Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVW 1000.00%
2 GLOF 1000.00%
3 IUSV 1000.00%
4 IWY 1000.00%
5 IWV 1000.00%
6 IWL 1000.00%
7 IWF 1000.00%
8 IWB 1000.00%
9 IVE 1000.00%
10 IVV 1000.00%
11 ILCB 1000.00%
12 JKE 1000.00%
13 ILCG 1000.00%
14 ITOT 1000.00%
15 JKD 1000.00%
16 IUSG 1000.00%
17 IYY 1000.00%
18 IYC 1000.00%
19 HOTL 9.53%
20 FLYD 8.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.24M (8.23%) 10.30M
Increased by +30.09%
Sep 30, 23
2 BlackRock Inc 25.73M (6.18%) 6.77M
Increased by +26.32%
Sep 30, 23
3 FMR Inc 21.25M (5.11%) -1.67M
Decreased by -7.87%
Sep 30, 23
4 Capital World Investors 19.54M (4.70%) -964.94K
Decreased by -4.94%
Sep 30, 23
5 State Street Corporation 16.09M (3.87%) 7.64M
Increased by +47.46%
Sep 30, 23
6 Capital Research Global Investors 15.20M (3.65%) -1.21M
Decreased by -7.98%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 11.40M (2.74%) 6.82M
Increased by +59.83%
Sep 30, 23
8 Polen Capital 11.07M (2.66%) -483.43K
Decreased by -4.37%
Sep 30, 23
9 Wellington Management Company LLP 10.98M (2.64%) -4.33M
Decreased by -39.42%
Sep 30, 23
10 Edgewood Management LLC 10.28M (2.47%) 938.24K
Increased by +9.12%
Sep 30, 23
11 Jennison Associates LLC 8.83M (2.12%) -167.86K
Decreased by -1.90%
Sep 30, 23
12 Geode Capital Management, LLC 8.20M (1.97%) 3.47M
Increased by +42.25%
Sep 30, 23
13 Renaissance Technologies Corp 4.50M (1.08%) -791.27K
Decreased by -17.57%
Sep 30, 23
14 Northern Trust Corp 4.36M (1.05%) 1.28M
Increased by +29.25%
Sep 30, 23
15 JPMorgan Chase & Co 3.84M (0.92%) 439.79K
Increased by +11.45%
Sep 30, 23
16 Artisan Partners Limited Partnership 3.74M (0.90%) -681.69K
Decreased by -18.23%
Sep 30, 23
17 Amvescap Plc. 3.40M (0.82%) 526.88K
Increased by +15.49%
Sep 30, 23
18 Bank of New York Mellon Corp 3.25M (0.78%) 1.12M
Increased by +34.35%
Sep 30, 23
19 Sands Capital Management, LLC 2.77M (0.67%) -75.23K
Decreased by -2.72%
Sep 30, 23
20 Legal & General Group PLC 2.57M (0.62%) 121.65K
Increased by +4.74%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 21.35M (5.13%) -871.51K
Decreased by -4.08%
Sep 30, 23
2 Capital Group Growth Fnd of Amer Comp 21.35M (5.13%) -871.51K
Decreased by -4.08%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 12.70M (3.05%) 15.29K
Increased by +0.12%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 10.39M (2.50%) 84.78K
Increased by +0.82%
Nov 30, 23
5 Invesco QQQ Trust 7.95M (1.91%) 17.70K
Increased by +0.22%
Dec 29, 23
6 SPDR® S&P 500 ETF Trust 5.36M (1.29%) -37.67K
Decreased by -0.70%
Dec 31, 23
7 Edgewood Growth Instl 5.35M (1.28%) 459.23K
Increased by +8.59%
Sep 30, 23
8 Fidelity® 500 Index 4.97M (1.19%) 31.62K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 4.33M (1.04%) 2.58K
Increased by +0.06%
Dec 29, 23
10 Fidelity® Contrafund® 4.01M (0.96%) 174.70K
Increased by +4.35%
Nov 30, 23
11 American Funds New Perspective A 3.80M (0.91%) -500.00K
Decreased by -13.17%
Sep 30, 23
12 Capital Group New Perspective Comp 3.80M (0.91%) -500.00K
Decreased by -13.17%
Sep 30, 23
13 Capital Group AMCAP Composite 3.61M (0.87%) -168.86K
Decreased by -4.68%
Sep 30, 23
14 VA CollegeAmerica Amcap 529A 3.61M (0.87%) -168.86K
Decreased by -4.68%
Sep 30, 23
15 Vanguard Growth Index Investor 3.57M (0.86%) 19.56K
Increased by +0.55%
Nov 30, 23
16 Vanguard Institutional Index I 2.84M (0.68%) -6.40K
Decreased by -0.23%
Nov 30, 23
17 Vanguard US Growth Investor 2.82M (0.68%) -78.59K
Decreased by -2.79%
Sep 30, 23
18 Fidelity® Magellan® 2.53M (0.61%) -1.70K
Decreased by -0.07%
Nov 30, 23
19 Vanguard Wellington™ Inv 2.52M (0.60%) -551.68K
Decreased by -21.93%
Sep 30, 23
20 Consumer Discret Sel Sect SPDR® ETF 2.49M (0.60%) 220.00K
Increased by +8.84%
Dec 31, 23