Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYY 1000.00%
2 IDRV 1000.00%
3 ISCV 1000.00%
4 ITOT 1000.00%
5 IWB 1000.00%
6 IWD 1000.00%
7 IWR 1000.00%
8 IWS 1000.00%
9 IWV 1000.00%
10 JKJ 1000.00%
11 IYC 1000.00%
12 ISCB 1000.00%
13 EVAV 10.29%
14 LZRD 8.88%
15 QCLN 8.10%
16 IPO 6.73%
17 RNEW 5.69%
18 ACES 5.30%
19 SPRX 4.65%
20 AIEQ 4.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Amazon.com Inc 158.36M (23.61%) 0.00
Increased by 0.00%
Sep 30, 23
2 T. Rowe Price Associates, Inc. 71.52M (10.66%) -1.77M
Decreased by -2.48%
Sep 30, 23
3 Vanguard Group Inc 63.85M (9.52%) 408.68K
Increased by +0.64%
Sep 30, 23
4 BlackRock Inc 46.14M (6.88%) -9.69M
Decreased by -20.99%
Sep 30, 23
5 FMR Inc 35.88M (5.35%) -362.26K
Decreased by -1.01%
Sep 30, 23
6 State Street Corporation 13.62M (2.03%) 1.91M
Increased by +14.04%
Sep 30, 23
7 D1 Capital Partners L.P. 13.48M (2.01%) -425.00K
Decreased by -3.15%
Sep 30, 23
8 Capital Research Global Investors 10.31M (1.54%) -3.02M
Decreased by -29.31%
Sep 30, 23
9 Geode Capital Management, LLC 10.20M (1.52%) 1.79M
Increased by +17.58%
Sep 30, 23
10 HHG PLC 9.76M (1.46%) 1.74M
Increased by +17.81%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 9.70M (1.45%) 1.19M
Increased by +12.31%
Sep 30, 23
12 Mirae Asset Global Investments (Korea) Co Ltd 7.81M (1.16%) -691.27K
Decreased by -8.85%
Sep 30, 23
13 UBS Asset Mgmt Americas Inc 7.40M (1.10%) 4.78M
Increased by +64.63%
Sep 30, 23
14 Two Sigma Investments LLC 5.70M (0.85%) 5.70M
Increased by +100.00%
Sep 30, 23
15 First Trust Advisors L.P. 5.56M (0.83%) 1.03M
Increased by +18.45%
Sep 30, 23
16 D. E. Shaw & Co LP 4.88M (0.73%) 4.54M
Increased by +92.99%
Sep 30, 23
17 Millennium Management LLC 4.44M (0.66%) 2.58M
Increased by +58.23%
Sep 30, 23
18 T. Rowe Price Investment Management,Inc. 4.27M (0.64%) -661.87K
Decreased by -15.50%
Sep 30, 23
19 Northern Trust Corp 4.24M (0.63%) 544.59K
Increased by +12.86%
Sep 30, 23
20 Renaissance Technologies Corp 4.03M (0.60%) 927.90K
Increased by +23.03%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Growth Stock 25.74M (3.84%) -1.70M
Decreased by -6.61%
Sep 30, 23
2 T. Rowe Price US Growth Stock Composite 25.74M (3.84%) -1.70M
Decreased by -6.61%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 22.11M (3.30%) 28.64K
Increased by +0.13%
Nov 30, 23
4 T. Rowe Price Growth Stock Tr-B 16.18M (2.41%) -244.88K
Decreased by -1.51%
Sep 30, 23
5 Vanguard Mid Cap Index Institutional 16.03M (2.39%) 13.94K
Increased by +0.09%
Nov 30, 23
6 Fidelity Growth Compy Commingled Pl O 9.92M (1.48%) 164.40K
Increased by +1.66%
Oct 31, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 9.67M (1.44%) 143.91K
Increased by +1.49%
Nov 30, 23
8 Fidelity® Growth Company 7.50M (1.12%) 121.70K
Increased by +1.62%
Oct 31, 23
9 Fidelity® Blue Chip Growth 7.10M (1.06%) -12.17K
Decreased by -0.17%
Oct 31, 23
10 American Funds Capital World Gr&Inc A 5.68M (0.85%) -4.32K
Decreased by -0.08%
Sep 30, 23
11 Capital Group World Growth & Inc Cmp 5.68M (0.85%) -4.32K
Decreased by -0.08%
Sep 30, 23
12 Vanguard Mid-Cap Value ETF 5.68M (0.85%) -25.37K
Decreased by -0.45%
Nov 30, 23
13 Vanguard Value Index Inv 5.18M (0.77%) 12.86K
Increased by +0.25%
Nov 30, 23
14 JNL/T. Rowe Price Established Growth A 5.07M (0.76%) -190.97K
Decreased by -3.77%
Sep 30, 23
15 First Trust NASDAQ® Cln Edge® GrnEngyETF 4.37M (0.65%) -8.01K
Decreased by -0.18%
Nov 30, 23
16 Janus Concentrated Growth CF 4.26M (0.64%) 758.95K
Increased by +17.81%
Sep 30, 23
17 Janus Henderson Forty S 4.26M (0.64%) 758.95K
Increased by +17.81%
Sep 30, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 3.82M (0.57%) 71.50K
Increased by +1.87%
Nov 30, 23
19 Janus Henderson Research D 3.73M (0.56%) 658.62K
Increased by +17.66%
Sep 30, 23
20 Janus Henderson US Research Growth Eq 3.73M (0.56%) 658.62K
Increased by +17.66%
Sep 30, 23