Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 ISCG 1000.00%
3 ISCB 1000.00%
4 IGM 1000.00%
5 JKK 1000.00%
6 JKJ 1000.00%
7 IYY 1000.00%
8 IWV 1000.00%
9 IWS 1000.00%
10 IWR 1000.00%
11 IWP 1000.00%
12 IWF 1000.00%
13 IWD 1000.00%
14 IWB 1000.00%
15 IUSV 1000.00%
16 IUSG 1000.00%
17 ITOT 1000.00%
18 MAKX 4.51%
19 BOTZ 2.77%
20 THNQ 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.13M (9.98%) -601.00
Decreased by -0.00%
Sep 30, 23
2 BlackRock Inc 16.51M (9.62%) 5.36K
Increased by +0.03%
Sep 30, 23
3 Bank of New York Mellon Corp 10.67M (6.21%) -53.01K
Decreased by -0.50%
Sep 30, 23
4 State Street Corporation 5.61M (3.27%) -13.62K
Decreased by -0.24%
Sep 30, 23
5 Lazard Asset Management LLC 5.54M (3.23%) 837.49K
Increased by +15.13%
Sep 30, 23
6 Brown Capital Management, LLC 5.16M (3.00%) -14.07K
Decreased by -0.27%
Sep 30, 23
7 T. Rowe Price Investment Management,Inc. 5.06M (2.95%) -9.30K
Decreased by -0.18%
Sep 30, 23
8 Capital Research Global Investors 3.55M (2.07%) -115.72K
Decreased by -3.26%
Sep 30, 23
9 American Century Companies Inc 3.30M (1.92%) -775.08K
Decreased by -23.46%
Sep 30, 23
10 Geode Capital Management, LLC 3.15M (1.84%) -279.42K
Decreased by -8.87%
Sep 30, 23
11 AllianceBernstein L.P. 3.02M (1.76%) -1.78M
Decreased by -58.93%
Sep 30, 23
12 Impax Asset Management Group PLC 2.81M (1.64%) 387.86K
Increased by +13.80%
Sep 30, 23
13 William Blair Investment Management, LLC 2.77M (1.61%) 4.09K
Increased by +0.15%
Sep 30, 23
14 Amvescap Plc. 2.08M (1.21%) 192.21K
Increased by +9.23%
Sep 30, 23
15 Fundsmith LLP 2.05M (1.19%) -14.12K
Decreased by -0.69%
Sep 30, 23
16 Mirae Asset Global Investments (Korea) Co Ltd 1.95M (1.14%) 11.10K
Increased by +0.57%
Sep 30, 23
17 Disciplined Growth Investors Inc 1.95M (1.13%) -49.53K
Decreased by -2.54%
Sep 30, 23
18 Principal Financial Group Inc 1.93M (1.13%) -16.04K
Decreased by -0.83%
Sep 30, 23
19 DekaBank Deutsche Girozentrale 1.85M (1.08%) -30.95K
Decreased by -1.67%
Sep 30, 23
20 Sumitomo Mitsui Trust Holdings Inc 1.71M (1.00%) -54.94K
Decreased by -3.21%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.43M (3.16%) 47.13K
Increased by +0.87%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 5.22M (3.04%) -946.00
Decreased by -0.02%
Dec 29, 23
3 Vanguard Small Cap Index 4.46M (2.60%) 18.65K
Increased by +0.42%
Nov 30, 23
4 Capital Group AMCAP Composite 3.23M (1.88%) -2.97K
Decreased by -0.09%
Sep 30, 23
5 VA CollegeAmerica Amcap 529A 3.23M (1.88%) -2.97K
Decreased by -0.09%
Sep 30, 23
6 Brown Capital Mgmt Small Co Inv 3.01M (1.75%) 0.00
Increased by 0.00%
Sep 30, 23
7 Impax Leaders Strategy Composite 2.51M (1.46%) 0.00
Increased by 0.00%
Oct 31, 23
8 Vanguard Small Cap Growth Index Inv 2.50M (1.46%) 17.98K
Increased by +0.72%
Nov 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 2.49M (1.45%) 43.84K
Increased by +1.76%
Nov 30, 23
10 T. Rowe Price Mid-Cap Growth 2.48M (1.45%) -10.90K
Decreased by -0.44%
Sep 30, 23
11 T. Rowe Price US Mid-Cap Growth Equity 2.48M (1.45%) -10.90K
Decreased by -0.44%
Sep 30, 23
12 Vanguard Windsor™ II Inv 2.27M (1.32%) 583.80K
Increased by +25.71%
Sep 30, 23
13 Smithson Investment Trust Ord 1.95M (1.14%) 0.00
Increased by 0.00%
Aug 31, 23
14 Deka-Industrie 4.0 CF 1.85M (1.08%) 230.00K
Increased by +12.40%
May 31, 23
15 Global X Robotics & Artfcl Intllgnc ETF 1.82M (1.06%) 0.00
Increased by 0.00%
Dec 29, 23
16 American Century US Premier Lg Cp Gr 1.65M (0.96%) 0.00
Increased by 0.00%
Sep 30, 23
17 American Century Ultra® Inv 1.65M (0.96%) 0.00
Increased by 0.00%
Sep 30, 23
18 Baron Opp. Small Cap Growth Strategy 1.50M (0.87%) 0.00
Increased by 0.00%
Dec 31, 23
19 Baron Small Cap Retail 1.50M (0.87%) 0.00
Increased by 0.00%
Dec 31, 23
20 Vanguard Information Technology ETF 1.41M (0.82%) 24.09K
Increased by +1.71%
Nov 30, 23