Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 ITOT 1000.00%
3 IWB 1000.00%
4 IWS 1000.00%
5 IWR 1000.00%
6 IWP 1000.00%
7 IWF 1000.00%
8 IWD 1000.00%
9 IGM 1000.00%
10 ISCG 1000.00%
11 JKK 1000.00%
12 JKJ 1000.00%
13 IYY 1000.00%
14 IYW 1000.00%
15 IWV 1000.00%
16 SPRX 4.09%
17 WCBR 2.97%
18 EVNT 2.61%
19 SKYY 1.88%
20 FXL 1.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 11.04M (10.28%) -124.23K
Decreased by -1.13%
Sep 30, 23
2 Vanguard Group Inc 9.72M (9.05%) 455.18K
Increased by +4.68%
Sep 30, 23
3 Baillie Gifford & Co Limited. 7.05M (6.56%) -338.23K
Decreased by -4.80%
Sep 30, 23
4 BlackRock Inc 4.57M (4.26%) 145.87K
Increased by +3.19%
Sep 30, 23
5 FMR Inc 4.16M (3.87%) -243.13K
Decreased by -5.85%
Sep 30, 23
6 Institutional Venture Management XVI, LLC 3.98M (3.70%) 0.00
Increased by 0.00%
Sep 30, 23
7 Millennium Management LLC 2.50M (2.33%) 1.66M
Increased by +66.18%
Sep 30, 23
8 TimesSquare Capital Management, LLC 2.44M (2.27%) 2.44M
Increased by +100.00%
Sep 30, 23
9 TPG GP A, LLC 2.02M (1.88%) 110.44K
Increased by +5.47%
Sep 30, 23
10 First Trust Advisors L.P. 2.01M (1.87%) 275.58K
Increased by +13.74%
Sep 30, 23
11 Wellington Management Company LLP 1.98M (1.85%) 117.63K
Increased by +5.93%
Sep 30, 23
12 Optimus Prime Fund Management Co., Ltd. 1.90M (1.77%) 575.00K
Increased by +30.26%
Sep 30, 23
13 Federated Hermes Inc 1.82M (1.69%) 500.40K
Increased by +27.53%
Sep 30, 23
14 State Street Corporation 1.55M (1.44%) 110.08K
Increased by +7.10%
Sep 30, 23
15 Marshall Wace Asset Management Ltd 1.54M (1.44%) -96.98K
Decreased by -6.28%
Sep 30, 23
16 Geode Capital Management, LLC 1.52M (1.41%) 108.07K
Increased by +7.13%
Sep 30, 23
17 Holocene Advisors, LP 1.47M (1.36%) 598.33K
Increased by +40.81%
Sep 30, 23
18 Atreides Management, LP 1.38M (1.28%) 1.38M
Increased by +100.00%
Sep 30, 23
19 Alyeska Investment Group, L.P. 1.36M (1.26%) 92.33K
Increased by +6.81%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 1.21M (1.12%) 110.40K
Increased by +9.14%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.85M (2.66%) 4.15K
Increased by +0.15%
Nov 30, 23
2 Baillie Gifford US Equity Growth 2.83M (2.63%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard US Growth Investor 2.83M (2.63%) -161.59K
Decreased by -5.71%
Sep 30, 23
4 Select Technology 2.57M (2.39%) 0.00
Increased by 0.00%
Oct 31, 23
5 First Trust Cloud Computing ETF 2.43M (2.26%) -827.00
Decreased by -0.03%
Dec 28, 23
6 Vanguard Small Cap Index 2.34M (2.18%) 14.80K
Increased by +0.63%
Nov 30, 23
7 Fidelity Select Technology 2.30M (2.14%) -267.00K
Decreased by -11.60%
Nov 30, 23
8 JPM US Mid Cap Growth-MA 1.91M (1.78%) 1.17M
Increased by +61.05%
Sep 30, 23
9 JPMorgan Mid Cap Growth I 1.91M (1.78%) 0.00
Increased by 0.00%
Oct 31, 23
10 MUAM Cyber Security Equity Mother Fund 1.76M (1.64%) -50.49K
Decreased by -2.86%
Jun 6, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.46M (1.36%) 16.65K
Increased by +1.14%
Nov 30, 23
12 Baillie Gifford American B Inc 1.44M (1.34%) 12.81K
Increased by +0.89%
Oct 31, 23
13 JPMorgan Small Cap Growth A 1.32M (1.23%) 6.61K
Increased by +0.50%
Nov 30, 23
14 Vanguard Small Cap Growth Index Inv 1.31M (1.22%) 6.65K
Increased by +0.51%
Nov 30, 23
15 Vanguard Information Technology ETF 1.29M (1.20%) 23.69K
Increased by +1.83%
Nov 30, 23
16 Federated Hermes Kaufmann Small Cap A 1.10M (1.02%) 400.00K
Increased by +36.36%
Sep 30, 23
17 Federated Hermes Kaufmann Small Cap Grow 1.10M (1.02%) 400.00K
Increased by +36.36%
Sep 30, 23
18 Franklin Small Cap Growth Adv 1.06M (0.98%) 0.00
Increased by 0.00%
Nov 30, 23
19 Franklin US Small Cap Growth Equity 1.06M (0.98%) 1.06M
Increased by +100.00%
Sep 30, 23
20 Fidelity Advisor® Technology I 997.58K (0.93%) -114.20K
Decreased by -11.45%
Nov 30, 23