Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWP 1000.00%
2 IWF 1000.00%
3 IWB 1000.00%
4 IYY 1000.00%
5 IUSG 1000.00%
6 ITOT 1000.00%
7 IYC 1000.00%
8 IWV 1000.00%
9 IMCG 1000.00%
10 IWS 1000.00%
11 IMCB 1000.00%
12 ILCG 1000.00%
13 IWR 1000.00%
14 ILCB 1000.00%
15 JKD 1000.00%
16 IWD 1000.00%
17 JKE 1000.00%
18 JKG 1000.00%
19 XHB 3.91%
20 PEZ 2.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 11.28M (11.28%) 501.89K
Increased by +4.45%
Sep 30, 23
2 BlackRock Inc 10.54M (10.53%) 1.07M
Increased by +10.16%
Sep 30, 23
3 Vanguard Group Inc 9.36M (9.35%) -4.05K
Decreased by -0.04%
Sep 30, 23
4 T. Rowe Price Associates, Inc. 8.73M (8.72%) -895.29K
Decreased by -10.26%
Sep 30, 23
5 Capital Research Global Investors 6.24M (6.24%) 3.76M
Increased by +60.23%
Sep 30, 23
6 Berkshire Hathaway Inc 4.78M (4.78%) 0.00
Increased by 0.00%
Sep 30, 23
7 FMR Inc 4.61M (4.60%) 531.89K
Increased by +11.55%
Sep 30, 23
8 WCM Investment Management 4.47M (4.47%) 62.92K
Increased by +1.41%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 2.56M (2.56%) -1.84M
Decreased by -71.81%
Sep 30, 23
10 Wasatch Advisors Inc. 2.54M (2.54%) -48.92K
Decreased by -1.92%
Sep 30, 23
11 Baillie Gifford & Co Limited. 2.47M (2.47%) -65.88K
Decreased by -2.67%
Sep 30, 23
12 Sands Capital Management, LLC 2.46M (2.46%) -92.87K
Decreased by -3.77%
Sep 30, 23
13 BAMCO Inc 2.33M (2.33%) -128.95K
Decreased by -5.53%
Sep 30, 23
14 Abdiel Capital Advisors LLC 2.23M (2.23%) -71.43K
Decreased by -3.21%
Sep 30, 23
15 Two Creeks Capital Management, LP 2.18M (2.18%) 307.20K
Increased by +14.06%
Sep 30, 23
16 Lone Pine Capital LLC 2.16M (2.16%) -1.60M
Decreased by -73.88%
Sep 30, 23
17 State Street Corporation 2.13M (2.13%) 32.75K
Increased by +1.54%
Sep 30, 23
18 Timucuan Asset Management Inc/FL 2.10M (2.10%) -1.76K
Decreased by -0.08%
Sep 30, 23
19 Macquarie Group Ltd 1.91M (1.91%) 245.48K
Increased by +12.82%
Sep 30, 23
20 JPMorgan Chase & Co 1.83M (1.83%) 23.80K
Increased by +1.30%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group AMCAP Composite 5.33M (5.33%) 3.29M
Increased by +61.77%
Sep 30, 23
2 VA CollegeAmerica Amcap 529A 5.33M (5.33%) 3.29M
Increased by +61.77%
Sep 30, 23
3 American Funds Growth Fund of Amer A 5.32M (5.32%) -17.82K
Decreased by -0.34%
Sep 30, 23
4 Capital Group Growth Fnd of Amer Comp 5.32M (5.32%) -17.82K
Decreased by -0.34%
Sep 30, 23
5 T. Rowe Price New Horizons 4.85M (4.85%) 161.37K
Increased by +3.32%
Sep 30, 23
6 US Small-Cap Growth II Equity Comp 4.69M (4.69%) 4.69M
Increased by +100.00%
Jun 30, 23
7 American Funds SMALLCAP World A 4.05M (4.04%) 0.00
Increased by 0.00%
Sep 30, 23
8 iShares Core S&P Mid-Cap ETF 3.23M (3.23%) -586.00
Decreased by -0.02%
Dec 29, 23
9 Vanguard Total Stock Mkt Idx Inv 3.16M (3.16%) 3.88K
Increased by +0.12%
Nov 30, 23
10 Vanguard Small Cap Index 2.62M (2.62%) 11.14K
Increased by +0.43%
Nov 30, 23
11 BlackRock Mid-Cap Growth Equity Instl 2.45M (2.45%) 0.00
Increased by 0.00%
Nov 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.54%) 29.94K
Increased by +1.94%
Nov 30, 23
13 Fidelity Advisor® Growth Opps M 1.53M (1.53%) 223.90K
Increased by +14.59%
Nov 30, 23
14 Vanguard Small Cap Growth Index Inv 1.47M (1.47%) 9.45K
Increased by +0.64%
Nov 30, 23
15 Delaware Ivy Mid Cap Growth A 1.16M (1.16%) 64.77K
Increased by +5.59%
Sep 30, 23
16 Baron Opp. Small Cap Growth Strategy 1.15M (1.15%) -100.00K
Decreased by -8.70%
Dec 31, 23
17 Baron Small Cap Retail 1.15M (1.15%) -100.00K
Decreased by -8.70%
Dec 31, 23
18 T. Rowe Price Growth Stock 1.11M (1.11%) -238.73K
Decreased by -21.44%
Sep 30, 23
19 T. Rowe Price US Growth Stock Composite 1.11M (1.11%) -238.73K
Decreased by -21.44%
Sep 30, 23
20 Neuberger Berman Genesis Inv 986.96K (0.99%) -6.14K
Decreased by -0.62%
Sep 30, 23