Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYY 1000.00%
2 IYW 1000.00%
3 IWV 1000.00%
4 IWS 1000.00%
5 ITOT 1000.00%
6 ISCG 1000.00%
7 ISCB 1000.00%
8 IRBO 1000.00%
9 JKJ 1000.00%
10 JKK 1000.00%
11 IGM 1000.00%
12 IWR 1000.00%
13 IWP 1000.00%
14 IWF 1000.00%
15 IWD 1000.00%
16 IWB 1000.00%
17 IUSG 1000.00%
18 XSD 2.90%
19 GLRY 2.25%
20 XMHQ 1.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.10M (14.00%) -449.28K
Decreased by -2.35%
Sep 30, 23
2 FMR Inc 14.49M (10.63%) 807.56K
Increased by +5.57%
Sep 30, 23
3 Vanguard Group Inc 13.95M (10.23%) -123.84K
Decreased by -0.89%
Sep 30, 23
4 Artisan Partners Limited Partnership 8.93M (6.55%) -206.21K
Decreased by -2.31%
Sep 30, 23
5 T. Rowe Price Investment Management,Inc. 6.74M (4.95%) -47.35K
Decreased by -0.70%
Sep 30, 23
6 Neuberger Berman Group LLC 5.66M (4.15%) -518.45K
Decreased by -9.15%
Sep 30, 23
7 State Street Corporation 4.84M (3.55%) -29.99K
Decreased by -0.62%
Sep 30, 23
8 Amvescap Plc. 4.81M (3.53%) 335.56K
Increased by +6.97%
Sep 30, 23
9 Franklin Resources Inc 4.35M (3.19%) 951.86K
Increased by +21.89%
Sep 30, 23
10 Geode Capital Management, LLC 2.76M (2.03%) 359.14K
Increased by +12.99%
Sep 30, 23
11 T. Rowe Price Associates, Inc. 2.47M (1.81%) -365.81K
Decreased by -14.80%
Sep 30, 23
12 AllianceBernstein L.P. 2.39M (1.75%) -34.17K
Decreased by -1.43%
Sep 30, 23
13 Lord, Abbett & Co LLC 2.28M (1.67%) -155.57K
Decreased by -6.82%
Sep 30, 23
14 Pictet Asset Manangement SA 1.97M (1.44%) 1.97M
Increased by +100.00%
Sep 30, 23
15 ClearBridge Advisors, LLC 1.78M (1.30%) -6.05K
Decreased by -0.34%
Sep 30, 23
16 Polar Capital Holdings PLC 1.52M (1.11%) -20.85K
Decreased by -1.38%
Sep 30, 23
17 Ameriprise Financial Inc 1.47M (1.08%) 107.10K
Increased by +7.26%
Sep 30, 23
18 Bank of New York Mellon Corp 1.46M (1.07%) 7.84K
Increased by +0.54%
Sep 30, 23
19 William Blair Investment Management, LLC 1.43M (1.05%) 1.43M
Increased by +100.00%
Sep 30, 23
20 Sam Sustainable Asset Management Ltd 1.39M (1.02%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.32M (3.17%) 5.37K
Increased by +0.12%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 4.19M (3.07%) -758.00
Decreased by -0.02%
Dec 29, 23
3 Vanguard Small Cap Index 3.57M (2.62%) 15.39K
Increased by +0.43%
Nov 30, 23
4 Neuberger Berman Genesis Inv 2.88M (2.11%) -135.21K
Decreased by -4.70%
Sep 30, 23
5 Artisan Mid Cap Investor 2.18M (1.60%) -50.17K
Decreased by -2.30%
Sep 30, 23
6 Artisan U.S. Mid-Cap Growth 2.18M (1.60%) -50.17K
Decreased by -2.30%
Sep 30, 23
7 Select Semiconductors 2.14M (1.57%) 0.00
Increased by 0.00%
Nov 30, 23
8 T. Rowe Price Mid-Cap Growth 2.09M (1.53%) -9.30K
Decreased by -0.45%
Sep 30, 23
9 T. Rowe Price US Mid-Cap Growth Equity 2.09M (1.53%) -9.30K
Decreased by -0.45%
Sep 30, 23
10 Vanguard Small Cap Growth Index Inv 2.00M (1.47%) 12.57K
Increased by +0.63%
Nov 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.99M (1.46%) 32.83K
Increased by +1.65%
Nov 30, 23
12 Fidelity® Contrafund® 1.78M (1.31%) -545.30K
Decreased by -30.63%
Nov 30, 23
13 RobecoSAM Smart Energy Eqs F EUR 1.54M (1.13%) 183.00K
Increased by +11.84%
Nov 30, 23
14 iShares Semiconductor ETF 1.53M (1.12%) -8.62K
Decreased by -0.56%
Dec 29, 23
15 Artisan Small Cap Investor 1.52M (1.12%) -93.44K
Decreased by -6.13%
Sep 30, 23
16 Artisan U.S. Small-Cap Growth 1.52M (1.12%) -93.44K
Decreased by -6.13%
Sep 30, 23
17 ClearBridge Small Cap Growth A 1.41M (1.03%) -5.65K
Decreased by -0.40%
Sep 30, 23
18 Franklin Technology A Acc USD 1.40M (1.03%) 0.00
Increased by 0.00%
Nov 30, 23
19 ClearBridge Small Cap Growth 1.21M (0.89%) 0.00
Increased by 0.00%
Nov 30, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 1.10M (0.81%) -9.51K
Decreased by -0.86%
Nov 30, 23