Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 ITOT 1000.00%
3 IYW 1000.00%
4 IYY 1000.00%
5 JKK 1000.00%
6 ISCV 1000.00%
7 ISCG 1000.00%
8 ISCB 1000.00%
9 IRBO 1000.00%
10 IUSG 1000.00%
11 IGM 1000.00%
12 IWB 1000.00%
13 IWD 1000.00%
14 IWF 1000.00%
15 IWFH 1000.00%
16 IWP 1000.00%
17 IWR 1000.00%
18 IWS 1000.00%
19 IWV 1000.00%
20 CLOU 3.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 33.67M (13.23%) -2.98M
Decreased by -8.84%
Sep 30, 23
2 Vanguard Group Inc 27.39M (10.76%) -328.56K
Decreased by -1.20%
Sep 30, 23
3 Ameriprise Financial Inc 20.06M (7.88%) -743.56K
Decreased by -3.71%
Sep 30, 23
4 Renaissance Technologies Corp 9.55M (3.75%) 252.70K
Increased by +2.65%
Sep 30, 23
5 State Street Corporation 9.41M (3.70%) 69.56K
Increased by +0.74%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 5.51M (2.16%) -273.90K
Decreased by -4.97%
Sep 30, 23
7 Thrivent Financial For Lutherans 5.24M (2.06%) 230.95K
Increased by +4.40%
Sep 30, 23
8 Jacobs Levy Equity Management, Inc. 4.42M (1.74%) 227.63K
Increased by +5.15%
Sep 30, 23
9 Geode Capital Management, LLC 4.16M (1.63%) -84.03K
Decreased by -2.02%
Sep 30, 23
10 First Trust Advisors L.P. 4.13M (1.62%) 151.02K
Increased by +3.66%
Sep 30, 23
11 UBS Asset Mgmt Americas Inc 3.37M (1.32%) -309.91K
Decreased by -9.20%
Sep 30, 23
12 Bank of New York Mellon Corp 3.13M (1.23%) -332.61K
Decreased by -10.62%
Sep 30, 23
13 Charles Schwab Investment Management Inc 2.89M (1.14%) 15.57K
Increased by +0.54%
Sep 30, 23
14 WEDGE Capital Management, LLP 2.73M (1.07%) 2.53M
Increased by +92.79%
Sep 30, 23
15 Pacer Advisors, INC. 2.62M (1.03%) 248.53K
Increased by +9.48%
Sep 30, 23
16 Goldman Sachs Group Inc 2.43M (0.95%) 734.95K
Increased by +30.24%
Sep 30, 23
17 Robeco Institutional Asset Management BV 2.26M (0.89%) -59.03K
Decreased by -2.62%
Sep 30, 23
18 Acadian Asset Management LLC 2.22M (0.87%) 1.19M
Increased by +53.79%
Sep 30, 23
19 Northern Trust Corp 2.15M (0.85%) -72.10K
Decreased by -3.35%
Sep 30, 23
20 Nordea Investment Mgmt Bank Demark A/s 2.15M (0.84%) 113.95K
Increased by +5.31%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Seligman Tech & Info A 10.75M (4.22%) 404.60K
Increased by +3.76%
Nov 30, 23
2 Columbia Seligman Technology Growth 10.75M (4.22%) -264.80K
Decreased by -2.46%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 7.93M (3.11%) 8.10K
Increased by +0.10%
Nov 30, 23
4 iShares Core S&P Mid-Cap ETF 7.78M (3.05%) -1.41K
Decreased by -0.02%
Dec 29, 23
5 Vanguard Small Cap Index 6.56M (2.58%) 25.82K
Increased by +0.39%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 3.74M (1.47%) 96.52K
Increased by +2.58%
Nov 30, 23
7 Vanguard Small Cap Growth Index Inv 3.67M (1.44%) 23.96K
Increased by +0.65%
Nov 30, 23
8 Thrivent Mid Cap Stock A 2.70M (1.06%) 0.00
Increased by 0.00%
Oct 31, 23
9 WEDGE QVM-Large Cap Value 2.61M (1.02%) -21.77K
Decreased by -0.83%
Dec 31, 23
10 Pictet - Robotics I dy EUR 2.54M (1.00%) -337.19K
Decreased by -13.25%
Jun 30, 23
11 Pacer US Cash Cows 100 ETF 2.52M (0.99%) 10.02K
Increased by +0.40%
Dec 29, 23
12 First Trust Dow Jones Internet ETF 2.38M (0.93%) -196.00
Decreased by -0.01%
Dec 28, 23
13 iShares MSCI USA Min Vol Factor ETF 2.24M (0.88%) -656.00
Decreased by -0.03%
Dec 29, 23
14 Vanguard Information Technology ETF 2.13M (0.84%) -57.13K
Decreased by -2.68%
Nov 30, 23
15 SPDR® S&P MIDCAP 400 ETF Trust 2.06M (0.81%) -17.78K
Decreased by -0.86%
Nov 30, 23
16 Columbia Seligman Global Tech A 1.97M (0.77%) 70.50K
Increased by +3.58%
Nov 30, 23
17 Pictet-Digital PUSD 1.72M (0.67%) 134.79K
Increased by +7.86%
May 31, 23
18 iShares S&P Mid-Cap 400 Growth ETF 1.69M (0.67%) -2.81K
Decreased by -0.17%
Dec 29, 23
19 Thrivent Mid Cap Stock 1.58M (0.62%) 0.00
Increased by 0.00%
Oct 31, 23
20 State St Russell Sm/Mid Cp® Indx NL Cl C 1.48M (0.58%) 27.50K
Increased by +1.86%
Nov 30, 23