Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 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 IWS 1000.00%
9 IWR 1000.00%
10 IWP 1000.00%
11 IWF 1000.00%
12 IWD 1000.00%
13 IWB 1000.00%
14 IDAT 1000.00%
15 IGM 1000.00%
16 ILCB 1000.00%
17 ILCG 1000.00%
18 IMCB 1000.00%
19 IMCG 1000.00%
20 DAT 4.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 35.94M (14.88%) 578.19K
Increased by +1.61%
Sep 30, 23
2 Vanguard Group Inc 24.80M (10.27%) -430.85K
Decreased by -1.74%
Sep 30, 23
3 Generation Investment Management LLP 16.96M (7.02%) 287.83K
Increased by +1.70%
Sep 30, 23
4 BlackRock Inc 11.96M (4.95%) -89.73K
Decreased by -0.75%
Sep 30, 23
5 Champlain Investment Partners, LLC 10.30M (4.27%) 1.65M
Increased by +15.99%
Sep 30, 23
6 First Trust Advisors L.P. 6.57M (2.72%) -6.98K
Decreased by -0.11%
Sep 30, 23
7 PRIMECAP Management Company 5.45M (2.26%) -57.10K
Decreased by -1.05%
Sep 30, 23
8 Fidelity International Ltd 5.10M (2.11%) 2.29K
Increased by +0.04%
Sep 30, 23
9 Citadel Advisors Llc 3.86M (1.60%) 2.51M
Increased by +64.99%
Sep 30, 23
10 State Street Corporation 3.73M (1.54%) 62.26K
Increased by +1.67%
Sep 30, 23
11 Geode Capital Management, LLC 3.60M (1.49%) 130.94K
Increased by +3.64%
Sep 30, 23
12 Amundi 2.95M (1.22%) 374.27K
Increased by +12.71%
Sep 30, 23
13 Parsifal Capital Management, LP 2.79M (1.15%) -1.01M
Decreased by -36.30%
Sep 30, 23
14 Jericho Capital Asset Management LP 2.36M (0.98%) 2.36M
Increased by +100.00%
Sep 30, 23
15 Jacobs Levy Equity Management, Inc. 2.24M (0.93%) -109.27K
Decreased by -4.87%
Sep 30, 23
16 Charles Schwab Investment Management Inc 2.04M (0.84%) 112.36K
Increased by +5.52%
Sep 30, 23
17 Spyglass Capital Management LLC 1.95M (0.81%) -604.07K
Decreased by -30.91%
Sep 30, 23
18 Point72 Asset Management, L.P. 1.89M (0.78%) -681.61K
Decreased by -36.04%
Sep 30, 23
19 T. Rowe Price Associates, Inc. 1.81M (0.75%) 1.70M
Increased by +94.31%
Sep 30, 23
20 Marshall Wace Asset Management Ltd 1.56M (0.65%) 1.09M
Increased by +69.81%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl O 15.80M (6.54%) 85.08K
Increased by +0.54%
Nov 30, 23
2 Fidelity® Growth Company 12.19M (5.05%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 7.40M (3.06%) 35.33K
Increased by +0.48%
Nov 30, 23
4 Vanguard Small Cap Index 6.11M (2.53%) 25.25K
Increased by +0.41%
Nov 30, 23
5 Champlain Mid Cap Fund, LLC 5.72M (2.37%) -47.70K
Decreased by -0.83%
Nov 30, 23
6 Fidelity Global Technology A-Dis-EUR 4.54M (1.88%) 3.91K
Increased by +0.09%
Nov 30, 23
7 Fidelity® Growth Company K6 4.47M (1.85%) -85.08K
Decreased by -1.90%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 3.42M (1.42%) 59.55K
Increased by +1.74%
Nov 30, 23
9 Vanguard Small Cap Growth Index Inv 3.42M (1.42%) 22.49K
Increased by +0.66%
Nov 30, 23
10 Champlain Mid Cap Adv 3.40M (1.41%) 520.00K
Increased by +15.29%
Sep 30, 23
11 Fidelity® Series Growth Company 3.38M (1.40%) 0.00
Increased by 0.00%
Nov 30, 23
12 Champlain Small Company Fund, LLC 2.42M (1.00%) -18.08K
Decreased by -0.75%
Nov 30, 23
13 First Trust Cloud Computing ETF 2.41M (1.00%) -822.00
Decreased by -0.03%
Dec 28, 23
14 CPR Invest Glbl Dsrpt Opp R EUR Acc 2.12M (0.88%) 24.98K
Increased by +1.18%
Sep 30, 23
15 Vanguard Capital Opportunity Inv 2.04M (0.85%) 0.00
Increased by 0.00%
Sep 30, 23
16 PRIMECAP Odyssey Aggressive Growth 1.94M (0.80%) -6.00K
Decreased by -0.31%
Sep 30, 23
17 Vanguard Information Technology ETF 1.82M (0.75%) -140.06K
Decreased by -7.72%
Nov 30, 23
18 First Trust Dow Jones Internet ETF 1.78M (0.74%) -148.00
Decreased by -0.01%
Dec 28, 23
19 Champlain Small Company Adv 1.51M (0.63%) 310.00K
Increased by +20.53%
Sep 30, 23
20 State St Russell Sm/Mid Cp® Indx NL Cl C 1.45M (0.60%) 124.30K
Increased by +8.58%
Dec 31, 23