Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWS 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 ISCB 1000.00%
6 ISCG 1000.00%
7 ITOT 1000.00%
8 IUSG 1000.00%
9 IYC 1000.00%
10 IWB 1000.00%
11 IWD 1000.00%
12 IWF 1000.00%
13 IWP 1000.00%
14 IWR 1000.00%
15 IWV 1000.00%
16 BFIT 2.94%
17 DTOX 2.51%
18 GURU 1.83%
19 FITS 1.06%
20 RFG 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.34M (15.77%) 278.32K
Increased by +2.26%
Sep 30, 23
2 Vanguard Group Inc 7.88M (10.07%) -103.58K
Decreased by -1.31%
Sep 30, 23
3 SRS Investment Management, LLC 6.96M (8.89%) 0.00
Increased by 0.00%
Sep 30, 23
4 Amundi 4.93M (6.30%) 1.67M
Increased by +33.96%
Sep 30, 23
5 Cadian Capital Management LP 4.04M (5.17%) 2.52M
Increased by +62.22%
Sep 30, 23
6 Champlain Investment Partners, LLC 3.67M (4.70%) 569.03K
Increased by +15.50%
Sep 30, 23
7 Bank of New York Mellon Corp 2.66M (3.40%) 12.14K
Increased by +0.46%
Sep 30, 23
8 JPMorgan Chase & Co 2.55M (3.26%) -97.74K
Decreased by -3.83%
Sep 30, 23
9 State Street Corporation 2.29M (2.93%) -1.51K
Decreased by -0.07%
Sep 30, 23
10 Goldman Sachs Group Inc 2.26M (2.89%) 1.38M
Increased by +61.10%
Sep 30, 23
11 Eagle Asset Management, Inc. 2.05M (2.62%) -205.05K
Decreased by -10.00%
Sep 30, 23
12 Franklin Resources Inc 1.89M (2.41%) 119.85K
Increased by +6.35%
Sep 30, 23
13 Point72 Asset Management, L.P. 1.32M (1.69%) 1.32M
Increased by +100.00%
Sep 30, 23
14 Geode Capital Management, LLC 1.27M (1.63%) 26.35K
Increased by +2.07%
Sep 30, 23
15 BAMCO Inc 1.20M (1.53%) 200.00K
Increased by +16.67%
Sep 30, 23
16 Federated Hermes Inc 1.20M (1.53%) -281.64K
Decreased by -23.54%
Sep 30, 23
17 Broad Bay Capital Management, LP 1.06M (1.36%) 323.00K
Increased by +30.47%
Sep 30, 23
18 FMR Inc 1.05M (1.35%) -77.32K
Decreased by -7.33%
Sep 30, 23
19 AXA SA 945.29K (1.21%) 91.19K
Increased by +9.65%
Sep 30, 23
20 American Century Companies Inc 877.72K (1.12%) 351.40K
Increased by +40.04%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Mid-Cap Growth Equity Instl 3.29M (4.21%) -343.95K
Decreased by -10.44%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 2.64M (3.38%) 3.39K
Increased by +0.13%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 2.59M (3.32%) -470.00
Decreased by -0.02%
Dec 29, 23
4 Pioneer A 2.42M (3.09%) -85.57K
Decreased by -3.54%
Nov 30, 23
5 Pioneer US Large Core Equity 2.33M (2.98%) 2.31M
Increased by +98.86%
Dec 31, 23
6 Champlain Mid Cap Fund, LLC 2.28M (2.92%) -70.90K
Decreased by -3.10%
Nov 30, 23
7 Vanguard Small Cap Index 2.19M (2.80%) 9.42K
Increased by +0.43%
Nov 30, 23
8 Eagle Mid-Cap Growth - Institutional 1.61M (2.06%) 3.02K
Increased by +0.19%
Dec 31, 23
9 Amundi Fds US Pioneer A USD C 1.27M (1.63%) -17.35K
Decreased by -1.36%
Nov 30, 23
10 Carillon Eagle Mid Cap Growth A 1.25M (1.59%) 0.00
Increased by 0.00%
Dec 31, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.23M (1.57%) 20.61K
Increased by +1.68%
Nov 30, 23
12 Vanguard Small Cap Growth Index Inv 1.23M (1.57%) 6.94K
Increased by +0.57%
Nov 30, 23
13 Champlain Mid Cap Adv 1.22M (1.56%) 160.00K
Increased by +13.11%
Sep 30, 23
14 Baron Opp. Small Cap Growth Strategy 1.20M (1.53%) 0.00
Increased by 0.00%
Dec 31, 23
15 Baron Small Cap Retail 1.20M (1.53%) 0.00
Increased by 0.00%
Dec 31, 23
16 JPMorgan Small Cap Equity A 968.95K (1.24%) -46.26K
Decreased by -4.77%
Nov 30, 23
17 BNY Mellon Sm/Md Cp Gr I 961.68K (1.23%) -35.15K
Decreased by -3.66%
Nov 30, 23
18 JPM US Small Cap Core-Composite 958.14K (1.23%) -57.07K
Decreased by -5.96%
Dec 31, 23
19 Champlain Small Company Fund, LLC 953.41K (1.22%) -11.21K
Decreased by -1.18%
Nov 30, 23
20 Federated Hermes Kaufmann Small Cap A 890.00K (1.14%) -10.00K
Decreased by -1.12%
Sep 30, 23