Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 JKJ 1000.00%
3 IWV 1000.00%
4 IWO 1000.00%
5 IWM 1000.00%
6 ISCB 1000.00%
7 ISCG 1000.00%
8 ITOT 1000.00%
9 JKK 1000.00%
10 FDLS 2.02%
11 FFTY 1.84%
12 JSML 0.29%
13 JPSE 0.16%
14 FSTA 0.14%
15 GSSC 0.13%
16 VEGI 0.09%
17 JSMD 0.06%
18 VDC 0.05%
19 VTWG 0.04%
20 EES 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.79M (14.38%) 225.91K
Increased by +5.96%
Sep 30, 23
2 William Blair Investment Management, LLC 2.06M (7.83%) 413.48K
Increased by +20.05%
Sep 30, 23
3 Vanguard Group Inc 1.62M (6.15%) -506.73K
Decreased by -31.31%
Sep 30, 23
4 Amazon.com Inc 1.60M (6.09%) 0.00
Increased by 0.00%
Sep 30, 23
5 Pictet Asset Manangement SA 1.34M (5.08%) 1.34M
Increased by +100.00%
Sep 30, 23
6 Bank of America Corp 1.15M (4.36%) 8.41K
Increased by +0.73%
Sep 30, 23
7 American Century Companies Inc 1.02M (3.88%) -450.00
Decreased by -0.04%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 698.85K (2.65%) -15.23K
Decreased by -2.18%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 695.17K (2.64%) -62.68K
Decreased by -9.02%
Sep 30, 23
10 Geode Capital Management, LLC 603.06K (2.29%) 28.93K
Increased by +4.80%
Sep 30, 23
11 Marshall Wace Asset Management Ltd 599.75K (2.28%) -35.57K
Decreased by -5.93%
Sep 30, 23
12 State Street Corporation 581.34K (2.21%) 18.86K
Increased by +3.24%
Sep 30, 23
13 Lord, Abbett & Co LLC 572.38K (2.17%) 71.44K
Increased by +12.48%
Sep 30, 23
14 Schroder Investment Management Group 524.60K (1.99%) 231.99K
Increased by +44.22%
Sep 30, 23
15 Federated Hermes Inc 523.56K (1.99%) -147.63K
Decreased by -28.20%
Sep 30, 23
16 Renaissance Technologies Corp 485.50K (1.84%) -88.60K
Decreased by -18.25%
Sep 30, 23
17 Principal Financial Group Inc 407.60K (1.55%) -3.41K
Decreased by -0.84%
Sep 30, 23
18 Millennium Management LLC 402.03K (1.53%) -70.83K
Decreased by -17.62%
Sep 30, 23
19 Granite Investment Partners, LLC 344.70K (1.31%) 2.49K
Increased by +0.72%
Sep 30, 23
20 INHERENT GROUP, LP 333.92K (1.27%) 300.00K
Increased by +89.84%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Century Growth Inv 975.64K (3.70%) 0.00
Increased by 0.00%
Sep 30, 23
2 American Century U.S. Large Cap Growth 975.64K (3.70%) 0.00
Increased by 0.00%
Sep 30, 23
3 Pictet-Nutrition I USD 868.67K (3.30%) 389.00
Increased by +0.04%
Jun 30, 23
4 iShares Russell 2000 ETF 798.90K (3.03%) 5.07K
Increased by +0.64%
Dec 29, 23
5 Vanguard Total Stock Mkt Idx Inv 742.71K (2.82%) 0.00
Increased by 0.00%
Nov 30, 23
6 William Blair Small Cap Growth I 630.70K (2.39%) 0.00
Increased by 0.00%
Nov 30, 23
7 Schroder ISF Glbl Sust Fd & Wtr EAccUSD 421.21K (1.60%) 3.50K
Increased by +0.83%
Sep 30, 23
8 BlackRock Advantage Small Cap Core Instl 420.63K (1.60%) 26.23K
Increased by +6.24%
Nov 30, 23
9 Federated Hermes Kaufmann Small Cap A 400.00K (1.52%) -100.00K
Decreased by -25.00%
Sep 30, 23
10 Federated Hermes Kaufmann Small Cap Grow 400.00K (1.52%) -100.00K
Decreased by -25.00%
Sep 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 391.46K (1.49%) 981.00
Increased by +0.25%
Nov 30, 23
12 Fidelity® Small Cap Index 298.13K (1.13%) 8.58K
Increased by +2.88%
Oct 31, 23
13 iShares Russell 2000 Growth ETF 269.20K (1.02%) 0.00
Increased by 0.00%
Dec 29, 23
14 Vanguard Consumer Staples ETF 251.97K (0.96%) -931.00
Decreased by -0.37%
Nov 30, 23
15 Principal U.S. Small Cap Equity 242.80K (0.92%) 0.00
Increased by 0.00%
Sep 30, 23
16 1895 Aandelen Thematic Opportunities D 241.62K (0.92%) 241.62K
Increased by +100.00%
Sep 30, 23
17 Principal SmallCap R5 238.20K (0.90%) -4.60K
Decreased by -1.93%
Nov 30, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 194.30K (0.74%) 13.50K
Increased by +6.95%
Dec 31, 23
19 BlackRock Global Equity Mkt Netrl Instl 190.67K (0.72%) 53.32K
Increased by +27.97%
Nov 30, 23
20 DFA US Micro Cap I 168.69K (0.64%) 19.65K
Increased by +11.65%
Nov 30, 23