Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 IWS 1000.00%
3 IWR 1000.00%
4 IWP 1000.00%
5 IWF 1000.00%
6 IWD 1000.00%
7 IWB 1000.00%
8 IMCG 1000.00%
9 IAI 1000.00%
10 ILCB 1000.00%
11 ILCG 1000.00%
12 IMCB 1000.00%
13 JKG 1000.00%
14 JKE 1000.00%
15 JKD 1000.00%
16 IYY 1000.00%
17 IYG 1000.00%
18 IYF 1000.00%
19 IWV 1000.00%
20 BIDS 7.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.81M (11.82%) -1.14M
Decreased by -10.57%
Sep 30, 23
2 Vanguard Group Inc 10.43M (11.41%) -264.44K
Decreased by -2.53%
Sep 30, 23
3 T. Rowe Price Associates, Inc. 8.57M (9.37%) 2.88M
Increased by +33.58%
Sep 30, 23
4 T. Rowe Price Investment Management,Inc. 7.91M (8.65%) -24.20K
Decreased by -0.31%
Sep 30, 23
5 Wellington Management Company LLP 6.81M (7.45%) 334.80K
Increased by +4.91%
Sep 30, 23
6 Franklin Resources Inc 4.23M (4.63%) 972.00
Increased by +0.02%
Sep 30, 23
7 Capital World Investors 4.07M (4.45%) 55.02K
Increased by +1.35%
Sep 30, 23
8 Ownership Capital BV 3.21M (3.51%) -1.43M
Decreased by -44.59%
Sep 30, 23
9 Artisan Partners Limited Partnership 2.78M (3.04%) 524.60K
Increased by +18.86%
Sep 30, 23
10 State Street Corporation 2.36M (2.58%) 87.37K
Increased by +3.70%
Sep 30, 23
11 ING Investment Management LLC 2.35M (2.57%) -79.48K
Decreased by -3.38%
Sep 30, 23
12 William Blair Investment Management, LLC 2.28M (2.49%) 503.40K
Increased by +22.11%
Sep 30, 23
13 Champlain Investment Partners, LLC 2.21M (2.41%) -1.77M
Decreased by -80.08%
Sep 30, 23
14 Van Eck Associates Corporation 2.20M (2.41%) 289.61K
Increased by +13.17%
Sep 30, 23
15 Harding Loevner L.P. 2.03M (2.22%) -288.94K
Decreased by -14.24%
Sep 30, 23
16 Bessemer Group Inc 1.90M (2.07%) -3.48K
Decreased by -0.18%
Sep 30, 23
17 JPMorgan Chase & Co 1.78M (1.94%) -229.15K
Decreased by -12.90%
Sep 30, 23
18 Geode Capital Management, LLC 1.71M (1.87%) 37.36K
Increased by +2.18%
Sep 30, 23
19 PRIMECAP Management Company 1.59M (1.74%) 5.30K
Increased by +0.33%
Sep 30, 23
20 Allspring Global Investments Holdings, LLC 1.40M (1.53%) -593.26K
Decreased by -42.36%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 3.88M (4.24%) -17.20K
Decreased by -0.44%
Sep 30, 23
2 T. Rowe Price US Mid-Cap Growth Equity 3.88M (4.24%) -17.20K
Decreased by -0.44%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 3.59M (3.93%) 4.59K
Increased by +0.13%
Nov 30, 23
4 Vanguard Instl Ttl Stck Mkt Idx Tr 3.45M (3.77%) 68.47K
Increased by +1.99%
Mar 31, 23
5 BlackRock Mid-Cap Growth Equity Instl 2.79M (3.06%) -112.23K
Decreased by -4.02%
Nov 30, 23
6 Vanguard Mid Cap Index Institutional 2.61M (2.85%) 1.92K
Increased by +0.07%
Nov 30, 23
7 Franklin DynaTech A 2.50M (2.73%) 0.00
Increased by 0.00%
Nov 30, 23
8 Franklin DynaTech Fund A 2.50M (2.73%) 0.00
Increased by 0.00%
Sep 30, 23
9 Franklin Innovation Composite 2.50M (2.73%) 0.00
Increased by 0.00%
Sep 30, 23
10 VanEck Morningstar Wide Moat ETF 2.11M (2.31%) 1.42K
Increased by +0.07%
Nov 30, 23
11 VanEck Morningstar Wide Moat 1.98M (2.17%) 281.80K
Increased by +14.22%
Sep 30, 23
12 Champlain Mid Cap Fund, LLC 1.86M (2.03%) -292.02K
Decreased by -15.71%
Nov 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 1.65M (1.81%) 32.13K
Increased by +1.95%
Nov 30, 23
14 T. Rowe Price Lrg Cp Gr I 1.62M (1.77%) -6.01K
Decreased by -0.37%
Sep 30, 23
15 T. Rowe Price US Large-Cap Growth Equity 1.62M (1.77%) -6.01K
Decreased by -0.37%
Sep 30, 23
16 American Funds IS® Global Growth 1 1.53M (1.67%) 0.00
Increased by 0.00%
Sep 30, 23
17 Capital Group Global Composite 1.53M (1.67%) 0.00
Increased by 0.00%
Sep 30, 23
18 Vanguard Explorer Inv 1.30M (1.42%) 0.00
Increased by 0.00%
Sep 30, 23
19 Hartford Growth Opportunities Y 1.24M (1.36%) 0.00
Increased by 0.00%
Nov 30, 23
20 Franklin Growth A 1.13M (1.23%) 0.00
Increased by 0.00%
Nov 30, 23