Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWB 1000.00%
2 ILCB 1000.00%
3 ILCG 1000.00%
4 JKG 1000.00%
5 JKE 1000.00%
6 JKD 1000.00%
7 IYY 1000.00%
8 IUSG 1000.00%
9 IYK 1000.00%
10 IMCB 1000.00%
11 IWV 1000.00%
12 IWR 1000.00%
13 IWP 1000.00%
14 IWF 1000.00%
15 IMCG 1000.00%
16 ITOT 1000.00%
17 BFIT 5.75%
18 EATV 4.56%
19 PSL 3.62%
20 FXG 3.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 7.39M (5.11%) -1.14M
Decreased by -15.41%
Sep 30, 23
2 Vanguard Group Inc 4.85M (3.35%) 762.09K
Increased by +15.72%
Sep 30, 23
3 BlackRock Inc 4.37M (3.02%) 414.89K
Increased by +9.50%
Sep 30, 23
4 State Street Corporation 1.37M (0.95%) 120.63K
Increased by +8.78%
Sep 30, 23
5 Amvescap Plc. 1.17M (0.81%) 62.48K
Increased by +5.35%
Sep 30, 23
6 Wellington Management Company LLP 1.09M (0.75%) -596.05K
Decreased by -54.84%
Sep 30, 23
7 Marshall Wace Asset Management Ltd 1.09M (0.75%) -247.80K
Decreased by -22.80%
Sep 30, 23
8 Eagle Asset Management, Inc. 1.02M (0.71%) -209.46K
Decreased by -20.45%
Sep 30, 23
9 American Century Companies Inc 981.60K (0.68%) -4.32K
Decreased by -0.44%
Sep 30, 23
10 Capital Research & Mgmt Co - Division 3 877.66K (0.61%) 0.00
Increased by 0.00%
Sep 30, 23
11 Kayne Anderson Rudnick Investment Management LLC 856.13K (0.59%) -23.67K
Decreased by -2.76%
Sep 30, 23
12 Geode Capital Management, LLC 790.09K (0.55%) 69.25K
Increased by +8.77%
Sep 30, 23
13 Stephens Inv Mgmt Group LLC 707.95K (0.49%) -86.58K
Decreased by -12.23%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 682.57K (0.47%) 15.30K
Increased by +2.24%
Sep 30, 23
15 Driehaus Capital Management LLC 655.54K (0.45%) 18.95K
Increased by +2.89%
Sep 30, 23
16 Braun Stacey Associates Inc 634.86K (0.44%) 417.82K
Increased by +65.81%
Sep 30, 23
17 1832 Asset Management L.P 597.00K (0.41%) -126.80K
Decreased by -21.24%
Sep 30, 23
18 Squarepoint Ops LLC 562.32K (0.39%) 305.69K
Increased by +54.36%
Sep 30, 23
19 AllianceBernstein L.P. 553.68K (0.38%) 407.60K
Increased by +73.62%
Sep 30, 23
20 Two Sigma Investments LLC 552.33K (0.38%) 12.74K
Increased by +2.31%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Blue Chip Growth 7.29M (5.04%) -1.33M
Decreased by -18.27%
Nov 30, 23
2 JPMorgan Large Cap Growth I 6.90M (4.76%) 6.90M
Increased by +100.00%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 4.69M (3.24%) 5.83K
Increased by +0.12%
Nov 30, 23
4 iShares Core S&P Mid-Cap ETF 4.50M (3.11%) -815.00
Decreased by -0.02%
Dec 29, 23
5 Vanguard Small Cap Index 3.88M (2.68%) 16.98K
Increased by +0.44%
Nov 30, 23
6 Vanguard Small Cap Growth Index Inv 2.17M (1.50%) 13.92K
Increased by +0.64%
Nov 30, 23
7 Fidelity Growth Compy Commingled Pl O 2.16M (1.49%) -151.45K
Decreased by -7.01%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 2.14M (1.48%) 33.21K
Increased by +1.55%
Nov 30, 23
9 Eagle Mid-Cap Growth - Institutional 2.11M (1.46%) 3.90K
Increased by +0.18%
Dec 31, 23
10 Fidelity® Growth Company 1.69M (1.17%) 6.00K
Increased by +0.35%
Nov 30, 23
11 Carillon Eagle Mid Cap Growth A 1.63M (1.13%) 0.00
Increased by 0.00%
Dec 31, 23
12 Fidelity® Blue Chip Growth K6 1.62M (1.12%) -188.70K
Decreased by -11.65%
Nov 30, 23
13 Fidelity® Series Blue Chip Growth 1.35M (0.93%) -198.40K
Decreased by -14.68%
Nov 30, 23
14 Stephens SMID Select Growth 1.25M (0.86%) -49.38K
Decreased by -3.95%
Dec 31, 23
15 SPDR® S&P MIDCAP 400 ETF Trust 1.18M (0.82%) -10.16K
Decreased by -0.86%
Nov 30, 23
16 iShares S&P Mid-Cap 400 Growth ETF 980.12K (0.68%) -1.51K
Decreased by -0.15%
Dec 29, 23
17 Fidelity BlueChip Growth Commingled Pl A 945.39K (0.65%) -147.30K
Decreased by -15.58%
Nov 30, 23
18 Invesco S&P MidCap Quality ETF 914.42K (0.63%) 632.00
Increased by +0.07%
Dec 29, 23
19 American Century Heritage Inv 870.08K (0.60%) 0.00
Increased by 0.00%
Sep 30, 23
20 American Century US Opport. Mid Cap Gr 870.08K (0.60%) 0.00
Increased by 0.00%
Sep 30, 23