Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWP 1000.00%
2 ILCB 1000.00%
3 IYY 1000.00%
4 IYC 1000.00%
5 IWV 1000.00%
6 IWR 1000.00%
7 ILCG 1000.00%
8 IMCB 1000.00%
9 IMCG 1000.00%
10 ITOT 1000.00%
11 IWB 1000.00%
12 IWF 1000.00%
13 JKG 1000.00%
14 JKE 1000.00%
15 JKD 1000.00%
16 PP 4.33%
17 QQQA 3.46%
18 MRAD 3.35%
19 ATFV 2.08%
20 DWAQ 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baillie Gifford & Co Limited. 44.69M (10.11%) -796.36K
Decreased by -1.78%
Sep 30, 23
2 Vanguard Group Inc 40.92M (9.25%) -221.24K
Decreased by -0.54%
Sep 30, 23
3 Morgan Stanley - Brokerage Accounts 27.32M (6.18%) -5.87M
Decreased by -21.49%
Sep 30, 23
4 BlackRock Inc 22.96M (5.19%) 695.62K
Increased by +3.03%
Sep 30, 23
5 JPMorgan Chase & Co 20.46M (4.63%) 1.07M
Increased by +5.21%
Sep 30, 23
6 T. Rowe Price Investment Management,Inc. 14.77M (3.34%) -29.70K
Decreased by -0.20%
Sep 30, 23
7 State Street Corporation 9.14M (2.07%) 275.95K
Increased by +3.02%
Sep 30, 23
8 T. Rowe Price Associates, Inc. 8.96M (2.03%) -3.92M
Decreased by -43.70%
Sep 30, 23
9 Jennison Associates LLC 7.61M (1.72%) 238.81K
Increased by +3.14%
Sep 30, 23
10 Geode Capital Management, LLC 7.58M (1.71%) 1.15M
Increased by +15.23%
Sep 30, 23
11 Amvescap Plc. 5.90M (1.33%) 517.84K
Increased by +8.78%
Sep 30, 23
12 Citadel Advisors Llc 3.21M (0.73%) 2.93M
Increased by +91.29%
Sep 30, 23
13 ING Investment Management LLC 3.14M (0.71%) -1.23M
Decreased by -39.17%
Sep 30, 23
14 Macquarie Group Ltd 2.92M (0.66%) -328.05K
Decreased by -11.25%
Sep 30, 23
15 Northern Trust Corp 2.86M (0.65%) 98.29K
Increased by +3.44%
Sep 30, 23
16 1832 Asset Management L.P 2.70M (0.61%) -695.20K
Decreased by -25.75%
Sep 30, 23
17 Zevenbergen Capital Investments LLC 2.67M (0.60%) -216.09K
Decreased by -8.10%
Sep 30, 23
18 D. E. Shaw & Co LP 2.62M (0.59%) 832.37K
Increased by +31.73%
Sep 30, 23
19 Legal & General Group PLC 2.34M (0.53%) -22.19K
Decreased by -0.95%
Sep 30, 23
20 Bank of New York Mellon Corp 2.20M (0.50%) 182.92K
Increased by +8.30%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 13.98M (3.16%) 17.09K
Increased by +0.12%
Nov 30, 23
2 Vanguard Mid Cap Index Institutional 9.79M (2.21%) 9.35K
Increased by +0.10%
Nov 30, 23
3 Vanguard US Growth Investor 8.90M (2.01%) -186.74K
Decreased by -2.10%
Sep 30, 23
4 Invesco QQQ Trust 8.16M (1.85%) 18.15K
Increased by +0.22%
Dec 29, 23
5 Baillie Gifford US Equity Growth 8.08M (1.83%) 0.00
Increased by 0.00%
Nov 30, 23
6 T. Rowe Price Mid-Cap Growth 7.27M (1.64%) -32.00K
Decreased by -0.44%
Sep 30, 23
7 T. Rowe Price US Mid-Cap Growth Equity 7.27M (1.64%) -32.00K
Decreased by -0.44%
Sep 30, 23
8 JPMorgan Large Cap Growth I 6.88M (1.56%) 508.41K
Increased by +7.39%
Nov 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 6.45M (1.46%) 108.24K
Increased by +1.68%
Nov 30, 23
10 JPM US Large Cap Growth-MA 6.37M (1.44%) 5.75M
Increased by +90.24%
Sep 30, 23
11 Morgan Stanley Growth 4.68M (1.06%) -1.23M
Decreased by -26.36%
Sep 30, 23
12 Morgan Stanley Growth SMA 4.68M (1.06%) -1.40M
Decreased by -29.86%
Sep 30, 23
13 Morgan Stanley Inst Growth I 4.68M (1.06%) -1.23M
Decreased by -26.36%
Sep 30, 23
14 Vanguard Growth Index Investor 3.93M (0.89%) 22.38K
Increased by +0.57%
Nov 30, 23
15 Baillie Gifford American B Inc 3.77M (0.85%) -45.73K
Decreased by -1.21%
Oct 31, 23
16 Vanguard Mid-Cap Growth ETF 3.10M (0.70%) 9.73K
Increased by +0.31%
Nov 30, 23
17 MS INVF US Advantage I 2.83M (0.64%) -718.00K
Decreased by -25.37%
Nov 30, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 2.63M (0.59%) 89.25K
Increased by +3.39%
Dec 31, 23
19 JPM US Mid Cap Growth-MA 2.50M (0.57%) 1.55M
Increased by +62.00%
Sep 30, 23
20 JPMorgan Mid Cap Growth I 2.50M (0.57%) 0.00
Increased by 0.00%
Oct 31, 23