Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWR 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IYC 1000.00%
6 IWV 1000.00%
7 IWS 1000.00%
8 ISCB 1000.00%
9 ISCG 1000.00%
10 ISCV 1000.00%
11 ITOT 1000.00%
12 IWB 1000.00%
13 IWD 1000.00%
14 IWF 1000.00%
15 IWP 1000.00%
16 FCUS 5.00%
17 OND 4.15%
18 AWAY 3.92%
19 AIEQ 3.91%
20 XTN 2.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 56.53M (16.21%) 1.22M
Increased by +2.16%
Sep 30, 23
2 Vanguard Group Inc 31.46M (9.02%) 1.14M
Increased by +3.61%
Sep 30, 23
3 UBS Asset Mgmt Americas Inc 21.60M (6.19%) 13.31M
Increased by +61.60%
Sep 30, 23
4 BlackRock Inc 16.96M (4.86%) 886.98K
Increased by +5.23%
Sep 30, 23
5 Millennium Management LLC 10.43M (2.99%) 5.71M
Increased by +54.77%
Sep 30, 23
6 D. E. Shaw & Co LP 7.48M (2.14%) 3.50M
Increased by +46.78%
Sep 30, 23
7 Two Sigma Investments LLC 7.21M (2.07%) 392.37K
Increased by +5.44%
Sep 30, 23
8 VOLORIDGE INVESTMENT MANAGEMENT, LLC 6.61M (1.89%) 227.19K
Increased by +3.44%
Sep 30, 23
9 State Street Corporation 6.50M (1.86%) 478.71K
Increased by +7.36%
Sep 30, 23
10 PRIMECAP Management Company 6.20M (1.78%) -78.41K
Decreased by -1.27%
Sep 30, 23
11 Two Sigma Advisers, LLC 5.93M (1.70%) 1.35M
Increased by +22.71%
Sep 30, 23
12 Jacobs Levy Equity Management, Inc. 5.62M (1.61%) 300.98K
Increased by +5.36%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 5.62M (1.61%) 1.41M
Increased by +25.07%
Sep 30, 23
14 Dorsal Capital Management LLC 5.60M (1.61%) 600.00K
Increased by +10.71%
Sep 30, 23
15 Geode Capital Management, LLC 5.21M (1.49%) 275.88K
Increased by +5.30%
Sep 30, 23
16 Capital World Investors 4.54M (1.30%) 0.00
Increased by 0.00%
Sep 30, 23
17 Amvescap Plc. 4.43M (1.27%) 778.56K
Increased by +17.59%
Sep 30, 23
18 Invenomic Capital Management, LP 3.97M (1.14%) 334.44K
Increased by +8.43%
Sep 30, 23
19 Jericho Capital Asset Management LP 3.64M (1.04%) 0.00
Increased by 0.00%
Sep 30, 23
20 Man Group PLC 3.56M (1.02%) -419.05K
Decreased by -11.78%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: Global Equity 26.40M (7.57%) 17.56M
Increased by +66.53%
Jun 30, 23
2 Fidelity® Blue Chip Growth 21.73M (6.23%) -37.23K
Decreased by -0.17%
Oct 31, 23
3 Vanguard Total Stock Mkt Idx Inv 10.05M (2.88%) 14.39K
Increased by +0.14%
Nov 30, 23
4 UBS (Lux) ES L/T Thms $Q 8.57M (2.46%) 0.00
Increased by 0.00%
Sep 30, 23
5 Vanguard Small Cap Index 8.31M (2.38%) 25.50K
Increased by +0.31%
Nov 30, 23
6 Fidelity Advisor® Growth Opps M 6.41M (1.84%) 2.80K
Increased by +0.04%
Oct 31, 23
7 Vanguard Small Cap Value Index Inv 5.78M (1.66%) 17.96K
Increased by +0.31%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 4.94M (1.42%) 86.30K
Increased by +1.75%
Nov 30, 23
9 American Funds SMALLCAP World A 4.54M (1.30%) 0.00
Increased by 0.00%
Sep 30, 23
10 Fidelity® Blue Chip Growth K6 4.38M (1.26%) 38.63K
Increased by +0.88%
Oct 31, 23
11 Fidelity® Series Blue Chip Growth 4.01M (1.15%) 0.00
Increased by 0.00%
Oct 31, 23
12 Invenomic Institutional 3.37M (0.97%) 381.84K
Increased by +11.33%
Jul 31, 23
13 Fidelity Growth Compy Commingled Pl O 3.30M (0.95%) 23.13K
Increased by +0.70%
Oct 31, 23
14 Vanguard PRIMECAP Inv 3.21M (0.92%) 0.00
Increased by 0.00%
Sep 30, 23
15 Invesco Glbl Consmr Trnds A USD Acc 2.99M (0.86%) -243.00K
Decreased by -8.12%
Nov 30, 23
16 Fidelity® Growth Company 2.27M (0.65%) 9.50K
Increased by +0.42%
Oct 31, 23
17 State St Russell Sm/Mid Cp® Indx NL Cl C 1.93M (0.55%) 41.60K
Increased by +2.16%
Nov 30, 23
18 Spyglass Growth Institutional 1.83M (0.53%) -52.36K
Decreased by -2.86%
Sep 30, 23
19 Fidelity Select Technology 1.72M (0.49%) 0.00
Increased by 0.00%
Oct 31, 23
20 Fidelity® Select Technology 1.72M (0.49%) 0.00
Increased by 0.00%
Oct 31, 23