Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWF 1000.00%
2 IWR 1000.00%
3 IWP 1000.00%
4 IWB 1000.00%
5 JKK 1000.00%
6 ISCB 1000.00%
7 ISCG 1000.00%
8 IYY 1000.00%
9 IWV 1000.00%
10 ITOT 1000.00%
11 IUSG 1000.00%
12 JKJ 1000.00%
13 AWEG 5.27%
14 AOTG 1.91%
15 AIEQ 1.45%
16 ILDR 1.23%
17 XMHQ 1.04%
18 WCLD 1.01%
19 CLDL 0.94%
20 JSMD 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 7.55M (17.29%) 291.62K
Increased by +3.86%
Sep 30, 23
2 BlackRock Inc 4.41M (10.10%) 273.53K
Increased by +6.20%
Sep 30, 23
3 Vanguard Group Inc 4.14M (9.49%) 25.56K
Increased by +0.62%
Sep 30, 23
4 T. Rowe Price Investment Management,Inc. 2.43M (5.57%) -9.17K
Decreased by -0.38%
Sep 30, 23
5 Wasatch Advisors Inc. 1.57M (3.59%) 68.01K
Increased by +4.33%
Sep 30, 23
6 State Street Corporation 1.32M (3.02%) 31.34K
Increased by +2.38%
Sep 30, 23
7 Echo Street Capital Management LLC 1.08M (2.48%) 154.88K
Increased by +14.32%
Sep 30, 23
8 Geode Capital Management, LLC 858.05K (1.96%) 126.34K
Increased by +14.72%
Sep 30, 23
9 Riverbridge Partners LLC 835.66K (1.91%) -85.55K
Decreased by -10.24%
Sep 30, 23
10 Massachusetts Financial Services Company 680.34K (1.56%) -212.45K
Decreased by -31.23%
Sep 30, 23
11 Adams Street Partners LLC 568.41K (1.30%) -18.49K
Decreased by -3.25%
Sep 30, 23
12 Citadel Advisors Llc 554.53K (1.27%) 465.14K
Increased by +83.88%
Sep 30, 23
13 Franklin Resources Inc 553.43K (1.27%) -7.28K
Decreased by -1.32%
Sep 30, 23
14 Capital Research & Mgmt Co - Division 3 552.96K (1.27%) 471.00
Increased by +0.09%
Sep 30, 23
15 Liontrust Investment Partners LLP 496.30K (1.14%) 496.30K
Increased by +100.00%
Sep 30, 23
16 Westfield Capital Management Company, LP 472.52K (1.08%) 99.78K
Increased by +21.12%
Sep 30, 23
17 Bank of New York Mellon Corp 461.99K (1.06%) 11.03K
Increased by +2.39%
Sep 30, 23
18 Northern Trust Corp 441.20K (1.01%) 9.89K
Increased by +2.24%
Sep 30, 23
19 HHG PLC 429.08K (0.98%) -36.17K
Decreased by -8.43%
Sep 30, 23
20 GW&K Investment Management, LLC 373.48K (0.86%) -15.13K
Decreased by -4.05%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 4.17M (9.54%) 154.15K
Increased by +3.70%
Sep 30, 23
2 US Small-Cap Growth II Equity Comp 4.01M (9.19%) 4.01M
Increased by +100.00%
Jun 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.32M (3.01%) 1.68K
Increased by +0.13%
Nov 30, 23
4 iShares Core S&P Mid-Cap ETF 1.31M (3.01%) -238.00
Decreased by -0.02%
Dec 29, 23
5 T. Rowe Price Mid-Cap Growth 1.19M (2.74%) -5.30K
Decreased by -0.44%
Sep 30, 23
6 T. Rowe Price US Mid-Cap Growth Equity 1.19M (2.74%) -5.30K
Decreased by -0.44%
Sep 30, 23
7 Vanguard Small Cap Index 1.09M (2.49%) 4.74K
Increased by +0.44%
Nov 30, 23
8 T. Rowe Price New Horizons Tr-Z 697.18K (1.60%) 47.35K
Increased by +6.79%
Sep 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 624.10K (1.43%) 12.65K
Increased by +2.03%
Nov 30, 23
10 Vanguard Small Cap Growth Index Inv 608.58K (1.39%) 4.09K
Increased by +0.67%
Nov 30, 23
11 T. Rowe Price Lrg Cp Gr I 506.21K (1.16%) 46.40K
Increased by +9.17%
Sep 30, 23
12 T. Rowe Price US Large-Cap Growth Equity 506.21K (1.16%) 46.40K
Increased by +9.17%
Sep 30, 23
13 MFS Mid Cap Growth Equity 425.07K (0.97%) -166.95K
Decreased by -39.28%
Sep 30, 23
14 MFS Mid Cap Growth A 359.04K (0.82%) -66.03K
Decreased by -18.39%
Oct 31, 23
15 Wasatch Core Growth 357.88K (0.82%) 20.09K
Increased by +5.62%
Sep 30, 23
16 American Funds Growth Fund of Amer A 346.83K (0.79%) -1.16K
Decreased by -0.34%
Sep 30, 23
17 Capital Group Growth Fnd of Amer Comp 346.83K (0.79%) -1.16K
Decreased by -0.34%
Sep 30, 23
18 SPDR® S&P MIDCAP 400 ETF Trust 344.80K (0.79%) -2.97K
Decreased by -0.86%
Nov 30, 23
19 Wasatch Small Cap Growth Investor 340.38K (0.78%) 23.96K
Increased by +7.04%
Sep 30, 23
20 Franklin Innovation Composite 325.00K (0.74%) 0.00
Increased by 0.00%
Sep 30, 23