Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWD 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IWV 1000.00%
6 ISCB 1000.00%
7 ISCG 1000.00%
8 IWS 1000.00%
9 ITOT 1000.00%
10 IWB 1000.00%
11 IWR 1000.00%
12 MEME 5.14%
13 PTF 3.65%
14 FCUS 3.58%
15 HAPS 3.08%
16 IPAY 2.62%
17 IPO 2.23%
18 FINX 2.02%
19 IBUY 1.95%
20 FRTY 1.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 34.04M (15.09%) 7.36M
Increased by +21.62%
Sep 30, 23
2 Capital Research Global Investors 21.77M (9.65%) -242.61K
Decreased by -1.11%
Sep 30, 23
3 Baillie Gifford & Co Limited. 19.03M (8.43%) -384.08K
Decreased by -2.02%
Sep 30, 23
4 Capital World Investors 18.78M (8.32%) 2.00M
Increased by +10.65%
Sep 30, 23
5 Vanguard Group Inc 18.74M (8.30%) 213.42K
Increased by +1.14%
Sep 30, 23
6 T. Rowe Price Associates, Inc. 9.67M (4.29%) 962.29K
Increased by +9.95%
Sep 30, 23
7 BlackRock Inc 8.97M (3.97%) -25.43K
Decreased by -0.28%
Sep 30, 23
8 Two Sigma Investments LLC 4.42M (1.96%) 4.42M
Increased by +100.00%
Sep 30, 23
9 State Street Corporation 3.44M (1.52%) 41.18K
Increased by +1.20%
Sep 30, 23
10 Geode Capital Management, LLC 3.25M (1.44%) 20.59K
Increased by +0.63%
Sep 30, 23
11 Spyglass Capital Management LLC 2.99M (1.33%) 42.34K
Increased by +1.41%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 2.47M (1.09%) 1.85M
Increased by +74.96%
Sep 30, 23
13 Abdiel Capital Advisors LLC 2.31M (1.02%) 2.47K
Increased by +0.11%
Sep 30, 23
14 Three Bridge Wealth Advisors, LLC 1.99M (0.88%) -60.00K
Decreased by -3.01%
Sep 30, 23
15 Holocene Advisors, LP 1.96M (0.87%) 1.69M
Increased by +85.93%
Sep 30, 23
16 Goldman Sachs Group Inc 1.68M (0.74%) 1.10M
Increased by +65.30%
Sep 30, 23
17 Founders Fund Growth Management, LLC 1.62M (0.72%) 0.00
Increased by 0.00%
Sep 30, 23
18 Citadel Advisors Llc 1.62M (0.72%) -24.41K
Decreased by -1.51%
Sep 30, 23
19 Two Sigma Advisers, LLC 1.42M (0.63%) 1.40M
Increased by +98.41%
Sep 30, 23
20 BFT FINANCIAL GROUP, LLC 1.31M (0.58%) -30.21K
Decreased by -2.31%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 21.06M (9.33%) -70.56K
Decreased by -0.34%
Sep 30, 23
2 Capital Group Growth Fnd of Amer Comp 21.06M (9.33%) -70.56K
Decreased by -0.34%
Sep 30, 23
3 American Funds SMALLCAP World A 7.20M (3.19%) 0.00
Increased by 0.00%
Sep 30, 23
4 Capital Group AMCAP Composite 7.20M (3.19%) -265.00K
Decreased by -3.68%
Sep 30, 23
5 VA CollegeAmerica Amcap 529A 7.20M (3.19%) -265.00K
Decreased by -3.68%
Sep 30, 23
6 Vanguard Total Stock Mkt Idx Inv 6.31M (2.80%) 8.22K
Increased by +0.13%
Nov 30, 23
7 Morgan Stanley Growth 5.76M (2.55%) 1.59M
Increased by +27.67%
Sep 30, 23
8 Morgan Stanley Growth SMA 5.76M (2.55%) 2.62M
Increased by +45.56%
Sep 30, 23
9 Morgan Stanley Inst Growth I 5.76M (2.55%) 1.59M
Increased by +27.67%
Sep 30, 23
10 Vanguard Small Cap Index 5.23M (2.32%) 24.53K
Increased by +0.47%
Nov 30, 23
11 MS INVF US Growth I 3.41M (1.51%) 366.76K
Increased by +10.76%
Sep 30, 23
12 BrighthouseI Morgan Stanley Discovery B 3.20M (1.42%) 283.17K
Increased by +8.85%
Sep 30, 23
13 Baillie Gifford US Equity Growth 3.16M (1.40%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard US Growth Investor 3.16M (1.40%) -157.19K
Decreased by -4.98%
Sep 30, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 3.12M (1.38%) 51.09K
Increased by +1.64%
Nov 30, 23
16 Morgan Stanley Discovery 3.09M (1.37%) 434.45K
Increased by +14.07%
Sep 30, 23
17 Morgan Stanley Inst Discovery I 3.09M (1.37%) 434.45K
Increased by +14.07%
Sep 30, 23
18 Vanguard Small Cap Growth Index Inv 2.92M (1.30%) 17.14K
Increased by +0.59%
Nov 30, 23
19 American Funds New Economy A 2.61M (1.16%) -2.44K
Decreased by -0.09%
Sep 30, 23
20 Capital Group New Economy Comp 2.61M (1.16%) -2.44K
Decreased by -0.09%
Sep 30, 23