Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCB 1000.00%
2 ITOT 1000.00%
3 IWR 1000.00%
4 IWV 1000.00%
5 IYC 1000.00%
6 IMCG 1000.00%
7 IMCB 1000.00%
8 JKG 1000.00%
9 ILCG 1000.00%
10 IWP 1000.00%
11 IWF 1000.00%
12 IWB 1000.00%
13 JKD 1000.00%
14 IUSG 1000.00%
15 JKE 1000.00%
16 VICE 6.11%
17 EATZ 4.99%
18 FCUS 3.71%
19 PEZ 3.24%
20 PEJ 3.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.93M (10.00%) -158.70K
Decreased by -5.41%
Sep 30, 23
2 Vanguard Group Inc 2.87M (9.79%) -16.67K
Decreased by -0.58%
Sep 30, 23
3 T. Rowe Price Associates, Inc. 2.17M (7.41%) 1.31M
Increased by +60.29%
Sep 30, 23
4 American Century Companies Inc 1.63M (5.55%) 370.03K
Increased by +22.75%
Sep 30, 23
5 Wellington Management Company LLP 1.17M (3.98%) 121.13K
Increased by +10.38%
Sep 30, 23
6 Federated Hermes Inc 1.09M (3.71%) 86.24K
Increased by +7.92%
Sep 30, 23
7 Artisan Partners Limited Partnership 1.08M (3.68%) 422.73K
Increased by +39.14%
Sep 30, 23
8 AllianceBernstein L.P. 1.07M (3.67%) 69.05K
Increased by +6.43%
Sep 30, 23
9 Amvescap Plc. 864.00K (2.95%) -46.34K
Decreased by -5.36%
Sep 30, 23
10 State Street Corporation 807.57K (2.75%) -867.00
Decreased by -0.11%
Sep 30, 23
11 ClearBridge Advisors, LLC 806.42K (2.75%) -2.00K
Decreased by -0.25%
Sep 30, 23
12 Citadel Advisors Llc 641.65K (2.19%) 249.57K
Increased by +38.90%
Sep 30, 23
13 Allspring Global Investments Holdings, LLC 506.39K (1.73%) 130.96K
Increased by +25.86%
Sep 30, 23
14 Geode Capital Management, LLC 474.78K (1.62%) 5.17K
Increased by +1.09%
Sep 30, 23
15 Copeland Capital Management, LLC 462.17K (1.58%) 53.69K
Increased by +11.62%
Sep 30, 23
16 Fred Alger Management, LLC 459.31K (1.57%) -111.48K
Decreased by -24.27%
Sep 30, 23
17 Stephens Inv Mgmt Group LLC 450.23K (1.54%) 3.32K
Increased by +0.74%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 418.31K (1.43%) 193.45K
Increased by +46.24%
Sep 30, 23
19 Marshall Wace Asset Management Ltd 417.89K (1.43%) 417.89K
Increased by +100.00%
Sep 30, 23
20 Ameriprise Financial Inc 397.53K (1.36%) 46.21K
Increased by +11.62%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 1.45M (4.94%) 811.44K
Increased by +56.01%
Sep 30, 23
2 American Century US Premier Lg Cp Gr 954.00K (3.25%) 0.00
Increased by 0.00%
Sep 30, 23
3 American Century Ultra® Inv 954.00K (3.25%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 938.11K (3.20%) 1.18K
Increased by +0.13%
Nov 30, 23
5 iShares Core S&P Mid-Cap ETF 892.76K (3.05%) -162.00
Decreased by -0.02%
Dec 29, 23
6 Vanguard Small Cap Index 776.42K (2.65%) 3.19K
Increased by +0.41%
Nov 30, 23
7 US Small-Cap Growth II Equity Comp 637.25K (2.17%) 637.25K
Increased by +100.00%
Jun 30, 23
8 Vanguard Explorer Inv 501.86K (1.71%) -14.01K
Decreased by -2.79%
Sep 30, 23
9 Federated Hermes Kaufmann Growth 485.50K (1.66%) 38.82K
Increased by +8.00%
Sep 30, 23
10 Federated Hermes Kaufmann R 485.50K (1.66%) 38.82K
Increased by +8.00%
Sep 30, 23
11 Federated Hermes Kaufmann Small Cap A 461.30K (1.57%) 39.30K
Increased by +8.52%
Sep 30, 23
12 Federated Hermes Kaufmann Small Cap Grow 461.30K (1.57%) 39.30K
Increased by +8.52%
Sep 30, 23
13 ClearBridge Small Cap Growth A 435.47K (1.49%) -1.75K
Decreased by -0.40%
Sep 30, 23
14 Vanguard Small Cap Growth Index Inv 434.70K (1.48%) 2.61K
Increased by +0.60%
Nov 30, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 434.49K (1.48%) 7.16K
Increased by +1.65%
Nov 30, 23
16 ClearBridge Small Cap Growth 430.68K (1.47%) 0.00
Increased by 0.00%
Nov 30, 23
17 Artisan Small Cap Investor 334.45K (1.14%) -20.50K
Decreased by -6.13%
Sep 30, 23
18 Artisan U.S. Small-Cap Growth 334.45K (1.14%) -20.50K
Decreased by -6.13%
Sep 30, 23
19 Invesco Discovery A 323.90K (1.10%) 17.38K
Increased by +5.36%
Nov 30, 23
20 Franklin US Opportunities A(acc)USD 298.41K (1.02%) 0.00
Increased by 0.00%
Nov 30, 23