Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKG 1000.00%
2 IWP 1000.00%
3 IWF 1000.00%
4 IWD 1000.00%
5 IWB 1000.00%
6 ITOT 1000.00%
7 IWS 1000.00%
8 IRBO 1000.00%
9 IMCV 1000.00%
10 IMCG 1000.00%
11 IMCB 1000.00%
12 ILCV 1000.00%
13 IWR 1000.00%
14 ILCG 1000.00%
15 ILCB 1000.00%
16 IGM 1000.00%
17 IWV 1000.00%
18 IYW 1000.00%
19 IYY 1000.00%
20 JKD 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 1.55M (12.29%) 4.37K
Increased by +0.28%
Sep 30, 23
2 Vanguard Group Inc 1.13M (8.91%) 103.11K
Increased by +9.15%
Sep 30, 23
3 BlackRock Inc 906.71K (7.17%) 27.10K
Increased by +2.99%
Sep 30, 23
4 FMR Inc 489.04K (3.87%) 98.50K
Increased by +20.14%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 303.36K (2.40%) 1.32K
Increased by +0.43%
Sep 30, 23
6 State Street Corporation 244.26K (1.93%) 6.21K
Increased by +2.54%
Sep 30, 23
7 Geode Capital Management, LLC 241.62K (1.91%) 20.61K
Increased by +8.53%
Sep 30, 23
8 Northern Trust Corp 108.08K (0.85%) 2.25K
Increased by +2.08%
Sep 30, 23
9 Shaolin Capital Management LLC 104.50K (0.83%) 104.50K
Increased by +100.00%
Sep 30, 23
10 Susquehanna International Group, LLP 102.17K (0.81%) -115.84K
Decreased by -113.38%
Sep 30, 23
11 Charles Schwab Investment Management Inc 93.68K (0.74%) 8.60K
Increased by +9.18%
Sep 30, 23
12 Amvescap Plc. 79.43K (0.63%) -33.95K
Decreased by -42.75%
Sep 30, 23
13 Toroso Investments LLC 70.15K (0.55%) -8.52K
Decreased by -12.14%
Sep 30, 23
14 Capital World Investors 70.10K (0.55%) 0.00
Increased by 0.00%
Sep 30, 23
15 Goldman Sachs Group Inc 67.82K (0.54%) 18.66K
Increased by +27.52%
Sep 30, 23
16 JPMorgan Chase & Co 61.49K (0.49%) 1.54K
Increased by +2.51%
Sep 30, 23
17 Bank of New York Mellon Corp 47.41K (0.38%) 1.60K
Increased by +3.37%
Sep 30, 23
18 GAM HOLDING LTD. 45.72K (0.36%) 4.68K
Increased by +10.24%
Sep 30, 23
19 Citadel Advisors Llc 41.37K (0.33%) -17.51K
Decreased by -42.33%
Sep 30, 23
20 JANE STREET GROUP, LLC 36.56K (0.29%) 1.56K
Increased by +4.26%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 800.67K (6.33%) -2.68K
Decreased by -0.34%
Sep 30, 23
2 Capital Group Growth Fnd of Amer Comp 800.67K (6.33%) -2.68K
Decreased by -0.34%
Sep 30, 23
3 American Funds Fundamental Invs A 509.75K (4.03%) -314.00
Decreased by -0.06%
Sep 30, 23
4 Capital Group Fundamental Invtrs Comp 509.75K (4.03%) -314.00
Decreased by -0.06%
Sep 30, 23
5 iShares Russell 2000 ETF 325.96K (2.58%) 2.06K
Increased by +0.63%
Dec 29, 23
6 Vanguard Total Stock Mkt Idx Inv 322.90K (2.55%) 370.00
Increased by +0.11%
Nov 30, 23
7 Vanguard Small Cap Index 266.95K (2.11%) 1.19K
Increased by +0.45%
Nov 30, 23
8 American Funds IS® Growth 1 236.46K (1.87%) 0.00
Increased by 0.00%
Sep 30, 23
9 Capital Group Growth Composite 236.46K (1.87%) 0.00
Increased by 0.00%
Sep 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 174.47K (1.38%) 3.42K
Increased by +1.96%
Nov 30, 23
11 Fidelity Canadian Growth Company Sr B 169.72K (1.34%) 0.00
Increased by 0.00%
Sep 30, 23
12 Fidelity Global Innovators Cl F 128.45K (1.02%) 233.00
Increased by +0.18%
Sep 30, 23
13 Vanguard Small Cap Growth Index Inv 127.86K (1.01%) -20.66K
Decreased by -16.16%
Nov 30, 23
14 iShares Russell 2000 Growth ETF 108.27K (0.86%) 0.00
Increased by 0.00%
Dec 29, 23
15 Fidelity® Small Cap Index 106.50K (0.84%) 2.91K
Increased by +2.73%
Oct 31, 23
16 Vanguard Information Technology ETF 105.34K (0.83%) -18.33K
Decreased by -17.40%
Nov 30, 23
17 Amplify Transformational Data Shrg ETF 90.38K (0.71%) 0.00
Increased by 0.00%
Dec 29, 23
18 Fidelity® Small Cap Growth 81.13K (0.64%) 26.73K
Increased by +32.95%
Oct 31, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 71.13K (0.56%) 9.10K
Increased by +12.79%
Dec 31, 23
20 Fidelity® Extended Market Index 65.23K (0.52%) 767.00
Increased by +1.18%
Nov 30, 23