Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 IHI 1000.00%
3 ISCB 1000.00%
4 ISCG 1000.00%
5 ISCV 1000.00%
6 ITOT 1000.00%
7 IWM 1000.00%
8 IWO 1000.00%
9 IWV 1000.00%
10 JKK 1000.00%
11 EDOC 3.43%
12 XHE 1.60%
13 PSCH 1.38%
14 FXH 1.01%
15 SSLY 0.82%
16 EKG 0.62%
17 FYC 0.47%
18 BTEC 0.44%
19 IJS 0.25%
20 IJR 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.86M (14.95%) -113.74K
Decreased by -1.28%
Sep 30, 23
2 Vanguard Group Inc 7.00M (11.82%) -9.57K
Decreased by -0.14%
Sep 30, 23
3 Capital World Investors 6.55M (11.05%) 59.31K
Increased by +0.91%
Sep 30, 23
4 Eminence Capital LLC 5.49M (9.27%) 2.37M
Increased by +43.21%
Sep 30, 23
5 FMR Inc 2.99M (5.05%) -1.57M
Decreased by -52.41%
Sep 30, 23
6 HHG PLC 2.67M (4.51%) 586.83K
Increased by +21.97%
Sep 30, 23
7 State Street Corporation 2.17M (3.66%) -87.58K
Decreased by -4.04%
Sep 30, 23
8 Bellevue Group AG 2.14M (3.62%) 49.84K
Increased by +2.33%
Sep 30, 23
9 Capital Research & Mgmt Co - Division 3 1.79M (3.03%) 558.94K
Increased by +31.15%
Sep 30, 23
10 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.63M (2.75%) 1.63M
Increased by +100.00%
Sep 30, 23
11 Champlain Investment Partners, LLC 1.62M (2.73%) -2.84K
Decreased by -0.18%
Sep 30, 23
12 Brown Capital Management, LLC 1.56M (2.64%) -27.19K
Decreased by -1.74%
Sep 30, 23
13 Paradice Investment Management LLC 1.52M (2.57%) 293.25K
Increased by +19.29%
Sep 30, 23
14 First Light Asset Management, LLC 1.44M (2.43%) 840.20K
Increased by +58.31%
Sep 30, 23
15 Jennison Associates LLC 1.12M (1.90%) 804.49K
Increased by +71.64%
Sep 30, 23
16 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.05M (1.77%) 170.93K
Increased by +16.31%
Sep 30, 23
17 Two Sigma Advisers, LLC 1.03M (1.74%) -183.10K
Decreased by -17.77%
Sep 30, 23
18 Geode Capital Management, LLC 999.31K (1.69%) 25.96K
Increased by +2.60%
Sep 30, 23
19 Stephens Inv Mgmt Group LLC 989.10K (1.67%) -21.49K
Decreased by -2.17%
Sep 30, 23
20 Chicago Capital, LLC 904.41K (1.53%) 791.34K
Increased by +87.50%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 4.78M (8.07%) 258.44K
Increased by +5.40%
Sep 30, 23
2 iShares Core S&P Small-Cap ETF 4.36M (7.35%) 1.89K
Increased by +0.04%
Dec 29, 23
3 Vanguard Total Stock Mkt Idx Inv 2.07M (3.50%) 4.03K
Increased by +0.19%
Nov 30, 23
4 American Funds New Perspective A 1.99M (3.36%) 0.00
Increased by 0.00%
Sep 30, 23
5 Capital Group New Perspective Comp 1.99M (3.36%) 0.00
Increased by 0.00%
Sep 30, 23
6 Vanguard Small Cap Index 1.69M (2.85%) 5.17K
Increased by +0.31%
Nov 30, 23
7 Fidelity® Select Medical Tech and Devcs 1.45M (2.45%) 0.00
Increased by 0.00%
Oct 31, 23
8 Select Medical Tech and Devcs 1.45M (2.45%) 0.00
Increased by 0.00%
Nov 30, 23
9 American Funds IS® Growth-Income 1 1.24M (2.09%) 329.50K
Increased by +26.58%
Sep 30, 23
10 Capital Group Core Equity Composite 1.24M (2.09%) 329.50K
Increased by +26.58%
Sep 30, 23
11 Champlain Small Company Fund, LLC 1.24M (2.09%) -1.41K
Decreased by -0.11%
Nov 30, 23
12 Vanguard Explorer Inv 1.05M (1.77%) 604.63K
Increased by +57.52%
Sep 30, 23
13 Vanguard Small Cap Growth Index Inv 949.24K (1.60%) 13.71K
Increased by +1.44%
Nov 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 936.44K (1.58%) 1.70K
Increased by +0.18%
Nov 30, 23
15 Brown Capital Mgmt Small Co Inv 852.00K (1.44%) 0.00
Increased by 0.00%
Sep 30, 23
16 Champlain Small Company Adv 675.00K (1.14%) 0.00
Increased by 0.00%
Sep 30, 23
17 Janus Henderson Global Life Sciences 673.84K (1.14%) 19.85K
Increased by +2.95%
Sep 30, 23
18 Janus Henderson Global Life Sciences D 673.84K (1.14%) 19.85K
Increased by +2.95%
Sep 30, 23
19 Janus Henderson Triton D 617.40K (1.04%) 436.60K
Increased by +70.72%
Sep 30, 23
20 Janus Henderson US SMID Cap Growth 617.40K (1.04%) 436.60K
Increased by +70.72%
Sep 30, 23