Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKE 1000.00%
2 JKD 1000.00%
3 JKG 1000.00%
4 IYY 1000.00%
5 IWV 1000.00%
6 ITOT 1000.00%
7 IMCG 1000.00%
8 IMCB 1000.00%
9 ILCG 1000.00%
10 ILCB 1000.00%
11 EXI 1000.00%
12 IWR 1000.00%
13 IWP 1000.00%
14 IWF 1000.00%
15 IWB 1000.00%
16 IVW 1000.00%
17 IVV 1000.00%
18 IUSG 1000.00%
19 XAR 4.18%
20 DFEN 3.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.07M (11.45%) 716.07K
Increased by +8.87%
Sep 30, 23
2 Vanguard Group Inc 7.89M (11.19%) 18.84K
Increased by +0.24%
Sep 30, 23
3 State Street Corporation 2.86M (4.06%) -53.09K
Decreased by -1.85%
Sep 30, 23
4 Capital Research & Mgmt Co - Division 3 2.85M (4.05%) -253.79K
Decreased by -8.89%
Sep 30, 23
5 Sands Capital Management, LLC 2.61M (3.71%) 619.18K
Increased by +23.70%
Sep 30, 23
6 Wellington Management Company LLP 1.96M (2.77%) 62.32K
Increased by +3.19%
Sep 30, 23
7 Franklin Resources Inc 1.70M (2.42%) 57.26K
Increased by +3.36%
Sep 30, 23
8 Geode Capital Management, LLC 1.62M (2.30%) 37.98K
Increased by +2.34%
Sep 30, 23
9 Amvescap Plc. 1.43M (2.02%) -18.91K
Decreased by -1.33%
Sep 30, 23
10 William Blair Investment Management, LLC 1.37M (1.94%) 2.38K
Increased by +0.17%
Sep 30, 23
11 BROADWOOD CAPITAL Inc 760.06K (1.08%) 0.00
Increased by 0.00%
Sep 30, 23
12 Bank of New York Mellon Corp 726.40K (1.03%) 160.36K
Increased by +22.08%
Sep 30, 23
13 HHG PLC 696.98K (0.99%) 55.51K
Increased by +7.96%
Sep 30, 23
14 Westfield Capital Management Company, LP 696.19K (0.99%) 451.35K
Increased by +64.83%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 645.45K (0.92%) -41.16K
Decreased by -6.38%
Sep 30, 23
16 AllianceBernstein L.P. 633.60K (0.90%) -166.30K
Decreased by -26.25%
Sep 30, 23
17 Northern Trust Corp 631.21K (0.90%) 19.07K
Increased by +3.02%
Sep 30, 23
18 Charles Schwab Investment Management Inc 564.92K (0.80%) 8.13K
Increased by +1.44%
Sep 30, 23
19 FMR Inc 558.14K (0.79%) 63.61K
Increased by +11.40%
Sep 30, 23
20 Granahan Investment Management Inc.. 548.60K (0.78%) 22.44K
Increased by +4.09%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.23M (3.16%) 2.80K
Increased by +0.13%
Nov 30, 23
2 American Funds Growth Fund of Amer A 2.08M (2.95%) -6.98K
Decreased by -0.34%
Sep 30, 23
3 Capital Group Growth Fnd of Amer Comp 2.08M (2.95%) -6.98K
Decreased by -0.34%
Sep 30, 23
4 Sands Capital Global Growth Equity 2.06M (2.92%) 516.73K
Increased by +25.07%
Sep 30, 23
5 Vanguard Small Cap Index 1.84M (2.61%) 7.84K
Increased by +0.43%
Nov 30, 23
6 Vanguard Institutional 500 Index Trust 1.71M (2.43%) 15.52K
Increased by +0.91%
Nov 30, 23
7 iShares US Aerospace & Defense ETF 1.13M (1.60%) 0.00
Increased by 0.00%
Dec 29, 23
8 BlackRock Mid-Cap Growth Equity Instl 1.08M (1.53%) 51.73K
Increased by +4.81%
Nov 30, 23
9 Vanguard Small Cap Growth Index Inv 1.03M (1.46%) 6.58K
Increased by +0.64%
Nov 30, 23
10 Franklin DynaTech A 900.00K (1.28%) 100.00K
Increased by +11.11%
Nov 30, 23
11 SPDR® S&P 500 ETF Trust 870.23K (1.23%) -6.13K
Decreased by -0.70%
Dec 31, 23
12 Fidelity® 500 Index 818.89K (1.16%) 5.21K
Increased by +0.64%
Nov 30, 23
13 Franklin Innovation Composite 800.00K (1.13%) 0.00
Increased by 0.00%
Sep 30, 23
14 iShares Core S&P 500 ETF 701.64K (1.00%) 420.00
Increased by +0.06%
Dec 29, 23
15 Sands Capital Global Growth A USD Acc 537.38K (0.76%) -4.25K
Decreased by -0.79%
Sep 30, 23
16 Vanguard Institutional Index I 467.85K (0.66%) -1.57K
Decreased by -0.34%
Nov 30, 23
17 Janus Henderson Triton D 442.63K (0.63%) 0.00
Increased by 0.00%
Sep 30, 23
18 Janus Henderson US SMID Cap Growth 442.63K (0.63%) 0.00
Increased by 0.00%
Sep 30, 23
19 Hartford MidCap Y 435.49K (0.62%) -14.10K
Decreased by -3.24%
Nov 30, 23
20 Invesco S&P 500® Equal Weight ETF 400.25K (0.57%) 0.00
Increased by 0.00%
Dec 29, 23