Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWD 1000.00%
2 IUSV 1000.00%
3 IUSG 1000.00%
4 IWB 1000.00%
5 ITOT 1000.00%
6 ISCG 1000.00%
7 ISCB 1000.00%
8 IWF 1000.00%
9 IHF 1000.00%
10 IWP 1000.00%
11 IWR 1000.00%
12 IWS 1000.00%
13 IWV 1000.00%
14 IYH 1000.00%
15 IYY 1000.00%
16 JKJ 1000.00%
17 JKK 1000.00%
18 EDOC 4.77%
19 JFWD 4.28%
20 JSML 2.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.04M (9.72%) 616.16K
Increased by +5.58%
Sep 30, 23
2 BlackRock Inc 10.98M (9.67%) 291.96K
Increased by +2.66%
Sep 30, 23
3 Morgan Stanley - Brokerage Accounts 7.42M (6.53%) -3.96M
Decreased by -53.43%
Sep 30, 23
4 Baillie Gifford & Co Limited. 6.66M (5.86%) 57.08K
Increased by +0.86%
Sep 30, 23
5 ClearBridge Advisors, LLC 6.03M (5.31%) -692.01K
Decreased by -11.47%
Sep 30, 23
6 State Street Corporation 3.32M (2.92%) 141.36K
Increased by +4.26%
Sep 30, 23
7 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.84M (2.50%) 1.29M
Increased by +45.48%
Sep 30, 23
8 Loomis, Sayles & Company LP 2.69M (2.37%) -22.44K
Decreased by -0.84%
Sep 30, 23
9 FMR Inc 2.08M (1.84%) -1.88M
Decreased by -90.39%
Sep 30, 23
10 Geode Capital Management, LLC 2.07M (1.83%) -30.25K
Decreased by -1.46%
Sep 30, 23
11 Edmond de Rothschild Holding S.A. 2.00M (1.76%) 1.26M
Increased by +62.84%
Sep 30, 23
12 HHG PLC 1.61M (1.42%) 1.46M
Increased by +90.68%
Sep 30, 23
13 Credit Suisse First Boston (CSFB) 1.34M (1.18%) -496.20K
Decreased by -37.10%
Sep 30, 23
14 Bank of New York Mellon Corp 1.23M (1.08%) 107.78K
Increased by +8.76%
Sep 30, 23
15 Ameriprise Financial Inc 1.17M (1.03%) -575.82K
Decreased by -49.41%
Sep 30, 23
16 Millennium Management LLC 1.12M (0.98%) 624.81K
Increased by +56.03%
Sep 30, 23
17 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.08M (0.95%) 1.08M
Increased by +100.00%
Sep 30, 23
18 Bank of America Corp 892.55K (0.79%) -237.42K
Decreased by -26.60%
Sep 30, 23
19 Man Group PLC 880.65K (0.78%) 501.51K
Increased by +56.95%
Sep 30, 23
20 Northern Trust Corp 855.85K (0.75%) 30.91K
Increased by +3.61%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.60M (3.17%) 4.38K
Increased by +0.12%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 3.59M (3.16%) -649.00
Decreased by -0.02%
Dec 29, 23
3 Vanguard Small Cap Index 2.93M (2.58%) 19.61K
Increased by +0.67%
Nov 30, 23
4 Baillie Gifford US Equity Growth 2.29M (2.02%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard US Growth Investor 2.29M (2.02%) -151.84K
Decreased by -6.63%
Sep 30, 23
6 Vanguard Explorer Inv 2.17M (1.91%) 576.71K
Increased by +26.61%
Sep 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 1.83M (1.61%) 31.84K
Increased by +1.74%
Nov 30, 23
8 SMDS Global AI Equity Mother 1.75M (1.54%) -37.28K
Decreased by -2.13%
Mar 27, 23
9 EdRF Big Data N EUR 1.66M (1.46%) 58.16K
Increased by +3.50%
Nov 30, 23
10 Vanguard Small Cap Growth Index Inv 1.64M (1.44%) 8.31K
Increased by +0.51%
Nov 30, 23
11 Select Software & IT Svcs Port 1.53M (1.34%) 0.00
Increased by 0.00%
Oct 31, 23
12 Swedbank Robur Globalfond A 1.40M (1.23%) 0.00
Increased by 0.00%
Dec 31, 23
13 Swedbank Robur Technology A 1.40M (1.23%) 0.00
Increased by 0.00%
Dec 31, 23
14 Janus Henderson Triton D 1.28M (1.13%) 1.28M
Increased by +100.00%
Sep 30, 23
15 Janus Henderson US SMID Cap Growth 1.28M (1.13%) 1.28M
Increased by +100.00%
Sep 30, 23
16 Morgan Stanley Growth 1.22M (1.07%) -491.30K
Decreased by -40.36%
Sep 30, 23
17 Morgan Stanley Growth SMA 1.22M (1.07%) -1.38M
Decreased by -113.72%
Sep 30, 23
18 Morgan Stanley Inst Growth I 1.22M (1.07%) -491.30K
Decreased by -40.36%
Sep 30, 23
19 Fidelity Select Software & IT Svcs Port 1.20M (1.06%) -325.40K
Decreased by -27.08%
Nov 30, 23
20 Baillie Gifford American B Inc 1.15M (1.01%) -39.80K
Decreased by -3.46%
Oct 31, 23