Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWF 1000.00%
2 ISCG 1000.00%
3 JKK 1000.00%
4 JKJ 1000.00%
5 IWD 1000.00%
6 ISCV 1000.00%
7 ITOT 1000.00%
8 IYY 1000.00%
9 IYC 1000.00%
10 IWV 1000.00%
11 IWS 1000.00%
12 IWB 1000.00%
13 IWR 1000.00%
14 IWP 1000.00%
15 ONLN 3.64%
16 IBUY 3.42%
17 CLIX 3.30%
18 PEZ 2.10%
19 ISHP 1.68%
20 XRT 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 14.76M (17.54%) 1.78M
Increased by +12.09%
Sep 30, 23
2 SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 10.00M (11.89%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 9.37M (11.14%) 62.82K
Increased by +0.67%
Sep 30, 23
4 BlackRock Inc 6.97M (8.29%) 3.91M
Increased by +56.10%
Sep 30, 23
5 GREENOAKS CAPITAL PARTNERS LLC 6.04M (7.18%) -1.33M
Decreased by -22.02%
Sep 30, 23
6 T. Rowe Price Associates, Inc. 5.18M (6.16%) 5.14M
Increased by +99.28%
Sep 30, 23
7 FMR Inc 4.70M (5.58%) 24.56K
Increased by +0.52%
Sep 30, 23
8 Exor Investments (UK) LLP 4.63M (5.50%) -559.21K
Decreased by -12.09%
Sep 30, 23
9 D. E. Shaw & Co LP 2.82M (3.35%) -1.10M
Decreased by -38.92%
Sep 30, 23
10 Thrive Capital Management, LLC(NY) 2.27M (2.70%) -680.61K
Decreased by -30.01%
Sep 30, 23
11 FPR Partners LLC 2.26M (2.69%) 0.00
Increased by 0.00%
Sep 30, 23
12 Two Sigma Advisers, LLC 2.24M (2.66%) 55.70K
Increased by +2.49%
Sep 30, 23
13 State Street Corporation 2.19M (2.60%) -233.31K
Decreased by -10.67%
Sep 30, 23
14 Two Sigma Investments LLC 2.15M (2.56%) -84.24K
Decreased by -3.92%
Sep 30, 23
15 Geode Capital Management, LLC 1.94M (2.30%) 39.41K
Increased by +2.03%
Sep 30, 23
16 KPS Global Asset Management UK Ltd 1.55M (1.84%) -23.05K
Decreased by -1.49%
Sep 30, 23
17 Goodnow Investment Group LLC 1.44M (1.71%) -35.07K
Decreased by -2.43%
Sep 30, 23
18 Renaissance Technologies Corp 1.38M (1.64%) 1.38M
Increased by +100.00%
Sep 30, 23
19 First Trust Advisors L.P. 1.27M (1.51%) 1.27M
Increased by +100.00%
Sep 30, 23
20 General Equity Holdings LP 1.06M (1.26%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sosin Partners, LP 6.83M (8.12%) 0.00
Increased by 0.00%
Sep 30, 23
2 Morgan Stanley Growth 3.25M (3.87%) -25.53K
Decreased by -0.79%
Sep 30, 23
3 Morgan Stanley Growth SMA 3.25M (3.87%) -94.81K
Decreased by -2.92%
Sep 30, 23
4 Morgan Stanley Inst Growth I 3.25M (3.87%) -25.53K
Decreased by -0.79%
Sep 30, 23
5 Vanguard Total Stock Mkt Idx Inv 3.00M (3.57%) 3.77K
Increased by +0.13%
Nov 30, 23
6 T. Rowe Price Blue Chip Growth 2.62M (3.11%) 2.62M
Increased by +100.00%
Sep 30, 23
7 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 2.62M (3.11%) 2.62M
Increased by +100.00%
Sep 30, 23
8 iShares Russell 2000 ETF 2.57M (3.05%) 16.34K
Increased by +0.64%
Dec 29, 23
9 Vanguard Small Cap Index 2.48M (2.95%) 7.60K
Increased by +0.31%
Nov 30, 23
10 Fidelity Advisor® Growth Opps M 2.22M (2.64%) 203.80K
Increased by +9.19%
Nov 30, 23
11 MS INVF US Growth I 1.93M (2.29%) 61.88K
Increased by +3.21%
Sep 30, 23
12 Vanguard Small Cap Growth Index Inv 1.39M (1.65%) 6.43K
Increased by +0.46%
Nov 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 1.38M (1.64%) 27.28K
Increased by +1.98%
Nov 30, 23
14 First Trust Dow Jones Internet ETF 1.33M (1.58%) -109.00
Decreased by -0.01%
Dec 28, 23
15 BrighthouseI Morgan Stanley Discovery B 988.19K (1.17%) 349.84K
Increased by +35.40%
Sep 30, 23
16 Fidelity Canadian Growth Company Sr B 974.70K (1.16%) 0.00
Increased by 0.00%
Sep 30, 23
17 Morgan Stanley Insight 969.60K (1.15%) 55.21K
Increased by +5.69%
Sep 30, 23
18 Morgan Stanley Insight A 969.60K (1.15%) 55.21K
Increased by +5.69%
Sep 30, 23
19 Transamerica Capital Growth A 967.08K (1.15%) 56.02K
Increased by +5.79%
Nov 30, 23
20 Morgan Stanley Inst Discovery I 944.62K (1.12%) 322.26K
Increased by +34.12%
Sep 30, 23