Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKD 1000.00%
2 JKE 1000.00%
3 IYY 1000.00%
4 IYW 1000.00%
5 IXN 1000.00%
6 IWY 1000.00%
7 IWV 1000.00%
8 IWL 1000.00%
9 IWF 1000.00%
10 IWB 1000.00%
11 IVW 1000.00%
12 IVV 1000.00%
13 IUSG 1000.00%
14 ITOT 1000.00%
15 ILCG 1000.00%
16 ILCB 1000.00%
17 IGM 1000.00%
18 GLOF 1000.00%
19 KNGS 5.43%
20 CLDL 4.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.75M (8.70%) 122.58K
Increased by +0.69%
Sep 30, 23
2 BlackRock Inc 15.26M (7.48%) 176.50K
Increased by +1.16%
Sep 30, 23
3 T. Rowe Price Associates, Inc. 8.94M (4.38%) -1.32M
Decreased by -14.82%
Sep 30, 23
4 State Street Corporation 8.08M (3.96%) -157.39K
Decreased by -1.95%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 7.05M (3.46%) -55.22K
Decreased by -0.78%
Sep 30, 23
6 FMR Inc 4.04M (1.98%) 595.70K
Increased by +14.76%
Sep 30, 23
7 Capital Research & Mgmt Co - Division 3 4.00M (1.96%) -56.83K
Decreased by -1.42%
Sep 30, 23
8 Polen Capital 3.99M (1.96%) -220.43K
Decreased by -5.52%
Sep 30, 23
9 Geode Capital Management, LLC 3.79M (1.86%) 86.69K
Increased by +2.29%
Sep 30, 23
10 Capital Research Global Investors 3.41M (1.67%) -22.30K
Decreased by -0.65%
Sep 30, 23
11 Bank of America Corp 3.17M (1.55%) -51.85K
Decreased by -1.64%
Sep 30, 23
12 Franklin Resources Inc 3.16M (1.55%) -63.97K
Decreased by -2.02%
Sep 30, 23
13 Edgewood Management LLC 3.09M (1.51%) -128.13K
Decreased by -4.15%
Sep 30, 23
14 Jennison Associates LLC 2.47M (1.21%) 461.61K
Increased by +18.71%
Sep 30, 23
15 Wellington Management Company LLP 2.27M (1.11%) -153.96K
Decreased by -6.77%
Sep 30, 23
16 Northern Trust Corp 2.20M (1.08%) 39.26K
Increased by +1.78%
Sep 30, 23
17 Massachusetts Financial Services Company 2.20M (1.08%) 72.57K
Increased by +3.30%
Sep 30, 23
18 JPMorgan Chase & Co 2.17M (1.06%) 92.22K
Increased by +4.25%
Sep 30, 23
19 Brown Advisory Holdings Inc 2.14M (1.05%) -82.01K
Decreased by -3.83%
Sep 30, 23
20 Sands Capital Management, LLC 2.09M (1.02%) -112.48K
Decreased by -5.38%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.39M (3.13%) 7.70K
Increased by +0.12%
Nov 30, 23
2 2ndVote Advisers Shareholders First 5.39M (2.64%) 0.00
Increased by 0.00%
Mar 31, 23
3 Vanguard Institutional 500 Index Trust 4.97M (2.44%) 45.90K
Increased by +0.92%
Nov 30, 23
4 American Funds Growth Fund of Amer A 2.89M (1.41%) -9.67K
Decreased by -0.34%
Sep 30, 23
5 Capital Group Growth Fnd of Amer Comp 2.89M (1.41%) -9.67K
Decreased by -0.34%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 2.52M (1.23%) -17.81K
Decreased by -0.71%
Dec 31, 23
7 Fidelity® 500 Index 2.38M (1.16%) 15.13K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 2.04M (1.00%) 1.22K
Increased by +0.06%
Dec 29, 23
9 T. Rowe Price Blue Chip Growth 2.01M (0.99%) -192.77K
Decreased by -9.59%
Sep 30, 23
10 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 2.01M (0.99%) -192.77K
Decreased by -9.59%
Sep 30, 23
11 Vanguard Growth Index Investor 1.80M (0.88%) 9.85K
Increased by +0.55%
Nov 30, 23
12 Edgewood Growth Instl 1.65M (0.81%) -71.42K
Decreased by -4.33%
Sep 30, 23
13 MS INVF Global Opportunity Z 1.46M (0.72%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard Institutional Index I 1.36M (0.67%) -3.08K
Decreased by -0.23%
Nov 30, 23
15 Technology Select Sector SPDR® ETF 1.30M (0.64%) 430.00
Increased by +0.03%
Dec 31, 23
16 UBS: Global Equity 1.26M (0.62%) 1.26M
Increased by +100.00%
Sep 30, 23
17 Franklin DynaTech A 1.15M (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
18 Franklin DynaTech Fund A 1.15M (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
19 Franklin Innovation Composite 1.15M (0.56%) 0.00
Increased by 0.00%
Sep 30, 23
20 T. Rowe Price Growth Stock 1.14M (0.56%) -135.14K
Decreased by -11.89%
Sep 30, 23