Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 JKD 1000.00%
3 IWF 1000.00%
4 IWB 1000.00%
5 IYY 1000.00%
6 IYW 1000.00%
7 IWY 1000.00%
8 ITOT 1000.00%
9 IWL 1000.00%
10 IRBO 1000.00%
11 JKE 1000.00%
12 IWV 1000.00%
13 ILCG 1000.00%
14 ILCB 1000.00%
15 FNGU 9.90%
16 FNGS 9.10%
17 FNGO 9.10%
18 FNGD 9.10%
19 SPRX 8.35%
20 LRNZ 6.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.43M (6.51%) 743.21K
Increased by +3.83%
Sep 30, 23
2 Altimeter Capital Management, LLC 15.40M (5.16%) 30.68K
Increased by +0.20%
Sep 30, 23
3 BlackRock Inc 14.65M (4.91%) 561.34K
Increased by +3.83%
Sep 30, 23
4 Morgan Stanley - Brokerage Accounts 13.25M (4.44%) -90.35K
Decreased by -0.68%
Sep 30, 23
5 SC US (TTGP), LTD. 13.04M (4.37%) -20.81K
Decreased by -0.16%
Sep 30, 23
6 Jennison Associates LLC 7.02M (2.36%) -375.13K
Decreased by -5.34%
Sep 30, 23
7 State Street Corporation 6.18M (2.07%) 230.80K
Increased by +3.73%
Sep 30, 23
8 FMR Inc 6.15M (2.06%) 1.50M
Increased by +24.31%
Sep 30, 23
9 Berkshire Hathaway Inc 6.13M (2.05%) 0.00
Increased by 0.00%
Sep 30, 23
10 Capital Research Global Investors 5.77M (1.94%) -4.47M
Decreased by -77.38%
Sep 30, 23
11 Sands Capital Management, LLC 4.83M (1.62%) -138.61K
Decreased by -2.87%
Sep 30, 23
12 Baillie Gifford & Co Limited. 4.39M (1.47%) -58.37K
Decreased by -1.33%
Sep 30, 23
13 Geode Capital Management, LLC 3.51M (1.18%) 411.40K
Increased by +11.72%
Sep 30, 23
14 BMO Capital Markets Corp. 3.44M (1.15%) 405.89K
Increased by +11.78%
Sep 30, 23
15 Bank of Montreal 3.44M (1.15%) 405.89K
Increased by +11.78%
Sep 30, 23
16 JPMorgan Chase & Co 3.44M (1.15%) 443.21K
Increased by +12.88%
Sep 30, 23
17 ICONIQ Capital, LLC 2.36M (0.79%) -1.14M
Decreased by -48.20%
Sep 30, 23
18 Goldman Sachs Group Inc 2.16M (0.72%) -132.96K
Decreased by -6.15%
Sep 30, 23
19 Renaissance Technologies Corp 2.07M (0.69%) -127.60K
Decreased by -6.16%
Sep 30, 23
20 Northern Trust Corp 1.88M (0.63%) 95.81K
Increased by +5.09%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.69M (2.91%) 19.48K
Increased by +0.22%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 4.56M (1.53%) 78.09K
Increased by +1.71%
Nov 30, 23
3 American Funds Growth Fund of Amer A 3.11M (1.04%) -1.47M
Decreased by -47.30%
Sep 30, 23
4 Capital Group Growth Fnd of Amer Comp 3.11M (1.04%) -1.47M
Decreased by -47.30%
Sep 30, 23
5 Vanguard Growth Index Investor 2.44M (0.82%) 13.36K
Increased by +0.55%
Nov 30, 23
6 Morgan Stanley Growth 2.05M (0.69%) -254.84K
Decreased by -12.43%
Sep 30, 23
7 Morgan Stanley Growth SMA 2.05M (0.69%) -514.80K
Decreased by -25.12%
Sep 30, 23
8 Morgan Stanley Inst Growth I 2.05M (0.69%) -254.84K
Decreased by -12.43%
Sep 30, 23
9 Sands Capital Global Growth Equity 1.99M (0.67%) -6.45K
Decreased by -0.32%
Mar 31, 23
10 State St Russell Sm/Mid Cp® Indx NL Cl C 1.79M (0.60%) 34.70K
Increased by +1.94%
Nov 30, 23
11 Fidelity® Extended Market Index 1.74M (0.58%) 36.73K
Increased by +2.12%
Oct 31, 23
12 Vanguard US Growth Investor 1.73M (0.58%) -285.46K
Decreased by -16.55%
Sep 30, 23
13 MS INVF US Advantage I 1.66M (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
14 Harbor Capital Appreciation Instl 1.56M (0.52%) -31.96K
Decreased by -2.05%
Sep 30, 23
15 Vanguard Information Technology ETF 1.54M (0.52%) 25.39K
Increased by +1.65%
Nov 30, 23
16 American Funds Invmt Co of Amer A 1.27M (0.43%) -2.31K
Decreased by -0.18%
Sep 30, 23
17 Capital Group Investment Co of Amer Comp 1.27M (0.43%) -2.31K
Decreased by -0.18%
Sep 30, 23
18 Scottish Mortgage Ord 1.26M (0.42%) -249.00
Decreased by -0.02%
Oct 31, 23
19 Select Software & IT Svcs Port 1.26M (0.42%) 0.00
Increased by 0.00%
Oct 31, 23
20 MS INVF US Growth I 1.22M (0.41%) 0.00
Increased by 0.00%
Nov 30, 23