Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAI 1000.00%
2 IMCG 1000.00%
3 IMCB 1000.00%
4 ILCG 1000.00%
5 ILCB 1000.00%
6 JKE 1000.00%
7 JKG 1000.00%
8 IYY 1000.00%
9 IYG 1000.00%
10 JKD 1000.00%
11 IYF 1000.00%
12 IWV 1000.00%
13 IWR 1000.00%
14 IWP 1000.00%
15 IWF 1000.00%
16 IWB 1000.00%
17 ITOT 1000.00%
18 PFI 4.42%
19 GK 3.83%
20 EQRR 2.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.09M (9.46%) -327.53K
Decreased by -4.62%
Sep 30, 23
2 BlackRock Inc 6.34M (8.46%) 66.42K
Increased by +1.05%
Sep 30, 23
3 HHG PLC 3.08M (4.10%) -301.30K
Decreased by -9.79%
Sep 30, 23
4 T. Rowe Price Associates, Inc. 2.63M (3.50%) 2.09M
Increased by +79.44%
Sep 30, 23
5 WCM Investment Management 2.46M (3.28%) 10.18K
Increased by +0.41%
Sep 30, 23
6 Capital Research Global Investors 2.33M (3.11%) 136.23K
Increased by +5.84%
Sep 30, 23
7 FMR Inc 2.27M (3.03%) -153.37K
Decreased by -6.75%
Sep 30, 23
8 Kayne Anderson Rudnick Investment Management LLC 2.15M (2.86%) 79.87K
Increased by +3.72%
Sep 30, 23
9 Lone Pine Capital LLC 1.84M (2.45%) -162.94K
Decreased by -8.86%
Sep 30, 23
10 State Street Corporation 1.74M (2.32%) 27.21K
Increased by +1.56%
Sep 30, 23
11 Clarkston Capital Partners, LLC 1.49M (1.99%) -10.87K
Decreased by -0.73%
Sep 30, 23
12 Samlyn Capital, LLC 1.38M (1.84%) -463.44K
Decreased by -33.59%
Sep 30, 23
13 Geode Capital Management, LLC 1.33M (1.77%) 11.71K
Increased by +0.88%
Sep 30, 23
14 JPMorgan Chase & Co 1.20M (1.60%) -41.07K
Decreased by -3.42%
Sep 30, 23
15 Bank of New York Mellon Corp 1.10M (1.47%) 161.49K
Increased by +14.69%
Sep 30, 23
16 Boston Partners Global Investors, Inc 845.13K (1.13%) -2.33K
Decreased by -0.28%
Sep 30, 23
17 D. E. Shaw & Co LP 831.13K (1.11%) -270.44K
Decreased by -32.54%
Sep 30, 23
18 abrdn PLC 778.76K (1.04%) -39.82K
Decreased by -5.11%
Sep 30, 23
19 Eagle Asset Management, Inc. 734.69K (0.98%) -2.54K
Decreased by -0.35%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 729.00K (0.97%) 10.53K
Increased by +1.44%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.39M (3.19%) 2.96K
Increased by +0.12%
Nov 30, 23
2 Vanguard Mid Cap Index Institutional 1.73M (2.31%) 2.10K
Increased by +0.12%
Nov 30, 23
3 Capital Group AMCAP Composite 1.61M (2.15%) 131.05K
Increased by +8.14%
Sep 30, 23
4 VA CollegeAmerica Amcap 529A 1.61M (2.15%) 131.05K
Increased by +8.14%
Sep 30, 23
5 Janus Henderson Enterprise D 1.46M (1.95%) -199.56K
Decreased by -13.63%
Sep 30, 23
6 Janus Inst Mid Cap Growth CF 1.46M (1.95%) -199.56K
Decreased by -13.63%
Sep 30, 23
7 Clarkston Capital SMID Composite 1.26M (1.68%) -8.55K
Decreased by -0.68%
Sep 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 1.10M (1.47%) 19.97K
Increased by +1.81%
Nov 30, 23
9 Vanguard Growth Index Investor 672.28K (0.90%) 3.85K
Increased by +0.57%
Nov 30, 23
10 T. Rowe Price US Large-Cap Core 657.94K (0.88%) 657.94K
Increased by +100.00%
Sep 30, 23
11 T. Rowe Price US Large-Cap Core Eq Comp 657.94K (0.88%) 657.94K
Increased by +100.00%
Sep 30, 23
12 JHancock Disciplined Value Mid Cap I 605.76K (0.81%) 0.00
Increased by 0.00%
Nov 30, 23
13 T. Rowe Price U.S. Large-Cap Core Tr-B 594.07K (0.79%) 594.07K
Increased by +100.00%
Sep 30, 23
14 Eagle Mid-Cap Growth - Institutional 579.80K (0.77%) 1.08K
Increased by +0.19%
Dec 31, 23
15 Fidelity Advisor® Growth Opps M 570.20K (0.76%) 53.40K
Increased by +9.37%
Nov 30, 23
16 JPM US Mid Cap Growth-MA 557.95K (0.74%) 346.55K
Increased by +62.11%
Sep 30, 23
17 American Funds Growth Fund of Amer A 538.71K (0.72%) -1.80K
Decreased by -0.34%
Sep 30, 23
18 Capital Group Growth Fnd of Amer Comp 538.71K (0.72%) -1.80K
Decreased by -0.34%
Sep 30, 23
19 Vanguard Mid-Cap Growth ETF 530.78K (0.71%) 1.71K
Increased by +0.32%
Nov 30, 23
20 JPMorgan Mid Cap Growth I 517.47K (0.69%) -1.95K
Decreased by -0.38%
Nov 30, 23