Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IDAT 1000.00%
2 JKJ 1000.00%
3 JKK 1000.00%
4 IYY 1000.00%
5 ITOT 1000.00%
6 ISCG 1000.00%
7 ISCB 1000.00%
8 IGM 1000.00%
9 IYW 1000.00%
10 IWV 1000.00%
11 IWR 1000.00%
12 IWP 1000.00%
13 IWF 1000.00%
14 IWB 1000.00%
15 DAT 4.31%
16 SPRX 3.44%
17 LOUP 2.89%
18 BIGY 2.60%
19 JFWD 2.56%
20 SKYY 1.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 18.53M (9.74%) 729.38K
Increased by +3.94%
Sep 30, 23
2 Vanguard Group Inc 18.42M (9.69%) 2.13M
Increased by +11.54%
Sep 30, 23
3 Altimeter Capital Management, LLC 16.61M (8.73%) 306.00K
Increased by +1.84%
Sep 30, 23
4 FMR Inc 16.44M (8.64%) 1.35M
Increased by +8.19%
Sep 30, 23
5 BlackRock Inc 12.28M (6.46%) 2.07M
Increased by +16.87%
Sep 30, 23
6 T. Rowe Price Associates, Inc. 11.12M (5.85%) -1.45M
Decreased by -13.07%
Sep 30, 23
7 Capital Research Global Investors 6.47M (3.40%) -334.51K
Decreased by -5.17%
Sep 30, 23
8 1832 Asset Management L.P 6.32M (3.32%) -38.10K
Decreased by -0.60%
Sep 30, 23
9 Tiger Technology Management LLC 5.19M (2.73%) 2.17M
Increased by +41.82%
Sep 30, 23
10 First Trust Advisors L.P. 4.81M (2.53%) 1.02M
Increased by +21.23%
Sep 30, 23
11 Amvescap Plc. 3.82M (2.01%) 470.00K
Increased by +12.29%
Sep 30, 23
12 Amundi 3.58M (1.88%) 1.51M
Increased by +42.09%
Sep 30, 23
13 State Street Corporation 3.50M (1.84%) 1.02M
Increased by +29.10%
Sep 30, 23
14 Lord, Abbett & Co LLC 3.27M (1.72%) 512.10K
Increased by +15.66%
Sep 30, 23
15 Geode Capital Management, LLC 3.14M (1.65%) 358.05K
Increased by +11.41%
Sep 30, 23
16 Atreides Management, LP 3.01M (1.58%) -993.79K
Decreased by -32.98%
Sep 30, 23
17 Franklin Resources Inc 2.73M (1.44%) 2.62K
Increased by +0.10%
Sep 30, 23
18 12 West Capital Management LP 2.15M (1.13%) 0.00
Increased by 0.00%
Sep 30, 23
19 T. Rowe Price Investment Management,Inc. 2.01M (1.06%) -24.70K
Decreased by -1.23%
Sep 30, 23
20 Viking Global Investors LP 1.98M (1.04%) 1.98M
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.66M (2.98%) 7.33K
Increased by +0.13%
Nov 30, 23
2 American Funds SMALLCAP World A 5.59M (2.94%) -121.06K
Decreased by -2.17%
Sep 30, 23
3 Vanguard Small Cap Index 4.67M (2.45%) 20.33K
Increased by +0.44%
Nov 30, 23
4 JPMorgan Growth Advantage A 3.48M (1.83%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Select Software & IT Svcs Port 3.47M (1.82%) 1.19M
Increased by +34.32%
Nov 30, 23
6 JPM US Mid Cap Growth-MA 3.22M (1.69%) 2.10M
Increased by +65.15%
Sep 30, 23
7 JPMorgan Mid Cap Growth I 3.20M (1.68%) -12.04K
Decreased by -0.38%
Nov 30, 23
8 JPM US Technology A (dist) USD 3.11M (1.63%) 375.75K
Increased by +12.10%
Nov 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 3.08M (1.62%) 52.12K
Increased by +1.69%
Nov 30, 23
10 Fidelity Global Innovators Cl F 2.79M (1.47%) 5.08K
Increased by +0.18%
Sep 30, 23
11 Vanguard Small Cap Growth Index Inv 2.61M (1.37%) 13.57K
Increased by +0.52%
Nov 30, 23
12 First Trust Cloud Computing ETF 2.45M (1.29%) -834.00
Decreased by -0.03%
Dec 28, 23
13 First Trust Dow Jones Internet ETF 2.43M (1.28%) -201.00
Decreased by -0.01%
Dec 28, 23
14 Select Software & IT Svcs Port 2.28M (1.20%) 1.09M
Increased by +47.92%
Oct 31, 23
15 T. Rowe Price Blue Chip Growth 2.20M (1.16%) -151.64K
Decreased by -6.90%
Sep 30, 23
16 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 2.20M (1.16%) -151.64K
Decreased by -6.90%
Sep 30, 23
17 Dynamic Power Global Growth Class 2.17M (1.14%) -170.10K
Decreased by -7.86%
Sep 30, 23
18 US Small-Cap Growth II Equity Comp 2.09M (1.10%) 2.09M
Increased by +100.00%
Jun 30, 23
19 T. Rowe Price New Horizons 2.09M (1.10%) -717.00
Decreased by -0.03%
Sep 30, 23
20 Dynamic Power American Growth 1.94M (1.02%) -151.30K
Decreased by -7.80%
Sep 30, 23