Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWD 1000.00%
2 IGM 1000.00%
3 ILCB 1000.00%
4 ILCG 1000.00%
5 ILCV 1000.00%
6 IMCB 1000.00%
7 IMCG 1000.00%
8 IMCV 1000.00%
9 ITOT 1000.00%
10 JKI 1000.00%
11 JKG 1000.00%
12 IWR 1000.00%
13 IWB 1000.00%
14 JKF 1000.00%
15 JKE 1000.00%
16 IUSG 1000.00%
17 JKD 1000.00%
18 IUSV 1000.00%
19 IVE 1000.00%
20 IYY 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 56.50M (13.16%) 420.08K
Increased by +0.74%
Sep 30, 23
2 Vanguard Group Inc 50.02M (11.65%) -136.86K
Decreased by -0.27%
Sep 30, 23
3 BlackRock Inc 40.07M (9.34%) -858.82K
Decreased by -2.14%
Sep 30, 23
4 State Street Corporation 17.91M (4.17%) -323.38K
Decreased by -1.81%
Sep 30, 23
5 HHG PLC 12.47M (2.91%) -1.94M
Decreased by -15.52%
Sep 30, 23
6 Artisan Partners Limited Partnership 12.38M (2.88%) 15.17K
Increased by +0.12%
Sep 30, 23
7 Geode Capital Management, LLC 9.62M (2.24%) 158.81K
Increased by +1.65%
Sep 30, 23
8 Wellington Management Company LLP 9.46M (2.20%) -534.32K
Decreased by -5.65%
Sep 30, 23
9 Pictet Asset Manangement SA 6.77M (1.58%) 6.77M
Increased by +100.00%
Sep 30, 23
10 Amvescap Plc. 5.81M (1.35%) 1.60M
Increased by +27.54%
Sep 30, 23
11 ING Investment Management LLC 5.36M (1.25%) -427.22K
Decreased by -7.97%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 5.34M (1.24%) 41.80K
Increased by +0.78%
Sep 30, 23
13 Bank of America Corp 5.24M (1.22%) -255.36K
Decreased by -4.87%
Sep 30, 23
14 Mackenzie Investments 5.20M (1.21%) -1.14M
Decreased by -21.82%
Sep 30, 23
15 Ameriprise Financial Inc 4.27M (1.00%) 817.24K
Increased by +19.13%
Sep 30, 23
16 Northern Trust Corp 4.12M (0.96%) 171.43K
Increased by +4.16%
Sep 30, 23
17 Capital Research & Mgmt Co - Division 3 4.02M (0.94%) 4.75K
Increased by +0.12%
Sep 30, 23
18 UBS Asset Mgmt Americas Inc 4.02M (0.94%) 254.74K
Increased by +6.34%
Sep 30, 23
19 T. Rowe Price Associates, Inc. 4.00M (0.93%) 1.38M
Increased by +34.41%
Sep 30, 23
20 Barclays PLC 3.87M (0.90%) 696.35K
Increased by +17.98%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 13.53M (3.15%) 31.82K
Increased by +0.24%
Nov 30, 23
2 Select Semiconductors 10.62M (2.47%) 942.50K
Increased by +8.88%
Oct 31, 23
3 Vanguard Institutional 500 Index Trust 10.52M (2.45%) 95.91K
Increased by +0.91%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 9.81M (2.29%) 10.03K
Increased by +0.10%
Nov 30, 23
5 Invesco QQQ Trust 7.60M (1.77%) -37.52K
Decreased by -0.49%
Nov 30, 23
6 Janus Henderson Enterprise D 6.33M (1.48%) -1.66M
Decreased by -26.16%
Sep 30, 23
7 Janus Inst Mid Cap Growth CF 6.33M (1.48%) -1.66M
Decreased by -26.16%
Sep 30, 23
8 Fidelity Select Technology 5.63M (1.31%) 799.70K
Increased by +14.20%
Oct 31, 23
9 Select Technology 5.63M (1.31%) 799.70K
Increased by +14.20%
Oct 31, 23
10 Fidelity® 500 Index 5.00M (1.16%) 39.80K
Increased by +0.80%
Oct 31, 23
11 SPDR® S&P 500 ETF Trust 4.90M (1.14%) 15.62K
Increased by +0.32%
Nov 30, 23
12 Fidelity® Contrafund® 4.84M (1.13%) -277.90K
Decreased by -5.74%
Oct 31, 23
13 Fidelity® Magellan® 4.37M (1.02%) 297.20K
Increased by +6.81%
Oct 31, 23
14 Fidelity® Blue Chip Growth 4.30M (1.00%) 337.07K
Increased by +7.84%
Oct 31, 23
15 iShares Core S&P 500 ETF 4.25M (0.99%) 4.11K
Increased by +0.10%
Nov 30, 23
16 UBS: Global Equity 3.94M (0.92%) 0.00
Increased by 0.00%
Jun 30, 23
17 iShares Semiconductor ETF 3.72M (0.87%) 23.59K
Increased by +0.63%
Nov 30, 23
18 Fidelity Advisor® Growth Opps M 3.51M (0.82%) -53.90K
Decreased by -1.53%
Oct 31, 23
19 American Funds New Perspective A 3.30M (0.77%) 0.00
Increased by 0.00%
Sep 30, 23
20 Capital Group New Perspective Comp 3.30M (0.77%) 0.00
Increased by 0.00%
Sep 30, 23