Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 IWF 1000.00%
3 IWB 1000.00%
4 IYY 1000.00%
5 JKD 1000.00%
6 JKE 1000.00%
7 ITOT 1000.00%
8 IMCG 1000.00%
9 IMCB 1000.00%
10 IWR 1000.00%
11 IDAT 1000.00%
12 IYW 1000.00%
13 ILCG 1000.00%
14 IWP 1000.00%
15 ILCB 1000.00%
16 IGM 1000.00%
17 JKG 1000.00%
18 KNGS 5.92%
19 WCBR 5.08%
20 LRNZ 4.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.52M (8.91%) 1.19M
Increased by +4.49%
Sep 30, 23
2 BlackRock Inc 17.79M (5.97%) 2.15M
Increased by +12.08%
Sep 30, 23
3 T. Rowe Price Associates, Inc. 10.85M (3.64%) 4.77M
Increased by +43.98%
Sep 30, 23
4 Baillie Gifford & Co Limited. 10.15M (3.41%) -240.95K
Decreased by -2.37%
Sep 30, 23
5 WCM Investment Management 6.29M (2.11%) 88.13K
Increased by +1.40%
Sep 30, 23
6 ICONIQ Capital, LLC 5.82M (1.95%) -2.00M
Decreased by -34.30%
Sep 30, 23
7 ING Investment Management LLC 5.65M (1.90%) 32.89K
Increased by +0.58%
Sep 30, 23
8 State Street Corporation 5.64M (1.89%) 283.24K
Increased by +5.03%
Sep 30, 23
9 FMR Inc 5.30M (1.78%) 1.12M
Increased by +21.20%
Sep 30, 23
10 PUBLIC INVESTMENT FUND 4.50M (1.51%) 0.00
Increased by 0.00%
Sep 30, 23
11 Sands Capital Management, LLC 4.40M (1.48%) -151.92K
Decreased by -3.45%
Sep 30, 23
12 Geode Capital Management, LLC 4.30M (1.44%) 516.22K
Increased by +12.00%
Sep 30, 23
13 American Century Companies Inc 3.71M (1.24%) 289.66K
Increased by +7.81%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 3.59M (1.21%) -651.62K
Decreased by -18.15%
Sep 30, 23
15 Goldman Sachs Group Inc 3.39M (1.14%) 156.00K
Increased by +4.60%
Sep 30, 23
16 Brown Capital Management, LLC 3.25M (1.09%) -174.56K
Decreased by -5.36%
Sep 30, 23
17 Marshall Wace Asset Management Ltd 3.10M (1.04%) 2.50M
Increased by +80.61%
Sep 30, 23
18 Dragoneer Investment Group, LLC 3.06M (1.03%) -536.79K
Decreased by -17.55%
Sep 30, 23
19 First Trust Advisors L.P. 2.93M (0.98%) 665.63K
Increased by +22.70%
Sep 30, 23
20 Franklin Resources Inc 2.60M (0.87%) -229.18K
Decreased by -8.82%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.44M (2.83%) 10.26K
Increased by +0.12%
Nov 30, 23
2 Vanguard Mid Cap Index Institutional 6.12M (2.05%) 4.88K
Increased by +0.08%
Nov 30, 23
3 Invesco QQQ Trust 5.53M (1.86%) 12.30K
Increased by +0.22%
Dec 29, 23
4 T. Rowe Price New Horizons 4.64M (1.56%) 2.34M
Increased by +50.36%
Sep 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 4.33M (1.45%) 72.65K
Increased by +1.68%
Nov 30, 23
6 Vanguard Growth Index Investor 2.37M (0.80%) 12.68K
Increased by +0.53%
Nov 30, 23
7 US Small-Cap Growth II Equity Comp 2.30M (0.77%) 2.30M
Increased by +100.00%
Jun 30, 23
8 Vanguard Mid-Cap Growth ETF 1.87M (0.63%) 5.87K
Increased by +0.31%
Nov 30, 23
9 Brown Capital Mgmt Small Co Inv 1.85M (0.62%) -105.70K
Decreased by -5.72%
Sep 30, 23
10 Select Software & IT Svcs Port 1.80M (0.60%) 206.20K
Increased by +11.46%
Oct 31, 23
11 State St Russell Sm/Mid Cp® Indx NL Cl C 1.63M (0.55%) 54.40K
Increased by +3.34%
Dec 31, 23
12 Fidelity® Extended Market Index 1.61M (0.54%) 14.07K
Increased by +0.87%
Nov 30, 23
13 Fidelity Select Software & IT Svcs Port 1.54M (0.52%) -260.10K
Decreased by -16.90%
Nov 30, 23
14 Baillie Gifford US Equity Growth 1.54M (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard US Growth Investor 1.54M (0.52%) -34.36K
Decreased by -2.24%
Sep 30, 23
16 Vanguard Information Technology ETF 1.53M (0.52%) -25.34K
Decreased by -1.65%
Nov 30, 23
17 American Funds Growth Fund of Amer A 1.51M (0.51%) 354.21K
Increased by +23.51%
Sep 30, 23
18 Capital Group Growth Fnd of Amer Comp 1.51M (0.51%) 354.21K
Increased by +23.51%
Sep 30, 23
19 American Century US Premier Lg Cp Gr 1.50M (0.50%) 0.00
Increased by 0.00%
Sep 30, 23
20 American Century Ultra® Inv 1.50M (0.50%) 0.00
Increased by 0.00%
Sep 30, 23