Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKD 1000.00%
2 JKE 1000.00%
3 IYY 1000.00%
4 IYW 1000.00%
5 IWV 1000.00%
6 JKG 1000.00%
7 IWR 1000.00%
8 IWP 1000.00%
9 IWF 1000.00%
10 IWB 1000.00%
11 ITOT 1000.00%
12 ILCB 1000.00%
13 IGM 1000.00%
14 IMCG 1000.00%
15 IMCB 1000.00%
16 ILCG 1000.00%
17 HERO 7.24%
18 IPO 5.49%
19 FCUS 4.37%
20 ESPO 3.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 GQG Partners LLC 26.08M (15.21%) 11.00M
Increased by +42.19%
Sep 30, 23
2 Vanguard Group Inc 18.10M (10.55%) 1.41M
Increased by +7.80%
Sep 30, 23
3 BlackRock Inc 8.48M (4.95%) 147.60K
Increased by +1.74%
Sep 30, 23
4 BP WEALTH MANAGEMENT, LLC 7.79M (4.54%) -6.01M
Decreased by -77.19%
Sep 30, 23
5 SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 5.00M (2.91%) 0.00
Increased by 0.00%
Sep 30, 23
6 Kohlberg Kravis Roberts & Co LP 4.45M (2.59%) -25.20M
Decreased by -566.19%
Sep 30, 23
7 NetEase, Inc. 3.51M (2.05%) 0.00
Increased by 0.00%
Sep 30, 23
8 State Street Corporation 3.07M (1.79%) -2.01K
Decreased by -0.07%
Sep 30, 23
9 Geode Capital Management, LLC 2.52M (1.47%) 52.63K
Increased by +2.09%
Sep 30, 23
10 No Street GP LP 2.00M (1.16%) -708.73K
Decreased by -35.51%
Sep 30, 23
11 Kensico Capital Management Corp 1.97M (1.15%) -29.20K
Decreased by -1.48%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 1.90M (1.11%) 48.89K
Increased by +2.58%
Sep 30, 23
13 Spyglass Capital Management LLC 1.88M (1.10%) -561.52K
Decreased by -29.84%
Sep 30, 23
14 Goldman Sachs Group Inc 1.88M (1.09%) 133.42K
Increased by +7.11%
Sep 30, 23
15 Keenan Capital LLC 1.65M (0.96%) 0.00
Increased by 0.00%
Sep 30, 23
16 First Trust Advisors L.P. 1.61M (0.94%) -745.67K
Decreased by -46.24%
Sep 30, 23
17 Two Sigma Investments LLC 1.51M (0.88%) 1.23M
Increased by +81.66%
Sep 30, 23
18 Two Sigma Advisers, LLC 1.47M (0.86%) 1.46M
Increased by +99.22%
Sep 30, 23
19 Ameriprise Financial Inc 1.40M (0.82%) 1.37M
Increased by +97.96%
Sep 30, 23
20 Citadel Advisors Llc 1.40M (0.82%) 552.57K
Increased by +39.47%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.05M (3.53%) 7.42K
Increased by +0.12%
Nov 30, 23
2 Vanguard Small Cap Index 5.02M (2.92%) 20.92K
Increased by +0.42%
Nov 30, 23
3 Vanguard Small Cap Growth Index Inv 2.81M (1.64%) 18.24K
Increased by +0.65%
Nov 30, 23
4 GQG Partners Global Equity-obsolete 2.01M (1.17%) 726.45K
Increased by +36.13%
Sep 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 1.97M (1.15%) 37.71K
Increased by +1.92%
Nov 30, 23
6 GQG Partners US Select Quality Eq Instl 1.58M (0.92%) 493.66K
Increased by +31.33%
Sep 30, 23
7 First Trust Cloud Computing ETF 1.39M (0.81%) -473.00
Decreased by -0.03%
Dec 28, 23
8 GQG Partners Global Equity I USD Acc 1.31M (0.76%) 58.14K
Increased by +4.44%
Sep 30, 23
9 Vanguard Information Technology ETF 1.29M (0.75%) -181.28K
Decreased by -14.03%
Nov 30, 23
10 State St Russell Sm/Mid Cp® Indx NL Cl C 1.25M (0.73%) 40.61K
Increased by +3.24%
Dec 31, 23
11 GQG Partners US Equity Q EUR Acc 1.21M (0.70%) -86.15K
Decreased by -7.15%
Oct 31, 23
12 GQG Partners Global Equity CIT C 1.20M (0.70%) 0.00
Increased by 0.00%
Sep 30, 23
13 GQG Partners US Select Quality Eq CIT C 1.12M (0.65%) 0.00
Increased by 0.00%
Sep 30, 23
14 GQG Partners Global Quality Equity Instl 1.07M (0.63%) 410.93K
Increased by +38.24%
Sep 30, 23
15 Spyglass Growth Institutional 983.08K (0.57%) -243.46K
Decreased by -24.76%
Sep 30, 23
16 Columbia Seligman Technology Growth 831.10K (0.48%) 831.10K
Increased by +100.00%
Sep 30, 23
17 GS Global Ftr Tech Ldr Eq I USD Acc 814.81K (0.48%) -15.50K
Decreased by -1.90%
Dec 31, 23
18 Carillon Scout Mid Cap I 769.63K (0.45%) 344.61K
Increased by +44.78%
Sep 30, 23
19 Scout Mid Cap Equity 769.63K (0.45%) 346.48K
Increased by +45.02%
Sep 30, 23
20 Fidelity® Extended Market Index 730.06K (0.43%) 8.57K
Increased by +1.17%
Nov 30, 23