Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWB 1000.00%
2 ITOT 1000.00%
3 IRBO 1000.00%
4 IWF 1000.00%
5 IMCG 1000.00%
6 IMCB 1000.00%
7 ILCG 1000.00%
8 ILCB 1000.00%
9 IGM 1000.00%
10 IWP 1000.00%
11 IWR 1000.00%
12 IWV 1000.00%
13 IYW 1000.00%
14 GLOF 1000.00%
15 IYY 1000.00%
16 JKD 1000.00%
17 JKE 1000.00%
18 JKG 1000.00%
19 MRAD 4.51%
20 LCG 3.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.67M (9.67%) 41.69K
Increased by +0.89%
Sep 30, 23
2 BlackRock Inc 3.76M (7.78%) 31.21K
Increased by +0.83%
Sep 30, 23
3 FMR Inc 3.45M (7.14%) 117.45K
Increased by +3.41%
Sep 30, 23
4 JPMorgan Chase & Co 2.72M (5.62%) 170.38K
Increased by +6.27%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 2.09M (4.33%) -8.38K
Decreased by -0.40%
Sep 30, 23
6 ClearBridge Advisors, LLC 1.37M (2.83%) -61.06K
Decreased by -4.47%
Sep 30, 23
7 Wellington Management Company LLP 1.25M (2.58%) 257.63K
Increased by +20.65%
Sep 30, 23
8 Durable Capital Partners LP 1.05M (2.16%) 82.04K
Increased by +7.85%
Sep 30, 23
9 Franklin Resources Inc 1.02M (2.12%) 77.35K
Increased by +7.55%
Sep 30, 23
10 Abdiel Capital Advisors LLC 979.55K (2.03%) -156.16K
Decreased by -15.94%
Sep 30, 23
11 State Street Corporation 975.98K (2.02%) 339.00
Increased by +0.03%
Sep 30, 23
12 Artisan Partners Limited Partnership 943.82K (1.95%) -264.32K
Decreased by -28.01%
Sep 30, 23
13 Amvescap Plc. 912.86K (1.89%) 5.05K
Increased by +0.55%
Sep 30, 23
14 Bank of New York Mellon Corp 799.17K (1.65%) 12.11K
Increased by +1.52%
Sep 30, 23
15 Jennison Associates LLC 792.13K (1.64%) 696.47K
Increased by +87.92%
Sep 30, 23
16 Goldman Sachs Group Inc 703.18K (1.46%) 94.16K
Increased by +13.39%
Sep 30, 23
17 Geode Capital Management, LLC 693.11K (1.44%) 22.09K
Increased by +3.19%
Sep 30, 23
18 Capital Research Global Investors 522.86K (1.08%) -32.17K
Decreased by -6.15%
Sep 30, 23
19 Whale Rock Capital Management LLC 493.22K (1.02%) -67.33K
Decreased by -13.65%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 490.60K (1.02%) 179.94K
Increased by +36.68%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.49M (3.08%) 1.83K
Increased by +0.12%
Nov 30, 23
2 T. Rowe Price New Horizons 1.27M (2.62%) 122.50K
Increased by +9.68%
Sep 30, 23
3 US Small-Cap Growth II Equity Comp 1.14M (2.37%) 1.14M
Increased by +100.00%
Jun 30, 23
4 Vanguard Mid Cap Index Institutional 1.08M (2.24%) 793.00
Increased by +0.07%
Nov 30, 23
5 JPM US Large Cap Growth-MA 800.11K (1.66%) 729.21K
Increased by +91.14%
Sep 30, 23
6 JPMorgan Large Cap Growth I 800.11K (1.66%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 723.23K (1.50%) 12.14K
Increased by +1.68%
Nov 30, 23
8 Franklin DynaTech A 600.00K (1.24%) 0.00
Increased by 0.00%
Nov 30, 23
9 Franklin Innovation Composite 600.00K (1.24%) 0.00
Increased by 0.00%
Sep 30, 23
10 BlackRock Mid-Cap Growth Equity Instl 578.41K (1.20%) 0.00
Increased by 0.00%
Nov 30, 23
11 Vanguard Growth Index Investor 418.56K (0.87%) 2.31K
Increased by +0.55%
Nov 30, 23
12 Fidelity Select Software & IT Svcs Port 400.30K (0.83%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity® Select Software & IT Svcs Port 400.30K (0.83%) 60.10K
Increased by +15.01%
Oct 31, 23
14 ClearBridge Aggressive Growth A 378.97K (0.78%) 0.00
Increased by 0.00%
Sep 30, 23
15 ClearBridge Aggressive Growth 335.47K (0.69%) -43.50K
Decreased by -12.97%
Oct 31, 23
16 Artisan Mid Cap Investor 333.49K (0.69%) -79.22K
Decreased by -23.75%
Sep 30, 23
17 Artisan U.S. Mid-Cap Growth 333.49K (0.69%) -79.22K
Decreased by -23.75%
Sep 30, 23
18 Vanguard Mid-Cap Growth ETF 330.55K (0.68%) 1.03K
Increased by +0.31%
Nov 30, 23
19 Fidelity® Blue Chip Growth 322.51K (0.67%) -55.10K
Decreased by -17.08%
Nov 30, 23
20 JPM US Mid Cap Growth-MA 315.15K (0.65%) 206.35K
Increased by +65.48%
Sep 30, 23