Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 IWB 1000.00%
3 IWF 1000.00%
4 TECB 1000.00%
5 IWP 1000.00%
6 IWR 1000.00%
7 IWV 1000.00%
8 IYY 1000.00%
9 ISCB 1000.00%
10 JKK 1000.00%
11 ISCG 1000.00%
12 ITOT 1000.00%
13 VFIN 12.86%
14 AZTD 4.24%
15 MVPA 3.85%
16 BPAY 3.83%
17 LOUP 3.07%
18 IPAY 2.42%
19 FDIG 2.09%
20 VCLO 1.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.80M (9.82%) 511.75K
Increased by +8.82%
Jun 30, 24
2 Durable Capital Partners LP 4.97M (8.41%) 200.15K
Increased by +4.03%
Jun 30, 24
3 Wasatch Advisors LP 3.90M (6.60%) 450.88K
Increased by +11.55%
Jun 30, 24
4 BlackRock Inc 2.86M (4.84%) 298.74K
Increased by +10.45%
Jun 30, 24
5 Ameriprise Financial Inc 2.64M (4.47%) 661.57K
Increased by +25.04%
Jun 30, 24
6 Jennison Associates LLC 2.59M (4.39%) 228.66K
Increased by +8.82%
Jun 30, 24
7 Wasatch Advisors Inc. 2.57M (4.35%) 616.45K
Increased by +23.99%
Dec 31, 23
8 ClearBridge Advisors, LLC 2.31M (3.92%) 235.35K
Increased by +10.17%
Jun 30, 24
9 Wellington Management Company LLP 2.04M (3.44%) -2.10M
Decreased by -103.25%
Mar 31, 24
10 AllianceBernstein L.P. 1.95M (3.30%) -14.26K
Decreased by -0.73%
Mar 31, 24
11 Manufacturers Life Insurance Co 1.73M (2.93%) 1.72M
Increased by +99.16%
Jun 30, 24
12 Morgan Stanley - Brokerage Accounts 1.69M (2.86%) 324.35K
Increased by +19.18%
Mar 31, 24
13 Millennium Management LLC 1.67M (2.82%) -637.63K
Decreased by -38.28%
Dec 31, 23
14 HHG PLC 1.45M (2.46%) 19.82K
Increased by +1.36%
Jun 30, 24
15 Westfield Capital Management Company, LP 1.44M (2.44%) 109.03K
Increased by +7.56%
Jun 30, 24
16 ShawSpring Partners LLC 1.40M (2.37%) -193.99K
Decreased by -13.83%
Jun 30, 24
17 FMR Inc 1.35M (2.28%) -14.48K
Decreased by -1.07%
Mar 31, 24
18 Neuberger Berman Group LLC 1.28M (2.17%) -34.35K
Decreased by -2.68%
Jun 30, 24
19 Spyglass Capital Management LLC 1.20M (2.04%) 101.98K
Increased by +8.47%
Jun 30, 24
20 Nomura Asset Management Co Ltd 1.14M (1.92%) 202.20K
Increased by +17.81%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.97M (3.33%) -4.81K
Decreased by -0.24%
Jul 31, 24
2 Vanguard Small Cap Index 1.57M (2.65%) 6.86K
Increased by +0.44%
Jul 31, 24
3 Wasatch Core Growth 1.54M (2.60%) 201.63K
Increased by +13.12%
Jun 30, 24
4 Columbia Seligman Tech & Info A 1.23M (2.09%) 188.50K
Increased by +15.29%
Jul 31, 24
5 ClearBridge Small Cap Growth 1.21M (2.05%) 0.00
Increased by 0.00%
Jul 31, 24
6 ClearBridge Small Cap Growth A 1.21M (2.05%) -50.60K
Decreased by -4.17%
Jun 30, 24
7 Delaware Ivy Science and Technology C 1.09M (1.84%) -259.15K
Decreased by -23.87%
Jun 30, 23
8 Columbia Seligman Technology Growth 1.04M (1.77%) 252.20K
Increased by +24.15%
Jun 30, 24
9 Manulife Dividend Income F 1.01M (1.71%) 20.02K
Increased by +1.99%
Jul 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 946.53K (1.60%) 6.05K
Increased by +0.64%
Jul 31, 24
11 Vanguard Small Cap Growth Index Inv 871.83K (1.48%) -3.38K
Decreased by -0.39%
Jul 31, 24
12 Jennison SMid Cap Core Equity 852.10K (1.44%) 88.42K
Increased by +10.38%
Jun 30, 24
13 PGIM Jennison Small Company A 852.10K (1.44%) 0.00
Increased by 0.00%
Jul 31, 24
14 Eagle Mid-Cap Growth - Institutional 806.98K (1.37%) 806.98K
Increased by +100.00%
Jun 30, 24
15 Nomura Global AI Related Stock Fund MF 795.80K (1.35%) 795.80K
Increased by +100.00%
May 14, 24
16 Neuberger Berman Genesis Inv 768.03K (1.30%) -26.72K
Decreased by -3.48%
Jun 30, 24
17 Jennison Mid Cap Growth Equity 763.65K (1.29%) 763.62K
Increased by +100.00%
Jun 30, 24
18 PGIM Jennison Mid-Cap Growth Z 763.65K (1.29%) 0.00
Increased by 0.00%
Jul 31, 24
19 Janus Henderson Triton D 759.03K (1.28%) 0.00
Increased by 0.00%
Jun 30, 24
20 Janus Henderson US SMID Cap Growth 759.03K (1.28%) 0.00
Increased by 0.00%
Jun 30, 24