Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKD 1000.00%
2 IWP 1000.00%
3 IWF 1000.00%
4 IWB 1000.00%
5 ITOT 1000.00%
6 IRBO 1000.00%
7 IMCG 1000.00%
8 IMCB 1000.00%
9 ILCG 1000.00%
10 ILCB 1000.00%
11 IGM 1000.00%
12 JKE 1000.00%
13 JKG 1000.00%
14 IYY 1000.00%
15 IYW 1000.00%
16 IWV 1000.00%
17 IWR 1000.00%
18 JSMD 2.22%
19 BULD 2.08%
20 ENTR 1.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.76M (10.32%) 556.36K
Increased by +2.56%
Sep 30, 23
2 BlackRock Inc 13.91M (6.60%) 496.51K
Increased by +3.57%
Sep 30, 23
3 Kayne Anderson Rudnick Investment Management LLC 13.52M (6.41%) 578.51K
Increased by +4.28%
Sep 30, 23
4 Artisan Partners Limited Partnership 5.45M (2.58%) 100.21K
Increased by +1.84%
Sep 30, 23
5 State Street Corporation 4.03M (1.91%) 209.93K
Increased by +5.21%
Sep 30, 23
6 Geode Capital Management, LLC 3.49M (1.66%) 328.99K
Increased by +9.42%
Sep 30, 23
7 Wells Fargo & Co 2.42M (1.15%) 272.02K
Increased by +11.24%
Sep 30, 23
8 AllianceBernstein L.P. 1.74M (0.82%) 706.04K
Increased by +40.65%
Sep 30, 23
9 Northern Trust Corp 1.63M (0.77%) 99.32K
Increased by +6.11%
Sep 30, 23
10 TimesSquare Capital Management, LLC 1.42M (0.67%) -84.87K
Decreased by -5.98%
Sep 30, 23
11 Charles Schwab Investment Management Inc 1.40M (0.67%) 170.58K
Increased by +12.17%
Sep 30, 23
12 Brown Advisory Holdings Inc 1.30M (0.62%) -249.96K
Decreased by -19.22%
Sep 30, 23
13 ClearBridge Advisors, LLC 1.22M (0.58%) -229.59K
Decreased by -18.84%
Sep 30, 23
14 Bank of New York Mellon Corp 1.12M (0.53%) 10.41K
Increased by +0.93%
Sep 30, 23
15 Korea Investment Corp. 1.11M (0.53%) -13.11K
Decreased by -1.18%
Sep 30, 23
16 Raymond James & Associates 1.09M (0.52%) 28.63K
Increased by +2.63%
Sep 30, 23
17 Baird Financial Group, Inc. 1.08M (0.51%) 352.14K
Increased by +32.53%
Sep 30, 23
18 AXA SA 1.06M (0.50%) 28.49K
Increased by +2.69%
Sep 30, 23
19 California Public Employees Retrmnt Sys 1.05M (0.50%) 722.05K
Increased by +69.08%
Sep 30, 23
20 Bank of America Corp 968.36K (0.46%) 397.07K
Increased by +41.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.10M (3.37%) 8.79K
Increased by +0.12%
Nov 30, 23
2 Vanguard Mid Cap Index Institutional 5.15M (2.44%) 3.57K
Increased by +0.07%
Nov 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 3.31M (1.57%) 62.39K
Increased by +1.88%
Nov 30, 23
4 Vanguard Growth Index Investor 2.00M (0.95%) 11.63K
Increased by +0.58%
Nov 30, 23
5 Vanguard Mid-Cap Growth ETF 1.58M (0.75%) 4.95K
Increased by +0.31%
Nov 30, 23
6 Vanguard Information Technology ETF 1.52M (0.72%) -79.35K
Decreased by -5.22%
Nov 30, 23
7 Virtus KAR Mid-Cap Core I 1.44M (0.68%) 119.76K
Increased by +8.31%
Sep 30, 23
8 Virtus KAR Small-Mid Cap Core R6 1.42M (0.67%) 95.68K
Increased by +6.74%
Sep 30, 23
9 Artisan Mid Cap Investor 1.33M (0.63%) 28.28K
Increased by +2.13%
Sep 30, 23
10 Artisan U.S. Mid-Cap Growth 1.33M (0.63%) 28.28K
Increased by +2.13%
Sep 30, 23
11 Fidelity® Extended Market Index 1.23M (0.59%) 10.79K
Increased by +0.87%
Nov 30, 23
12 State St Russell Sm/Mid Cp® Indx NL Cl C 1.16M (0.55%) 54.80K
Increased by +4.73%
Dec 31, 23
13 iShares Automation&Robotics ETF USD Acc 955.79K (0.45%) 0.00
Increased by 0.00%
Dec 29, 23
14 Deka-Industrie 4.0 CF 920.00K (0.44%) 80.00K
Increased by +8.70%
May 31, 23
15 iShares Russell Mid-Cap Growth ETF 834.49K (0.40%) 0.00
Increased by 0.00%
Dec 29, 23
16 BlackRock Innovat and Growth Term ord 798.96K (0.38%) -52.23K
Decreased by -6.54%
Nov 30, 23
17 Columbia Acorn Inst 777.72K (0.37%) 0.00
Increased by 0.00%
Nov 30, 23
18 iShares Expanded Tech-Software Sect ETF 765.50K (0.36%) -2.08K
Decreased by -0.27%
Dec 29, 23
19 Handelsbanken Amerika Småbl Tema A10 EUR 730.00K (0.35%) 32.95K
Increased by +4.51%
Dec 31, 23
20 AB Sustainable Glb Thematic AXX USD 703.20K (0.33%) -21.65K
Decreased by -3.08%
Nov 30, 23