Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWF 1000.00%
2 ILCB 1000.00%
3 ILCG 1000.00%
4 IMCB 1000.00%
5 IMCG 1000.00%
6 ITOT 1000.00%
7 IWS 1000.00%
8 IWR 1000.00%
9 IWP 1000.00%
10 IWB 1000.00%
11 IWD 1000.00%
12 JKG 1000.00%
13 JKE 1000.00%
14 JKD 1000.00%
15 IYY 1000.00%
16 IYH 1000.00%
17 IWV 1000.00%
18 EKG 3.23%
19 FBT 3.17%
20 BTEC 2.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 18.29M (10.22%) 3.29M
Increased by +18.01%
Sep 30, 23
2 Vanguard Group Inc 17.44M (9.74%) -119.58K
Decreased by -0.69%
Sep 30, 23
3 BlackRock Inc 11.58M (6.46%) 402.85K
Increased by +3.48%
Sep 30, 23
4 Wellington Management Company LLP 10.82M (6.04%) 17.51K
Increased by +0.16%
Sep 30, 23
5 Capital World Investors 6.93M (3.87%) 130.69K
Increased by +1.89%
Sep 30, 23
6 ARK Investment Management LLC 6.28M (3.51%) -874.17K
Decreased by -13.92%
Sep 30, 23
7 State Street Corporation 4.51M (2.52%) 136.80K
Increased by +3.03%
Sep 30, 23
8 Baillie Gifford & Co Limited. 4.07M (2.27%) -500.75K
Decreased by -12.31%
Sep 30, 23
9 Artisan Partners Limited Partnership 3.96M (2.21%) 418.77K
Increased by +10.57%
Sep 30, 23
10 Ameriprise Financial Inc 3.24M (1.81%) -584.18K
Decreased by -18.03%
Sep 30, 23
11 FMR Inc 3.03M (1.69%) -65.94K
Decreased by -2.17%
Sep 30, 23
12 T. Rowe Price Investment Management,Inc. 2.95M (1.65%) -8.24K
Decreased by -0.28%
Sep 30, 23
13 Geode Capital Management, LLC 2.77M (1.55%) 72.31K
Increased by +2.61%
Sep 30, 23
14 Sumitomo Mitsui Trust Holdings Inc 2.41M (1.34%) -237.35K
Decreased by -9.86%
Sep 30, 23
15 Amvescap Plc. 2.18M (1.22%) -813.05K
Decreased by -37.30%
Sep 30, 23
16 Ensign Peak Advisors Inc 2.02M (1.13%) -524.64K
Decreased by -25.93%
Sep 30, 23
17 Nikko Asset Management Americas Inc 1.96M (1.10%) -218.84K
Decreased by -11.15%
Sep 30, 23
18 Eventide Asset Management, LLC 1.87M (1.04%) 336.00
Increased by +0.02%
Sep 30, 23
19 Citadel Advisors Llc 1.70M (0.95%) -745.50K
Decreased by -43.95%
Sep 30, 23
20 T. Rowe Price Associates, Inc. 1.68M (0.94%) -498.55K
Decreased by -29.62%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JPM US Large Cap Growth-MA 8.66M (4.83%) 8.02M
Increased by +92.64%
Sep 30, 23
2 JPMorgan Large Cap Growth I 8.35M (4.66%) -305.10K
Decreased by -3.65%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 5.66M (3.16%) 7.18K
Increased by +0.13%
Nov 30, 23
4 Vanguard Small Cap Index 4.68M (2.61%) 20.42K
Increased by +0.44%
Nov 30, 23
5 ARK Innovation ETF 3.12M (1.74%) 8.71K
Increased by +0.28%
Dec 28, 23
6 ARK Disruptive Innovation Full Composite 3.08M (1.72%) -295.67K
Decreased by -9.59%
Dec 31, 23
7 ARK Genomic Revolution 2.69M (1.50%) 165.81K
Increased by +6.16%
Dec 31, 23
8 Vanguard Health Care Inv 2.62M (1.47%) -182.44K
Decreased by -6.95%
Sep 30, 23
9 Vanguard Small Cap Growth Index Inv 2.62M (1.46%) 16.60K
Increased by +0.63%
Nov 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 2.62M (1.46%) 45.60K
Increased by +1.74%
Nov 30, 23
11 ARK Genomic Revolution ETF 2.59M (1.45%) 49.63K
Increased by +1.91%
Dec 28, 23
12 American Funds Fundamental Invs A 2.50M (1.40%) -1.54K
Decreased by -0.06%
Sep 30, 23
13 Capital Group Fundamental Invtrs Comp 2.50M (1.40%) -1.54K
Decreased by -0.06%
Sep 30, 23
14 JPMorgan Growth Advantage A 1.87M (1.04%) 0.00
Increased by 0.00%
Nov 30, 23
15 American Funds Growth Fund of Amer A 1.73M (0.97%) 276.00K
Increased by +15.96%
Sep 30, 23
16 Capital Group Growth Fnd of Amer Comp 1.73M (0.97%) 276.00K
Increased by +15.96%
Sep 30, 23
17 Hartford MidCap Y 1.46M (0.82%) -22.18K
Decreased by -1.52%
Nov 30, 23
18 T. Rowe Price Mid-Cap Growth 1.44M (0.80%) -6.30K
Decreased by -0.44%
Sep 30, 23
19 T. Rowe Price US Mid-Cap Growth Equity 1.44M (0.80%) -6.30K
Decreased by -0.44%
Sep 30, 23
20 American Funds New Economy A 1.42M (0.79%) -1.33K
Decreased by -0.09%
Sep 30, 23