Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWF 1000.00%
2 JKG 1000.00%
3 JKE 1000.00%
4 JKD 1000.00%
5 IYY 1000.00%
6 IYW 1000.00%
7 IWV 1000.00%
8 IWR 1000.00%
9 IWP 1000.00%
10 IWFH 1000.00%
11 IGM 1000.00%
12 IWB 1000.00%
13 ITOT 1000.00%
14 IMCG 1000.00%
15 IMCB 1000.00%
16 ILCG 1000.00%
17 ILCB 1000.00%
18 GLOF 1000.00%
19 EASI 3.03%
20 KOIN 2.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.98M (10.40%) 482.47K
Increased by +2.30%
Sep 30, 23
2 BlackRock Inc 13.24M (6.56%) 900.83K
Increased by +6.81%
Sep 30, 23
3 T. Rowe Price Associates, Inc. 9.19M (4.56%) 3.45M
Increased by +37.48%
Sep 30, 23
4 State Street Corporation 4.39M (2.18%) 41.77K
Increased by +0.95%
Sep 30, 23
5 Capital World Investors 4.18M (2.07%) -115.20K
Decreased by -2.75%
Sep 30, 23
6 Newlands Management Operations LLC 4.12M (2.04%) 0.00
Increased by 0.00%
Sep 30, 23
7 Capital Research & Mgmt Co - Division 3 4.07M (2.02%) -505.42K
Decreased by -12.42%
Sep 30, 23
8 American Century Companies Inc 3.89M (1.93%) -13.44K
Decreased by -0.35%
Sep 30, 23
9 Two Sigma Advisers, LLC 3.73M (1.85%) -102.80K
Decreased by -2.76%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 3.22M (1.60%) 430.55K
Increased by +13.37%
Sep 30, 23
11 Geode Capital Management, LLC 3.01M (1.49%) 56.45K
Increased by +1.88%
Sep 30, 23
12 JPMorgan Chase & Co 2.90M (1.43%) -440.06K
Decreased by -15.20%
Sep 30, 23
13 Two Sigma Investments LLC 2.80M (1.39%) -677.00K
Decreased by -24.15%
Sep 30, 23
14 Goldman Sachs Group Inc 2.64M (1.31%) 679.01K
Increased by +25.72%
Sep 30, 23
15 Renaissance Technologies Corp 2.58M (1.28%) -24.70K
Decreased by -0.96%
Sep 30, 23
16 ClearBridge Advisors, LLC 2.53M (1.25%) -277.39K
Decreased by -10.98%
Sep 30, 23
17 D. E. Shaw & Co LP 2.40M (1.19%) -382.10K
Decreased by -15.92%
Sep 30, 23
18 First Trust Advisors L.P. 2.11M (1.05%) 253.45K
Increased by +12.00%
Sep 30, 23
19 AQR Capital Management LLC 1.91M (0.95%) 1.14M
Increased by +59.57%
Sep 30, 23
20 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.67M (0.83%) 275.57K
Increased by +16.54%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.32M (3.13%) 7.25K
Increased by +0.11%
Nov 30, 23
2 American Funds Growth Fund of Amer A 4.62M (2.29%) -1.57M
Decreased by -34.10%
Sep 30, 23
3 Capital Group Growth Fnd of Amer Comp 4.62M (2.29%) -1.57M
Decreased by -34.10%
Sep 30, 23
4 Vanguard Mid Cap Index Institutional 4.60M (2.28%) 20.44K
Increased by +0.44%
Nov 30, 23
5 T. Rowe Price Science & Tech 3.91M (1.94%) 1.60M
Increased by +41.00%
Sep 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 2.94M (1.46%) 62.47K
Increased by +2.12%
Nov 30, 23
7 American Century US Premier Lg Cp Gr 2.60M (1.29%) 750.00K
Increased by +28.88%
Sep 30, 23
8 American Century Ultra® Inv 2.60M (1.29%) 750.00K
Increased by +28.88%
Sep 30, 23
9 American Funds IS® Growth 1 2.07M (1.03%) 922.00K
Increased by +44.54%
Sep 30, 23
10 Capital Group Growth Composite 2.07M (1.03%) 922.00K
Increased by +44.54%
Sep 30, 23
11 Vanguard Growth Index Investor 1.78M (0.88%) 8.43K
Increased by +0.47%
Nov 30, 23
12 First Trust Dow Jones Internet ETF 1.59M (0.79%) -133.00
Decreased by -0.01%
Dec 28, 23
13 Vanguard Information Technology ETF 1.55M (0.77%) 25.59K
Increased by +1.65%
Nov 30, 23
14 Vanguard Mid-Cap Growth ETF 1.41M (0.70%) 4.26K
Increased by +0.30%
Nov 30, 23
15 American Funds Fundamental Invs A 1.37M (0.68%) -841.00
Decreased by -0.06%
Sep 30, 23
16 Capital Group Fundamental Invtrs Comp 1.37M (0.68%) -841.00
Decreased by -0.06%
Sep 30, 23
17 MonumentItalnlvl1MSCIWdTrEURITL1WldE6441 1.29M (0.64%) 0.00
Increased by 0.00%
Nov 30, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 1.20M (0.59%) 42.10K
Increased by +3.52%
Dec 31, 23
19 Fidelity® Extended Market Index 1.08M (0.54%) 119.48K
Increased by +11.04%
Nov 30, 23
20 Contrarius Global Equity Investor 1.05M (0.52%) -214.62K
Decreased by -20.53%
Dec 31, 23