Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 IWO 1000.00%
3 IWM 1000.00%
4 ISCB 1000.00%
5 ISCG 1000.00%
6 ITOT 1000.00%
7 JKK 1000.00%
8 JKJ 1000.00%
9 IWV 1000.00%
10 XSD 2.77%
11 PSCT 1.51%
12 DRIV 1.08%
13 XITK 0.99%
14 IDAT 0.71%
15 AGOX 0.48%
16 CARZ 0.46%
17 SSLY 0.39%
18 FYC 0.28%
19 IJT 0.25%
20 IJR 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.05M (17.58%) 212.62K
Increased by +6.96%
Sep 30, 23
2 BlackRock Inc 2.59M (14.90%) 20.55K
Increased by +0.79%
Sep 30, 23
3 Vanguard Group Inc 2.07M (11.89%) 58.63K
Increased by +2.84%
Sep 30, 23
4 Franklin Resources Inc 1.20M (6.90%) -18.92K
Decreased by -1.58%
Sep 30, 23
5 State Street Corporation 955.48K (5.50%) -19.41K
Decreased by -2.03%
Sep 30, 23
6 Wasatch Advisors Inc. 866.78K (4.99%) -29.42K
Decreased by -3.39%
Sep 30, 23
7 Ameriprise Financial Inc 613.58K (3.53%) 46.67K
Increased by +7.61%
Sep 30, 23
8 Hood River Capital Management LLC 404.90K (2.33%) 30.84K
Increased by +7.62%
Sep 30, 23
9 Capital World Investors 400.41K (2.30%) 0.00
Increased by 0.00%
Sep 30, 23
10 Geode Capital Management, LLC 364.27K (2.10%) 18.08K
Increased by +4.96%
Sep 30, 23
11 Principal Financial Group Inc 358.02K (2.06%) 16.09K
Increased by +4.49%
Sep 30, 23
12 T. Rowe Price Investment Management,Inc. 274.80K (1.58%) -82.25K
Decreased by -29.93%
Sep 30, 23
13 BAMCO Inc 257.44K (1.48%) 3.60K
Increased by +1.40%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 211.15K (1.21%) 85.75K
Increased by +40.61%
Sep 30, 23
15 Victory Capital Management Inc. 206.39K (1.19%) -59.18K
Decreased by -28.67%
Sep 30, 23
16 Amvescap Plc. 198.30K (1.14%) 136.37K
Increased by +68.77%
Sep 30, 23
17 Northern Trust Corp 178.64K (1.03%) 3.51K
Increased by +1.97%
Sep 30, 23
18 Allspring Global Investments Holdings, LLC 178.17K (1.03%) 2.06K
Increased by +1.16%
Sep 30, 23
19 Goldman Sachs Group Inc 174.59K (1.00%) 17.71K
Increased by +10.14%
Sep 30, 23
20 Wellington Management Company LLP 174.15K (1.00%) -51.48K
Decreased by -29.56%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.16M (6.67%) 495.00
Increased by +0.04%
Dec 29, 23
2 Fidelity Growth Compy Commingled Pl O 749.44K (4.31%) 6.76K
Increased by +0.90%
Nov 30, 23
3 Fidelity® Growth Company 589.70K (3.39%) 21.90K
Increased by +3.71%
Nov 30, 23
4 Franklin Technology A Acc USD 551.20K (3.17%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard Total Stock Mkt Idx Inv 529.69K (3.05%) 955.00
Increased by +0.18%
Nov 30, 23
6 iShares Russell 2000 ETF 463.43K (2.67%) 2.97K
Increased by +0.64%
Dec 29, 23
7 Vanguard Small Cap Index 430.80K (2.48%) 1.29K
Increased by +0.30%
Nov 30, 23
8 American Funds SMALLCAP World A 400.41K (2.30%) 0.00
Increased by 0.00%
Sep 30, 23
9 Franklin Small Cap Growth Adv 346.91K (2.00%) 0.00
Increased by 0.00%
Nov 30, 23
10 Franklin US Small Cap Growth Equity 346.91K (2.00%) 0.00
Increased by 0.00%
Sep 30, 23
11 SPDR® S&P Semiconductor ETF 328.10K (1.89%) 0.00
Increased by 0.00%
Dec 31, 23
12 VIP Growth Initial 317.20K (1.83%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity Advisor® Equity Growth I 293.08K (1.69%) 6.70K
Increased by +2.29%
Nov 30, 23
14 Vanguard Information Technology ETF 264.10K (1.52%) 2.75K
Increased by +1.04%
Nov 30, 23
15 FIAM Small Cap Core Composite 243.39K (1.40%) 88.39K
Increased by +36.32%
Sep 30, 23
16 Vanguard Small Cap Growth Index Inv 241.91K (1.39%) 1.22K
Increased by +0.50%
Nov 30, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 240.84K (1.39%) 3.10K
Increased by +1.29%
Nov 30, 23
18 FIAM Small Cap Core CIT Cl B 234.89K (1.35%) -8.50K
Decreased by -3.62%
Oct 31, 23
19 Wasatch Small Cap Growth Investor 234.07K (1.35%) 0.00
Increased by 0.00%
Sep 30, 23
20 Franklin Small-Mid Cap Growth A 230.41K (1.33%) 0.00
Increased by 0.00%
Nov 30, 23