Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 1000.00%
2 IWV 1000.00%
3 JKK 1000.00%
4 ISCB 1000.00%
5 ISCG 1000.00%
6 ITOT 1000.00%
7 IWM 1000.00%
8 JKJ 1000.00%
9 TINT 0.67%
10 FDTS 0.20%
11 IWN 0.04%
12 IEUS 0.03%
13 SPEU 0.00%
14 FEU 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 14.81M (15.75%) 84.38K
Increased by +0.57%
Sep 30, 23
2 Baillie Gifford & Co Limited. 12.01M (12.77%) 2.91M
Increased by +24.21%
Sep 30, 23
3 Vanguard Group Inc 8.13M (8.64%) 245.25K
Increased by +3.02%
Sep 30, 23
4 BlackRock Inc 6.56M (6.97%) 341.84K
Increased by +5.21%
Sep 30, 23
5 Anchorage Advisors, LLC 3.43M (3.64%) -1.37M
Decreased by -40.00%
Sep 30, 23
6 Neuberger Berman Group LLC 3.03M (3.23%) 52.46K
Increased by +1.73%
Sep 30, 23
7 Spyglass Capital Management LLC 3.01M (3.20%) 1.56M
Increased by +51.72%
Sep 30, 23
8 Revolution Growth Management Company, Inc. 2.28M (2.43%) -1.20M
Decreased by -52.61%
Sep 30, 23
9 Radcliff Management LLC 2.13M (2.26%) 0.00
Increased by 0.00%
Sep 30, 23
10 Citadel Advisors Llc 2.07M (2.20%) 577.89K
Increased by +27.91%
Sep 30, 23
11 State Street Corporation 1.94M (2.07%) 203.57K
Increased by +10.48%
Sep 30, 23
12 Geode Capital Management, LLC 1.88M (2.00%) 207.40K
Increased by +11.02%
Sep 30, 23
13 Amvescap Plc. 1.67M (1.78%) 1.57M
Increased by +93.49%
Sep 30, 23
14 Millennium Management LLC 1.48M (1.58%) -55.87K
Decreased by -3.77%
Sep 30, 23
15 First Manhattan Co. LLC 1.40M (1.48%) -70.27K
Decreased by -5.03%
Sep 30, 23
16 Dimensional Fund Advisors, Inc. 1.25M (1.33%) 785.31K
Increased by +62.68%
Sep 30, 23
17 Point72 Asset Management, L.P. 1.16M (1.23%) 482.54K
Increased by +41.75%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 883.13K (0.94%) 374.56K
Increased by +42.41%
Sep 30, 23
19 Northern Trust Corp 867.50K (0.92%) 33.56K
Increased by +3.87%
Sep 30, 23
20 Wellington Management Company LLP 843.38K (0.90%) -17.27K
Decreased by -2.05%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Blue Chip Growth 7.12M (7.57%) 153.00K
Increased by +2.15%
Nov 30, 23
2 Baillie Gifford US Equity Growth 5.90M (6.27%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard US Growth Investor 5.90M (6.27%) 1.27M
Increased by +21.56%
Sep 30, 23
4 Baillie Gifford American B Inc 2.89M (3.07%) 25.72K
Increased by +0.89%
Oct 31, 23
5 Vanguard Total Stock Mkt Idx Inv 2.69M (2.86%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Russell 2000 ETF 2.58M (2.74%) 16.38K
Increased by +0.64%
Dec 29, 23
7 Neuberger Berman Long Short Instl 2.33M (2.48%) 195.54K
Increased by +8.38%
Nov 30, 23
8 Vanguard Small Cap Index 2.18M (2.31%) 6.68K
Increased by +0.31%
Nov 30, 23
9 Invesco Glbl Consmr Trnds A USD Acc 1.68M (1.78%) 108.00K
Increased by +6.43%
Nov 30, 23
10 Spyglass Growth Institutional 1.57M (1.67%) 932.58K
Increased by +59.29%
Sep 30, 23
11 Fidelity® Blue Chip Growth K6 1.50M (1.59%) 361.50K
Increased by +24.17%
Nov 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 1.31M (1.40%) 2.36K
Increased by +0.18%
Nov 30, 23
13 Vanguard Small Cap Growth Index Inv 1.21M (1.29%) 6.18K
Increased by +0.51%
Nov 30, 23
14 Fidelity® Series Blue Chip Growth 1.20M (1.27%) 28.10K
Increased by +2.35%
Nov 30, 23
15 Baillie Gifford Managed B Acc 1.10M (1.17%) -110.48K
Decreased by -10.05%
Oct 31, 23
16 Fidelity® Growth Company 963.28K (1.02%) -393.27K
Decreased by -40.83%
Nov 30, 23
17 Fidelity Growth Compy Commingled Pl O 948.98K (1.01%) -598.39K
Decreased by -63.06%
Nov 30, 23
18 Fidelity® Small Cap Index 933.78K (0.99%) 25.51K
Increased by +2.73%
Oct 31, 23
19 iShares Russell 2000 Growth ETF 687.56K (0.73%) 0.00
Increased by 0.00%
Dec 29, 23
20 Neuberger Berman Large Cap Growth Inv 624.07K (0.66%) 33.43K
Increased by +5.36%
Nov 30, 23