Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IHI 1000.00%
6 ISCB 1000.00%
7 ISCG 1000.00%
8 ITOT 1000.00%
9 IWM 1000.00%
10 FFTY 3.70%
11 XHE 1.81%
12 DTEC 1.16%
13 BOTZ 0.88%
14 FYC 0.60%
15 BTEC 0.57%
16 FYX 0.30%
17 KOMP 0.28%
18 BBSC 0.15%
19 VTWG 0.14%
20 FPX 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 7.55M (17.38%) 870.36K
Increased by +11.52%
Sep 30, 23
2 Cpmg Inc 5.33M (12.26%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 4.07M (9.37%) 385.27K
Increased by +9.45%
Sep 30, 23
4 T. Rowe Price Investment Management,Inc. 3.65M (8.40%) 622.43K
Increased by +17.05%
Sep 30, 23
5 BlackRock Inc 2.94M (6.77%) 363.88K
Increased by +12.36%
Sep 30, 23
6 T. Rowe Price Associates, Inc. 1.76M (4.04%) 225.16K
Increased by +12.82%
Sep 30, 23
7 Champlain Investment Partners, LLC 1.57M (3.61%) 1.57M
Increased by +100.00%
Sep 30, 23
8 Loomis, Sayles & Company LP 1.35M (3.10%) 636.75K
Increased by +47.33%
Sep 30, 23
9 Citadel Advisors Llc 1.11M (2.56%) 638.68K
Increased by +57.32%
Sep 30, 23
10 State Street Corporation 1.03M (2.37%) -31.02K
Decreased by -3.01%
Sep 30, 23
11 Allspring Global Investments Holdings, LLC 923.44K (2.12%) 303.00K
Increased by +32.81%
Sep 30, 23
12 Bellevue Group AG 888.30K (2.04%) 146.78K
Increased by +16.52%
Sep 30, 23
13 Geode Capital Management, LLC 842.21K (1.94%) 129.01K
Increased by +15.32%
Sep 30, 23
14 Wellington Management Company LLP 804.75K (1.85%) 804.75K
Increased by +100.00%
Sep 30, 23
15 Massachusetts Financial Services Company 678.03K (1.56%) 1.16K
Increased by +0.17%
Sep 30, 23
16 American Century Companies Inc 655.29K (1.51%) 81.53K
Increased by +12.44%
Sep 30, 23
17 AllianceBernstein L.P. 596.99K (1.37%) 559.03K
Increased by +93.64%
Sep 30, 23
18 BNP Paribas Investment Partners SA 559.02K (1.29%) 335.47K
Increased by +60.01%
Sep 30, 23
19 Mirae Asset Global Investments (Korea) Co Ltd 498.45K (1.15%) -2.44K
Decreased by -0.49%
Sep 30, 23
20 Rhenman Partners Asset Management AB 493.00K (1.13%) 214.00K
Increased by +43.41%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl O 1.87M (4.29%) 9.73K
Increased by +0.52%
Nov 30, 23
2 T. Rowe Price Small-Cap Stock 1.51M (3.48%) 217.76K
Increased by +14.41%
Sep 30, 23
3 T. Rowe Price US Small-Cap Core Equity 1.51M (3.48%) 217.76K
Increased by +14.41%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 1.33M (3.05%) 2.57K
Increased by +0.19%
Nov 30, 23
5 Fidelity® Growth Company 1.28M (2.94%) 40.00K
Increased by +3.13%
Nov 30, 23
6 Champlain Small Company Fund, LLC 1.27M (2.92%) 73.15K
Increased by +5.76%
Nov 30, 23
7 Select Medical Tech and Devcs 1.18M (2.71%) 0.00
Increased by 0.00%
Nov 30, 23
8 AB Small Cap Growth A 1.16M (2.67%) 199.70K
Increased by +17.18%
Nov 30, 23
9 Vanguard Small Cap Index 1.09M (2.52%) 3.34K
Increased by +0.31%
Nov 30, 23
10 iShares Russell 2000 ETF 1.08M (2.48%) 6.84K
Increased by +0.63%
Dec 29, 23
11 T. Rowe Price Health Sciences 907.18K (2.09%) 105.50K
Increased by +11.63%
Sep 30, 23
12 T. Rowe Price U.S. SC Core Eq Tr-Z 734.78K (1.69%) 106.30K
Increased by +14.47%
Sep 30, 23
13 T. Rowe Price Instl Small-Cap Stock 707.38K (1.63%) 102.84K
Increased by +14.54%
Sep 30, 23
14 Champlain Small Company Adv 650.00K (1.50%) 650.00K
Increased by +100.00%
Sep 30, 23
15 Fidelity Select Health Care 649.50K (1.49%) 0.00
Increased by 0.00%
Nov 30, 23
16 Select Health Care 649.50K (1.49%) 0.00
Increased by 0.00%
Oct 31, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 638.74K (1.47%) 1.14K
Increased by +0.18%
Nov 30, 23
18 Vanguard Small Cap Growth Index Inv 614.57K (1.41%) 7.27K
Increased by +1.18%
Nov 30, 23
19 American Century Small Cap Growth Inv 605.79K (1.39%) 77.94K
Increased by +12.87%
Sep 30, 23
20 American Century U.S. Small Cap Growth 605.79K (1.39%) 77.94K
Increased by +12.87%
Sep 30, 23