Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 IYW 1000.00%
3 IWV 1000.00%
4 IWR 1000.00%
5 IWP 1000.00%
6 IWF 1000.00%
7 IWB 1000.00%
8 ITOT 1000.00%
9 ISCG 1000.00%
10 JKK 1000.00%
11 IYY 1000.00%
12 IPAY 4.35%
13 AOTG 3.73%
14 FINX 3.24%
15 ARKF 3.17%
16 ERSX 2.71%
17 ENTR 2.07%
18 FXL 1.70%
19 INNO 1.47%
20 NBCC 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.08M (9.30%) 3.49M
Increased by +9.96%
Sep 30, 23
2 Capital Research & Mgmt Co - Division 3 26.90M (7.13%) 3.59M
Increased by +13.36%
Sep 30, 23
3 FMR Inc 25.03M (6.63%) -2.46M
Decreased by -9.81%
Sep 30, 23
4 BlackRock Inc 19.14M (5.07%) 590.14K
Increased by +3.08%
Sep 30, 23
5 HMI Capital Management, L.P. 14.38M (3.81%) -1.36M
Decreased by -9.45%
Sep 30, 23
6 Durable Capital Partners LP 12.76M (3.38%) 831.64K
Increased by +6.52%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 12.01M (3.18%) 7.19M
Increased by +59.89%
Sep 30, 23
8 T. Rowe Price Associates, Inc. 11.95M (3.17%) 87.84K
Increased by +0.74%
Sep 30, 23
9 Abdiel Capital Advisors LLC 10.88M (2.88%) 86.54K
Increased by +0.80%
Sep 30, 23
10 Echo Street Capital Management LLC 9.44M (2.50%) 3.97M
Increased by +42.05%
Sep 30, 23
11 Generation Investment Management LLP 9.07M (2.40%) -3.96M
Decreased by -43.69%
Sep 30, 23
12 Champlain Investment Partners, LLC 8.38M (2.22%) 1.32M
Increased by +15.70%
Sep 30, 23
13 GREENOAKS CAPITAL PARTNERS LLC 8.03M (2.13%) -1.76M
Decreased by -21.95%
Sep 30, 23
14 State Street Corporation 6.64M (1.76%) 326.41K
Increased by +4.91%
Sep 30, 23
15 Geode Capital Management, LLC 5.24M (1.39%) 365.44K
Increased by +6.98%
Sep 30, 23
16 Dragoneer Investment Group, LLC 4.54M (1.20%) 0.00
Increased by 0.00%
Sep 30, 23
17 Sumitomo Mitsui Trust Holdings Inc 3.89M (1.03%) 418.32K
Increased by +10.75%
Sep 30, 23
18 12 West Capital Management LP 3.77M (1.00%) 0.00
Increased by 0.00%
Sep 30, 23
19 Whale Rock Capital Management LLC 3.68M (0.98%) -1.26M
Decreased by -34.17%
Sep 30, 23
20 Millennium Management LLC 3.59M (0.95%) 1.85M
Increased by +51.56%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 16.03M (4.25%) 946.30K
Increased by +5.90%
Sep 30, 23
2 Capital Group Growth Fnd of Amer Comp 16.03M (4.25%) 946.30K
Increased by +5.90%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 12.24M (3.24%) 15.82K
Increased by +0.13%
Nov 30, 23
4 Champlain Mid Cap Fund, LLC 9.10M (2.41%) 11.90K
Increased by +0.13%
Nov 30, 23
5 US Small-Cap Growth II Equity Comp 8.64M (2.29%) 8.64M
Increased by +100.00%
Jun 30, 23
6 T. Rowe Price New Horizons 8.09M (2.14%) -547.22K
Decreased by -6.76%
Sep 30, 23
7 Fidelity Select Software & IT Svcs Port 7.06M (1.87%) 2.93M
Increased by +41.53%
Nov 30, 23
8 Fidelity Growth Compy Commingled Pl O 5.62M (1.49%) -1.36M
Decreased by -24.19%
Nov 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 5.25M (1.39%) 86.45K
Increased by +1.65%
Nov 30, 23
10 Vanguard Small Cap Index 5.05M (1.34%) 15.49K
Increased by +0.31%
Nov 30, 23
11 Vanguard Mid Cap Index Institutional 4.43M (1.17%) -6.35K
Decreased by -0.14%
Nov 30, 23
12 Fidelity® Growth Company 4.28M (1.13%) -1.18M
Decreased by -27.70%
Nov 30, 23
13 Champlain Mid Cap Adv 4.17M (1.11%) 685.00K
Increased by +16.41%
Sep 30, 23
14 American Funds IS® Growth 1 4.14M (1.10%) 0.00
Increased by 0.00%
Sep 30, 23
15 Capital Group Growth Composite 4.14M (1.10%) 0.00
Increased by 0.00%
Sep 30, 23
16 Select Software & IT Svcs Port 4.13M (1.09%) 803.40K
Increased by +19.46%
Oct 31, 23
17 Capital Group AMCAP Composite 4.07M (1.08%) -270.35K
Decreased by -6.65%
Sep 30, 23
18 VA CollegeAmerica Amcap 529A 4.07M (1.08%) -270.35K
Decreased by -6.65%
Sep 30, 23
19 Eagle Mid-Cap Growth - Institutional 2.91M (0.77%) 5.51K
Increased by +0.19%
Dec 31, 23
20 MS INVF US Advantage I 2.88M (0.76%) 0.00
Increased by 0.00%
Sep 30, 23