Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWR 1000.00%
2 IWS 1000.00%
3 JKK 1000.00%
4 JKJ 1000.00%
5 IYY 1000.00%
6 ISCB 1000.00%
7 ISCG 1000.00%
8 ITOT 1000.00%
9 IWV 1000.00%
10 IWB 1000.00%
11 IWD 1000.00%
12 IWF 1000.00%
13 IWP 1000.00%
14 VNMC 2.36%
15 GVIP 2.07%
16 LSAF 0.97%
17 WTV 0.95%
18 DSTL 0.72%
19 JSMD 0.72%
20 FTXR 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.90M (9.60%) -1.17M
Decreased by -6.56%
Sep 30, 23
2 FMR Inc 13.01M (6.97%) -5.01M
Decreased by -38.51%
Sep 30, 23
3 BlackRock Inc 11.95M (6.41%) 228.44K
Increased by +1.91%
Sep 30, 23
4 T. Rowe Price Associates, Inc. 10.57M (5.66%) 75.72K
Increased by +0.72%
Sep 30, 23
5 Ameriprise Financial Inc 6.84M (3.67%) 692.78K
Increased by +10.13%
Sep 30, 23
6 ClearBridge Advisors, LLC 5.61M (3.01%) 73.12K
Increased by +1.30%
Sep 30, 23
7 Citadel Advisors Llc 4.76M (2.55%) 3.54M
Increased by +74.27%
Sep 30, 23
8 JPMorgan Chase & Co 4.00M (2.15%) 124.75K
Increased by +3.12%
Sep 30, 23
9 Bessemer Group Inc 3.90M (2.09%) 925.37K
Increased by +23.72%
Sep 30, 23
10 Capital World Investors 3.84M (2.06%) 0.00
Increased by 0.00%
Sep 30, 23
11 Macquarie Group Ltd 3.69M (1.98%) 729.28K
Increased by +19.76%
Sep 30, 23
12 DF Dent & Co Inc 3.53M (1.89%) 748.39K
Increased by +21.17%
Sep 30, 23
13 State Street Corporation 3.14M (1.68%) 2.47K
Increased by +0.08%
Sep 30, 23
14 Geode Capital Management, LLC 3.03M (1.62%) 8.69K
Increased by +0.29%
Sep 30, 23
15 Westfield Capital Management Company, LP 3.00M (1.61%) 302.12K
Increased by +10.06%
Sep 30, 23
16 Cooperman Leon G 2.73M (1.46%) 475.00K
Increased by +17.43%
Sep 30, 23
17 Franklin Resources Inc 2.70M (1.45%) 2.30M
Increased by +85.22%
Sep 30, 23
18 William Blair Investment Management, LLC 2.64M (1.42%) 64.02K
Increased by +2.42%
Sep 30, 23
19 Dimensional Fund Advisors, Inc. 2.25M (1.21%) 20.93K
Increased by +0.93%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 2.24M (1.20%) -752.51K
Decreased by -33.58%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 6.93M (3.71%) 35.84K
Increased by +0.52%
Sep 30, 23
2 US Small-Cap Growth II Equity Comp 6.89M (3.70%) 6.89M
Increased by +100.00%
Jun 30, 23
3 Vanguard Total Stock Mkt Idx Inv 5.90M (3.16%) 7.04K
Increased by +0.12%
Nov 30, 23
4 Vanguard Small Cap Index 4.85M (2.60%) 20.34K
Increased by +0.42%
Nov 30, 23
5 American Funds SMALLCAP World A 3.84M (2.06%) 0.00
Increased by 0.00%
Sep 30, 23
6 Franklin Mutual Shares Z 2.94M (1.57%) 1.02M
Increased by +34.87%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 2.87M (1.54%) 55.71K
Increased by +1.94%
Nov 30, 23
8 Vanguard Small Cap Growth Index Inv 2.72M (1.46%) 16.69K
Increased by +0.61%
Nov 30, 23
9 BlackRock Mid-Cap Growth Equity Instl 2.55M (1.37%) -256.30K
Decreased by -10.05%
Nov 30, 23
10 JPMorgan Small Cap Equity A 2.16M (1.16%) 0.00
Increased by 0.00%
Nov 30, 23
11 JPM US Small Cap Core-Composite 2.11M (1.13%) -93.09K
Decreased by -4.42%
Dec 31, 23
12 Vanguard Explorer Inv 1.95M (1.05%) 0.00
Increased by 0.00%
Sep 30, 23
13 ClearBridge Select I 1.64M (0.88%) 0.00
Increased by 0.00%
Sep 30, 23
14 Columbia Acorn Inst 1.58M (0.85%) 0.00
Increased by 0.00%
Nov 30, 23
15 Delaware Ivy Mid Cap Growth A 1.50M (0.81%) 0.00
Increased by 0.00%
Sep 30, 23
16 DF Dent Mid Cap Growth 1.31M (0.70%) -32.33K
Decreased by -2.46%
Dec 31, 23
17 ClearBridge Mid Cap 1.31M (0.70%) 0.00
Increased by 0.00%
Nov 30, 23
18 ClearBridge Mid Cap A 1.31M (0.70%) 0.00
Increased by 0.00%
Sep 30, 23
19 Franklin Small Cap Value A 1.25M (0.67%) 279.14K
Increased by +22.35%
Nov 30, 23
20 VIP Mid Cap Initial 1.24M (0.66%) -82.60K
Decreased by -6.66%
Nov 30, 23