Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKE 1000.00%
2 JKG 1000.00%
3 IYY 1000.00%
4 IYW 1000.00%
5 IWV 1000.00%
6 IWR 1000.00%
7 IWP 1000.00%
8 IWF 1000.00%
9 JKD 1000.00%
10 IWB 1000.00%
11 ITOT 1000.00%
12 IMCG 1000.00%
13 IMCB 1000.00%
14 ILCG 1000.00%
15 ILCB 1000.00%
16 EPRE 8.17%
17 FRTY 6.51%
18 MID 6.07%
19 ADPV 4.17%
20 FCUS 3.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 47.24M (12.93%) 30.51M
Increased by +64.59%
Sep 30, 23
2 Vanguard Group Inc 31.63M (8.66%) 3.42M
Increased by +10.81%
Sep 30, 23
3 Barrow Hanley Mewhinney & Strauss LLC 26.05M (7.13%) -5.15M
Decreased by -19.76%
Sep 30, 23
4 BlackRock Inc 14.24M (3.90%) 1.18M
Increased by +8.27%
Sep 30, 23
5 Coatue Management LLC 11.56M (3.17%) 6.97M
Increased by +60.32%
Sep 30, 23
6 Amvescap Plc. 10.82M (2.96%) 1.00M
Increased by +9.26%
Sep 30, 23
7 Platinum Equity Advisors, LLC/DE 7.96M (2.18%) -30.00M
Decreased by -377.11%
Sep 30, 23
8 BAMCO Inc 7.10M (1.94%) -550.00K
Decreased by -7.75%
Sep 30, 23
9 Newsouth Capital Management Inc 6.24M (1.71%) -2.82M
Decreased by -45.24%
Sep 30, 23
10 State Street Corporation 5.74M (1.57%) 359.33K
Increased by +6.26%
Sep 30, 23
11 Bain Capital Public Equity Management II, LLC 5.72M (1.57%) 548.84K
Increased by +9.59%
Sep 30, 23
12 Two Sigma Investments LLC 5.21M (1.43%) 2.99M
Increased by +57.50%
Sep 30, 23
13 PointState Capital LP 5.15M (1.41%) -1.24M
Decreased by -24.02%
Sep 30, 23
14 ClearBridge Advisors, LLC 5.03M (1.38%) -2.98M
Decreased by -59.21%
Sep 30, 23
15 Geode Capital Management, LLC 5.01M (1.37%) 618.33K
Increased by +12.34%
Sep 30, 23
16 Starboard Value LP 4.12M (1.13%) -11.82M
Decreased by -286.96%
Sep 30, 23
17 Two Sigma Advisers, LLC 4.04M (1.11%) 3.99M
Increased by +98.75%
Sep 30, 23
18 Locust Wood Capital Advisers, LLC 3.98M (1.09%) -429.82K
Decreased by -10.80%
Sep 30, 23
19 Millennium Management LLC 3.37M (0.92%) -22.10K
Decreased by -0.66%
Sep 30, 23
20 Ameriprise Financial Inc 3.10M (0.85%) -734.64K
Decreased by -23.73%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.73M (2.94%) 13.14K
Increased by +0.12%
Nov 30, 23
2 Vanguard Small Cap Index 8.87M (2.43%) 37.25K
Increased by +0.42%
Nov 30, 23
3 Baron Opp. Small Cap Growth Strategy 6.75M (1.85%) -350.00K
Decreased by -5.19%
Dec 31, 23
4 Fidelity® OTC 6.51M (1.78%) 577.90K
Increased by +8.87%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 5.08M (1.39%) 89.80K
Increased by +1.77%
Nov 30, 23
6 Vanguard Small Cap Growth Index Inv 4.97M (1.36%) 31.87K
Increased by +0.64%
Nov 30, 23
7 Bridge Builder Large Cap Value 4.50M (1.23%) -570.71K
Decreased by -12.67%
Dec 31, 23
8 Fidelity Advisor® Growth Opps M 4.38M (1.20%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Global Innovators Cl F 3.40M (0.93%) 79.19K
Increased by +2.33%
Sep 30, 23
10 Fidelity Canadian Growth Company Sr B 3.26M (0.89%) -91.50K
Decreased by -2.81%
Sep 30, 23
11 Baron Small Cap Retail 3.00M (0.82%) -100.00K
Decreased by -3.33%
Dec 31, 23
12 RobecoSAM Smart Energy Eqs F EUR 2.80M (0.77%) 102.00K
Increased by +3.64%
Nov 30, 23
13 Invesco American Franchise Y 2.61M (0.71%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity® Series Large Cap Stock 2.26M (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
15 Invesco Large Cap Growth Composite 2.08M (0.57%) 2.08M
Increased by +100.00%
Sep 30, 23
16 State St Russell Sm/Mid Cp® Indx NL Cl C 2.04M (0.56%) 61.40K
Increased by +3.01%
Dec 31, 23
17 Barrow Hanley Global Value Equity 2.01M (0.55%) -103.96K
Decreased by -5.18%
Dec 31, 23
18 Vanguard Explorer Inv 1.94M (0.53%) -88.65K
Decreased by -4.57%
Sep 30, 23
19 Strategic Advisers® Fidelity US TtlStk 1.90M (0.52%) 84.60K
Increased by +4.46%
Oct 31, 23
20 Fidelity® Extended Market Index 1.89M (0.52%) 23.81K
Increased by +1.26%
Nov 30, 23