Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWB 1000.00%
2 JKG 1000.00%
3 JKE 1000.00%
4 JKD 1000.00%
5 IYY 1000.00%
6 IYH 1000.00%
7 IWV 1000.00%
8 IWS 1000.00%
9 IWR 1000.00%
10 IWP 1000.00%
11 IBB 1000.00%
12 ILCB 1000.00%
13 ILCG 1000.00%
14 IMCB 1000.00%
15 IMCG 1000.00%
16 IWF 1000.00%
17 ITOT 1000.00%
18 IWD 1000.00%
19 GERM 9.46%
20 GNOM 5.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 16.53M (13.22%) 31.76K
Increased by +0.19%
Sep 30, 23
2 Vanguard Group Inc 11.66M (9.33%) 30.61K
Increased by +0.26%
Sep 30, 23
3 FMR Inc 11.28M (9.03%) -1.21M
Decreased by -10.74%
Sep 30, 23
4 BlackRock Inc 8.39M (6.71%) 6.84K
Increased by +0.08%
Sep 30, 23
5 Baillie Gifford & Co Limited. 8.16M (6.53%) -229.08K
Decreased by -2.81%
Sep 30, 23
6 Wellington Management Company LLP 6.43M (5.15%) 364.02K
Increased by +5.66%
Sep 30, 23
7 T. Rowe Price Associates, Inc. 3.93M (3.14%) 39.47K
Increased by +1.01%
Sep 30, 23
8 Dodge & Cox 3.75M (3.00%) -42.37K
Decreased by -1.13%
Sep 30, 23
9 T. Rowe Price Investment Management,Inc. 3.40M (2.72%) 161.24K
Increased by +4.74%
Sep 30, 23
10 Capital Research & Mgmt Co - Division 3 3.10M (2.48%) 217.20K
Increased by +7.01%
Sep 30, 23
11 JPMorgan Chase & Co 3.09M (2.47%) -46.13K
Decreased by -1.49%
Sep 30, 23
12 State Street Corporation 2.90M (2.32%) 7.27K
Increased by +0.25%
Sep 30, 23
13 Capital Research Global Investors 2.78M (2.23%) 429.08K
Increased by +15.41%
Sep 30, 23
14 Geode Capital Management, LLC 1.84M (1.47%) 37.48K
Increased by +2.04%
Sep 30, 23
15 RTW INVESTMENTS, LLC 1.68M (1.35%) 0.00
Increased by 0.00%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 1.21M (0.97%) -671.42K
Decreased by -55.52%
Sep 30, 23
17 venBio Select Advisor LLC 1.01M (0.81%) -93.89K
Decreased by -9.29%
Sep 30, 23
18 Bellevue Group AG 894.35K (0.72%) -5.30K
Decreased by -0.59%
Sep 30, 23
19 Bank of New York Mellon Corp 837.08K (0.67%) 61.49K
Increased by +7.35%
Sep 30, 23
20 Northern Trust Corp 797.70K (0.64%) 25.23K
Increased by +3.16%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 7.93M (6.35%) 46.83K
Increased by +0.59%
Sep 30, 23
2 Capital Group Growth Fnd of Amer Comp 7.93M (6.35%) 46.83K
Increased by +0.59%
Sep 30, 23
3 Vanguard Health Care Inv 4.96M (3.97%) 241.40K
Increased by +4.87%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 3.92M (3.14%) 4.99K
Increased by +0.13%
Nov 30, 23
5 American Funds New Perspective A 3.49M (2.79%) 0.00
Increased by 0.00%
Sep 30, 23
6 Capital Group New Perspective Comp 3.49M (2.79%) 0.00
Increased by 0.00%
Sep 30, 23
7 Capital Group AMCAP Composite 3.00M (2.40%) 521.15K
Increased by +17.39%
Sep 30, 23
8 VA CollegeAmerica Amcap 529A 3.00M (2.40%) 521.15K
Increased by +17.39%
Sep 30, 23
9 Vanguard Mid Cap Index Institutional 2.71M (2.17%) 3.72K
Increased by +0.14%
Nov 30, 23
10 American Funds Fundamental Invs A 2.57M (2.06%) -1.58K
Decreased by -0.06%
Sep 30, 23
11 Capital Group Fundamental Invtrs Comp 2.57M (2.06%) -1.58K
Decreased by -0.06%
Sep 30, 23
12 Dodge & Cox Stock I 2.40M (1.92%) 2.39M
Increased by +99.54%
Sep 30, 23
13 American Funds IS® Growth 1 2.12M (1.70%) 12.19K
Increased by +0.57%
Sep 30, 23
14 Capital Group Growth Composite 2.12M (1.70%) 12.19K
Increased by +0.57%
Sep 30, 23
15 Fidelity Growth Compy Commingled Pl O 2.12M (1.70%) -148.97K
Decreased by -7.03%
Nov 30, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 1.81M (1.45%) 32.48K
Increased by +1.79%
Nov 30, 23
17 T. Rowe Price Mid-Cap Growth 1.67M (1.34%) 75.10K
Increased by +4.48%
Sep 30, 23
18 T. Rowe Price US Mid-Cap Growth Equity 1.67M (1.34%) 75.10K
Increased by +4.48%
Sep 30, 23
19 Fidelity® Growth Company 1.64M (1.31%) -115.50K
Decreased by -7.04%
Nov 30, 23
20 US Small-Cap Growth II Equity Comp 1.50M (1.20%) 1.50M
Increased by +100.00%
Jun 30, 23