Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMCG 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 IWF 1000.00%
11 IWB 1000.00%
12 GLOF 1000.00%
13 IUSG 1000.00%
14 IDAT 1000.00%
15 IGM 1000.00%
16 ITOT 1000.00%
17 ILCB 1000.00%
18 ILCG 1000.00%
19 IMCB 1000.00%
20 BOTZ 5.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Thoma Bravo LLC 51.67M (19.68%) 0.00
Increased by 0.00%
Sep 30, 23
2 BlackRock Inc 25.20M (9.60%) 47.23K
Increased by +0.19%
Sep 30, 23
3 Vanguard Group Inc 23.92M (9.11%) 1.94M
Increased by +8.11%
Sep 30, 23
4 T. Rowe Price Associates, Inc. 22.03M (8.39%) 1.46M
Increased by +6.63%
Sep 30, 23
5 FMR Inc 18.21M (6.94%) 555.74K
Increased by +3.05%
Sep 30, 23
6 Brown Advisory Holdings Inc 11.77M (4.48%) 229.63K
Increased by +1.95%
Sep 30, 23
7 Wellington Management Company LLP 7.65M (2.91%) -598.71K
Decreased by -7.82%
Sep 30, 23
8 State Street Corporation 7.41M (2.82%) 614.95K
Increased by +8.30%
Sep 30, 23
9 HHG PLC 6.37M (2.43%) 47.31K
Increased by +0.74%
Sep 30, 23
10 Ameriprise Financial Inc 4.04M (1.54%) 375.46K
Increased by +9.30%
Sep 30, 23
11 William Blair Investment Management, LLC 3.84M (1.46%) 10.96K
Increased by +0.29%
Sep 30, 23
12 Bank of New York Mellon Corp 3.75M (1.43%) 673.38K
Increased by +17.96%
Sep 30, 23
13 Geode Capital Management, LLC 3.62M (1.38%) 377.69K
Increased by +10.44%
Sep 30, 23
14 Goldman Sachs Group Inc 3.52M (1.34%) 4.46K
Increased by +0.13%
Sep 30, 23
15 RGM Capital LLC 3.52M (1.34%) 298.08K
Increased by +8.48%
Sep 30, 23
16 American Century Companies Inc 2.41M (0.92%) 2.39M
Increased by +99.16%
Sep 30, 23
17 AllianceBernstein L.P. 2.39M (0.91%) 172.67K
Increased by +7.22%
Sep 30, 23
18 Mirae Asset Global Investments (Korea) Co Ltd 2.28M (0.87%) -12.11K
Decreased by -0.53%
Sep 30, 23
19 Lord, Abbett & Co LLC 2.00M (0.76%) -19.99K
Decreased by -1.00%
Sep 30, 23
20 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.00M (0.76%) -140.14K
Decreased by -7.01%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.35M (2.80%) 8.41K
Increased by +0.11%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 7.24M (2.76%) -1.31K
Decreased by -0.02%
Dec 29, 23
3 Vanguard Small Cap Index 6.08M (2.31%) 24.56K
Increased by +0.40%
Nov 30, 23
4 T. Rowe Price Growth Stock 5.31M (2.02%) 314.03K
Increased by +5.91%
Sep 30, 23
5 T. Rowe Price US Growth Stock Composite 5.31M (2.02%) 314.03K
Increased by +5.91%
Sep 30, 23
6 Brown Advisory Sustainable Growth I 3.58M (1.36%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 3.44M (1.31%) 75.81K
Increased by +2.20%
Nov 30, 23
8 Vanguard Small Cap Growth Index Inv 3.40M (1.30%) 23.39K
Increased by +0.69%
Nov 30, 23
9 T. Rowe Price Growth Stock Tr-B 3.38M (1.29%) 389.31K
Increased by +11.53%
Sep 30, 23
10 Vanguard Explorer Inv 2.73M (1.04%) 246.99K
Increased by +9.04%
Sep 30, 23
11 T. Rowe Price Lrg Cp Gr I 2.64M (1.01%) 179.41K
Increased by +6.79%
Sep 30, 23
12 T. Rowe Price US Large-Cap Growth Equity 2.64M (1.01%) 179.41K
Increased by +6.79%
Sep 30, 23
13 Janus Henderson Enterprise D 2.51M (0.96%) -8.51K
Decreased by -0.34%
Sep 30, 23
14 Janus Inst Mid Cap Growth CF 2.51M (0.96%) -8.51K
Decreased by -0.34%
Sep 30, 23
15 Global X Robotics & Artfcl Intllgnc ETF 2.23M (0.85%) 0.00
Increased by 0.00%
Dec 29, 23
16 Hartford MidCap Y 2.14M (0.82%) -78.71K
Decreased by -3.67%
Nov 30, 23
17 Fidelity Advisor® Growth Opps M 2.11M (0.80%) -506.40K
Decreased by -23.97%
Nov 30, 23
18 Brown Advisory US Sust Gr USD C Acc 2.04M (0.78%) 21.37K
Increased by +1.05%
Nov 30, 23
19 SPDR® S&P MIDCAP 400 ETF Trust 1.92M (0.73%) -27.92K
Decreased by -1.46%
Oct 31, 23
20 American Century US Premier Lg Cp Gr 1.92M (0.73%) 1.92M
Increased by +100.00%
Sep 30, 23