Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 IVW 1000.00%
3 IVV 1000.00%
4 IVE 1000.00%
5 IUSV 1000.00%
6 IUSG 1000.00%
7 ITOT 1000.00%
8 IMCV 1000.00%
9 IMCG 1000.00%
10 IMCB 1000.00%
11 ILCV 1000.00%
12 ILCG 1000.00%
13 ILCB 1000.00%
14 JKI 1000.00%
15 JKG 1000.00%
16 JKF 1000.00%
17 JKE 1000.00%
18 JKD 1000.00%
19 IYY 1000.00%
20 IYW 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 7.65M (13.68%) 148.51K
Increased by +1.94%
Sep 30, 23
2 Vanguard Group Inc 6.79M (12.15%) 19.13K
Increased by +0.28%
Sep 30, 23
3 BlackRock Inc 4.65M (8.32%) 294.00K
Increased by +6.32%
Sep 30, 23
4 WCM Investment Management 2.82M (5.05%) -70.29K
Decreased by -2.49%
Sep 30, 23
5 FMR Inc 2.36M (4.23%) -32.04K
Decreased by -1.35%
Sep 30, 23
6 Capital World Investors 2.28M (4.08%) -27.25K
Decreased by -1.20%
Sep 30, 23
7 State Street Corporation 2.19M (3.92%) -56.77K
Decreased by -2.59%
Sep 30, 23
8 JPMorgan Chase & Co 1.94M (3.47%) -109.52K
Decreased by -5.64%
Sep 30, 23
9 Amvescap Plc. 1.38M (2.46%) -82.63K
Decreased by -6.00%
Sep 30, 23
10 Geode Capital Management, LLC 1.25M (2.23%) 25.91K
Increased by +2.08%
Sep 30, 23
11 Lone Pine Capital LLC 1.05M (1.89%) 88.64K
Increased by +8.41%
Sep 30, 23
12 Viking Global Investors LP 918.50K (1.64%) 153.59K
Increased by +16.72%
Sep 30, 23
13 DSM Capital Partners LLC 901.18K (1.61%) -44.16K
Decreased by -4.90%
Sep 30, 23
14 AllianceBernstein L.P. 830.67K (1.49%) -722.24K
Decreased by -86.95%
Sep 30, 23
15 Nuveen Asset Management, LLC 817.78K (1.46%) 377.40K
Increased by +46.15%
Sep 30, 23
16 Northern Trust Corp 716.66K (1.28%) 42.08K
Increased by +5.87%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 533.22K (0.95%) -32.41K
Decreased by -6.08%
Sep 30, 23
18 Alyeska Investment Group, L.P. 457.37K (0.82%) -401.49K
Decreased by -87.78%
Sep 30, 23
19 Bank of New York Mellon Corp 398.40K (0.71%) 4.89K
Increased by +1.23%
Sep 30, 23
20 Mitsubishi UFJ Trust & Banking Corp 385.13K (0.69%) 40.34K
Increased by +10.48%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Capital World Gr&Inc A 2.35M (4.20%) -1.78K
Decreased by -0.08%
Sep 30, 23
2 Capital Group World Growth & Inc Cmp 2.35M (4.20%) -1.78K
Decreased by -0.08%
Sep 30, 23
3 American Funds Invmt Co of Amer A 1.87M (3.34%) -3.40K
Decreased by -0.18%
Sep 30, 23
4 Capital Group Investment Co of Amer Comp 1.87M (3.34%) -3.40K
Decreased by -0.18%
Sep 30, 23
5 Vanguard Total Stock Mkt Idx Inv 1.82M (3.25%) 2.22K
Increased by +0.12%
Nov 30, 23
6 Capital Group AMCAP Composite 1.71M (3.06%) -1.57K
Decreased by -0.09%
Sep 30, 23
7 VA CollegeAmerica Amcap 529A 1.71M (3.06%) -1.57K
Decreased by -0.09%
Sep 30, 23
8 American Funds Growth Fund of Amer A 1.67M (2.99%) -145.04K
Decreased by -8.68%
Sep 30, 23
9 Capital Group Growth Fnd of Amer Comp 1.67M (2.99%) -145.04K
Decreased by -8.68%
Sep 30, 23
10 Vanguard Institutional 500 Index Trust 1.41M (2.53%) 13.21K
Increased by +0.94%
Nov 30, 23
11 Vanguard Mid Cap Index Institutional 1.32M (2.36%) 1.30K
Increased by +0.10%
Nov 30, 23
12 WCM Focused International Growth Instl 1.00M (1.80%) -20.82K
Decreased by -2.07%
Sep 30, 23
13 WCM Inv Mgt Focused Growth Intl 1.00M (1.80%) -20.82K
Decreased by -2.07%
Sep 30, 23
14 SPDR® S&P 500 ETF Trust 706.39K (1.26%) -4.96K
Decreased by -0.70%
Dec 31, 23
15 Fidelity® 500 Index 675.41K (1.21%) 4.30K
Increased by +0.64%
Nov 30, 23
16 Fidelity Advisor® Growth Opps M 616.04K (1.10%) -21.30K
Decreased by -3.46%
Oct 31, 23
17 iShares Core S&P 500 ETF 574.54K (1.03%) 340.00
Increased by +0.06%
Dec 29, 23
18 Fidelity Select Software & IT Svcs Port 551.33K (0.99%) 0.00
Increased by 0.00%
Nov 30, 23
19 Select Software & IT Svcs Port 551.33K (0.99%) 0.00
Increased by 0.00%
Oct 31, 23
20 American Funds Europacific Growth A 518.82K (0.93%) -4.15K
Decreased by -0.80%
Sep 30, 23