Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IYC 1000.00%
6 IWV 1000.00%
7 IWS 1000.00%
8 IWR 1000.00%
9 IWP 1000.00%
10 IWF 1000.00%
11 IWD 1000.00%
12 IWB 1000.00%
13 IUSG 1000.00%
14 ITOT 1000.00%
15 ISCG 1000.00%
16 BFIT 3.84%
17 VNMC 2.51%
18 XMMO 1.34%
19 BUL 1.26%
20 ERSX 1.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 20.16M (15.24%) 14.65K
Increased by +0.07%
Sep 30, 23
2 BlackRock Inc 14.50M (10.97%) 2.44M
Increased by +16.83%
Sep 30, 23
3 Vanguard Group Inc 12.59M (9.52%) -16.07K
Decreased by -0.13%
Sep 30, 23
4 Massachusetts Financial Services Company 4.77M (3.61%) 112.52K
Increased by +2.36%
Sep 30, 23
5 State Street Corporation 4.73M (3.58%) 39.83K
Increased by +0.84%
Sep 30, 23
6 Anomaly Capital Management, LP 3.09M (2.34%) 1.70M
Increased by +55.09%
Sep 30, 23
7 Citadel Advisors Llc 3.03M (2.29%) 1.25M
Increased by +41.19%
Sep 30, 23
8 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.92M (2.21%) 96.68K
Increased by +3.31%
Sep 30, 23
9 Fiduciary Management, Inc. of Milwaukee 2.80M (2.11%) 46.29K
Increased by +1.66%
Sep 30, 23
10 Pzena Investment Management, LLC 2.77M (2.09%) -1.22M
Decreased by -44.02%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 2.69M (2.03%) -597.13K
Decreased by -22.22%
Sep 30, 23
12 Arrowstreet Capital Limited Partnership 2.48M (1.88%) 46.29K
Increased by +1.87%
Sep 30, 23
13 Capital Research Global Investors 2.30M (1.74%) 0.00
Increased by 0.00%
Sep 30, 23
14 Geode Capital Management, LLC 2.01M (1.52%) 26.20K
Increased by +1.30%
Sep 30, 23
15 Bank of New York Mellon Corp 1.82M (1.37%) -57.00K
Decreased by -3.14%
Sep 30, 23
16 Broad Peak Investment Management Ltd. 1.73M (1.31%) 0.00
Increased by 0.00%
Sep 30, 23
17 Bank of America Corp 1.73M (1.31%) 396.26K
Increased by +22.94%
Sep 30, 23
18 Point72 Asset Management, L.P. 1.50M (1.13%) 1.06M
Increased by +70.77%
Sep 30, 23
19 T. Rowe Price Investment Management,Inc. 1.43M (1.08%) -297.66K
Decreased by -20.80%
Sep 30, 23
20 AQR Capital Management LLC 1.31M (0.99%) 552.45K
Increased by +42.13%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl O 8.99M (6.80%) 45.94K
Increased by +0.51%
Nov 30, 23
2 Fidelity® Growth Company 6.74M (5.10%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 4.21M (3.19%) 5.28K
Increased by +0.13%
Nov 30, 23
4 iShares Core S&P Mid-Cap ETF 4.05M (3.07%) -734.00
Decreased by -0.02%
Dec 29, 23
5 Vanguard Small Cap Index 3.48M (2.63%) 13.88K
Increased by +0.40%
Nov 30, 23
6 Fidelity® Growth Company K6 2.41M (1.82%) -45.94K
Decreased by -1.90%
Nov 30, 23
7 MFS Mid Cap Value Equity 2.11M (1.59%) 0.00
Increased by 0.00%
Sep 30, 23
8 MFS Mid Cap Value A 2.10M (1.59%) -4.11K
Decreased by -0.20%
Nov 30, 23
9 Vanguard Small Cap Growth Index Inv 1.95M (1.47%) 12.65K
Increased by +0.65%
Nov 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 1.94M (1.47%) 34.20K
Increased by +1.76%
Nov 30, 23
11 Fidelity® Series Growth Company 1.62M (1.23%) 0.00
Increased by 0.00%
Nov 30, 23
12 American Funds SMALLCAP World A 1.60M (1.21%) 0.00
Increased by 0.00%
Sep 30, 23
13 Pacer US Cash Cows 100 ETF 1.42M (1.07%) 5.63K
Increased by +0.40%
Dec 29, 23
14 Vanguard Windsor Investor Shares 1.31M (0.99%) -672.06K
Decreased by -51.32%
Sep 30, 23
15 FMI Common Stock Investor 1.18M (0.89%) 107.00K
Increased by +9.04%
Sep 30, 23
16 SPDR® S&P MIDCAP 400 ETF Trust 1.08M (0.81%) -9.27K
Decreased by -0.86%
Nov 30, 23
17 Vanguard Explorer Inv 1.06M (0.80%) 95.28K
Increased by +9.01%
Sep 30, 23
18 BlackRock Large Cap Core (SMA) 932.50K (0.71%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard Selected Value Inv 932.40K (0.71%) -270.66K
Decreased by -29.03%
Sep 30, 23
20 iShares S&P Mid-Cap 400 Growth ETF 883.13K (0.67%) -1.35K
Decreased by -0.15%
Dec 29, 23