Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKD 1000.00%
2 ILCB 1000.00%
3 ILCG 1000.00%
4 GLOF 1000.00%
5 IMCB 1000.00%
6 IMCG 1000.00%
7 ITOT 1000.00%
8 IYC 1000.00%
9 JKE 1000.00%
10 IYY 1000.00%
11 IUSG 1000.00%
12 IVV 1000.00%
13 IVW 1000.00%
14 IWB 1000.00%
15 IWF 1000.00%
16 IWL 1000.00%
17 IWV 1000.00%
18 IWY 1000.00%
19 JKG 1000.00%
20 BFIT 4.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 18.21M (15.69%) -116.82K
Decreased by -0.64%
Sep 30, 23
2 BlackRock Inc 7.79M (6.71%) 196.59K
Increased by +2.52%
Sep 30, 23
3 Vanguard Group Inc 7.32M (6.31%) 38.43K
Increased by +0.52%
Sep 30, 23
4 Jennison Associates LLC 4.77M (4.11%) -8.09K
Decreased by -0.17%
Sep 30, 23
5 Edgewood Management LLC 3.05M (2.63%) -94.64K
Decreased by -3.10%
Sep 30, 23
6 State Street Corporation 2.67M (2.30%) 29.56K
Increased by +1.11%
Sep 30, 23
7 T. Rowe Price Associates, Inc. 2.51M (2.16%) -90.11K
Decreased by -3.59%
Sep 30, 23
8 AllianceBernstein L.P. 2.16M (1.86%) 1.07M
Increased by +49.40%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 1.93M (1.67%) 437.07K
Increased by +22.59%
Sep 30, 23
10 Schroder Investment Management Group 1.87M (1.61%) 310.35K
Increased by +16.64%
Sep 30, 23
11 Capital World Investors 1.53M (1.32%) 219.99K
Increased by +14.34%
Sep 30, 23
12 Geode Capital Management, LLC 1.39M (1.20%) 28.30K
Increased by +2.04%
Sep 30, 23
13 American Century Companies Inc 1.37M (1.18%) 137.45K
Increased by +10.01%
Sep 30, 23
14 Wellington Management Company LLP 1.34M (1.15%) 52.35K
Increased by +3.91%
Sep 30, 23
15 Artisan Partners Limited Partnership 1.29M (1.11%) -63.05K
Decreased by -4.87%
Sep 30, 23
16 Massachusetts Financial Services Company 1.06M (0.92%) -53.44K
Decreased by -5.02%
Sep 30, 23
17 JPMorgan Chase & Co 993.62K (0.86%) -12.13K
Decreased by -1.22%
Sep 30, 23
18 Pictet Asset Manangement SA 889.20K (0.77%) 889.20K
Increased by +100.00%
Sep 30, 23
19 Winslow Capital Management, LLC 885.55K (0.76%) 139.64K
Increased by +15.77%
Sep 30, 23
20 Bank of New York Mellon Corp 872.03K (0.75%) 132.07K
Increased by +15.14%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl O 6.17M (5.32%) 32.63K
Increased by +0.53%
Nov 30, 23
2 Fidelity® Growth Company 4.64M (4.00%) 200.00
Increased by +0.00%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 3.63M (3.13%) 4.37K
Increased by +0.12%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 2.82M (2.43%) 26.11K
Increased by +0.93%
Nov 30, 23
5 Invesco QQQ Trust 2.22M (1.91%) 4.95K
Increased by +0.22%
Dec 29, 23
6 Fidelity® Growth Company K6 1.70M (1.47%) -32.33K
Decreased by -1.90%
Nov 30, 23
7 Edgewood Growth Instl 1.57M (1.36%) -60.33K
Decreased by -3.83%
Sep 30, 23
8 SPDR® S&P 500 ETF Trust 1.42M (1.22%) -9.93K
Decreased by -0.70%
Dec 31, 23
9 Fidelity® Blue Chip Growth 1.40M (1.21%) 185.00
Increased by +0.01%
Nov 30, 23
10 Fidelity® 500 Index 1.35M (1.16%) 8.57K
Increased by +0.64%
Nov 30, 23
11 Fidelity® Series Growth Company 1.33M (1.15%) 100.00
Increased by +0.01%
Nov 30, 23
12 iShares Core S&P 500 ETF 1.15M (0.99%) 680.00
Increased by +0.06%
Dec 29, 23
13 iShares MSCI USA Quality Factor ETF 1.10M (0.94%) 669.00
Increased by +0.06%
Dec 29, 23
14 Harbor Capital Appreciation Instl 1.09M (0.94%) -22.39K
Decreased by -2.05%
Sep 30, 23
15 Vanguard Growth Index Investor 1.02M (0.88%) 5.59K
Increased by +0.55%
Nov 30, 23
16 American Century US Premier Lg Cp Gr 984.00K (0.85%) 49.00K
Increased by +4.98%
Sep 30, 23
17 American Century Ultra® Inv 984.00K (0.85%) 49.00K
Increased by +4.98%
Sep 30, 23
18 Fidelity® OTC 964.57K (0.83%) 0.00
Increased by 0.00%
Nov 30, 23
19 American Funds New Perspective A 904.14K (0.78%) 0.00
Increased by 0.00%
Sep 30, 23
20 Capital Group New Perspective Comp 904.14K (0.78%) 0.00
Increased by 0.00%
Sep 30, 23