Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 JKJ 1000.00%
3 IYY 1000.00%
4 IYF 1000.00%
5 IWV 1000.00%
6 IWR 1000.00%
7 IWP 1000.00%
8 IWF 1000.00%
9 IWB 1000.00%
10 IUSG 1000.00%
11 ITOT 1000.00%
12 ISCG 1000.00%
13 JKK 1000.00%
14 IPO 3.08%
15 KIE 2.19%
16 FXO 1.24%
17 PFI 1.10%
18 FPX 0.81%
19 MMSC 0.60%
20 FNY 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 10.19M (9.24%) -415.47K
Decreased by -4.08%
Sep 30, 23
2 Vanguard Group Inc 9.20M (8.34%) 428.17K
Increased by +4.65%
Sep 30, 23
3 Capital World Investors 5.89M (5.34%) 2.29K
Increased by +0.04%
Sep 30, 23
4 Zimmer Partners LP 4.82M (4.37%) -2.00
Decreased by -0.00%
Sep 30, 23
5 BlackRock Inc 4.20M (3.81%) 173.89K
Increased by +4.14%
Sep 30, 23
6 HHG PLC 3.09M (2.80%) -317.66K
Decreased by -10.29%
Sep 30, 23
7 Artisan Partners Limited Partnership 2.84M (2.57%) -17.99K
Decreased by -0.63%
Sep 30, 23
8 Blair William & Co 2.65M (2.40%) 119.82K
Increased by +4.52%
Sep 30, 23
9 Champlain Investment Partners, LLC 2.55M (2.31%) 891.63K
Increased by +34.92%
Sep 30, 23
10 AllianceBernstein L.P. 2.41M (2.19%) 612.19K
Increased by +25.39%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 2.11M (1.91%) 200.69K
Increased by +9.53%
Sep 30, 23
12 T. Rowe Price Investment Management,Inc. 2.02M (1.83%) 114.82K
Increased by +5.69%
Sep 30, 23
13 Victory Capital Management Inc. 1.80M (1.63%) 215.95K
Increased by +12.00%
Sep 30, 23
14 State Street Corporation 1.74M (1.58%) 121.38K
Increased by +6.99%
Sep 30, 23
15 Stephens Inv Mgmt Group LLC 1.74M (1.57%) 74.97K
Increased by +4.32%
Sep 30, 23
16 American Century Companies Inc 1.62M (1.47%) 244.49K
Increased by +15.05%
Sep 30, 23
17 Jackson Square Partners, LLC 1.58M (1.43%) -127.06K
Decreased by -8.06%
Sep 30, 23
18 Geode Capital Management, LLC 1.52M (1.38%) 206.71K
Increased by +13.58%
Sep 30, 23
19 Ameriprise Financial Inc 1.48M (1.35%) 6.40K
Increased by +0.43%
Sep 30, 23
20 T. Rowe Price Associates, Inc. 1.42M (1.28%) 34.74K
Increased by +2.45%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 6.44M (5.84%) -248.00K
Decreased by -3.85%
Sep 30, 23
2 American Funds Growth Fund of Amer A 4.95M (4.49%) -16.58K
Decreased by -0.34%
Sep 30, 23
3 Capital Group Growth Fnd of Amer Comp 4.95M (4.49%) -16.58K
Decreased by -0.34%
Sep 30, 23
4 Champlain Mid Cap Fund, LLC 3.35M (3.04%) 4.30K
Increased by +0.13%
Nov 30, 23
5 Vanguard Total Stock Mkt Idx Inv 3.13M (2.83%) 4.25K
Increased by +0.14%
Nov 30, 23
6 Vanguard Small Cap Index 2.56M (2.32%) 11.34K
Increased by +0.44%
Nov 30, 23
7 Janus Henderson Enterprise D 2.38M (2.15%) -213.91K
Decreased by -9.00%
Sep 30, 23
8 Janus Inst Mid Cap Growth CF 2.38M (2.15%) -213.91K
Decreased by -9.00%
Sep 30, 23
9 American Century Heritage Inv 1.45M (1.31%) 222.04K
Increased by +15.33%
Sep 30, 23
10 American Century US Opport. Mid Cap Gr 1.45M (1.31%) 222.04K
Increased by +15.33%
Sep 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.45M (1.31%) 18.76K
Increased by +1.30%
Nov 30, 23
12 Vanguard Small Cap Growth Index Inv 1.44M (1.30%) 10.36K
Increased by +0.72%
Nov 30, 23
13 Victory Small Cap Value CIT (Net 75) 1.29M (1.17%) 133.10K
Increased by +10.28%
Sep 30, 23
14 Victory Sycamore Small Company Opp R 1.29M (1.17%) 133.10K
Increased by +10.28%
Sep 30, 23
15 Polar Capital Global Ins A Inc 1.29M (1.17%) 0.00
Increased by 0.00%
Nov 30, 23
16 Champlain Mid Cap Adv 1.26M (1.15%) 455.39K
Increased by +36.00%
Sep 30, 23
17 T. Rowe Price Small-Cap Value 1.22M (1.11%) 43.60K
Increased by +3.57%
Sep 30, 23
18 Bridge Builder Small/Mid Cap Growth 1.20M (1.09%) -127.61K
Decreased by -10.63%
Dec 31, 23
19 Columbia Acorn Inst 1.13M (1.02%) 0.00
Increased by 0.00%
Nov 30, 23
20 Artisan Mid Cap Investor 1.07M (0.97%) -25.06K
Decreased by -2.35%
Sep 30, 23