Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 TECB 1000.00%
3 JKK 1000.00%
4 JKJ 1000.00%
5 IWV 1000.00%
6 IWO 1000.00%
7 IWN 1000.00%
8 IWM 1000.00%
9 ITOT 1000.00%
10 ISCG 1000.00%
11 ISCB 1000.00%
12 IHAK 1000.00%
13 IDGT 1000.00%
14 XTL 3.00%
15 PSCT 1.39%
16 SIXG 1.23%
17 FIVG 1.22%
18 XITK 0.79%
19 IGN 0.63%
20 SSLY 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.94M (18.76%) 2.23M
Increased by +20.33%
Mar 31, 24
2 Vanguard Group Inc 7.32M (12.55%) 900.71K
Increased by +12.30%
Mar 31, 24
3 AllianceBernstein L.P. 5.44M (9.33%) 141.39K
Increased by +2.60%
Mar 31, 24
4 State Street Corporation 2.31M (3.96%) 241.30K
Increased by +10.45%
Mar 31, 24
5 TD Asset Management Inc 2.06M (3.54%) 452.55K
Increased by +21.93%
Mar 31, 24
6 Wellington Management Company LLP 1.76M (3.01%) 166.69K
Increased by +9.50%
Dec 31, 23
7 Dimensional Fund Advisors, Inc. 1.75M (3.00%) 75.74K
Increased by +4.33%
Mar 31, 24
8 Bank of New York Mellon Corp 1.50M (2.58%) 255.26K
Increased by +16.99%
Mar 31, 24
9 Ameriprise Financial Inc 1.43M (2.45%) 189.68K
Increased by +13.27%
Sep 30, 23
10 Geode Capital Management, LLC 1.27M (2.18%) 4.38K
Increased by +0.34%
Mar 31, 24
11 Thrivent Financial For Lutherans 1.24M (2.13%) -12.63K
Decreased by -1.02%
Dec 31, 23
12 Paradigm Capital Management, Inc. 1.22M (2.09%) 0.00
Increased by 0.00%
Mar 31, 24
13 Artisan Partners Limited Partnership 1.22M (2.09%) -15.08K
Decreased by -1.24%
Mar 31, 24
14 TD Global Investment Solutions – TD Epoch 1.16M (2.00%) 219.70K
Increased by +18.87%
Mar 31, 24
15 Congress Asset Management Company, LLP 1.05M (1.79%) 170.18K
Increased by +16.27%
Mar 31, 24
16 William Blair Investment Management, LLC 923.29K (1.58%) -43.34K
Decreased by -4.69%
Mar 31, 24
17 Trigran Investments Inc 850.60K (1.46%) 850.60K
Increased by +100.00%
Mar 31, 24
18 Morgan Stanley - Brokerage Accounts 845.34K (1.45%) 347.90K
Increased by +41.16%
Mar 31, 24
19 Loomis, Sayles & Company LP 765.82K (1.31%) -24.24K
Decreased by -3.17%
Dec 31, 23
20 Kornitzer Capital Management Inc 743.75K (1.27%) -79.50K
Decreased by -10.69%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.78M (6.48%) 7.08K
Increased by +0.19%
Jun 28, 24
2 Vanguard Total Stock Mkt Idx Inv 1.79M (3.06%) 1.59K
Increased by +0.09%
Jun 30, 24
3 iShares Core S&P Mid-Cap ETF 1.78M (3.05%) -963.00
Decreased by -0.05%
Jan 31, 24
4 iShares Russell 2000 ETF 1.43M (2.45%) 56.09K
Increased by +3.92%
Jun 28, 24
5 Vanguard Small Cap Index 1.40M (2.40%) -27.23K
Decreased by -1.95%
Jun 30, 24
6 Vanguard Information Technology ETF 1.31M (2.24%) 18.55K
Increased by +1.42%
Jun 30, 24
7 AB Sustainable Glb Thematic AXX USD 882.07K (1.51%) 39.27K
Increased by +4.45%
May 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 861.71K (1.48%) -19.75K
Decreased by -2.29%
Jun 30, 24
9 Vanguard Small Cap Growth Index Inv 788.64K (1.35%) -24.28K
Decreased by -3.08%
Jun 30, 24
10 AB Discovery Value Advisor 740.94K (1.27%) -38.65K
Decreased by -5.22%
Apr 30, 24
11 Artisan International Small-Mid Investor 738.55K (1.27%) -23.87K
Decreased by -3.23%
Jun 30, 24
12 Artisan Non-U.S. Small-Mid Growth Comp 738.55K (1.27%) -23.87K
Decreased by -3.23%
Jun 30, 24
13 TD U.S. Capital Reinvestment I 674.90K (1.16%) 164.66K
Increased by +24.40%
Dec 31, 23
14 Congress Asset Mgt Small Cap Growth 645.00K (1.11%) 643.58K
Increased by +99.78%
Jun 30, 24
15 Congress Small Cap Growth Institutional 645.00K (1.11%) 20.00K
Increased by +3.10%
Jun 30, 24
16 BNY Mellon Sm/Md Cp Gr I 586.86K (1.01%) 275.80K
Increased by +47.00%
Mar 31, 24
17 Fidelity Small Cap Index 586.59K (1.01%) -5.90K
Decreased by -1.01%
Apr 30, 24
18 Fidelity® Small Cap Index 569.42K (0.98%) 15.18K
Increased by +2.67%
Oct 31, 23
19 iShares Cybersecurity and Tech ETF 561.50K (0.96%) 0.00
Increased by 0.00%
Jun 28, 24
20 AB Sustainable Global Thematic A 560.75K (0.96%) -7.68K
Decreased by -1.37%
Apr 30, 24