Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWB 1000.00%
2 KLD 1000.00%
3 XES 5.23%
4 OIH 5.01%
5 PXJ 4.97%
6 IEZ 4.96%
7 OFOS 3.43%
8 ONG 3.37%
9 IVENC 2.96%
10 FFND 2.74%
11 ROKT 2.44%
12 BOUT 2.27%
13 CBSE 2.24%
14 DOZR 1.89%
15 XKFF 1.64%
16 CBLS 1.58%
17 VNMC 1.53%
18 TMSL 1.24%
19 ALTL_old 1.21%
20 SMEZ 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 40.59M (9.54%) 3.26M
Increased by +8.03%
Mar 31, 24
2 T. Rowe Price Investment Management,Inc. 40.50M (9.52%) 4.14M
Increased by +10.23%
Mar 31, 24
3 Vanguard Group Inc 40.05M (9.41%) 134.88K
Increased by +0.34%
Mar 31, 24
4 FMR Inc 26.13M (6.14%) -7.73M
Decreased by -29.57%
Mar 31, 24
5 JPMorgan Chase & Co 24.51M (5.76%) 2.33M
Increased by +9.53%
Mar 31, 24
6 BlackRock Inc 23.65M (5.56%) 169.07K
Increased by +0.71%
Mar 31, 24
7 Ameriprise Financial Inc 14.09M (3.31%) 1.04M
Increased by +7.36%
Mar 31, 24
8 Dimensional Fund Advisors, Inc. 11.12M (2.61%) -3.32M
Decreased by -29.86%
Mar 31, 24
9 Massachusetts Financial Services Company 8.53M (2.00%) -75.71K
Decreased by -0.89%
Mar 31, 24
10 State Street Corporation 8.22M (1.93%) -22.22K
Decreased by -0.27%
Mar 31, 24
11 AllianceBernstein L.P. 7.37M (1.73%) 2.15M
Increased by +29.13%
Mar 31, 24
12 Hardman Johnston Global Advisors LLC 6.98M (1.64%) -4.49M
Decreased by -64.29%
Mar 31, 24
13 Amvescap Plc. 6.92M (1.63%) -635.92K
Decreased by -9.19%
Mar 31, 24
14 Geode Capital Management, LLC 6.78M (1.59%) 198.39K
Increased by +2.93%
Mar 31, 24
15 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 6.77M (1.59%) -1.51M
Decreased by -22.33%
Sep 30, 23
16 American Century Companies Inc 6.05M (1.42%) 735.30K
Increased by +12.16%
Dec 31, 23
17 William Blair Investment Management, LLC 6.04M (1.42%) -1.06M
Decreased by -17.58%
Dec 31, 23
18 Franklin Resources Inc 5.42M (1.27%) -4.51M
Decreased by -83.09%
Dec 31, 23
19 Neuberger Berman Group LLC 5.41M (1.27%) 729.55K
Increased by +13.48%
Mar 31, 24
20 Van Eck Associates Corporation 5.12M (1.20%) -1.69M
Decreased by -33.06%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 18.05M (4.24%) 4.63M
Increased by +25.63%
Jun 30, 24
2 US Small-Cap Growth II Equity Comp 18.05M (4.24%) 4.63M
Increased by +25.63%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 12.87M (3.03%) -198.01K
Decreased by -1.54%
Jun 30, 24
4 T. Rowe Price Mid-Cap Growth 11.71M (2.75%) -24.40K
Decreased by -0.21%
Jun 30, 24
5 T. Rowe Price US Mid-Cap Growth Equity 11.71M (2.75%) -24.40K
Decreased by -0.21%
Jun 30, 24
6 Vanguard Small Cap Index 10.29M (2.42%) -262.25K
Decreased by -2.55%
Jun 30, 24
7 JPMorgan Growth Advantage A 8.16M (1.92%) 0.00
Increased by 0.00%
May 31, 24
8 T. Rowe Price Mid-Cap Value 6.92M (1.63%) -1.51M
Decreased by -21.88%
Jun 30, 24
9 T. Rowe Price US Mid-Cap Value Equity 6.92M (1.63%) -1.51M
Decreased by -21.88%
Jun 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 6.54M (1.54%) -31.38K
Decreased by -0.48%
Jun 30, 24
11 Vanguard Small Cap Growth Index Inv 5.79M (1.36%) -209.66K
Decreased by -3.62%
Jun 30, 24
12 JPM US Mid Cap Growth-MA 5.49M (1.29%) 3.82M
Increased by +69.65%
Sep 30, 23
13 T. Rowe Price Small-Cap Value 5.48M (1.29%) -297.10K
Decreased by -5.42%
Jun 30, 24
14 Franklin Small Cap Value SMA Composite 5.29M (1.24%) 0.00
Increased by 0.00%
Sep 30, 23
15 Franklin US Small Cap Value Equity 5.29M (1.24%) 0.00
Increased by 0.00%
Sep 30, 23
16 JPM US Mid Cap Growth-Composite 5.00M (1.18%) 5.00M
Increased by +100.00%
Mar 31, 24
17 JPMorgan Mid Cap Growth I 4.86M (1.14%) -144.85K
Decreased by -2.98%
May 31, 24
18 T. Rowe Price All-Cap Opportunities Fund 4.78M (1.12%) 395.70K
Increased by +8.28%
Sep 30, 23
19 T. Rowe Price US All-Cap Opp Eq Comp 4.78M (1.12%) 395.70K
Increased by +8.28%
Sep 30, 23
20 JPM US Growth Advantage-MA 4.53M (1.06%) 0.00
Increased by 0.00%
Jun 30, 24