Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKE 1000.00%
2 IGM 1000.00%
3 ILCG 1000.00%
4 IMCB 1000.00%
5 IMCG 1000.00%
6 ITOT 1000.00%
7 IWB 1000.00%
8 IWF 1000.00%
9 IWP 1000.00%
10 IWR 1000.00%
11 ILCB 1000.00%
12 IWV 1000.00%
13 IYW 1000.00%
14 JKD 1000.00%
15 JKG 1000.00%
16 IYY 1000.00%
17 FCUS 5.21%
18 DAT 3.64%
19 SFYF 3.45%
20 BIGY 3.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 187.34M (9.67%) 18.76M
Increased by +10.01%
Sep 30, 23
2 BlackRock Inc 105.48M (5.44%) 2.43M
Increased by +2.30%
Sep 30, 23
3 Renaissance Technologies Corp 43.60M (2.25%) 3.81M
Increased by +8.73%
Sep 30, 23
4 State Street Corporation 37.02M (1.91%) 1.20M
Increased by +3.24%
Sep 30, 23
5 Geode Capital Management, LLC 26.48M (1.37%) 1.62M
Increased by +6.12%
Sep 30, 23
6 D. E. Shaw & Co LP 24.24M (1.25%) -5.41M
Decreased by -22.31%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 22.61M (1.17%) 4.68M
Increased by +20.68%
Sep 30, 23
8 Two Sigma Advisers, LLC 17.09M (0.88%) 10.91M
Increased by +63.85%
Sep 30, 23
9 Two Sigma Investments LLC 17.00M (0.88%) 4.66M
Increased by +27.38%
Sep 30, 23
10 JANE STREET GROUP, LLC 12.81M (0.66%) 11.10M
Increased by +86.66%
Sep 30, 23
11 Sumitomo Mitsui Trust Holdings Inc 11.63M (0.60%) 1.22M
Increased by +10.49%
Sep 30, 23
12 Northern Trust Corp 11.50M (0.59%) 601.01K
Increased by +5.23%
Sep 30, 23
13 Scout Investment Advisors Inc 11.42M (0.59%) -699.92K
Decreased by -6.13%
Sep 30, 23
14 ARK Investment Management LLC 9.42M (0.49%) 2.58M
Increased by +27.38%
Sep 30, 23
15 Legal & General Group PLC 9.41M (0.49%) -149.50K
Decreased by -1.59%
Sep 30, 23
16 Bank of New York Mellon Corp 7.54M (0.39%) 72.89K
Increased by +0.97%
Sep 30, 23
17 UBS Asset Mgmt Americas Inc 7.51M (0.39%) 1.19M
Increased by +15.85%
Sep 30, 23
18 Nikko Asset Management Americas Inc 7.40M (0.38%) 1.31M
Increased by +17.71%
Sep 30, 23
19 American Century Companies Inc 7.17M (0.37%) 886.52K
Increased by +12.37%
Sep 30, 23
20 Charles Schwab Investment Management Inc 6.66M (0.34%) 1.28M
Increased by +19.29%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 60.98M (3.15%) 129.25K
Increased by +0.21%
Nov 30, 23
2 Vanguard Mid Cap Index Institutional 43.94M (2.27%) 40.05K
Increased by +0.09%
Nov 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 27.59M (1.42%) 466.84K
Increased by +1.69%
Nov 30, 23
4 Vanguard Growth Index Investor 17.13M (0.88%) 93.66K
Increased by +0.55%
Nov 30, 23
5 Vanguard Mid-Cap Growth ETF 13.53M (0.70%) 42.48K
Increased by +0.31%
Nov 30, 23
6 State St Russell Sm/Mid Cp® Indx NL Cl C 11.36M (0.59%) 548.60K
Increased by +4.83%
Dec 31, 23
7 Vanguard Information Technology ETF 10.76M (0.56%) -302.37K
Decreased by -2.81%
Nov 30, 23
8 Fidelity® Extended Market Index 10.26M (0.53%) 116.07K
Increased by +1.13%
Nov 30, 23
9 Carillon Scout Mid Cap I 9.20M (0.47%) -536.46K
Decreased by -5.83%
Dec 31, 23
10 Scout Mid Cap Equity 9.20M (0.47%) -311.02K
Decreased by -3.38%
Dec 31, 23
11 iShares Russell Mid-Cap Growth ETF 8.83M (0.46%) 0.00
Increased by 0.00%
Dec 29, 23
12 ARK Innovation ETF 8.09M (0.42%) 22.62K
Increased by +0.28%
Dec 28, 23
13 ARK Disruptive Innovation Full Composite 8.01M (0.41%) 1.44M
Increased by +17.93%
Dec 31, 23
14 iShares Russell 1000 Growth ETF 6.56M (0.34%) -10.94K
Decreased by -0.17%
Dec 29, 23
15 iShares Expanded Tech-Software Sect ETF 6.40M (0.33%) -17.38K
Decreased by -0.27%
Dec 29, 23
16 iShares Russell Mid-Cap ETF 5.54M (0.29%) -4.17K
Decreased by -0.08%
Dec 29, 23
17 Fidelity® Mid Cap Index 5.41M (0.28%) 53.24K
Increased by +0.98%
Nov 30, 23
18 BlackRock Extended Mkt Composite 4.44M (0.23%) 222.09K
Increased by +5.00%
Sep 30, 23
19 BlackRock Extended Equity Market K 4.04M (0.21%) 156.13K
Increased by +3.87%
Dec 31, 23
20 American Century Heritage Inv 3.85M (0.20%) 0.00
Increased by 0.00%
Sep 30, 23