Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IYE 1000.00%
6 ISCB 1000.00%
7 ISCG 1000.00%
8 ITOT 1000.00%
9 IWB 1000.00%
10 IWD 1000.00%
11 IWF 1000.00%
12 IWP 1000.00%
13 IWR 1000.00%
14 IWS 1000.00%
15 CBSE 2.78%
16 USAI 2.10%
17 CBLS 2.06%
18 FXN 1.50%
19 AMZA 1.32%
20 ICAP 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Great Mountain Partners LLC 25.56M (46.76%) 0.00
Increased by 0.00%
Sep 30, 23
2 Capital World Investors 13.81M (25.27%) 3.03M
Increased by +21.94%
Sep 30, 23
3 Fortress Investment Group LLC 13.40M (24.51%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Group Inc 8.48M (15.52%) 2.48M
Increased by +29.27%
Sep 30, 23
5 William Blair Investment Management, LLC 6.28M (11.48%) 674.68K
Increased by +10.75%
Sep 30, 23
6 Federated Hermes Inc 4.40M (8.05%) 427.30K
Increased by +9.71%
Sep 30, 23
7 Encompass Capital Advisors LLC 3.80M (6.95%) -235.08K
Decreased by -6.19%
Sep 30, 23
8 BlackRock Inc 3.57M (6.54%) 356.78K
Increased by +9.99%
Sep 30, 23
9 FMR Inc 3.45M (6.31%) -35.21K
Decreased by -1.02%
Sep 30, 23
10 Amvescap Plc. 3.43M (6.27%) 46.58K
Increased by +1.36%
Sep 30, 23
11 HITE Hedge Asset Management MLP 2.81M (5.13%) 587.87K
Increased by +20.95%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 1.72M (3.15%) 461.53K
Increased by +26.76%
Sep 30, 23
13 Neuberger Berman Group LLC 1.46M (2.68%) 240.90K
Increased by +16.47%
Sep 30, 23
14 Kailix Advisors LLC 1.21M (2.22%) -158.00K
Decreased by -13.03%
Sep 30, 23
15 Electron Capital Partners, LLC 1.21M (2.21%) 816.64K
Increased by +67.57%
Sep 30, 23
16 Geode Capital Management, LLC 1.11M (2.03%) 186.83K
Increased by +16.83%
Sep 30, 23
17 State Street Corporation 1.03M (1.89%) 145.27K
Increased by +14.09%
Sep 30, 23
18 Point72 Asset Management, L.P. 1.01M (1.85%) 259.40K
Increased by +25.60%
Sep 30, 23
19 M&G INVESTMENT MANAGEMENT LTD 902.47K (1.65%) 902.47K
Increased by +100.00%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 844.88K (1.55%) 487.27K
Increased by +57.67%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 4.51M (8.24%) 1.09M
Increased by +24.14%
Sep 30, 23
2 Capital Group Growth Fnd of Amer Comp 4.51M (8.24%) 1.09M
Increased by +24.14%
Sep 30, 23
3 American Funds SMALLCAP World A 4.46M (8.17%) 348.20K
Increased by +7.80%
Sep 30, 23
4 American Funds New World A 2.99M (5.48%) 0.00
Increased by 0.00%
Sep 30, 23
5 Vanguard Total Stock Mkt Idx Inv 2.92M (5.34%) 4.02K
Increased by +0.14%
Nov 30, 23
6 Vanguard Small Cap Index 2.39M (4.37%) 7.33K
Increased by +0.31%
Nov 30, 23
7 Federated Hermes Kaufmann Growth 2.37M (4.34%) 353.90K
Increased by +14.91%
Sep 30, 23
8 Federated Hermes Kaufmann R 2.37M (4.34%) 353.90K
Increased by +14.91%
Sep 30, 23
9 Federated Hermes Kaufmann Small Cap A 1.97M (3.60%) 72.00K
Increased by +3.66%
Sep 30, 23
10 Federated Hermes Kaufmann Small Cap Grow 1.97M (3.60%) 72.00K
Increased by +3.66%
Sep 30, 23
11 Invesco Value Opportunities A 1.71M (3.13%) 31.50K
Increased by +1.84%
Nov 30, 23
12 Vanguard Small Cap Growth Index Inv 1.34M (2.45%) 7.62K
Increased by +0.57%
Nov 30, 23
13 Invesco Small Cap Value A 1.32M (2.41%) 0.00
Increased by 0.00%
Nov 30, 23
14 William Blair Small-Mid Cap Growth CIT 975.81K (1.79%) 80.69K
Increased by +8.27%
Nov 30, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 952.61K (1.74%) 11.35K
Increased by +1.19%
Nov 30, 23
16 VIP Mid Cap Initial 913.76K (1.67%) 0.00
Increased by 0.00%
Nov 30, 23
17 William Blair Small-Mid Cap Growth I 900.91K (1.65%) 65.20K
Increased by +7.24%
Nov 30, 23
18 American Funds IS® Growth 1 829.00K (1.52%) 829.00K
Increased by +100.00%
Sep 30, 23
19 Capital Group Growth Composite 829.00K (1.52%) 829.00K
Increased by +100.00%
Sep 30, 23
20 M&G Global Themes GBP A Acc 736.97K (1.35%) 736.97K
Increased by +100.00%
Sep 30, 23