Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWFH 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IYW 1000.00%
6 IWV 1000.00%
7 IWR 1000.00%
8 IGM 1000.00%
9 ISCB 1000.00%
10 ISCG 1000.00%
11 ITOT 1000.00%
12 IWB 1000.00%
13 IWF 1000.00%
14 IWP 1000.00%
15 LOUP 5.25%
16 WFH 2.81%
17 WCLD 1.55%
18 BOUT 1.53%
19 HAPY 1.52%
20 IVES 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.31M (10.09%) 261.84K
Increased by +1.97%
Sep 30, 23
2 Capital World Investors 10.81M (8.19%) -5.04M
Decreased by -46.61%
Sep 30, 23
3 BlackRock Inc 7.15M (5.42%) 109.49K
Increased by +1.53%
Sep 30, 23
4 Brown Capital Management, LLC 6.34M (4.81%) -23.17K
Decreased by -0.37%
Sep 30, 23
5 Eminence Capital LLC 3.33M (2.52%) 1.23M
Increased by +36.83%
Sep 30, 23
6 Dorsal Capital Management LLC 3.10M (2.35%) 1.30M
Increased by +41.94%
Sep 30, 23
7 Citadel Advisors Llc 3.01M (2.28%) 2.17M
Increased by +72.06%
Sep 30, 23
8 AllianceBernstein L.P. 2.91M (2.20%) -483.75K
Decreased by -16.64%
Sep 30, 23
9 North Peak Capital Management, LLC 2.86M (2.16%) -733.03K
Decreased by -25.67%
Sep 30, 23
10 Capital Research Global Investors 2.78M (2.10%) -780.67K
Decreased by -28.11%
Sep 30, 23
11 Dorsey Asset Management, LLC 2.69M (2.04%) -586.31K
Decreased by -21.76%
Sep 30, 23
12 Champlain Investment Partners, LLC 2.63M (1.99%) 473.38K
Increased by +18.02%
Sep 30, 23
13 Westfield Capital Management Company, LP 2.48M (1.88%) -113.30K
Decreased by -4.56%
Sep 30, 23
14 ING Investment Management LLC 2.41M (1.83%) 165.49K
Increased by +6.86%
Sep 30, 23
15 First Trust Advisors L.P. 2.13M (1.62%) 26.75K
Increased by +1.25%
Sep 30, 23
16 State Street Corporation 2.13M (1.61%) 17.48K
Increased by +0.82%
Sep 30, 23
17 TimesSquare Capital Management, LLC 2.10M (1.59%) 172.01K
Increased by +8.19%
Sep 30, 23
18 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.95M (1.48%) 151.21K
Increased by +7.75%
Sep 30, 23
19 Geode Capital Management, LLC 1.90M (1.44%) 44.70K
Increased by +2.35%
Sep 30, 23
20 12 West Capital Management LP 1.65M (1.25%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 7.14M (5.41%) -780.67K
Decreased by -10.94%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 3.97M (3.01%) 5.18K
Increased by +0.13%
Nov 30, 23
3 Brown Capital Mgmt Small Co Inv 3.71M (2.81%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Small Cap Index 3.29M (2.49%) 14.22K
Increased by +0.43%
Nov 30, 23
5 American Funds New Perspective A 2.86M (2.16%) 0.00
Increased by 0.00%
Sep 30, 23
6 Capital Group New Perspective Comp 2.86M (2.16%) 0.00
Increased by 0.00%
Sep 30, 23
7 American Funds New Economy A 2.48M (1.88%) -462.81K
Decreased by -18.67%
Sep 30, 23
8 Capital Group New Economy Comp 2.48M (1.88%) -462.81K
Decreased by -18.67%
Sep 30, 23
9 Champlain Small Company Fund, LLC 2.18M (1.65%) 172.62K
Increased by +7.92%
Nov 30, 23
10 Vanguard Explorer Inv 1.98M (1.50%) 80.86K
Increased by +4.09%
Sep 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.94M (1.47%) 38.00K
Increased by +1.96%
Nov 30, 23
12 Vanguard Small Cap Growth Index Inv 1.84M (1.39%) 11.30K
Increased by +0.61%
Nov 30, 23
13 MUAM Cyber Security Equity Mother Fund 1.37M (1.04%) 175.47K
Increased by +12.82%
Jun 6, 23
14 First Trust Dow Jones Internet ETF 1.36M (1.03%) -114.00
Decreased by -0.01%
Dec 28, 23
15 Vanguard Information Technology ETF 1.18M (0.89%) -41.41K
Decreased by -3.51%
Nov 30, 23
16 Champlain Small Company Adv 1.08M (0.82%) 190.00K
Increased by +17.51%
Sep 30, 23
17 JPMorgan Small Cap Growth A 855.82K (0.65%) 4.27K
Increased by +0.50%
Nov 30, 23
18 AB Small Cap Growth A 824.95K (0.63%) -51.20K
Decreased by -6.21%
Nov 30, 23
19 Federated Hermes Kaufmann Small Cap A 800.00K (0.61%) 0.00
Increased by 0.00%
Sep 30, 23
20 Federated Hermes Kaufmann Small Cap Grow 800.00K (0.61%) 0.00
Increased by 0.00%
Sep 30, 23