Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCG 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IYW 1000.00%
6 IWV 1000.00%
7 IWR 1000.00%
8 IWP 1000.00%
9 IWFH 1000.00%
10 IWF 1000.00%
11 IWB 1000.00%
12 ITOT 1000.00%
13 IGM 1000.00%
14 ISCB 1000.00%
15 CLOU 4.42%
16 DAT 4.30%
17 DWAQ 2.67%
18 WCLD 1.40%
19 CLDL 0.80%
20 GIGE 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.24M (10.12%) 227.18K
Increased by +3.14%
Sep 30, 23
2 FMR Inc 4.50M (6.29%) -422.06K
Decreased by -9.39%
Sep 30, 23
3 BlackRock Inc 4.00M (5.60%) 19.78K
Increased by +0.49%
Sep 30, 23
4 Pictet Asset Manangement SA 3.95M (5.52%) 3.95M
Increased by +100.00%
Sep 30, 23
5 Viking Global Investors LP 3.59M (5.03%) 1.42M
Increased by +39.63%
Sep 30, 23
6 Wasatch Advisors Inc. 3.52M (4.92%) -400.21K
Decreased by -11.37%
Sep 30, 23
7 AllianceBernstein L.P. 2.61M (3.65%) 108.73K
Increased by +4.17%
Sep 30, 23
8 Sylebra Capital LLC 2.01M (2.82%) 2.01M
Increased by +100.00%
Sep 30, 23
9 Sylebra HK Co Ltd 2.01M (2.82%) -542.32K
Decreased by -26.93%
Sep 30, 23
10 Wellington Management Company LLP 1.98M (2.77%) -192.59K
Decreased by -9.72%
Sep 30, 23
11 Citadel Advisors Llc 1.95M (2.73%) 155.24K
Increased by +7.97%
Sep 30, 23
12 T. Rowe Price Investment Management,Inc. 1.94M (2.71%) -8.14K
Decreased by -0.42%
Sep 30, 23
13 JPMorgan Chase & Co 1.81M (2.53%) -299.85K
Decreased by -16.59%
Sep 30, 23
14 Alyeska Investment Group, L.P. 1.72M (2.41%) 500.80K
Increased by +29.11%
Sep 30, 23
15 State Street Corporation 1.14M (1.60%) 30.22K
Increased by +2.65%
Sep 30, 23
16 Geode Capital Management, LLC 1.10M (1.54%) 31.77K
Increased by +2.88%
Sep 30, 23
17 UBS Asset Mgmt Americas Inc 1.08M (1.51%) 273.61K
Increased by +25.31%
Sep 30, 23
18 Eagle Asset Management, Inc. 1.03M (1.44%) 33.85K
Increased by +3.30%
Sep 30, 23
19 Nuveen Asset Management, LLC 844.74K (1.18%) 144.94K
Increased by +17.16%
Sep 30, 23
20 Massachusetts Financial Services Company 819.62K (1.15%) 81.74K
Increased by +9.97%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: Global Equity 4.11M (5.75%) 4.11M
Increased by +100.00%
Jun 30, 23
2 Pictet - Robotics I dy EUR 2.39M (3.35%) -6.43K
Decreased by -0.27%
Jun 30, 23
3 Vanguard Total Stock Mkt Idx Inv 2.28M (3.19%) 2.89K
Increased by +0.13%
Nov 30, 23
4 Fidelity® Select Software & IT Svcs Port 2.03M (2.84%) 468.63K
Increased by +23.09%
Oct 31, 23
5 Fidelity Select Software & IT Svcs Port 2.00M (2.79%) -33.53K
Decreased by -1.68%
Nov 30, 23
6 Vanguard Small Cap Index 1.87M (2.62%) 8.33K
Increased by +0.45%
Nov 30, 23
7 Vanguard Explorer Inv 1.51M (2.11%) -139.72K
Decreased by -9.25%
Sep 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 1.05M (1.47%) 18.68K
Increased by +1.78%
Nov 30, 23
9 Vanguard Small Cap Growth Index Inv 1.05M (1.46%) 6.15K
Increased by +0.59%
Nov 30, 23
10 Pictet-Digital PUSD 876.84K (1.23%) 4.12K
Increased by +0.47%
Jun 30, 23
11 T. Rowe Price Small-Cap Stock 819.51K (1.15%) 13.80K
Increased by +1.68%
Sep 30, 23
12 T. Rowe Price US Small-Cap Core Equity 819.51K (1.15%) 13.80K
Increased by +1.68%
Sep 30, 23
13 UBS (Lux) ES L/T Thms $Q 795.63K (1.11%) -295.77K
Decreased by -37.17%
Sep 30, 23
14 Pictet-Global Megatrend Sel I USD 751.42K (1.05%) 13.03K
Increased by +1.73%
Jun 30, 23
15 Wasatch Core Growth 707.20K (0.99%) -58.29K
Decreased by -8.24%
Sep 30, 23
16 AB Small Cap Growth A 678.55K (0.95%) -61.25K
Decreased by -9.03%
Nov 30, 23
17 Eventide Gilead N 664.27K (0.93%) 0.00
Increased by 0.00%
Sep 30, 23
18 Vanguard Information Technology ETF 662.33K (0.93%) -24.09K
Decreased by -3.64%
Nov 30, 23
19 Eagle Mid-Cap Growth - Institutional 648.83K (0.91%) 1.16K
Increased by +0.18%
Dec 31, 23
20 CREF Stock R1 636.88K (0.89%) 10.30K
Increased by +1.62%
Nov 30, 23