Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 JKJ 1000.00%
3 IWV 1000.00%
4 IWO 1000.00%
5 IWN 1000.00%
6 IDRV 1000.00%
7 IGM 1000.00%
8 ISCB 1000.00%
9 ISCV 1000.00%
10 IWM 1000.00%
11 MOON 2.92%
12 HAIL 2.76%
13 XSW 0.85%
14 VCAR 0.84%
15 CARZ 0.81%
16 FYC 0.35%
17 FPX 0.22%
18 BBSC 0.17%
19 GINN 0.16%
20 FYX 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 115.36M (15.38%) 61.37M
Increased by +53.19%
Sep 30, 23
2 Morgan Stanley - Brokerage Accounts 85.02M (11.33%) 62.49M
Increased by +73.51%
Sep 30, 23
3 Vanguard Group Inc 78.89M (10.51%) 33.35M
Increased by +42.27%
Sep 30, 23
4 T. Rowe Price Associates, Inc. 59.67M (7.95%) 59.45M
Increased by +99.63%
Sep 30, 23
5 SB INVESTMENT ADVISERS (UK) LTD 39.42M (5.25%) 0.00
Increased by 0.00%
Sep 30, 23
6 Baillie Gifford & Co Limited. 33.63M (4.48%) 18.70M
Increased by +55.61%
Sep 30, 23
7 BlackRock Inc 33.35M (4.44%) 8.59M
Increased by +25.75%
Sep 30, 23
8 Capital Research Global Investors 27.89M (3.72%) 27.89M
Increased by +100.00%
Sep 30, 23
9 FMR Inc 21.32M (2.84%) 19.01M
Increased by +89.17%
Sep 30, 23
10 Wellington Management Company LLP 18.06M (2.41%) 5.90M
Increased by +32.69%
Sep 30, 23
11 XN LP 17.78M (2.37%) 17.78M
Increased by +100.00%
Sep 30, 23
12 Geode Capital Management, LLC 11.55M (1.54%) 4.16M
Increased by +36.06%
Sep 30, 23
13 Allen Operations LLC 10.39M (1.38%) 1.42M
Increased by +13.65%
Sep 30, 23
14 State Street Corporation 10.29M (1.37%) 2.05M
Increased by +19.89%
Sep 30, 23
15 PRIMECAP Management Company 10.21M (1.36%) -6.00K
Decreased by -0.06%
Sep 30, 23
16 Canada Pension Plan Investment Board 8.37M (1.12%) 0.00
Increased by 0.00%
Sep 30, 23
17 Durable Capital Partners LP 5.75M (0.77%) 5.75M
Increased by +100.00%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 5.33M (0.71%) 5.33M
Increased by +100.00%
Sep 30, 23
19 Charles Schwab Investment Management Inc 4.82M (0.64%) 2.11M
Increased by +43.73%
Sep 30, 23
20 Nikko Asset Management Americas Inc 3.83M (0.51%) -189.38K
Decreased by -4.95%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Capital Appreciation 74.22M (9.89%) 39.56M
Increased by +53.29%
Sep 30, 23
2 American Funds Growth Fund of Amer A 27.49M (3.66%) 27.49M
Increased by +100.00%
Sep 30, 23
3 Capital Group Growth Fnd of Amer Comp 27.49M (3.66%) 27.49M
Increased by +100.00%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 21.94M (2.92%) 37.86K
Increased by +0.17%
Nov 30, 23
5 Morgan Stanley Growth 19.45M (2.59%) 13.36M
Increased by +68.72%
Sep 30, 23
6 Morgan Stanley Growth SMA 19.45M (2.59%) 13.36M
Increased by +68.72%
Sep 30, 23
7 Morgan Stanley Inst Growth I 19.45M (2.59%) 13.36M
Increased by +68.72%
Sep 30, 23
8 T. Rowe Price Growth Stock 18.53M (2.47%) 18.53M
Increased by +100.00%
Sep 30, 23
9 T. Rowe Price US Growth Stock Composite 18.53M (2.47%) 18.53M
Increased by +100.00%
Sep 30, 23
10 Vanguard Small Cap Index 18.12M (2.41%) 55.63K
Increased by +0.31%
Nov 30, 23
11 JNL/T. Rowe Price Capital Appreciation A 17.47M (2.33%) 9.80M
Increased by +56.09%
Sep 30, 23
12 Fidelity® Contrafund® 12.86M (1.71%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vanguard Small Cap Value Index Inv 12.63M (1.68%) 49.14K
Increased by +0.39%
Nov 30, 23
14 Vanguard Information Technology ETF 12.54M (1.67%) 188.54K
Increased by +1.50%
Nov 30, 23
15 VY® T. Rowe Price Capital Apprec S 11.66M (1.55%) 0.00
Increased by 0.00%
Nov 30, 23
16 MS INVF US Growth I 11.52M (1.54%) 1.24M
Increased by +10.79%
Sep 30, 23
17 T. Rowe Price Growth Stock Tr-B 11.21M (1.49%) 11.21M
Increased by +100.00%
Sep 30, 23
18 Vanguard Institutional Extnd Mkt Idx Tr 10.76M (1.43%) 60.45K
Increased by +0.56%
Nov 30, 23
19 iShares Russell 2000 ETF 9.06M (1.21%) 57.66K
Increased by +0.64%
Dec 29, 23
20 Morgan Stanley Insight 7.68M (1.02%) 5.33M
Increased by +69.40%
Sep 30, 23