Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKK 1000.00%
2 ISCB 1000.00%
3 ISCG 1000.00%
4 ITOT 1000.00%
5 IWM 1000.00%
6 IWO 1000.00%
7 IWV 1000.00%
8 JKJ 1000.00%
9 HTEC 1.71%
10 JSML 1.61%
11 XHE 1.36%
12 PSCH 1.22%
13 JSMD 0.39%
14 SSPX 0.31%
15 IJT 0.21%
16 PSC 0.18%
17 IJR 0.17%
18 SLYG 0.17%
19 VIOG 0.16%
20 SQLV 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BROADWOOD CAPITAL Inc 9.26M (24.66%) 481.35K
Increased by +5.20%
Sep 30, 23
2 BlackRock Inc 8.03M (21.37%) 1.69M
Increased by +21.04%
Sep 30, 23
3 Vanguard Group Inc 5.43M (14.44%) 492.50K
Increased by +9.08%
Sep 30, 23
4 Baillie Gifford & Co Limited. 4.92M (13.09%) -192.18K
Decreased by -3.91%
Sep 30, 23
5 Anatole Investment Management Ltd 2.10M (5.59%) 58.62K
Increased by +2.79%
Sep 30, 23
6 Jackson Square Partners, LLC 2.09M (5.55%) 713.89K
Increased by +34.23%
Sep 30, 23
7 State Street Corporation 1.85M (4.93%) 96.65K
Increased by +5.22%
Sep 30, 23
8 Palo Alto Investors, LLC 1.37M (3.66%) 0.00
Increased by 0.00%
Sep 30, 23
9 Geode Capital Management, LLC 1.01M (2.68%) 9.11K
Increased by +0.91%
Sep 30, 23
10 Geneva Capital Management 953.98K (2.54%) 2.95K
Increased by +0.31%
Sep 30, 23
11 Citadel Advisors Llc 945.57K (2.52%) 631.95K
Increased by +66.83%
Sep 30, 23
12 Goldman Sachs Group Inc 840.27K (2.24%) 39.66K
Increased by +4.72%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 830.03K (2.21%) 503.49K
Increased by +60.66%
Sep 30, 23
14 E Fund Management Co., Ltd. 782.30K (2.08%) -120.00K
Decreased by -15.34%
Sep 30, 23
15 Defender Capital, LLC. 543.40K (1.45%) 26.05K
Increased by +4.79%
Sep 30, 23
16 ClearBridge Advisors, LLC 539.90K (1.44%) -1.48K
Decreased by -0.27%
Sep 30, 23
17 Northern Trust Corp 527.90K (1.40%) -87.73K
Decreased by -16.62%
Sep 30, 23
18 Principal Financial Group Inc 458.47K (1.22%) 801.00
Increased by +0.17%
Sep 30, 23
19 Ensign Peak Advisors Inc 458.43K (1.22%) -171.00
Decreased by -0.04%
Sep 30, 23
20 Bank of New York Mellon Corp 441.94K (1.18%) -31.72K
Decreased by -7.18%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.27M (8.70%) 1.49K
Increased by +0.05%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 1.51M (4.02%) 2.28K
Increased by +0.15%
Nov 30, 23
3 iShares Russell 2000 ETF 1.30M (3.46%) 8.26K
Increased by +0.64%
Dec 29, 23
4 Vanguard Small Cap Index 1.26M (3.35%) 7.66K
Increased by +0.61%
Nov 30, 23
5 Baillie Gifford Global Discovery A Acc 844.74K (2.25%) -64.96K
Decreased by -7.69%
Oct 31, 23
6 E Fund Asian Elite 770.00K (2.05%) 0.00
Increased by 0.00%
Jun 30, 23
7 Vanguard Small Cap Growth Index Inv 704.26K (1.87%) 3.56K
Increased by +0.51%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 696.63K (1.85%) 8.70K
Increased by +1.25%
Nov 30, 23
9 Old Westbury Small & Mid Cap Strategies 506.43K (1.35%) 0.00
Increased by 0.00%
Oct 31, 23
10 Edinburgh Worldwide Ord 503.36K (1.34%) -129.00
Decreased by -0.03%
Oct 31, 23
11 Fidelity® Small Cap Index 468.63K (1.25%) 12.52K
Increased by +2.67%
Oct 31, 23
12 Jackson Square SMID-Cap Growth IS 446.90K (1.19%) -21.68K
Decreased by -4.85%
Nov 30, 23
13 iShares Russell 2000 Growth ETF 430.33K (1.15%) 0.00
Increased by 0.00%
Dec 29, 23
14 ClearBridge Small Cap Growth A 423.95K (1.13%) -1.71K
Decreased by -0.40%
Sep 30, 23
15 SPDR® Portfolio S&P 600 Sm Cap ETF 415.91K (1.11%) 1.89K
Increased by +0.45%
Dec 29, 23
16 Vanguard Tax-Managed Small Cap Adm 358.19K (0.95%) 26.45K
Increased by +7.38%
Nov 30, 23
17 Nationwide Geneva Small Cap Gr Instl Svc 342.94K (0.91%) 858.00
Increased by +0.25%
Sep 30, 23
18 iShares S&P Small-Cap 600 Growth ETF 285.02K (0.76%) 0.00
Increased by 0.00%
Dec 29, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 283.31K (0.75%) 0.00
Increased by 0.00%
Dec 31, 23
20 Jackson Square SMID Cap Growth CIT Fdrs 269.57K (0.72%) -14.62K
Decreased by -5.42%
Dec 31, 23