Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKK 1000.00%
2 IUSG 1000.00%
3 ITOT 1000.00%
4 ISCG 1000.00%
5 ISCB 1000.00%
6 IWB 1000.00%
7 IWD 1000.00%
8 IWF 1000.00%
9 IWP 1000.00%
10 IWR 1000.00%
11 IWS 1000.00%
12 IWV 1000.00%
13 IYC 1000.00%
14 IYY 1000.00%
15 JKJ 1000.00%
16 PEZ 2.42%
17 XMMO 1.65%
18 XRT 1.05%
19 CNTR 0.94%
20 RETL 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.05M (9.41%) 10.98K
Increased by +0.22%
Jun 30, 24
2 BlackRock Inc 5.05M (9.41%) -23.18K
Decreased by -0.46%
Jun 30, 24
3 T. Rowe Price Associates, Inc. 3.81M (7.10%) 13.47K
Increased by +0.35%
Jun 30, 24
4 T. Rowe Price Investment Management,Inc. 3.17M (5.91%) 724.24K
Increased by +22.82%
Jun 30, 24
5 FMR Inc 3.13M (5.83%) 285.44K
Increased by +9.13%
Jun 30, 24
6 Capital World Investors 2.77M (5.16%) 369.97K
Increased by +13.34%
Jun 30, 24
7 Wasatch Advisors LP 2.77M (5.16%) 893.23K
Increased by +32.25%
Jun 30, 24
8 Montrusco Bolton Investments Inc 2.33M (4.34%) 341.07K
Increased by +14.64%
Jun 30, 24
9 Wasatch Advisors Inc. 1.84M (3.42%) -263.22K
Decreased by -14.32%
Dec 31, 23
10 State Street Corporation 1.65M (3.07%) 65.83K
Increased by +4.00%
Mar 31, 24
11 State Street Corp 1.63M (3.04%) -16.00K
Decreased by -0.98%
Jun 30, 24
12 Riverbridge Partners LLC 1.38M (2.57%) 72.02K
Increased by +5.23%
Jun 30, 24
13 Artisan Partners Limited Partnership 1.15M (2.14%) 9.84K
Increased by +0.85%
Dec 31, 23
14 William Blair Investment Management, LLC 999.75K (1.86%) -35.84K
Decreased by -3.58%
Dec 31, 23
15 Geode Capital Management, LLC 967.99K (1.80%) 26.14K
Increased by +2.70%
Jun 30, 24
16 Point72 Asset Management, L.P. 908.42K (1.69%) 769.98K
Increased by +84.76%
Jun 30, 24
17 Fidelity International Ltd 905.00K (1.69%) 702.50K
Increased by +77.62%
Jun 30, 24
18 AllianceBernstein L.P. 879.15K (1.64%) -152.84K
Decreased by -17.38%
Mar 31, 24
19 Cooper Creek Partners Management LLC 849.50K (1.58%) 849.50K
Increased by +100.00%
Jun 30, 24
20 Dorsal Capital Management LLC 750.00K (1.40%) 220.00K
Increased by +29.33%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 2.75M (5.12%) -30.12K
Decreased by -1.09%
Jun 30, 24
2 US Small-Cap Growth II Equity Comp 2.75M (5.12%) -30.12K
Decreased by -1.09%
Jun 30, 24
3 American Funds Fundamental Invs A 1.88M (3.51%) -857.00
Decreased by -0.05%
Jun 30, 24
4 Capital Group Fundamental Invtrs Comp 1.88M (3.51%) -857.00
Decreased by -0.05%
Jun 30, 24
5 iShares Core S&P Mid-Cap ETF 1.75M (3.25%) 540.00
Increased by +0.03%
Aug 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.66M (3.09%) -3.86K
Decreased by -0.23%
Jul 31, 24
7 T. Rowe Price Mid-Cap Growth 1.40M (2.60%) 349.60K
Increased by +25.01%
Jun 30, 24
8 T. Rowe Price US Mid-Cap Growth Equity 1.40M (2.60%) 349.60K
Increased by +25.01%
Jun 30, 24
9 Vanguard Small Cap Index 1.32M (2.47%) 5.69K
Increased by +0.43%
Jul 31, 24
10 Capital Group AMCAP Composite 1.09M (2.04%) -1.43K
Decreased by -0.13%
Mar 31, 24
11 VA CollegeAmerica Amcap 529A 1.09M (2.04%) -1.43K
Decreased by -0.13%
Mar 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 845.32K (1.57%) 5.24K
Increased by +0.62%
Jul 31, 24
13 American Funds SMALLCAP World A 769.81K (1.43%) 93.78K
Increased by +12.18%
Jun 30, 24
14 Wasatch Core Growth 761.42K (1.42%) 236.15K
Increased by +31.01%
Jun 30, 24
15 Fidelity® Blue Chip Growth 743.47K (1.38%) -27.20K
Decreased by -3.66%
Nov 30, 23
16 Vanguard Small Cap Growth Index Inv 737.89K (1.37%) -2.86K
Decreased by -0.39%
Jul 31, 24
17 Vanguard Explorer Inv 722.23K (1.34%) 168.49K
Increased by +23.33%
Jun 30, 24
18 Fidelity Blue Chip Growth 706.96K (1.32%) -306.31K
Decreased by -43.33%
Jul 31, 24
19 Fidelity® OTC 702.13K (1.31%) -137.00K
Decreased by -19.51%
Nov 30, 23
20 Columbia Acorn Inst 698.02K (1.30%) 147.06K
Increased by +21.07%
Jul 31, 24