Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCB 1000.00%
2 JKG 1000.00%
3 JKE 1000.00%
4 JKD 1000.00%
5 IYY 1000.00%
6 IYW 1000.00%
7 IWV 1000.00%
8 IWR 1000.00%
9 IWP 1000.00%
10 IWF 1000.00%
11 IWB 1000.00%
12 ITOT 1000.00%
13 IMCG 1000.00%
14 IMCB 1000.00%
15 ILCG 1000.00%
16 IGM 1000.00%
17 JFWD 4.26%
18 FDTX 4.15%
19 DAT 3.97%
20 NBDS 3.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.65M (9.55%) 16.59K
Increased by +0.25%
Sep 30, 23
2 BlackRock Inc 5.64M (8.10%) 49.60K
Increased by +0.88%
Sep 30, 23
3 FMR Inc 4.97M (7.14%) -377.64K
Decreased by -7.60%
Sep 30, 23
4 T. Rowe Price Associates, Inc. 4.55M (6.54%) -479.95K
Decreased by -10.54%
Sep 30, 23
5 Jennison Associates LLC 3.73M (5.36%) 1.75M
Increased by +46.74%
Sep 30, 23
6 JPMorgan Chase & Co 3.20M (4.59%) -149.08K
Decreased by -4.67%
Sep 30, 23
7 Capital World Investors 2.03M (2.92%) -34.55K
Decreased by -1.70%
Sep 30, 23
8 Franklin Resources Inc 1.76M (2.52%) 64.37K
Increased by +3.66%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 1.56M (2.24%) 233.97K
Increased by +15.00%
Sep 30, 23
10 Wellington Management Company LLP 1.51M (2.17%) -534.40K
Decreased by -35.39%
Sep 30, 23
11 State Street Corporation 1.40M (2.01%) 26.83K
Increased by +1.92%
Sep 30, 23
12 Amvescap Plc. 1.21M (1.74%) -22.45K
Decreased by -1.86%
Sep 30, 23
13 Geode Capital Management, LLC 1.03M (1.48%) 27.65K
Increased by +2.69%
Sep 30, 23
14 Amundi 846.08K (1.22%) 486.24K
Increased by +57.47%
Sep 30, 23
15 ING Investment Management LLC 844.37K (1.21%) -262.13K
Decreased by -31.04%
Sep 30, 23
16 Capital Research Global Investors 788.64K (1.13%) -315.31K
Decreased by -39.98%
Sep 30, 23
17 1832 Asset Management L.P 724.20K (1.04%) -90.70K
Decreased by -12.52%
Sep 30, 23
18 Allspring Global Investments Holdings, LLC 566.82K (0.81%) -21.74K
Decreased by -3.84%
Sep 30, 23
19 T. Rowe Price Investment Management,Inc. 549.54K (0.79%) -8.83K
Decreased by -1.61%
Sep 30, 23
20 Gilder Gagnon Howe & CO LLC 520.98K (0.75%) -6.73K
Decreased by -1.29%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.10M (3.02%) 2.59K
Increased by +0.12%
Nov 30, 23
2 American Funds Growth Fund of Amer A 1.78M (2.56%) -318.76K
Decreased by -17.91%
Sep 30, 23
3 Capital Group Growth Fnd of Amer Comp 1.78M (2.56%) -318.76K
Decreased by -17.91%
Sep 30, 23
4 Vanguard Mid Cap Index Institutional 1.52M (2.19%) 1.63K
Increased by +0.11%
Nov 30, 23
5 US Small-Cap Growth II Equity Comp 1.34M (1.92%) 1.34M
Increased by +100.00%
Jun 30, 23
6 T. Rowe Price New Horizons 1.31M (1.88%) -26.15K
Decreased by -2.00%
Sep 30, 23
7 Invesco QQQ Trust 1.30M (1.87%) 2.90K
Increased by +0.22%
Dec 29, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (1.47%) 16.83K
Increased by +1.65%
Nov 30, 23
9 Allspring (Lux) WW Glb L/SEq IPUSD Acc 889.60K (1.28%) 411.78K
Increased by +46.29%
Nov 30, 23
10 Franklin DynaTech A 850.00K (1.22%) 50.00K
Increased by +5.88%
Nov 30, 23
11 Franklin DynaTech Fund A 850.00K (1.22%) 50.00K
Increased by +5.88%
Nov 30, 23
12 T. Rowe Price Blue Chip Growth 813.88K (1.17%) -45.96K
Decreased by -5.65%
Sep 30, 23
13 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 813.88K (1.17%) -45.96K
Decreased by -5.65%
Sep 30, 23
14 Franklin Innovation Composite 800.00K (1.15%) 50.00K
Increased by +6.25%
Sep 30, 23
15 Harbor Capital Appreciation Instl 760.21K (1.09%) 295.39K
Increased by +38.86%
Sep 30, 23
16 JPM US Large Cap Growth-MA 704.88K (1.01%) 638.28K
Increased by +90.55%
Sep 30, 23
17 JPMorgan Large Cap Growth I 704.88K (1.01%) 0.00
Increased by 0.00%
Nov 30, 23
18 BlackRock Mid-Cap Growth Equity Instl 662.48K (0.95%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard US Growth Investor 621.59K (0.89%) -52.71K
Decreased by -8.48%
Sep 30, 23
20 American Funds SMALLCAP World A 610.30K (0.88%) -27.68K
Decreased by -4.54%
Sep 30, 23