Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IXN 1000.00%
2 GLOF 1000.00%
3 JKD 1000.00%
4 IYY 1000.00%
5 IYW 1000.00%
6 IWY 1000.00%
7 IGM 1000.00%
8 ILCB 1000.00%
9 ILCG 1000.00%
10 ITOT 1000.00%
11 IUSG 1000.00%
12 IVRS 1000.00%
13 IVV 1000.00%
14 IVW 1000.00%
15 IWB 1000.00%
16 IWF 1000.00%
17 IWL 1000.00%
18 JKE 1000.00%
19 IWV 1000.00%
20 QQQA 4.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.35M (8.85%) 8.63K
Increased by +0.06%
Sep 30, 23
2 BlackRock Inc 11.70M (7.76%) -44.16K
Decreased by -0.38%
Sep 30, 23
3 State Street Corporation 6.54M (4.33%) -147.97K
Decreased by -2.26%
Sep 30, 23
4 Capital World Investors 6.52M (4.32%) 321.47K
Increased by +4.93%
Sep 30, 23
5 JPMorgan Chase & Co 4.75M (3.15%) 560.74K
Increased by +11.79%
Sep 30, 23
6 T. Rowe Price Associates, Inc. 4.51M (2.99%) -566.98K
Decreased by -12.56%
Sep 30, 23
7 FMR Inc 4.03M (2.67%) 330.21K
Increased by +8.19%
Sep 30, 23
8 Franklin Resources Inc 3.35M (2.22%) -229.85K
Decreased by -6.87%
Sep 30, 23
9 Geode Capital Management, LLC 3.31M (2.19%) 394.39K
Increased by +11.93%
Sep 30, 23
10 Pictet Asset Manangement SA 2.88M (1.91%) 2.88M
Increased by +100.00%
Sep 30, 23
11 Jackson Square Partners, LLC 2.79M (1.85%) 2.79M
Increased by +100.00%
Sep 30, 23
12 Nuveen Asset Management, LLC 2.78M (1.85%) 125.20K
Increased by +4.50%
Sep 30, 23
13 Amvescap Plc. 2.47M (1.64%) -3.41K
Decreased by -0.14%
Sep 30, 23
14 Massachusetts Financial Services Company 2.41M (1.60%) -71.70K
Decreased by -2.97%
Sep 30, 23
15 Ameriprise Financial Inc 2.04M (1.35%) 344.43K
Increased by +16.87%
Sep 30, 23
16 Northern Trust Corp 1.69M (1.12%) 78.85K
Increased by +4.67%
Sep 30, 23
17 AllianceBernstein L.P. 1.39M (0.92%) -167.92K
Decreased by -12.09%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 1.37M (0.91%) -74.59K
Decreased by -5.43%
Sep 30, 23
19 Nordea Investment Mgmt Bank Demark A/s 1.24M (0.82%) -24.07K
Decreased by -1.93%
Sep 30, 23
20 Legal & General Group PLC 1.19M (0.79%) -42.98K
Decreased by -3.61%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.77M (3.16%) 8.70K
Increased by +0.18%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 3.71M (2.46%) 34.66K
Increased by +0.93%
Nov 30, 23
3 Invesco QQQ Trust 2.78M (1.84%) 6.20K
Increased by +0.22%
Dec 29, 23
4 American Funds Growth Fund of Amer A 2.70M (1.79%) 124.68K
Increased by +4.62%
Sep 30, 23
5 Capital Group Growth Fnd of Amer Comp 2.70M (1.79%) 124.68K
Increased by +4.62%
Sep 30, 23
6 JPMorgan Large Cap Growth I 1.90M (1.26%) 265.41K
Increased by +13.95%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 1.88M (1.24%) -13.14K
Decreased by -0.70%
Dec 31, 23
8 Fidelity® 500 Index 1.77M (1.18%) 11.28K
Increased by +0.64%
Nov 30, 23
9 JPM US Large Cap Growth-MA 1.64M (1.08%) 1.51M
Increased by +91.95%
Sep 30, 23
10 iShares Core S&P 500 ETF 1.51M (1.00%) 900.00
Increased by +0.06%
Dec 29, 23
11 T. Rowe Price Blue Chip Growth 1.38M (0.92%) -80.27K
Decreased by -5.81%
Sep 30, 23
12 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 1.38M (0.92%) -80.27K
Decreased by -5.81%
Sep 30, 23
13 Vanguard Growth Index Investor 1.34M (0.89%) 7.34K
Increased by +0.55%
Nov 30, 23
14 Franklin DynaTech A 1.25M (0.83%) 0.00
Increased by 0.00%
Nov 30, 23
15 Franklin DynaTech Fund A 1.25M (0.83%) 0.00
Increased by 0.00%
Nov 30, 23
16 Franklin Innovation Composite 1.25M (0.83%) 0.00
Increased by 0.00%
Sep 30, 23
17 MFS Growth B 1.20M (0.79%) 37.02K
Increased by +3.09%
Nov 30, 23
18 American Funds New Perspective A 1.13M (0.75%) 0.00
Increased by 0.00%
Sep 30, 23
19 Capital Group New Perspective Comp 1.13M (0.75%) 0.00
Increased by 0.00%
Sep 30, 23
20 MFS Growth Equity 1.10M (0.73%) 38.63K
Increased by +3.52%
Sep 30, 23