Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 IUSV 1000.00%
3 IUSG 1000.00%
4 ITOT 1000.00%
5 ISCV 1000.00%
6 ISCG 1000.00%
7 ISCB 1000.00%
8 JKK 1000.00%
9 JKJ 1000.00%
10 IYY 1000.00%
11 IYW 1000.00%
12 IWV 1000.00%
13 IWS 1000.00%
14 IWR 1000.00%
15 IWD 1000.00%
16 IWB 1000.00%
17 ROBO 1.58%
18 SSPX 1.54%
19 FXL 1.40%
20 MGMT 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Arnhold & S. Bleichroeder Advisers, LLC 4.26M (14.31%) -36.59K
Decreased by -0.86%
Sep 30, 23
2 Vanguard Group Inc 3.04M (10.21%) 85.98K
Increased by +2.83%
Sep 30, 23
3 BlackRock Inc 2.78M (9.33%) -104.84K
Decreased by -3.77%
Sep 30, 23
4 Lazard Asset Management LLC 1.01M (3.39%) -30.58K
Decreased by -3.03%
Sep 30, 23
5 Sumitomo Mitsui Trust Holdings Inc 943.58K (3.17%) -31.20K
Decreased by -3.31%
Sep 30, 23
6 State Street Corporation 872.79K (2.93%) -24.97K
Decreased by -2.86%
Sep 30, 23
7 Amvescap Plc. 836.79K (2.81%) 73.18K
Increased by +8.75%
Sep 30, 23
8 Dimensional Fund Advisors, Inc. 781.55K (2.63%) -3.27K
Decreased by -0.42%
Sep 30, 23
9 HHG PLC 699.83K (2.35%) -8.44K
Decreased by -1.21%
Sep 30, 23
10 Alyeska Investment Group, L.P. 623.47K (2.09%) 623.47K
Increased by +100.00%
Sep 30, 23
11 Fundsmith LLP 556.16K (1.87%) -4.04K
Decreased by -0.73%
Sep 30, 23
12 Geode Capital Management, LLC 544.11K (1.83%) -3.43K
Decreased by -0.63%
Sep 30, 23
13 Bank of New York Mellon Corp 486.20K (1.63%) -38.00K
Decreased by -7.82%
Sep 30, 23
14 Disciplined Growth Investors Inc 423.50K (1.42%) 393.00
Increased by +0.09%
Sep 30, 23
15 Charles Schwab Investment Management Inc 382.30K (1.28%) -545.00
Decreased by -0.14%
Sep 30, 23
16 Baillie Gifford & Co Limited. 365.88K (1.23%) -1.60K
Decreased by -0.44%
Sep 30, 23
17 Sam Sustainable Asset Management Ltd 357.00K (1.20%) -125.00K
Decreased by -35.01%
Sep 30, 23
18 Marshall Wace Asset Management Ltd 293.76K (0.99%) 235.47K
Increased by +80.16%
Sep 30, 23
19 FMR Inc 277.84K (0.93%) -29.11K
Decreased by -10.48%
Sep 30, 23
20 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 267.99K (0.90%) -105.76K
Decreased by -39.46%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Eagle Global A 3.10M (10.40%) 0.00
Increased by 0.00%
Nov 30, 23
2 Lazard Global Robotics & Automation 943.58K (3.17%) -31.20K
Decreased by -3.31%
Sep 30, 23
3 Nikko Global Robotics Equity Mother Fund 931.80K (3.13%) -109.91K
Decreased by -11.80%
Jul 20, 23
4 iShares Core S&P Mid-Cap ETF 917.74K (3.08%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard Total Stock Mkt Idx Inv 908.80K (3.05%) 1.50K
Increased by +0.17%
Nov 30, 23
6 Vanguard Small Cap Index 735.85K (2.47%) 2.28K
Increased by +0.31%
Nov 30, 23
7 Invesco Global Multi Cap Growth 600.00K (2.02%) 0.00
Increased by 0.00%
Sep 30, 23
8 Invesco Global Opportunities A 540.15K (1.81%) -59.85K
Decreased by -11.08%
Oct 31, 23
9 Smithson Investment Trust Ord 530.19K (1.78%) 0.00
Increased by 0.00%
Aug 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 429.35K (1.44%) 2.05K
Increased by +0.48%
Nov 30, 23
11 Vanguard Small Cap Growth Index Inv 412.12K (1.38%) 2.09K
Increased by +0.51%
Nov 30, 23
12 Vanguard Information Technology ETF 380.76K (1.28%) -3.31K
Decreased by -0.87%
Nov 30, 23
13 First Eagle Amundi International AU-C 357.06K (1.20%) -4.89K
Decreased by -1.37%
Nov 30, 23
14 Janus Henderson Gbl Sustainable Eq MA 320.34K (1.08%) 320.29K
Increased by +99.98%
Sep 30, 23
15 Janus Henderson Global Sustainable Eq 320.34K (1.08%) -10.99K
Decreased by -3.43%
Sep 30, 23
16 Janus Henderson Global Sust Eq E Inc GBP 240.50K (0.81%) -35.48K
Decreased by -14.75%
Nov 30, 23
17 SPDR® S&P MIDCAP 400 ETF Trust 238.96K (0.80%) -2.06K
Decreased by -0.86%
Nov 30, 23
18 VIP Mid Cap Initial 228.10K (0.77%) 0.00
Increased by 0.00%
Oct 31, 23
19 Robo Global® Robotics&Automation ETF 204.21K (0.69%) 0.00
Increased by 0.00%
Nov 30, 23
20 iShares Automation&Robotics ETF USD Acc 194.20K (0.65%) 0.00
Increased by 0.00%
Nov 30, 23