Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKL 1000.00%
2 ITOT 1000.00%
3 IWM 1000.00%
4 IWO 1000.00%
5 IWV 1000.00%
6 JKJ 1000.00%
7 JKK 1000.00%
8 ISCB 1000.00%
9 ISCG 1000.00%
10 ISCV 1000.00%
11 AWEG 4.80%
12 IJS 0.27%
13 IJR 0.19%
14 IJT 0.11%
15 AVSD 0.00%
16 AVDE 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 8.11M (13.15%) 1.11M
Increased by +13.71%
Mar 31, 24
2 Vanguard Group Inc 5.28M (8.56%) 7.92K
Increased by +0.15%
Mar 31, 24
3 FMR Inc 3.88M (6.29%) 1.19M
Increased by +30.81%
Mar 31, 24
4 BlackRock Inc 3.86M (6.26%) -105.07K
Decreased by -2.72%
Mar 31, 24
5 T. Rowe Price Investment Management,Inc. 3.02M (4.90%) 845.00
Increased by +0.03%
Mar 31, 24
6 Wasatch Advisors LP 2.95M (4.78%) 46.86K
Increased by +1.59%
Mar 31, 24
7 Wasatch Advisors Inc. 2.90M (4.70%) 42.74K
Increased by +1.47%
Sep 30, 23
8 JPMorgan Chase & Co 2.89M (4.68%) -578.05K
Decreased by -20.02%
Mar 31, 24
9 Millennium Management LLC 2.88M (4.66%) 105.40K
Increased by +3.67%
Mar 31, 24
10 Fred Alger Management, LLC 2.63M (4.26%) 222.10K
Increased by +8.46%
Mar 31, 24
11 Capital World Investors 2.54M (4.12%) 0.00
Increased by 0.00%
Mar 31, 24
12 AllianceBernstein L.P. 1.74M (2.83%) -786.85K
Decreased by -45.16%
Mar 31, 24
13 State Street Corporation 1.34M (2.17%) 55.11K
Increased by +4.12%
Mar 31, 24
14 Geode Capital Management, LLC 1.23M (2.00%) 54.09K
Increased by +4.39%
Mar 31, 24
15 Westfield Capital Management Company, LP 913.07K (1.48%) 41.22K
Increased by +4.51%
Sep 30, 23
16 Bank of New York Mellon Corp 890.18K (1.44%) 73.76K
Increased by +8.29%
Mar 31, 24
17 Grantham, Mayo, Van Otterloo & Co., LLC 856.30K (1.39%) 401.40K
Increased by +46.88%
Mar 31, 24
18 T. Rowe Price Associates, Inc. 850.46K (1.38%) 510.28K
Increased by +60.00%
Mar 31, 24
19 Dimensional Fund Advisors, Inc. 740.57K (1.20%) 105.75K
Increased by +14.28%
Mar 31, 24
20 Loomis, Sayles & Company LP 729.62K (1.18%) 79.93K
Increased by +10.95%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.43M (5.56%) 2.81K
Increased by +0.08%
Jul 29, 24
2 American Funds SMALLCAP World A 3.27M (5.30%) 100.00K
Increased by +3.06%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.88M (3.04%) 173.04K
Increased by +9.22%
Jun 30, 24
4 Wasatch Small Cap Growth Investor 1.81M (2.93%) 0.00
Increased by 0.00%
Mar 31, 24
5 Vanguard Explorer Inv 1.74M (2.82%) -619.95K
Decreased by -35.68%
Jun 30, 24
6 iShares Russell 2000 ETF 1.53M (2.47%) 14.78K
Increased by +0.97%
Jul 29, 24
7 Vanguard Small Cap Index 1.48M (2.41%) 95.25K
Increased by +6.42%
Jun 30, 24
8 JPM Small Cap Equity-MA 1.25M (2.03%) 1.24M
Increased by +98.71%
Jun 30, 24
9 JPM US Small Cap Core-Composite 1.25M (2.03%) -299.64K
Decreased by -23.92%
Jun 30, 24
10 JPMorgan Small Cap Equity A 1.25M (2.03%) -92.43K
Decreased by -7.38%
Jun 30, 24
11 AB Small Cap Growth A 1.17M (1.90%) 226.65K
Increased by +19.33%
May 31, 24
12 Fidelity Small Cap Growth 1.02M (1.66%) 0.00
Increased by 0.00%
May 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 805.28K (1.31%) 21.82K
Increased by +2.71%
Jun 30, 24
14 Hartford Capital Appreciation Y 760.77K (1.23%) 20.98K
Increased by +2.76%
Mar 31, 24
15 Alger Weatherbie Specialized Growth A 731.61K (1.19%) 68.21K
Increased by +9.32%
Feb 29, 24
16 Fidelity® Small Cap Growth 723.70K (1.17%) -879.00
Decreased by -0.12%
Oct 31, 23
17 T. Rowe Price New Horizons 719.04K (1.17%) 353.38K
Increased by +49.15%
Jun 30, 24
18 US Small-Cap Growth II Equity Comp 719.04K (1.17%) 353.38K
Increased by +49.15%
Jun 30, 24
19 Putnam Small Cap Growth A 682.21K (1.11%) 186.60K
Increased by +27.35%
Jun 30, 24
20 Fidelity Balanced 668.25K (1.08%) 0.00
Increased by 0.00%
May 31, 24