Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IUSG 1000.00%
2 IWD 1000.00%
3 IWB 1000.00%
4 IVW 1000.00%
5 ISCV 1000.00%
6 IVV 1000.00%
7 IVE 1000.00%
8 IUSV 1000.00%
9 ITOT 1000.00%
10 ISCB 1000.00%
11 JKK 1000.00%
12 JKJ 1000.00%
13 ISCG 1000.00%
14 IYY 1000.00%
15 IYC 1000.00%
16 IWV 1000.00%
17 IWS 1000.00%
18 IWR 1000.00%
19 BEDZ 4.10%
20 VICE 3.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.41M (11.39%) 129.54K
Increased by +0.55%
Sep 30, 23
2 Capital Research Global Investors 20.91M (10.17%) 10.78K
Increased by +0.05%
Sep 30, 23
3 BlackRock Inc 16.34M (7.95%) -990.12K
Decreased by -6.06%
Sep 30, 23
4 FMR Inc 12.35M (6.01%) -3.19M
Decreased by -25.81%
Sep 30, 23
5 HHG PLC 10.87M (5.29%) -784.01K
Decreased by -7.21%
Sep 30, 23
6 Capital World Investors 10.11M (4.92%) 3.76K
Increased by +0.04%
Sep 30, 23
7 State Street Corporation 7.86M (3.82%) -24.45K
Decreased by -0.31%
Sep 30, 23
8 HG Vora Capital Management LLC 5.00M (2.43%) -1.00M
Decreased by -20.00%
Sep 30, 23
9 Geode Capital Management, LLC 4.75M (2.31%) 86.41K
Increased by +1.82%
Sep 30, 23
10 EdgePoint Investment Group, Inc. 4.03M (1.96%) 741.35K
Increased by +18.39%
Sep 30, 23
11 Amvescap Plc. 3.66M (1.78%) 293.08K
Increased by +8.01%
Sep 30, 23
12 T. Rowe Price Investment Management,Inc. 3.08M (1.50%) -3.80K
Decreased by -0.12%
Sep 30, 23
13 Citadel Advisors Llc 2.91M (1.42%) 2.76M
Increased by +94.73%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 2.56M (1.24%) -35.63K
Decreased by -1.39%
Sep 30, 23
15 Charles Schwab Investment Management Inc 2.05M (1.00%) 77.59K
Increased by +3.78%
Sep 30, 23
16 Northern Trust Corp 1.93M (0.94%) 72.01K
Increased by +3.72%
Sep 30, 23
17 Frontier Capital Management CO Inc 1.91M (0.93%) 66.72K
Increased by +3.50%
Sep 30, 23
18 Marshall Wace Asset Management Ltd 1.64M (0.80%) -656.92K
Decreased by -40.02%
Sep 30, 23
19 Dimensional Fund Advisors, Inc. 1.61M (0.78%) 481.60K
Increased by +29.97%
Sep 30, 23
20 Appaloosa LP 1.52M (0.74%) 290.00K
Increased by +19.02%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 19.83M (9.65%) -66.43K
Decreased by -0.34%
Sep 30, 23
2 Capital Group Growth Fnd of Amer Comp 19.83M (9.65%) -66.43K
Decreased by -0.34%
Sep 30, 23
3 Capital Group AMCAP Composite 8.11M (3.95%) -7.46K
Decreased by -0.09%
Sep 30, 23
4 VA CollegeAmerica Amcap 529A 8.11M (3.95%) -7.46K
Decreased by -0.09%
Sep 30, 23
5 Vanguard Total Stock Mkt Idx Inv 6.40M (3.11%) 11.12K
Increased by +0.17%
Oct 31, 23
6 Janus Henderson Contrarian D 5.27M (2.56%) 0.00
Increased by 0.00%
Sep 30, 23
7 Janus Henderson US Opportunistic Alpha 5.27M (2.56%) 0.00
Increased by 0.00%
Sep 30, 23
8 Vanguard Institutional 500 Index Trust 5.20M (2.53%) 22.90K
Increased by +0.44%
Oct 31, 23
9 Janus Concentrated Growth CF 3.31M (1.61%) 0.00
Increased by 0.00%
Sep 30, 23
10 Janus Henderson Forty S 3.31M (1.61%) 0.00
Increased by 0.00%
Sep 30, 23
11 Vanguard Small Cap Index 2.64M (1.28%) 6.19K
Increased by +0.23%
Oct 31, 23
12 Fidelity® 500 Index 2.49M (1.21%) 19.86K
Increased by +0.80%
Oct 31, 23
13 SPDR® S&P 500 ETF Trust 2.41M (1.17%) 11.26K
Increased by +0.47%
Nov 30, 23
14 Fidelity® Blue Chip Growth 2.38M (1.16%) -1.15M
Decreased by -48.45%
Oct 31, 23
15 Vanguard Mid Cap Index Institutional 2.33M (1.13%) 11.54K
Increased by +0.50%
Oct 31, 23
16 iShares Core S&P 500 ETF 2.12M (1.03%) 1.94K
Increased by +0.09%
Nov 29, 23
17 American Funds Fundamental Invs A 2.08M (1.01%) -140.28K
Decreased by -6.73%
Sep 30, 23
18 Capital Group Fundamental Invtrs Comp 2.08M (1.01%) -140.28K
Decreased by -6.73%
Sep 30, 23
19 EdgePoint Global 1.93M (0.94%) 1.93M
Increased by +100.00%
Jun 30, 23
20 Invesco S&P 500® Equal Weight ETF 1.54M (0.75%) 8.37K
Increased by +0.54%
Nov 30, 23