Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYY 1000.00%
2 ILCB 1000.00%
3 ILCG 1000.00%
4 IMCB 1000.00%
5 IMCG 1000.00%
6 ITOT 1000.00%
7 IWB 1000.00%
8 IWF 1000.00%
9 IWP 1000.00%
10 IWR 1000.00%
11 IWV 1000.00%
12 JKG 1000.00%
13 JKE 1000.00%
14 JKD 1000.00%
15 EPRE 6.53%
16 GCAD 4.28%
17 ROKT 4.05%
18 MDCP 3.99%
19 CWS 3.87%
20 MISL 3.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.89M (4.12%) -11.89K
Decreased by -0.24%
Sep 30, 23
2 Vanguard Group Inc 3.49M (2.94%) 84.13K
Increased by +2.41%
Sep 30, 23
3 Capital World Investors 2.97M (2.50%) -22.30K
Decreased by -0.75%
Sep 30, 23
4 Capital Research & Mgmt Co - Division 3 1.94M (1.63%) 104.16K
Increased by +5.37%
Sep 30, 23
5 Lazard Asset Management LLC 1.72M (1.45%) -31.77K
Decreased by -1.84%
Sep 30, 23
6 State Street Corporation 1.46M (1.23%) -8.99K
Decreased by -0.62%
Sep 30, 23
7 Riverbridge Partners LLC 1.06M (0.90%) -134.99K
Decreased by -12.70%
Sep 30, 23
8 American Century Companies Inc 1.03M (0.87%) -46.86K
Decreased by -4.57%
Sep 30, 23
9 TD Asset Management Inc 807.17K (0.68%) 559.20K
Increased by +69.28%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 642.49K (0.54%) -8.26K
Decreased by -1.29%
Sep 30, 23
11 Geode Capital Management, LLC 619.21K (0.52%) 12.57K
Increased by +2.03%
Sep 30, 23
12 Fred Alger Management, LLC 577.18K (0.49%) 14.03K
Increased by +2.43%
Sep 30, 23
13 Baird Financial Group, Inc. 555.54K (0.47%) 20.25K
Increased by +3.64%
Sep 30, 23
14 Federated Hermes Inc 521.11K (0.44%) 23.22K
Increased by +4.46%
Sep 30, 23
15 Credit Suisse First Boston (CSFB) 501.47K (0.42%) -1.63K
Decreased by -0.33%
Sep 30, 23
16 Bank of America Corp 454.15K (0.38%) 15.86K
Increased by +3.49%
Sep 30, 23
17 Franklin Resources Inc 443.25K (0.37%) -91.53K
Decreased by -20.65%
Sep 30, 23
18 Charles Schwab Investment Management Inc 387.03K (0.33%) 232.85K
Increased by +60.16%
Sep 30, 23
19 Goldman Sachs Group Inc 345.74K (0.29%) 1.55K
Increased by +0.45%
Sep 30, 23
20 Amvescap Plc. 329.94K (0.28%) 22.14K
Increased by +6.71%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 2.02M (1.70%) -975.99K
Decreased by -48.34%
Sep 30, 23
2 Capital Group Growth Fnd of Amer Comp 2.02M (1.70%) -975.99K
Decreased by -48.34%
Sep 30, 23
3 Nissay Space Related Global Stock MF 1.50M (1.26%) 1.36M
Increased by +91.09%
Apr 25, 23
4 BlackRock Mid-Cap Growth Equity Instl 1.35M (1.14%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard Windsor™ II Inv 1.13M (0.95%) 0.00
Increased by 0.00%
Sep 30, 23
6 Vanguard Mid Cap Index Institutional 926.99K (0.78%) 172.00
Increased by +0.02%
Nov 30, 23
7 American Funds New Perspective A 827.70K (0.70%) 827.70K
Increased by +100.00%
Sep 30, 23
8 Capital Group New Perspective Comp 827.70K (0.70%) 827.70K
Increased by +100.00%
Sep 30, 23
9 American Funds Washington Mutual A 772.41K (0.65%) -2.10K
Decreased by -0.27%
Sep 30, 23
10 Capital Group Wash Mutual Invtrs Comp 772.41K (0.65%) -2.10K
Decreased by -0.27%
Sep 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 723.49K (0.61%) 17.28K
Increased by +2.39%
Nov 30, 23
12 Vanguard Total Stock Mkt Idx Inv 654.55K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
13 American Funds American Balanced A 639.44K (0.54%) 94.94K
Increased by +14.85%
Sep 30, 23
14 iShares US Aerospace & Defense ETF 591.32K (0.50%) 0.00
Increased by 0.00%
Dec 29, 23
15 Bridge Builder Large Cap Growth 451.98K (0.38%) 0.00
Increased by 0.00%
Dec 31, 23
16 SPDR® S&P Aerospace & Defense ETF 422.43K (0.36%) 0.00
Increased by 0.00%
Dec 29, 23
17 American Century Heritage Inv 413.96K (0.35%) 0.00
Increased by 0.00%
Sep 30, 23
18 American Century US Opport. Mid Cap Gr 413.96K (0.35%) 0.00
Increased by 0.00%
Sep 30, 23
19 Franklin Innovation Composite 413.58K (0.35%) -86.42K
Decreased by -20.89%
Sep 30, 23
20 CS (Lux) Security Equity BH CHF 370.00K (0.31%) -3.46K
Decreased by -0.94%
Oct 31, 23