Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCG 1000.00%
2 JKE 1000.00%
3 IYY 1000.00%
4 IYW 1000.00%
5 IXN 1000.00%
6 IWY 1000.00%
7 IWV 1000.00%
8 GLOF 1000.00%
9 IWL 1000.00%
10 IWF 1000.00%
11 IVV 1000.00%
12 IUSG 1000.00%
13 ITOT 1000.00%
14 ILCB 1000.00%
15 IWB 1000.00%
16 IGM 1000.00%
17 IVW 1000.00%
18 IHAK 1000.00%
19 JKD 1000.00%
20 LRNZ 7.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.28M (7.25%) 209.41K
Increased by +1.29%
Sep 30, 23
2 Vanguard Group Inc 14.72M (6.55%) 150.90K
Increased by +1.03%
Sep 30, 23
3 ING Investment Management LLC 5.41M (2.41%) 94.24K
Increased by +1.74%
Sep 30, 23
4 T. Rowe Price Investment Management,Inc. 5.06M (2.25%) -9.90K
Decreased by -0.20%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 4.97M (2.21%) 2.76M
Increased by +55.44%
Sep 30, 23
6 Jennison Associates LLC 4.76M (2.12%) -63.67K
Decreased by -1.34%
Sep 30, 23
7 State Street Corporation 4.46M (1.98%) 62.48K
Increased by +1.40%
Sep 30, 23
8 JPMorgan Chase & Co 4.25M (1.89%) 236.34K
Increased by +5.57%
Sep 30, 23
9 Geode Capital Management, LLC 3.26M (1.45%) 70.11K
Increased by +2.15%
Sep 30, 23
10 ClearBridge Advisors, LLC 3.25M (1.45%) -79.81K
Decreased by -2.46%
Sep 30, 23
11 AllianceBernstein L.P. 2.93M (1.31%) 288.76K
Increased by +9.85%
Sep 30, 23
12 Ameriprise Financial Inc 2.77M (1.23%) 419.62K
Increased by +15.16%
Sep 30, 23
13 Bank of America Corp 2.28M (1.01%) 294.42K
Increased by +12.93%
Sep 30, 23
14 Franklin Resources Inc 2.21M (0.99%) 129.29K
Increased by +5.84%
Sep 30, 23
15 Legal & General Group PLC 1.91M (0.85%) -66.44K
Decreased by -3.47%
Sep 30, 23
16 FMR Inc 1.86M (0.83%) 147.76K
Increased by +7.92%
Sep 30, 23
17 First Trust Advisors L.P. 1.86M (0.83%) 228.89K
Increased by +12.33%
Sep 30, 23
18 Renaissance Technologies Corp 1.67M (0.74%) -1.19M
Decreased by -71.53%
Sep 30, 23
19 1832 Asset Management L.P 1.51M (0.67%) 953.80K
Increased by +63.30%
Sep 30, 23
20 T. Rowe Price Associates, Inc. 1.50M (0.67%) -446.00
Decreased by -0.03%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.67M (2.97%) 8.14K
Increased by +0.12%
Nov 30, 23
2 Invesco QQQ Trust 4.16M (1.85%) 9.28K
Increased by +0.22%
Dec 29, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 3.24M (1.44%) 53.05K
Increased by +1.64%
Nov 30, 23
4 T. Rowe Price Mid-Cap Growth 2.49M (1.11%) -11.00K
Decreased by -0.44%
Sep 30, 23
5 T. Rowe Price US Mid-Cap Growth Equity 2.49M (1.11%) -11.00K
Decreased by -0.44%
Sep 30, 23
6 Vanguard Growth Index Investor 1.88M (0.84%) 10.16K
Increased by +0.54%
Nov 30, 23
7 BlackRock Mid-Cap Growth Equity Instl 1.61M (0.72%) -54.15K
Decreased by -3.36%
Nov 30, 23
8 First Trust NASDAQ Cybersecurity ETF 1.38M (0.61%) 0.00
Increased by 0.00%
Dec 28, 23
9 Allianz Income and Growth IT H2 EUR 1.30M (0.58%) -79.88K
Decreased by -6.14%
Nov 30, 23
10 Vanguard Information Technology ETF 1.30M (0.58%) -24.41K
Decreased by -1.88%
Nov 30, 23
11 State St Russell Sm/Mid Cp® Indx NL Cl C 1.26M (0.56%) 47.90K
Increased by +3.80%
Dec 31, 23
12 MS INVF Global Opportunity Z 1.22M (0.54%) -19.82K
Decreased by -1.62%
Sep 30, 23
13 Fidelity® Extended Market Index 1.21M (0.54%) 12.24K
Increased by +1.01%
Nov 30, 23
14 Harbor Capital Appreciation Instl 1.21M (0.54%) -24.68K
Decreased by -2.05%
Sep 30, 23
15 JPM US Mid Cap Growth-MA 1.03M (0.46%) 641.21K
Increased by +62.03%
Sep 30, 23
16 ClearBridge Aggressive Growth 1.00M (0.45%) 0.00
Increased by 0.00%
Oct 31, 23
17 ClearBridge Aggressive Growth A 1.00M (0.45%) -57.30K
Decreased by -5.72%
Sep 30, 23
18 Pictet-Security I USD 994.53K (0.44%) 1.10K
Increased by +0.11%
Nov 30, 23
19 iShares Russell Mid-Cap Growth ETF 988.36K (0.44%) 0.00
Increased by 0.00%
Dec 29, 23
20 JPMorgan Mid Cap Growth I 981.57K (0.44%) -52.15K
Decreased by -5.31%
Nov 30, 23