Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCG 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IYC 1000.00%
6 IWV 1000.00%
7 IWS 1000.00%
8 IWR 1000.00%
9 IWD 1000.00%
10 IWB 1000.00%
11 IUSG 1000.00%
12 ISCB 1000.00%
13 ITOT 1000.00%
14 AWEG 3.76%
15 XRT 1.44%
16 RETL 1.16%
17 FDLS 1.07%
18 NSCS 1.05%
19 FNY 0.72%
20 BTAL 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 9.26M (16.11%) -36.44K
Decreased by -0.39%
Sep 30, 23
2 Vanguard Group Inc 5.50M (9.57%) 54.94K
Increased by +1.00%
Sep 30, 23
3 BlackRock Inc 5.25M (9.15%) 283.66K
Increased by +5.40%
Sep 30, 23
4 Wasatch Advisors Inc. 3.58M (6.23%) -606.42K
Decreased by -16.96%
Sep 30, 23
5 T. Rowe Price Investment Management,Inc. 2.76M (4.81%) -638.46K
Decreased by -23.09%
Sep 30, 23
6 Bank of New York Mellon Corp 2.61M (4.54%) -203.12K
Decreased by -7.80%
Sep 30, 23
7 Kayne Anderson Rudnick Investment Management LLC 2.12M (3.69%) -78.48K
Decreased by -3.70%
Sep 30, 23
8 State Street Corporation 1.76M (3.06%) 33.43K
Increased by +1.90%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 1.31M (2.28%) -205.37K
Decreased by -15.67%
Sep 30, 23
10 Wellington Management Company LLP 1.08M (1.87%) 630.30K
Increased by +58.58%
Sep 30, 23
11 Balyasny Asset Management LLC 1.04M (1.80%) 1.04M
Increased by +100.00%
Sep 30, 23
12 Geneva Capital Management 1.03M (1.80%) 1.51K
Increased by +0.15%
Sep 30, 23
13 Geode Capital Management, LLC 973.80K (1.70%) 55.06K
Increased by +5.65%
Sep 30, 23
14 Amvescap Plc. 831.52K (1.45%) 359.37K
Increased by +43.22%
Sep 30, 23
15 Fred Alger Management, LLC 764.03K (1.33%) 39.69K
Increased by +5.20%
Sep 30, 23
16 Point72 Asset Management, L.P. 734.95K (1.28%) 258.23K
Increased by +35.14%
Sep 30, 23
17 Charles Schwab Investment Management Inc 722.44K (1.26%) 81.22K
Increased by +11.24%
Sep 30, 23
18 Holocene Advisors, LP 702.46K (1.22%) 702.46K
Increased by +100.00%
Sep 30, 23
19 American Century Companies Inc 665.52K (1.16%) 46.32K
Increased by +6.96%
Sep 30, 23
20 Citadel Advisors Llc 664.66K (1.16%) 445.69K
Increased by +67.06%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl O 3.15M (5.48%) 32.68K
Increased by +1.04%
Nov 30, 23
2 Fidelity® Growth Company 2.36M (4.10%) 12.90K
Increased by +0.55%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.95M (3.40%) 2.76K
Increased by +0.14%
Nov 30, 23
4 iShares Core S&P Mid-Cap ETF 1.87M (3.26%) -339.00
Decreased by -0.02%
Dec 29, 23
5 Virtus KAR Small-Cap Growth I 1.39M (2.42%) -58.00K
Decreased by -4.16%
Sep 30, 23
6 Vanguard Small Cap Index 1.30M (2.26%) 6.89K
Increased by +0.53%
Nov 30, 23
7 T. Rowe Price Small-Cap Stock 1.16M (2.03%) -295.10K
Decreased by -25.36%
Sep 30, 23
8 T. Rowe Price US Small-Cap Core Equity 1.16M (2.03%) -295.10K
Decreased by -25.36%
Sep 30, 23
9 Vanguard Small Cap Growth Index Inv 895.96K (1.56%) 5.12K
Increased by +0.57%
Nov 30, 23
10 Fidelity® Growth Company K6 891.59K (1.55%) -12.88K
Decreased by -1.44%
Nov 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 885.22K (1.54%) 12.34K
Increased by +1.39%
Nov 30, 23
12 Fidelity® Series Growth Company 816.69K (1.42%) 3.50K
Increased by +0.43%
Nov 30, 23
13 Wasatch Small Cap Growth Investor 721.05K (1.26%) 0.00
Increased by 0.00%
Sep 30, 23
14 Fidelity® Blue Chip Growth 712.01K (1.24%) 12.40K
Increased by +1.74%
Nov 30, 23
15 BNY Mellon Sm/Md Cp Gr I 667.28K (1.16%) -125.20K
Decreased by -18.76%
Nov 30, 23
16 Wasatch Core Growth 632.17K (1.10%) -142.28K
Decreased by -22.51%
Sep 30, 23
17 T. Rowe Price U.S. SC Core Eq Tr-Z 567.17K (0.99%) -129.63K
Decreased by -22.85%
Sep 30, 23
18 T. Rowe Price Instl Small-Cap Stock 538.65K (0.94%) -142.98K
Decreased by -26.54%
Sep 30, 23
19 SPDR® S&P MIDCAP 400 ETF Trust 494.86K (0.86%) -4.25K
Decreased by -0.86%
Nov 30, 23
20 Select Retailing 458.21K (0.80%) 700.00
Increased by +0.15%
Nov 30, 23