Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 ISCG 1000.00%
3 ISCB 1000.00%
4 IUSG 1000.00%
5 IGM 1000.00%
6 IWM 1000.00%
7 IWO 1000.00%
8 IWV 1000.00%
9 IYY 1000.00%
10 JKJ 1000.00%
11 JKK 1000.00%
12 SNSR 4.23%
13 PTF 3.37%
14 XSD 2.84%
15 RFG 1.86%
16 VIOG 1.25%
17 ATFV 0.99%
18 GRZZ 0.98%
19 SEMI 0.98%
20 PDP 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.89M (17.68%) 506.83K
Increased by +2.68%
Sep 30, 23
2 Vanguard Group Inc 12.77M (11.96%) -48.62K
Decreased by -0.38%
Sep 30, 23
3 JPMorgan Chase & Co 4.79M (4.49%) 616.67K
Increased by +12.86%
Sep 30, 23
4 State Street Corporation 4.52M (4.23%) 135.86K
Increased by +3.01%
Sep 30, 23
5 Ameriprise Financial Inc 3.13M (2.93%) 515.66K
Increased by +16.45%
Sep 30, 23
6 Neuberger Berman Group LLC 2.83M (2.65%) 35.89K
Increased by +1.27%
Sep 30, 23
7 Geode Capital Management, LLC 2.31M (2.16%) 87.94K
Increased by +3.80%
Sep 30, 23
8 Dimensional Fund Advisors, Inc. 2.30M (2.15%) -85.91K
Decreased by -3.73%
Sep 30, 23
9 Bank of New York Mellon Corp 1.99M (1.86%) 861.43K
Increased by +43.34%
Sep 30, 23
10 Whale Rock Capital Management LLC 1.89M (1.76%) 1.12M
Increased by +59.48%
Sep 30, 23
11 Wellington Management Company LLP 1.78M (1.67%) -87.27K
Decreased by -4.89%
Sep 30, 23
12 Hood River Capital Management LLC 1.74M (1.63%) 522.06K
Increased by +30.00%
Sep 30, 23
13 Nuveen Asset Management, LLC 1.71M (1.60%) 175.02K
Increased by +10.25%
Sep 30, 23
14 Lord, Abbett & Co LLC 1.52M (1.42%) -520.35K
Decreased by -34.21%
Sep 30, 23
15 Northern Trust Corp 1.52M (1.42%) 5.86K
Increased by +0.39%
Sep 30, 23
16 Loomis, Sayles & Company LP 1.42M (1.33%) -33.63K
Decreased by -2.36%
Sep 30, 23
17 Polar Capital Holdings PLC 1.41M (1.32%) 105.28K
Increased by +7.44%
Sep 30, 23
18 Amvescap Plc. 1.30M (1.22%) -589.15K
Decreased by -45.31%
Sep 30, 23
19 Vaughan Nelson Scarbrgh & Mccullough LP 1.21M (1.13%) 33.94K
Increased by +2.80%
Sep 30, 23
20 Charles Schwab Investment Management Inc 1.21M (1.13%) 369.82K
Increased by +30.66%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.27M (6.80%) -6.49K
Decreased by -0.09%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 3.44M (3.22%) 4.37K
Increased by +0.13%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 3.26M (3.05%) -591.00
Decreased by -0.02%
Dec 29, 23
4 iShares Russell 2000 ETF 2.91M (2.73%) 18.53K
Increased by +0.64%
Dec 29, 23
5 Vanguard Small Cap Index 2.83M (2.65%) 12.01K
Increased by +0.42%
Nov 30, 23
6 Vanguard Small Cap Growth Index Inv 1.58M (1.48%) 10.08K
Increased by +0.64%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 1.56M (1.46%) 34.81K
Increased by +2.23%
Nov 30, 23
8 iShares Semiconductor ETF 1.20M (1.12%) -6.74K
Decreased by -0.56%
Dec 29, 23
9 Polar Capital Global Tech Inc 1.11M (1.04%) 0.00
Increased by 0.00%
Nov 30, 23
10 iShares S&P Small-Cap 600 Growth ETF 1.11M (1.04%) 0.00
Increased by 0.00%
Nov 30, 23
11 JPMorgan Mid Cap Growth I 1.07M (1.01%) 241.12K
Increased by +22.43%
Nov 30, 23
12 Fidelity® Small Cap Index 1.05M (0.98%) 28.74K
Increased by +2.73%
Oct 31, 23
13 iShares Russell 2000 Growth ETF 967.11K (0.91%) 0.00
Increased by 0.00%
Dec 29, 23
14 SPDR® Portfolio S&P 600 Sm Cap ETF 908.30K (0.85%) -1.69K
Decreased by -0.19%
Nov 30, 23
15 Vanguard Information Technology ETF 878.59K (0.82%) -106.40K
Decreased by -12.11%
Nov 30, 23
16 Vanguard Tax-Managed Small Cap Adm 873.78K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
17 Lord Abbett Developing Growth A 847.79K (0.79%) 0.00
Increased by 0.00%
Nov 30, 23
18 Hood River Small-Cap Growth Instl 846.11K (0.79%) 295.12K
Increased by +34.88%
Sep 30, 23
19 JPM US Mid Cap Growth-MA 833.79K (0.78%) 517.19K
Increased by +62.03%
Sep 30, 23
20 JPMorgan Small Cap Growth A 807.32K (0.76%) 4.03K
Increased by +0.50%
Nov 30, 23