Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.80M (11.90%) 32.04K
Increased by +0.55%
Sep 30, 23
2 BlackRock Inc 4.00M (8.22%) -259.06K
Decreased by -6.47%
Sep 30, 23
3 AllianceBernstein L.P. 3.02M (6.21%) 878.64K
Increased by +29.05%
Sep 30, 23
4 State Street Corporation 1.83M (3.77%) -62.90K
Decreased by -3.43%
Sep 30, 23
5 Franklin Resources Inc 1.19M (2.45%) 41.03K
Increased by +3.44%
Sep 30, 23
6 Geode Capital Management, LLC 1.19M (2.43%) 45.37K
Increased by +3.83%
Sep 30, 23
7 American Century Companies Inc 1.14M (2.34%) 180.20K
Increased by +15.81%
Sep 30, 23
8 FMR Inc 1.05M (2.17%) -652.93K
Decreased by -61.90%
Sep 30, 23
9 Echo Street Capital Management LLC 1.05M (2.16%) -27.75K
Decreased by -2.63%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 1.04M (2.14%) -44.39K
Decreased by -4.27%
Sep 30, 23
11 Brown Capital Management, LLC 1.00M (2.06%) -3.99K
Decreased by -0.40%
Sep 30, 23
12 LORING WOLCOTT & COOLIDGE FID ADV LLP 854.90K (1.75%) 141.46K
Increased by +16.55%
Sep 30, 23
13 ING Investment Management LLC 797.20K (1.64%) 540.48K
Increased by +67.80%
Sep 30, 23
14 Wellington Management Company LLP 763.16K (1.57%) -209.19K
Decreased by -27.41%
Sep 30, 23
15 Macquarie Group Ltd 695.38K (1.43%) 19.46K
Increased by +2.80%
Sep 30, 23
16 Northern Trust Corp 538.28K (1.10%) 19.90K
Increased by +3.70%
Sep 30, 23
17 Amvescap Plc. 485.27K (1.00%) 89.73K
Increased by +18.49%
Sep 30, 23
18 Riverbridge Partners LLC 433.33K (0.89%) 13.10K
Increased by +3.02%
Sep 30, 23
19 Alyeska Investment Group, L.P. 419.22K (0.86%) 419.22K
Increased by +100.00%
Sep 30, 23
20 Meritage Group LP 400.36K (0.82%) 400.36K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.61M (3.31%) 1.92K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 1.20M (2.47%) 11.87K
Increased by +0.99%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 1.17M (2.40%) 1.18K
Increased by +0.10%
Nov 30, 23
4 AllianceBernstein US L/C Growth Eqty MF 902.18K (1.85%) -95.72K
Decreased by -10.61%
Nov 30, 23
5 AB Large Cap Growth A 861.07K (1.77%) -87.51K
Decreased by -10.16%
Nov 30, 23
6 American Century US Premier Lg Cp Gr 753.00K (1.55%) 27.00K
Increased by +3.59%
Sep 30, 23
7 American Century Ultra® Inv 753.00K (1.55%) 27.00K
Increased by +3.59%
Sep 30, 23
8 SPDR® S&P 500 ETF Trust 600.96K (1.23%) -4.23K
Decreased by -0.70%
Dec 31, 23
9 Fidelity® 500 Index 573.98K (1.18%) 3.65K
Increased by +0.64%
Nov 30, 23
10 Brown Capital Mgmt Small Co Inv 569.88K (1.17%) 0.00
Increased by 0.00%
Sep 30, 23
11 Invesco S&P 500® Equal Weight ETF 507.12K (1.04%) 0.00
Increased by 0.00%
Dec 29, 23
12 iShares Core S&P 500 ETF 488.42K (1.00%) 290.00
Increased by +0.06%
Dec 29, 23
13 Vanguard Growth Index Investor 453.30K (0.93%) 3.04K
Increased by +0.67%
Nov 30, 23
14 Delaware Ivy Mid Cap Growth A 394.36K (0.81%) 10.42K
Increased by +2.64%
Sep 30, 23
15 BNP Paribas Disrpt Tech Cl D 382.55K (0.79%) 128.01K
Increased by +33.46%
Nov 30, 23
16 Vanguard Mid-Cap Growth ETF 357.56K (0.73%) 1.11K
Increased by +0.31%
Nov 30, 23
17 Vanguard Institutional Index I 327.53K (0.67%) -1.10K
Decreased by -0.34%
Nov 30, 23
18 Franklin Innovation Composite 325.00K (0.67%) 0.00
Increased by 0.00%
Sep 30, 23
19 Fidelity Select Technology 312.80K (0.64%) 0.00
Increased by 0.00%
Nov 30, 23
20 Select Technology 312.80K (0.64%) 0.00
Increased by 0.00%
Oct 31, 23