Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKE 1000.00%
2 IMCG 1000.00%
3 IMCB 1000.00%
4 ILCG 1000.00%
5 ILCB 1000.00%
6 IUSG 1000.00%
7 ITOT 1000.00%
8 IVV 1000.00%
9 IVW 1000.00%
10 JKG 1000.00%
11 IWB 1000.00%
12 IWF 1000.00%
13 IWP 1000.00%
14 IWR 1000.00%
15 IWV 1000.00%
16 IYY 1000.00%
17 JKD 1000.00%
18 EXI 1000.00%
19 PRN 4.04%
20 SUPL 4.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.75M (11.02%) -52.05K
Decreased by -0.48%
Sep 30, 23
2 BlackRock Inc 8.50M (8.72%) 24.62K
Increased by +0.29%
Sep 30, 23
3 T. Rowe Price Associates, Inc. 6.24M (6.41%) -1.84M
Decreased by -29.50%
Sep 30, 23
4 Capital Research Global Investors 5.35M (5.48%) -316.94K
Decreased by -5.93%
Sep 30, 23
5 State Street Corporation 3.70M (3.80%) -2.06K
Decreased by -0.06%
Sep 30, 23
6 Bank of New York Mellon Corp 3.50M (3.59%) -99.86K
Decreased by -2.85%
Sep 30, 23
7 JPMorgan Chase & Co 2.54M (2.60%) 251.29K
Increased by +9.90%
Sep 30, 23
8 FMR Inc 2.21M (2.26%) -138.99K
Decreased by -6.30%
Sep 30, 23
9 Geode Capital Management, LLC 2.10M (2.16%) -144.99K
Decreased by -6.90%
Sep 30, 23
10 Atlantic Trust Group, LLC 2.09M (2.14%) -747.32K
Decreased by -35.76%
Sep 30, 23
11 Capital World Investors 1.71M (1.75%) 4.47K
Increased by +0.26%
Sep 30, 23
12 Amvescap Plc. 1.40M (1.43%) 18.42K
Increased by +1.32%
Sep 30, 23
13 Goldman Sachs Group Inc 1.16M (1.19%) -82.58K
Decreased by -7.12%
Sep 30, 23
14 Northern Trust Corp 1.02M (1.04%) 52.96K
Increased by +5.22%
Sep 30, 23
15 WCM Investment Management 1.01M (1.04%) 13.11K
Increased by +1.30%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 961.52K (0.99%) 68.96K
Increased by +7.17%
Sep 30, 23
17 London Company of Virginia 763.32K (0.78%) 10.25K
Increased by +1.34%
Sep 30, 23
18 Legal & General Group PLC 648.17K (0.66%) -25.49K
Decreased by -3.93%
Sep 30, 23
19 Royal London Asset Management Ltd 629.67K (0.65%) -128.70K
Decreased by -20.44%
Sep 30, 23
20 Thrivent Financial For Lutherans 534.96K (0.55%) 126.00
Increased by +0.02%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 3.96M (4.06%) -13.27K
Decreased by -0.34%
Sep 30, 23
2 Capital Group Growth Fnd of Amer Comp 3.96M (4.06%) -13.27K
Decreased by -0.34%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 3.08M (3.16%) 3.77K
Increased by +0.12%
Nov 30, 23
4 Capital Group AMCAP Composite 2.28M (2.34%) -313.31K
Decreased by -13.73%
Sep 30, 23
5 VA CollegeAmerica Amcap 529A 2.28M (2.34%) -313.31K
Decreased by -13.73%
Sep 30, 23
6 Vanguard Mid Cap Index Institutional 2.24M (2.29%) 2.64K
Increased by +0.12%
Nov 30, 23
7 Vanguard Institutional 500 Index Trust 2.18M (2.24%) 19.89K
Increased by +0.91%
Nov 30, 23
8 Invesco QQQ Trust 2.00M (2.05%) 4.45K
Increased by +0.22%
Dec 29, 23
9 US Small-Cap Growth II Equity Comp 1.85M (1.90%) 1.85M
Increased by +100.00%
Jun 30, 23
10 T. Rowe Price New Horizons 1.44M (1.48%) -407.00K
Decreased by -28.23%
Sep 30, 23
11 SPDR® S&P 500 ETF Trust 1.11M (1.13%) -7.74K
Decreased by -0.70%
Dec 31, 23
12 Fidelity® 500 Index 1.04M (1.07%) 6.64K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 891.07K (0.91%) 530.00
Increased by +0.06%
Dec 29, 23
14 Vanguard Growth Index Investor 866.33K (0.89%) 4.75K
Increased by +0.55%
Nov 30, 23
15 BlackRock Mid-Cap Growth Equity Instl 718.48K (0.74%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Mid-Cap Growth ETF 684.14K (0.70%) 2.14K
Increased by +0.31%
Nov 30, 23
17 JPMorgan Equity Premium Income ETF 609.58K (0.63%) -7.88K
Decreased by -1.29%
Dec 29, 23
18 Vanguard Institutional Index I 597.24K (0.61%) -1.12K
Decreased by -0.19%
Nov 30, 23
19 T. Rowe Price Blue Chip Growth 544.82K (0.56%) -24.95K
Decreased by -4.58%
Sep 30, 23
20 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 544.82K (0.56%) -24.95K
Decreased by -4.58%
Sep 30, 23