Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMCG 1000.00%
2 IYH 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 IMCB 1000.00%
10 GLOF 1000.00%
11 IHF 1000.00%
12 ILCB 1000.00%
13 JKG 1000.00%
14 JKE 1000.00%
15 JKD 1000.00%
16 ILCG 1000.00%
17 IYY 1000.00%
18 EKG 8.13%
19 LCG 5.17%
20 CLDL 3.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.91M (9.43%) -11.40K
Decreased by -0.08%
Sep 30, 23
2 Artisan Partners Limited Partnership 10.16M (6.89%) -411.26K
Decreased by -4.05%
Sep 30, 23
3 BlackRock Inc 8.95M (6.07%) 485.32K
Increased by +5.42%
Sep 30, 23
4 T. Rowe Price Associates, Inc. 7.61M (5.16%) 816.17K
Increased by +10.72%
Sep 30, 23
5 AllianceBernstein L.P. 6.95M (4.71%) -833.90K
Decreased by -12.01%
Sep 30, 23
6 T. Rowe Price Investment Management,Inc. 4.44M (3.01%) -2.71K
Decreased by -0.06%
Sep 30, 23
7 Wellington Management Company LLP 3.32M (2.25%) 289.13K
Increased by +8.72%
Sep 30, 23
8 State Street Corporation 3.02M (2.05%) 40.92K
Increased by +1.36%
Sep 30, 23
9 Nuveen Asset Management, LLC 2.41M (1.63%) -26.62K
Decreased by -1.11%
Sep 30, 23
10 Geode Capital Management, LLC 2.38M (1.61%) 88.32K
Increased by +3.72%
Sep 30, 23
11 Massachusetts Financial Services Company 2.05M (1.39%) 522.26K
Increased by +25.53%
Sep 30, 23
12 Franklin Resources Inc 2.00M (1.35%) -84.82K
Decreased by -4.25%
Sep 30, 23
13 FMR Inc 1.83M (1.24%) 244.60K
Increased by +13.34%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 1.79M (1.21%) -52.75K
Decreased by -2.95%
Sep 30, 23
15 Brown Capital Management, LLC 1.58M (1.07%) -18.65K
Decreased by -1.18%
Sep 30, 23
16 SEI Investments Co 1.50M (1.02%) -47.21K
Decreased by -3.15%
Sep 30, 23
17 Blair William & Co 1.47M (0.99%) 12.71K
Increased by +0.87%
Sep 30, 23
18 Van Eck Associates Corporation 1.45M (0.98%) 57.52K
Increased by +3.97%
Sep 30, 23
19 Brown Advisory Holdings Inc 1.40M (0.95%) -317.15K
Decreased by -22.70%
Sep 30, 23
20 Capital Research & Mgmt Co - Division 3 1.39M (0.95%) 346.94K
Increased by +24.89%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.57M (3.10%) 5.55K
Increased by +0.12%
Nov 30, 23
2 T. Rowe Price New Horizons 3.45M (2.34%) 192.97K
Increased by +5.59%
Sep 30, 23
3 Vanguard Mid Cap Index Institutional 3.31M (2.25%) 2.17K
Increased by +0.07%
Nov 30, 23
4 US Small-Cap Growth II Equity Comp 3.26M (2.21%) 3.26M
Increased by +100.00%
Jun 30, 23
5 T. Rowe Price Mid-Cap Growth 2.19M (1.48%) -9.70K
Decreased by -0.44%
Sep 30, 23
6 T. Rowe Price US Mid-Cap Growth Equity 2.19M (1.48%) -9.70K
Decreased by -0.44%
Sep 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 2.11M (1.43%) 35.92K
Increased by +1.70%
Nov 30, 23
8 AllianceBernstein US L/C Growth Eqty MF 1.98M (1.34%) -53.40K
Decreased by -2.69%
Nov 30, 23
9 AB Large Cap Growth A 1.89M (1.28%) -22.71K
Decreased by -1.20%
Nov 30, 23
10 VanEck Morningstar Wide Moat 1.59M (1.08%) 279.29K
Increased by +17.51%
Dec 31, 23
11 VanEck Morningstar Wide Moat ETF 1.59M (1.08%) 1.53K
Increased by +0.10%
Dec 30, 23
12 Vanguard Growth Index Investor 1.28M (0.87%) 6.96K
Increased by +0.54%
Nov 30, 23
13 American Funds Growth Fund of Amer A 1.28M (0.86%) 128.48K
Increased by +10.07%
Sep 30, 23
14 Capital Group Growth Fnd of Amer Comp 1.28M (0.86%) 128.48K
Increased by +10.07%
Sep 30, 23
15 Champlain Mid Cap Fund, LLC 1.22M (0.83%) -2.30K
Decreased by -0.19%
Nov 30, 23
16 Artisan Mid Cap Investor 1.18M (0.80%) -31.59K
Decreased by -2.68%
Sep 30, 23
17 Artisan U.S. Mid-Cap Growth 1.18M (0.80%) -31.59K
Decreased by -2.68%
Sep 30, 23
18 ArtisanGlobal Opportunities Trust Tier 1 1.14M (0.77%) -54.77K
Decreased by -4.81%
Sep 30, 23
19 CREF Growth R1 1.04M (0.71%) 0.00
Increased by 0.00%
Oct 31, 23
20 Vanguard Mid-Cap Growth ETF 1.01M (0.69%) 3.18K
Increased by +0.31%
Nov 30, 23