10 EDOC 5.13%
11 XHE 1.87%
12 ROBO 1.68%
13 FRTY 1.33%
14 EKG 1.28%
15 HTEC 1.22%
16 AIEQ 1.16%
17 BTEC 0.82%
18 KOMP 0.62%
19 MMSC 0.43%
20 GDOC 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.96M (9.72%) 26.47K
Increased by +0.89%
Sep 30, 23
2 Capital Research Global Investors 2.37M (7.80%) 85.46K
Increased by +3.60%
Sep 30, 23
3 Sands Capital Management, LLC 2.35M (7.72%) -36.87K
Decreased by -1.57%
Sep 30, 23
4 BlackRock Inc 2.33M (7.66%) -40.98K
Decreased by -1.76%
Sep 30, 23
5 Artisan Partners Limited Partnership 1.96M (6.45%) 359.91K
Increased by +18.34%
Sep 30, 23
6 AllianceBernstein L.P. 1.38M (4.52%) 288.55K
Increased by +20.97%
Sep 30, 23
7 Mackenzie Investments 1.26M (4.15%) 41.05K
Increased by +3.25%
Sep 30, 23
8 JPMorgan Chase & Co 1.23M (4.05%) -4.84K
Decreased by -0.39%
Sep 30, 23
9 Blair William & Co 1.11M (3.65%) 68.98K
Increased by +6.21%
Sep 30, 23
10 Slate Path Capital LP 868.70K (2.85%) 293.70K
Increased by +33.81%
Sep 30, 23
11 FMR Inc 851.85K (2.80%) -763.81K
Decreased by -89.67%
Sep 30, 23
12 State Street Corporation 846.36K (2.78%) -16.54K
Decreased by -1.95%
Sep 30, 23
13 LTS One Management LP 774.75K (2.55%) -130.25K
Decreased by -16.81%
Sep 30, 23
14 Geode Capital Management, LLC 637.78K (2.10%) 24.66K
Increased by +3.87%
Sep 30, 23
15 Holocene Advisors, LP 632.50K (2.08%) 205.14K
Increased by +32.43%
Sep 30, 23
16 Amvescap Plc. 602.36K (1.98%) -155.49K
Decreased by -25.81%
Sep 30, 23
17 Bank of New York Mellon Corp 572.36K (1.88%) 231.08K
Increased by +40.37%
Sep 30, 23
18 BRAIDWELL LP 568.16K (1.87%) 89.60K
Increased by +15.77%
Sep 30, 23
19 T. Rowe Price Associates, Inc. 536.92K (1.76%) -73.00K
Decreased by -13.60%
Sep 30, 23
20 Partner Fund Management LP 485.47K (1.60%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sands Capital Global Growth Equity 2.15M (7.06%) -32.92K
Decreased by -1.53%
Sep 30, 23
2 American Funds SMALLCAP World A 1.51M (4.95%) 52.45K
Increased by +3.48%
Sep 30, 23
3 Canada Life US Small-Mid Cap Growth F 932.02K (3.06%) 0.00
Increased by 0.00%
Oct 31, 23
4 Vanguard Total Stock Mkt Idx Inv 917.16K (3.01%) 1.47K
Increased by +0.16%
Nov 30, 23
5 iShares Russell 2000 ETF 821.58K (2.70%) 5.25K
Increased by +0.64%
Dec 29, 23
6 Vanguard Small Cap Index 753.15K (2.47%) 4.84K
Increased by +0.64%
Nov 30, 23
7 American Funds New Economy A 680.97K (2.24%) -636.00
Decreased by -0.09%
Sep 30, 23
8 Capital Group New Economy Comp 680.97K (2.24%) -636.00
Decreased by -0.09%
Sep 30, 23
9 Sands Capital Global Growth A USD Acc 558.68K (1.84%) -4.51K
Decreased by -0.81%
Sep 30, 23
10 Artisan Mid Cap Investor 484.64K (1.59%) 125.63K
Increased by +25.92%
Sep 30, 23
11 Artisan U.S. Mid-Cap Growth 484.64K (1.59%) 125.63K
Increased by +25.92%
Sep 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 437.92K (1.44%) 4.97K
Increased by +1.13%
Nov 30, 23
13 AB Small Cap Growth A 433.43K (1.42%) -8.40K
Decreased by -1.94%
Nov 30, 23
14 Vanguard Small Cap Growth Index Inv 421.43K (1.38%) 2.13K
Increased by +0.51%
Nov 30, 23
15 JPM Global Healthcare C (acc) USD 419.61K (1.38%) 0.00
Increased by 0.00%
Nov 30, 23
16 CS (Lux) Digital Health Equity SB USD 415.00K (1.36%) 0.00
Increased by 0.00%
Nov 30, 23
17 JPMorgan Small Cap Growth A 407.46K (1.34%) 2.03K
Increased by +0.50%
Nov 30, 23
18 BNY Mellon Sm/Md Cp Gr I 348.59K (1.15%) 61.79K
Increased by +17.73%
Nov 30, 23
19 Select Medical Tech and Devcs 330.00K (1.08%) -70.00K
Decreased by -21.21%
Oct 31, 23
20 Old Westbury Large Cap Strategies 319.13K (1.05%) -8.56K
Decreased by -2.68%
Oct 31, 23