Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXJ 5.59%
2 XES 5.19%
3 OIH 4.92%
4 IEZ 4.91%
5 OFOS 3.48%
6 ONG 3.37%
7 FFLS 3.32%
8 FFND 3.32%
9 IVENC 2.96%
10 ROKT 2.53%
11 MVPA 2.52%
12 BOUT 2.27%
13 CBSE 2.24%
14 CPAI 2.07%
15 DOZR 1.89%
16 XKFF 1.64%
17 CBLS 1.58%
18 VNMC 1.53%
19 TSME 1.44%
20 IBOT 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 40.59M (9.61%) 3.26M
Increased by +8.03%
Mar 31, 24
2 T. Rowe Price Investment Management,Inc. 40.50M (9.59%) 4.14M
Increased by +10.23%
Mar 31, 24
3 Vanguard Group Inc 40.05M (9.48%) 134.88K
Increased by +0.34%
Mar 31, 24
4 FMR Inc 26.13M (6.19%) -7.73M
Decreased by -29.57%
Mar 31, 24
5 JPMorgan Chase & Co 24.51M (5.80%) 2.33M
Increased by +9.53%
Mar 31, 24
6 BlackRock Inc 23.65M (5.60%) 169.07K
Increased by +0.71%
Mar 31, 24
7 Ameriprise Financial Inc 14.09M (3.33%) 1.04M
Increased by +7.36%
Mar 31, 24
8 Dimensional Fund Advisors, Inc. 11.12M (2.63%) -3.32M
Decreased by -29.86%
Mar 31, 24
9 Massachusetts Financial Services Company 8.53M (2.02%) -75.71K
Decreased by -0.89%
Mar 31, 24
10 State Street Corporation 8.22M (1.94%) -22.22K
Decreased by -0.27%
Mar 31, 24
11 AllianceBernstein L.P. 7.37M (1.75%) 2.15M
Increased by +29.13%
Mar 31, 24
12 Hardman Johnston Global Advisors LLC 6.98M (1.65%) -4.49M
Decreased by -64.29%
Mar 31, 24
13 Amvescap Plc. 6.92M (1.64%) -635.92K
Decreased by -9.19%
Mar 31, 24
14 Geode Capital Management, LLC 6.78M (1.61%) 198.39K
Increased by +2.93%
Mar 31, 24
15 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 6.77M (1.60%) -1.51M
Decreased by -22.33%
Sep 30, 23
16 American Century Companies Inc 6.05M (1.43%) 735.30K
Increased by +12.16%
Dec 31, 23
17 William Blair Investment Management, LLC 6.04M (1.43%) -1.06M
Decreased by -17.58%
Dec 31, 23
18 Franklin Resources Inc 5.42M (1.28%) -4.51M
Decreased by -83.09%
Dec 31, 23
19 Neuberger Berman Group LLC 5.41M (1.28%) 729.55K
Increased by +13.48%
Mar 31, 24
20 Van Eck Associates Corporation 5.12M (1.21%) -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 (4.27%) 4.63M
Increased by +25.63%
Jun 30, 24
2 US Small-Cap Growth II Equity Comp 18.05M (4.27%) 4.63M
Increased by +25.63%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 12.87M (3.05%) -198.01K
Decreased by -1.54%
Jun 30, 24
4 T. Rowe Price Mid-Cap Growth 11.71M (2.77%) -24.40K
Decreased by -0.21%
Jun 30, 24
5 T. Rowe Price US Mid-Cap Growth Equity 11.71M (2.77%) -24.40K
Decreased by -0.21%
Jun 30, 24
6 Vanguard Small Cap Index 10.29M (2.44%) -262.25K
Decreased by -2.55%
Jun 30, 24
7 JPMorgan Growth Advantage A 8.16M (1.93%) 0.00
Increased by 0.00%
May 31, 24
8 T. Rowe Price Mid-Cap Value 6.92M (1.64%) -1.51M
Decreased by -21.88%
Jun 30, 24
9 T. Rowe Price US Mid-Cap Value Equity 6.92M (1.64%) -1.51M
Decreased by -21.88%
Jun 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 6.54M (1.55%) -31.38K
Decreased by -0.48%
Jun 30, 24
11 Vanguard Small Cap Growth Index Inv 5.79M (1.37%) -209.66K
Decreased by -3.62%
Jun 30, 24
12 JPM US Mid Cap Growth-MA 5.49M (1.30%) 3.82M
Increased by +69.65%
Sep 30, 23
13 T. Rowe Price Small-Cap Value 5.48M (1.30%) -297.10K
Decreased by -5.42%
Jun 30, 24
14 Franklin Small Cap Value SMA Composite 5.29M (1.25%) 0.00
Increased by 0.00%
Sep 30, 23
15 Franklin US Small Cap Value Equity 5.29M (1.25%) 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 (1.15%) -144.85K
Decreased by -2.98%
May 31, 24
18 T. Rowe Price All-Cap Opportunities Fund 4.78M (1.13%) 395.70K
Increased by +8.28%
Sep 30, 23
19 T. Rowe Price US All-Cap Opp Eq Comp 4.78M (1.13%) 395.70K
Increased by +8.28%
Sep 30, 23
20 JPM US Growth Advantage-MA 4.53M (1.07%) 0.00
Increased by 0.00%
Jun 30, 24