Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 ISCB 1000.00%
3 IDAT 1000.00%
4 JKK 1000.00%
5 JKJ 1000.00%
6 IYY 1000.00%
7 IWV 1000.00%
8 IWS 1000.00%
9 IWR 1000.00%
10 IWD 1000.00%
11 IWB 1000.00%
12 IUSV 1000.00%
13 IUSG 1000.00%
14 ITOT 1000.00%
15 ISCV 1000.00%
16 ISCG 1000.00%
17 XTL 3.95%
18 IGN 2.43%
19 ROBT 1.88%
20 FFND 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.17M (11.28%) -479.13K
Decreased by -2.96%
Sep 30, 23
2 Vanguard Group Inc 15.08M (10.53%) 155.96K
Increased by +1.03%
Sep 30, 23
3 FMR Inc 8.94M (6.24%) 371.04K
Increased by +4.15%
Sep 30, 23
4 BNP Paribas Investment Partners SA 4.65M (3.25%) 366.65K
Increased by +7.88%
Sep 30, 23
5 State Street Corporation 4.25M (2.97%) 12.00K
Increased by +0.28%
Sep 30, 23
6 Bank of America Corp 3.83M (2.67%) -155.67K
Decreased by -4.07%
Sep 30, 23
7 Thrivent Financial For Lutherans 2.75M (1.92%) -36.26K
Decreased by -1.32%
Sep 30, 23
8 Capital World Investors 2.72M (1.90%) 295.00
Increased by +0.01%
Sep 30, 23
9 Fidelity International Ltd 2.66M (1.86%) -116.24K
Decreased by -4.36%
Sep 30, 23
10 AllianceBernstein L.P. 2.57M (1.80%) -173.78K
Decreased by -6.75%
Sep 30, 23
11 RIMA MANAGEMENT, LLC 2.40M (1.67%) 132.77K
Increased by +5.53%
Sep 30, 23
12 Diamond Hill Capital Management Inc 2.30M (1.61%) 125.34K
Increased by +5.45%
Sep 30, 23
13 Victory Capital Management Inc. 2.27M (1.58%) -291.75K
Decreased by -12.87%
Sep 30, 23
14 Geode Capital Management, LLC 2.23M (1.56%) 46.84K
Increased by +2.10%
Sep 30, 23
15 Amundi 2.20M (1.54%) -350.50K
Decreased by -15.93%
Sep 30, 23
16 FORT PITT CAPITAL GROUP, LLC 1.99M (1.39%) 718.05K
Increased by +36.14%
Sep 30, 23
17 Congress Asset Management Company, LLP 1.97M (1.38%) -133.00
Decreased by -0.01%
Sep 30, 23
18 Ion Asset Management Ltd. 1.97M (1.37%) -139.75K
Decreased by -7.10%
Sep 30, 23
19 Neuberger Berman Group LLC 1.95M (1.36%) -228.77K
Decreased by -11.72%
Sep 30, 23
20 First Trust Advisors L.P. 1.88M (1.32%) 104.43K
Increased by +5.54%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.68M (3.27%) 6.39K
Increased by +0.14%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 4.49M (3.13%) -812.00
Decreased by -0.02%
Dec 29, 23
3 Fidelity Growth Compy Commingled Pl O 4.03M (2.81%) 20.50K
Increased by +0.51%
Nov 30, 23
4 Vanguard Small Cap Index 3.87M (2.70%) 16.47K
Increased by +0.43%
Nov 30, 23
5 Fidelity® Growth Company 2.92M (2.03%) 100.20K
Increased by +3.44%
Nov 30, 23
6 BNP Paribas Disrpt Tech Cl D 2.37M (1.65%) 127.21K
Increased by +5.37%
Nov 30, 23
7 Fidelity Global Technology A-Dis-EUR 2.28M (1.59%) 1.96K
Increased by +0.09%
Nov 30, 23
8 Vanguard Small Cap Growth Index Inv 2.17M (1.51%) 13.27K
Increased by +0.61%
Nov 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 2.16M (1.51%) 37.52K
Increased by +1.74%
Nov 30, 23
10 American Funds Growth Fund of Amer A 2.02M (1.41%) -6.76K
Decreased by -0.34%
Sep 30, 23
11 Capital Group Growth Fnd of Amer Comp 2.02M (1.41%) -6.76K
Decreased by -0.34%
Sep 30, 23
12 Victory Small Cap Value CIT (Net 75) 1.69M (1.18%) 135.00K
Increased by +8.01%
Sep 30, 23
13 Victory Sycamore Small Company Opp R 1.69M (1.18%) 135.00K
Increased by +8.01%
Sep 30, 23
14 CPR Invest Glbl Dsrpt Opp R EUR Acc 1.66M (1.16%) -410.33K
Decreased by -24.77%
Sep 30, 23
15 First Trust Dow Jones Internet ETF 1.40M (0.98%) -117.00
Decreased by -0.01%
Dec 28, 23
16 Vanguard Information Technology ETF 1.25M (0.87%) -74.71K
Decreased by -5.98%
Nov 30, 23
17 SPDR® S&P MIDCAP 400 ETF Trust 1.20M (0.84%) -10.30K
Decreased by -0.86%
Nov 30, 23
18 Fidelity® Growth Company K6 1.13M (0.79%) 2.50K
Increased by +0.22%
Oct 31, 23
19 BlackRock Large Cap Core (SMA) 1.12M (0.78%) 0.00
Increased by 0.00%
Dec 29, 23
20 Thrivent Mid Cap Stock A 1.11M (0.78%) 0.00
Increased by 0.00%
Oct 31, 23