Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWB 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IYF 1000.00%
6 IWV 1000.00%
7 IWR 1000.00%
8 IWP 1000.00%
9 IWF 1000.00%
10 ISCB 1000.00%
11 ISCG 1000.00%
12 ITOT 1000.00%
13 IUSG 1000.00%
14 IPO 3.19%
15 NBSM 2.76%
16 KIE 2.20%
17 RFG 2.12%
18 FFTY 2.00%
19 PFI 1.63%
20 FXO 1.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 9.69M (9.98%) -445.76K
Decreased by -4.60%
Mar 31, 24
2 Vanguard Group Inc 9.11M (9.38%) -289.85K
Decreased by -3.18%
Mar 31, 24
3 BlackRock Inc 6.03M (6.21%) 1.63M
Increased by +27.02%
Mar 31, 24
4 Capital World Investors 5.89M (6.07%) 3.41K
Increased by +0.06%
Mar 31, 24
5 Champlain Investment Partners, LLC 4.94M (5.08%) 1.08M
Increased by +21.86%
Mar 31, 24
6 Zimmer Partners LP 4.55M (4.68%) -265.00K
Decreased by -5.82%
Mar 31, 24
7 HHG PLC 3.10M (3.19%) -8.11K
Decreased by -0.26%
Mar 31, 24
8 Blair William & Co 2.77M (2.85%) 71.02K
Increased by +2.56%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 2.11M (2.17%) 200.69K
Increased by +9.53%
Sep 30, 23
10 T. Rowe Price Investment Management,Inc. 2.02M (2.08%) 2.48K
Increased by +0.12%
Mar 31, 24
11 State Street Corporation 1.96M (2.02%) 24.76K
Increased by +1.26%
Mar 31, 24
12 Artisan Partners Limited Partnership 1.96M (2.02%) -12.82K
Decreased by -0.65%
Mar 31, 24
13 Bessemer Group Inc 1.93M (1.98%) 488.07K
Increased by +25.34%
Mar 31, 24
14 Victory Capital Management Inc. 1.79M (1.84%) -171.52K
Decreased by -9.60%
Mar 31, 24
15 Geode Capital Management, LLC 1.71M (1.76%) 103.45K
Increased by +6.04%
Mar 31, 24
16 AllianceBernstein L.P. 1.62M (1.67%) -1.28M
Decreased by -79.04%
Mar 31, 24
17 Stephens Inv Mgmt Group LLC 1.61M (1.66%) -5.66K
Decreased by -0.35%
Mar 31, 24
18 Barclays PLC 1.57M (1.62%) 219.53K
Increased by +13.94%
Mar 31, 24
19 American Century Companies Inc 1.56M (1.61%) 302.15K
Increased by +19.32%
Mar 31, 24
20 Polar Capital Holdings PLC 1.51M (1.56%) 227.50K
Increased by +15.02%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 5.82M (5.99%) -250.00K
Decreased by -4.30%
Mar 31, 24
2 American Funds Growth Fund of Amer A 5.63M (5.79%) 679.00K
Increased by +12.07%
Jun 30, 24
3 Capital Group Growth Fnd of Amer Comp 4.95M (5.09%) 0.00
Increased by 0.00%
Mar 31, 24
4 Champlain Mid Cap Fund, LLC 4.76M (4.90%) -45.32K
Decreased by -0.95%
Jun 30, 24
5 iShares Core S&P Mid-Cap ETF 3.18M (3.28%) 62.06K
Increased by +1.95%
Jun 28, 24
6 Vanguard Total Stock Mkt Idx Inv 3.02M (3.11%) 2.13K
Increased by +0.07%
Jun 30, 24
7 Champlain Mid Cap Adv 2.42M (2.49%) 520.00K
Increased by +21.49%
Mar 31, 24
8 Vanguard Small Cap Index 2.39M (2.46%) -19.95K
Decreased by -0.83%
Jun 30, 24
9 Janus Henderson Enterprise D 2.38M (2.45%) 0.00
Increased by 0.00%
May 31, 24
10 Janus Inst Mid Cap Growth CF 2.38M (2.45%) 0.00
Increased by 0.00%
Mar 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.55M (1.60%) 14.20K
Increased by +0.91%
Jun 30, 24
12 Polar Capital Global Ins A Inc 1.51M (1.56%) 0.00
Increased by 0.00%
May 31, 24
13 Vanguard Small Cap Growth Index Inv 1.35M (1.39%) -28.80K
Decreased by -2.14%
Jun 30, 24
14 Victory Small Cap Value CIT (Net 75) 1.25M (1.29%) -125.00K
Decreased by -10.00%
Mar 31, 24
15 Victory Sycamore Small Company Opp R 1.25M (1.29%) -125.00K
Decreased by -10.00%
Mar 31, 24
16 Bridge Builder Small/Mid Cap Growth 1.23M (1.27%) 84.15K
Increased by +6.83%
Jun 30, 24
17 T. Rowe Price Small-Cap Value 1.17M (1.20%) -31.80K
Decreased by -2.73%
Jun 30, 24
18 Columbia Acorn Inst 1.12M (1.16%) 0.00
Increased by 0.00%
May 31, 24
19 Artisan U.S. Mid-Cap Growth 1.07M (1.10%) -25.06K
Decreased by -2.35%
Sep 30, 23
20 Calvert US Small-Cap Strategy 1.04M (1.07%) 0.00
Increased by 0.00%
Sep 30, 23