Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMCB 1000.00%
2 ILCB 1000.00%
3 IWP 1000.00%
4 IWF 1000.00%
5 IWB 1000.00%
6 IUSV 1000.00%
7 IUSG 1000.00%
8 ITOT 1000.00%
9 IMCG 1000.00%
10 ILCG 1000.00%
11 JKG 1000.00%
12 JKE 1000.00%
13 JKD 1000.00%
14 IYY 1000.00%
15 IYC 1000.00%
16 IWV 1000.00%
17 IWR 1000.00%
18 FRTY 1.80%
19 XRT 1.53%
20 FXD 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 7.20M (11.31%) 604.49K
Increased by +8.39%
Sep 30, 23
2 T. Rowe Price Investment Management,Inc. 6.31M (9.90%) -479.50K
Decreased by -7.60%
Sep 30, 23
3 Vanguard Group Inc 6.00M (9.42%) -11.21K
Decreased by -0.19%
Sep 30, 23
4 BlackRock Inc 3.39M (5.32%) -941.22K
Decreased by -27.76%
Sep 30, 23
5 JPMorgan Chase & Co 2.85M (4.47%) 347.71K
Increased by +12.22%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 2.39M (3.75%) 322.20K
Increased by +13.49%
Sep 30, 23
7 T. Rowe Price Associates, Inc. 1.55M (2.43%) -2.91M
Decreased by -188.20%
Sep 30, 23
8 Holocene Advisors, LP 1.53M (2.40%) 1.03M
Increased by +67.47%
Sep 30, 23
9 Citadel Advisors Llc 1.40M (2.20%) 1.09M
Increased by +77.85%
Sep 30, 23
10 State Street Corporation 1.34M (2.10%) -828.00
Decreased by -0.06%
Sep 30, 23
11 Goldman Sachs Group Inc 1.33M (2.09%) 339.24K
Increased by +25.52%
Sep 30, 23
12 Ameriprise Financial Inc 1.28M (2.01%) 880.37K
Increased by +68.90%
Sep 30, 23
13 HHG PLC 1.11M (1.75%) 335.81K
Increased by +30.20%
Sep 30, 23
14 Geode Capital Management, LLC 915.43K (1.44%) 18.47K
Increased by +2.02%
Sep 30, 23
15 Wellington Management Company LLP 785.78K (1.23%) 239.96K
Increased by +30.54%
Sep 30, 23
16 FMR Inc 767.61K (1.21%) 116.00K
Increased by +15.11%
Sep 30, 23
17 Amundi 752.49K (1.18%) 389.53K
Increased by +51.77%
Jun 30, 23
18 Dorsal Capital Management LLC 725.00K (1.14%) 100.00K
Increased by +13.79%
Sep 30, 23
19 Millennium Management LLC 689.41K (1.08%) 139.48K
Increased by +20.23%
Jun 30, 23
20 Qube Research & Technologies 655.25K (1.03%) 307.03K
Increased by +46.86%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group AMCAP Composite 3.55M (5.58%) -493.17K
Decreased by -13.88%
Sep 30, 23
2 VA CollegeAmerica Amcap 529A 3.55M (5.58%) -493.17K
Decreased by -13.88%
Sep 30, 23
3 T. Rowe Price Mid-Cap Growth 2.50M (3.92%) -241.70K
Decreased by -9.67%
Sep 30, 23
4 T. Rowe Price US Mid-Cap Growth Equity 2.50M (3.92%) -241.70K
Decreased by -9.67%
Sep 30, 23
5 American Funds Growth Fund of Amer A 2.21M (3.47%) -483.95K
Decreased by -21.87%
Sep 30, 23
6 Capital Group Growth Fnd of Amer Comp 2.21M (3.47%) -483.95K
Decreased by -21.87%
Sep 30, 23
7 Vanguard Total Stock Mkt Idx Inv 2.04M (3.20%) 2.65K
Increased by +0.13%
Nov 30, 23
8 iShares Core S&P Mid-Cap ETF 1.97M (3.09%) -357.00
Decreased by -0.02%
Dec 29, 23
9 US Small-Cap Growth II Equity Comp 1.52M (2.39%) 1.52M
Increased by +100.00%
Jun 30, 23
10 Vanguard Mid Cap Index Institutional 1.47M (2.31%) 684.00
Increased by +0.05%
Nov 30, 23
11 Eaton Vance Atlanta Capital SMID-Cap I 1.29M (2.03%) 0.00
Increased by 0.00%
Oct 31, 23
12 Vanguard Explorer Inv 1.01M (1.59%) 204.36K
Increased by +20.18%
Sep 30, 23
13 Aperture Discover Equity Instl 1.01M (1.58%) 1.01M
Increased by +100.00%
Mar 31, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 941.10K (1.48%) 15.70K
Increased by +1.67%
Nov 30, 23
15 Janus Henderson Enterprise D 704.26K (1.11%) 252.14K
Increased by +35.80%
Sep 30, 23
16 Janus Inst Mid Cap Growth CF 704.26K (1.11%) 252.14K
Increased by +35.80%
Sep 30, 23
17 American Funds Fundamental Invs A 593.59K (0.93%) 538.66K
Increased by +90.75%
Sep 30, 23
18 Capital Group Fundamental Invtrs Comp 593.59K (0.93%) 538.66K
Increased by +90.75%
Sep 30, 23
19 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 582.60K (0.91%) -31.00K
Decreased by -5.32%
Sep 30, 23
20 Vanguard Growth Index Investor 571.27K (0.90%) 2.65K
Increased by +0.46%
Nov 30, 23