Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYW 1000.00%
2 IWY 1000.00%
3 IGM 1000.00%
4 JKD 1000.00%
5 JKE 1000.00%
6 JKG 1000.00%
7 GLOF 1000.00%
8 IWV 1000.00%
9 IWL 1000.00%
10 IWF 1000.00%
11 IWB 1000.00%
12 ITOT 1000.00%
13 IYY 1000.00%
14 IMCG 1000.00%
15 IMCB 1000.00%
16 ILCG 1000.00%
17 ILCB 1000.00%
18 QQQA 5.22%
19 AIEQ 5.20%
20 AIIQ 5.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.85M (9.70%) 112.48K
Increased by +0.76%
Sep 30, 23
2 T. Rowe Price Associates, Inc. 9.91M (6.47%) -2.13M
Decreased by -21.48%
Sep 30, 23
3 WCM Investment Management 9.39M (6.13%) -111.97K
Decreased by -1.19%
Sep 30, 23
4 BlackRock Inc 8.27M (5.40%) -234.53K
Decreased by -2.84%
Sep 30, 23
5 Baillie Gifford & Co Limited. 7.30M (4.76%) -70.03K
Decreased by -0.96%
Sep 30, 23
6 Artisan Partners Limited Partnership 6.05M (3.95%) 63.90K
Increased by +1.06%
Sep 30, 23
7 Sands Capital Management, LLC 4.99M (3.26%) -135.34K
Decreased by -2.71%
Sep 30, 23
8 HHG PLC 3.51M (2.29%) -1.80M
Decreased by -51.37%
Sep 30, 23
9 Brown Advisory Holdings Inc 3.22M (2.10%) -434.75K
Decreased by -13.51%
Sep 30, 23
10 State Street Corporation 3.14M (2.05%) 88.24K
Increased by +2.81%
Sep 30, 23
11 Capital Research & Mgmt Co - Division 3 2.19M (1.43%) 802.00
Increased by +0.04%
Sep 30, 23
12 Franklin Resources Inc 2.18M (1.42%) -3.32K
Decreased by -0.15%
Sep 30, 23
13 ClearBridge Advisors, LLC 2.00M (1.30%) -68.09K
Decreased by -3.41%
Sep 30, 23
14 Renaissance Technologies Corp 1.85M (1.21%) -347.10K
Decreased by -18.72%
Sep 30, 23
15 Wellington Management Company LLP 1.85M (1.21%) -61.09K
Decreased by -3.31%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 1.79M (1.17%) 1.10M
Increased by +61.06%
Sep 30, 23
17 Geode Capital Management, LLC 1.78M (1.16%) 40.53K
Increased by +2.28%
Sep 30, 23
18 Durable Capital Partners LP 1.72M (1.12%) -64.07K
Decreased by -3.74%
Sep 30, 23
19 FMR Inc 1.64M (1.07%) 141.96K
Increased by +8.66%
Sep 30, 23
20 Winslow Capital Management, LLC 1.55M (1.01%) -21.99K
Decreased by -1.42%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.80M (3.14%) 5.92K
Increased by +0.12%
Nov 30, 23
2 Vanguard Mid Cap Index Institutional 3.48M (2.28%) 2.89K
Increased by +0.08%
Nov 30, 23
3 US Small-Cap Growth II Equity Comp 2.97M (1.94%) 2.97M
Increased by +100.00%
Jun 30, 23
4 WCM Focused International Growth Instl 2.87M (1.87%) -59.52K
Decreased by -2.07%
Sep 30, 23
5 WCM Inv Mgt Focused Growth Intl 2.87M (1.87%) -59.52K
Decreased by -2.07%
Sep 30, 23
6 Invesco QQQ Trust 2.84M (1.85%) 6.30K
Increased by +0.22%
Dec 29, 23
7 T. Rowe Price New Horizons 2.43M (1.59%) -544.32K
Decreased by -22.41%
Sep 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 2.20M (1.44%) 36.40K
Increased by +1.66%
Nov 30, 23
9 Sands Capital Global Growth Equity 1.80M (1.18%) -26.88K
Decreased by -1.49%
Sep 30, 23
10 Janus Concentrated Growth CF 1.48M (0.97%) -630.13K
Decreased by -42.52%
Sep 30, 23
11 Janus Henderson Forty S 1.48M (0.97%) -630.13K
Decreased by -42.52%
Sep 30, 23
12 American Funds Growth Fund of Amer A 1.46M (0.96%) -429.37K
Decreased by -29.34%
Sep 30, 23
13 Capital Group Growth Fnd of Amer Comp 1.46M (0.96%) -429.37K
Decreased by -29.34%
Sep 30, 23
14 Vanguard Growth Index Investor 1.35M (0.88%) 7.18K
Increased by +0.53%
Nov 30, 23
15 Vanguard Mid-Cap Growth ETF 1.07M (0.70%) 3.34K
Increased by +0.31%
Nov 30, 23
16 Vanguard US Growth Investor 989.42K (0.65%) -9.38K
Decreased by -0.95%
Sep 30, 23
17 Fidelity Select Software & IT Svcs Port 976.05K (0.64%) 0.00
Increased by 0.00%
Nov 30, 23
18 Select Software & IT Svcs Port 976.05K (0.64%) -5.82K
Decreased by -0.60%
Oct 31, 23
19 Vanguard Information Technology ETF 934.34K (0.61%) 15.23K
Increased by +1.63%
Nov 30, 23
20 T. Rowe Price Blue Chip Growth 932.89K (0.61%) -215.42K
Decreased by -23.09%
Sep 30, 23