Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MPAY 0.97%
2 HART 0.53%
3 FXD 0.38%
4 ETHO 0.37%
5 JSML 0.35%
6 JHSC 0.24%
7 FTLS 0.22%
8 MIDE 0.21%
9 GVLU 0.19%
10 BKSE 0.18%
11 MDYG 0.17%
12 IJK 0.17%
13 QVMM 0.16%
14 SMDY 0.15%
15 TPSC 0.15%
16 IVOG 0.15%
17 SPMD 0.14%
18 IJH 0.13%
19 ESGY 0.13%
20 VBK 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 10.17M (11.99%) 10.50K
Increased by +0.10%
Dec 31, 23
2 Baillie Gifford & Co Limited. 9.00M (10.61%) -418.27K
Decreased by -4.65%
Mar 31, 24
3 Vanguard Group Inc 8.21M (9.68%) 126.15K
Increased by +1.54%
Dec 31, 23
4 BlackRock Inc 7.87M (9.27%) 187.93K
Increased by +2.39%
Dec 31, 23
5 Wasatch Advisors Inc. 5.62M (6.62%) 75.39K
Increased by +1.34%
Sep 30, 23
6 Wasatch Advisors LP 4.96M (5.85%) -558.29K
Decreased by -11.26%
Mar 31, 24
7 Capital World Investors 4.23M (4.99%) 0.00
Increased by 0.00%
Dec 31, 23
8 Franklin Resources Inc 4.00M (4.71%) 629.29K
Increased by +15.73%
Dec 31, 23
9 Wellington Management Company LLP 3.72M (4.38%) -1.80M
Decreased by -48.48%
Dec 31, 23
10 Morgan Stanley - Brokerage Accounts 2.50M (2.94%) 155.66K
Increased by +6.24%
Dec 31, 23
11 State Street Corporation 2.45M (2.88%) 85.08K
Increased by +3.48%
Dec 31, 23
12 FMR Inc 1.89M (2.22%) -44.73K
Decreased by -2.37%
Sep 30, 23
13 Bank of New York Mellon Corp 1.80M (2.12%) -62.16K
Decreased by -3.45%
Dec 31, 23
14 Lord, Abbett & Co LLC 1.42M (1.68%) -94.04K
Decreased by -6.61%
Dec 31, 23
15 Van Berkom and Associates Inc 1.39M (1.64%) -478.00
Decreased by -0.03%
Dec 31, 23
16 Geode Capital Management, LLC 1.35M (1.60%) 56.84K
Increased by +4.20%
Dec 31, 23
17 Fidelity International Ltd 1.28M (1.51%) 170.27K
Increased by +13.28%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 1.27M (1.50%) 103.73K
Increased by +8.18%
Dec 31, 23
19 Capital Research & Mgmt Co - Division 3 1.23M (1.45%) 0.00
Increased by 0.00%
Dec 31, 23
20 Macquarie Group Ltd 1.09M (1.28%) 245.72K
Increased by +22.58%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 6.95M (8.19%) 0.00
Increased by 0.00%
Mar 31, 24
2 Capital Group AMCAP Composite 5.62M (6.62%) -7.34K
Decreased by -0.13%
Mar 31, 24
3 VA CollegeAmerica Amcap 529A 5.62M (6.62%) -7.34K
Decreased by -0.13%
Mar 31, 24
4 Templeton Growth A 4.07M (4.80%) 0.00
Increased by 0.00%
Mar 31, 24
5 Templeton Growth Inc A 4.07M (4.80%) 0.00
Increased by 0.00%
Mar 31, 24
6 Vanguard Total Stock Mkt Idx Inv 2.73M (3.22%) 10.74K
Increased by +0.39%
Mar 31, 24
7 iShares Core S&P Mid-Cap ETF 2.70M (3.18%) -480.00
Decreased by -0.02%
Apr 30, 24
8 Vanguard Small Cap Index 2.22M (2.61%) -23.77K
Decreased by -1.07%
Mar 31, 24
9 American Funds Growth Fund of Amer A 1.98M (2.33%) 0.00
Increased by 0.00%
Mar 31, 24
10 Capital Group Growth Fnd of Amer Comp 1.98M (2.33%) 0.00
Increased by 0.00%
Mar 31, 24
11 Templeton Growth (Euro) I(acc)EUR 1.91M (2.25%) 1.91M
Increased by +100.00%
Mar 31, 24
12 Baillie Gifford US Equity Growth 1.64M (1.93%) 0.00
Increased by 0.00%
Mar 31, 24
13 Vanguard US Growth Investor 1.64M (1.93%) 0.00
Increased by 0.00%
Mar 31, 24
14 Vanguard Explorer Inv 1.60M (1.89%) 0.00
Increased by 0.00%
Mar 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 1.30M (1.53%) 16.24K
Increased by +1.25%
Mar 31, 24
16 Vanguard Small Cap Growth Index Inv 1.25M (1.48%) -3.34K
Decreased by -0.27%
Mar 31, 24
17 Wasatch Small Cap Growth Investor 961.41K (1.13%) -168.20K
Decreased by -17.50%
Mar 31, 24
18 Wasatch Core Growth 960.91K (1.13%) -150.91K
Decreased by -15.70%
Mar 31, 24
19 Federated Hermes Kaufmann Small Cap A 903.00K (1.06%) 108.60K
Increased by +12.03%
Mar 31, 24
20 Federated Hermes Kaufmann Small Cap Grow 903.00K (1.06%) 108.60K
Increased by +12.03%
Mar 31, 24