Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKK 1000.00%
2 IUSV 1000.00%
3 IUSG 1000.00%
4 ITOT 1000.00%
5 ISCV 1000.00%
6 ISCG 1000.00%
7 ISCB 1000.00%
8 IWD 1000.00%
9 IWR 1000.00%
10 IWS 1000.00%
11 IWV 1000.00%
12 IYY 1000.00%
13 JKJ 1000.00%
14 PHO 3.18%
15 MDCP 2.81%
16 MOO 2.21%
17 FTAG 2.16%
18 VEGI 1.99%
19 RISN 1.12%
20 JSMD 0.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.39M (10.66%) -86.43K
Decreased by -0.83%
Sep 30, 23
2 BlackRock Inc 10.23M (10.50%) -22.43K
Decreased by -0.22%
Sep 30, 23
3 Select Equity Group LP 5.71M (5.86%) 158.70K
Increased by +2.78%
Sep 30, 23
4 T. Rowe Price Associates, Inc. 5.17M (5.30%) -129.25K
Decreased by -2.50%
Sep 30, 23
5 Kayne Anderson Rudnick Investment Management LLC 4.18M (4.29%) 835.64K
Increased by +19.99%
Sep 30, 23
6 State Street Corporation 3.35M (3.43%) -4.64K
Decreased by -0.14%
Sep 30, 23
7 Mairs & Power Inc 3.21M (3.29%) 212.56K
Increased by +6.63%
Sep 30, 23
8 Victory Capital Management Inc. 3.10M (3.18%) -3.42K
Decreased by -0.11%
Sep 30, 23
9 JPMorgan Chase & Co 2.68M (2.74%) 61.81K
Increased by +2.31%
Sep 30, 23
10 Champlain Investment Partners, LLC 2.49M (2.55%) -1.36K
Decreased by -0.05%
Sep 30, 23
11 Pictet Asset Manangement SA 2.38M (2.44%) 2.38M
Increased by +100.00%
Sep 30, 23
12 Neuberger Berman Group LLC 2.26M (2.32%) 56.27K
Increased by +2.49%
Sep 30, 23
13 Durable Capital Partners LP 2.00M (2.06%) -143.81K
Decreased by -7.17%
Sep 30, 23
14 Geode Capital Management, LLC 1.76M (1.81%) 65.52K
Increased by +3.72%
Sep 30, 23
15 Nordea Investment Mgmt Bank Demark A/s 1.66M (1.70%) -51.75K
Decreased by -3.12%
Sep 30, 23
16 Bank of New York Mellon Corp 1.33M (1.36%) -52.69K
Decreased by -3.96%
Sep 30, 23
17 Amvescap Plc. 1.21M (1.24%) 204.54K
Increased by +16.91%
Sep 30, 23
18 Wellington Management Company LLP 1.06M (1.09%) 757.64K
Increased by +71.35%
Sep 30, 23
19 King Luther Capital Management Corp 1.03M (1.05%) 22.15K
Increased by +2.16%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 982.87K (1.01%) 96.44K
Increased by +9.81%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 US Small-Cap Growth II Equity Comp 3.73M (3.83%) 3.73M
Increased by +100.00%
Jun 30, 23
2 T. Rowe Price New Horizons 3.73M (3.83%) -1.28K
Decreased by -0.03%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 3.27M (3.35%) 15.37K
Increased by +0.47%
Nov 30, 23
4 iShares Core S&P Mid-Cap ETF 3.15M (3.23%) -571.00
Decreased by -0.02%
Dec 29, 23
5 Vanguard Small Cap Index 2.69M (2.76%) 11.12K
Increased by +0.41%
Nov 30, 23
6 Champlain Mid Cap Fund, LLC 2.41M (2.47%) -13.50K
Decreased by -0.56%
Nov 30, 23
7 Victory Sycamore Established Value R 2.17M (2.22%) -1.00K
Decreased by -0.05%
Sep 30, 23
8 Mairs & Power Growth 1.71M (1.75%) 132.00K
Increased by +7.74%
Sep 30, 23
9 Mairs & Power Multi Cap 1.71M (1.75%) 132.00K
Increased by +7.74%
Sep 30, 23
10 Vanguard Small Cap Growth Index Inv 1.51M (1.55%) 9.33K
Increased by +0.62%
Nov 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.50M (1.54%) 28.28K
Increased by +1.88%
Nov 30, 23
12 Neuberger Berman Genesis Inv 1.37M (1.40%) -8.50K
Decreased by -0.62%
Sep 30, 23
13 Pictet-Water I EUR 1.37M (1.40%) 148.99K
Increased by +10.91%
Jun 30, 23
14 Champlain Mid Cap Adv 1.23M (1.26%) 0.00
Increased by 0.00%
Sep 30, 23
15 Virtus KAR Small-Cap Core I 881.17K (0.90%) 265.47K
Increased by +30.13%
Sep 30, 23
16 SPDR® S&P MIDCAP 400 ETF Trust 832.05K (0.85%) -7.16K
Decreased by -0.86%
Nov 30, 23
17 JPM US Mid Cap Growth-MA 785.64K (0.81%) 488.94K
Increased by +62.23%
Sep 30, 23
18 First Trust Value Line® Dividend ETF 764.78K (0.78%) -423.00
Decreased by -0.06%
Nov 30, 23
19 JPMorgan Mid Cap Growth I 673.37K (0.69%) -112.27K
Decreased by -16.67%
Oct 31, 23
20 Invesco Water Resources ETF 668.40K (0.69%) 0.00
Increased by 0.00%
Dec 29, 23