Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHI 1000.00%
2 IWO 1000.00%
3 IWM 1000.00%
4 ITOT 1000.00%
5 IWV 1000.00%
6 XHE 2.01%
7 BTEC 0.13%
8 LNGR 0.12%
9 AGNG 0.09%
10 GSSC 0.09%
11 PSC 0.07%
12 VTWG 0.04%
13 SMLV 0.02%
14 VTWO 0.02%
15 FHLC 0.02%
16 UWM 0.02%
17 RYLD 0.02%
18 SCHA 0.01%
19 URTY 0.01%
20 VHT 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Advisors Inc. 5.71M (14.96%) 460.71K
Increased by +8.07%
Sep 30, 23
2 Vanguard Group Inc 3.58M (9.38%) 262.00
Increased by +0.01%
Sep 30, 23
3 Capital World Investors 2.97M (7.78%) 0.00
Increased by 0.00%
Sep 30, 23
4 BlackRock Inc 2.92M (7.66%) -44.57K
Decreased by -1.53%
Sep 30, 23
5 ClearBridge Advisors, LLC 1.73M (4.52%) -10.69K
Decreased by -0.62%
Sep 30, 23
6 Bellevue Group AG 1.43M (3.75%) 73.80K
Increased by +5.16%
Sep 30, 23
7 State Street Corporation 1.14M (2.98%) 64.81K
Increased by +5.70%
Sep 30, 23
8 Marshall Wace Asset Management Ltd 977.96K (2.56%) -123.74K
Decreased by -12.65%
Sep 30, 23
9 Next Century Growth Investors LLC 961.38K (2.52%) 221.46K
Increased by +23.04%
Sep 30, 23
10 American Century Companies Inc 954.82K (2.50%) -501.23K
Decreased by -52.49%
Sep 30, 23
11 Geode Capital Management, LLC 814.69K (2.14%) 47.28K
Increased by +5.80%
Sep 30, 23
12 ExodusPoint Capital Management, LP 766.31K (2.01%) 714.84K
Increased by +93.28%
Sep 30, 23
13 Granite Investment Partners, LLC 715.91K (1.88%) 715.91K
Increased by +100.00%
Sep 30, 23
14 BAMCO Inc 687.84K (1.80%) -255.00K
Decreased by -37.07%
Sep 30, 23
15 Northern Trust Corp 624.86K (1.64%) 265.04K
Increased by +42.42%
Sep 30, 23
16 Citadel Advisors Llc 618.11K (1.62%) 579.37K
Increased by +93.73%
Sep 30, 23
17 Massachusetts Financial Services Company 605.78K (1.59%) 107.44K
Increased by +17.74%
Sep 30, 23
18 Ensign Peak Advisors Inc 603.76K (1.58%) -311.31K
Decreased by -51.56%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 571.23K (1.50%) 176.97K
Increased by +30.98%
Sep 30, 23
20 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 568.75K (1.49%) 167.96K
Increased by +29.53%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.97M (7.78%) 0.00
Increased by 0.00%
Sep 30, 23
2 ClearBridge Small Cap Growth A 1.34M (3.52%) -5.41K
Decreased by -0.40%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.17M (3.06%) 0.00
Increased by 0.00%
Nov 30, 23
4 iShares Russell 2000 ETF 1.03M (2.69%) 6.54K
Increased by +0.64%
Dec 29, 23
5 Wasatch Ultra Growth 1.01M (2.65%) 32.00K
Increased by +3.17%
Sep 30, 23
6 Vanguard Small Cap Index 950.94K (2.49%) 2.94K
Increased by +0.31%
Nov 30, 23
7 Wasatch Core Growth 917.89K (2.41%) 123.16K
Increased by +13.42%
Sep 30, 23
8 Wasatch Small Cap Growth Investor 902.17K (2.37%) 50.14K
Increased by +5.56%
Sep 30, 23
9 Baron Discovery Institutional 891.49K (2.34%) 370.28K
Increased by +41.53%
Dec 31, 23
10 Baron Discovery Strategy 891.49K (2.34%) 370.28K
Increased by +41.53%
Dec 31, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 556.64K (1.46%) 1.20K
Increased by +0.22%
Nov 30, 23
12 SPDR® S&P Health Care Equipment ETF 537.69K (1.41%) 0.00
Increased by 0.00%
Dec 29, 23
13 Vanguard Small Cap Growth Index Inv 533.06K (1.40%) 2.73K
Increased by +0.51%
Nov 30, 23
14 JNL Multi-Manager Small Cap Growth A 493.98K (1.30%) -34.64K
Decreased by -7.01%
Sep 30, 23
15 American Century Small Cap Growth Inv 489.40K (1.28%) 0.00
Increased by 0.00%
Sep 30, 23
16 American Century U.S. Small Cap Growth 489.40K (1.28%) 0.00
Increased by 0.00%
Sep 30, 23
17 Wasatch Micro Cap 416.53K (1.09%) 62.72K
Increased by +15.06%
Sep 30, 23
18 Fidelity® Small Cap Index 371.15K (0.97%) 11.62K
Increased by +3.13%
Oct 31, 23
19 iShares Russell 2000 Growth ETF 342.32K (0.90%) 0.00
Increased by 0.00%
Dec 29, 23
20 ArrowMark Small Cap Gro 302.64K (0.79%) 302.64K
Increased by +100.00%
Sep 30, 23