Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWR 1000.00%
2 JKJ 1000.00%
3 IYY 1000.00%
4 IYC 1000.00%
5 IWV 1000.00%
6 IWS 1000.00%
7 ISCB 1000.00%
8 ISCV 1000.00%
9 ITOT 1000.00%
10 IWB 1000.00%
11 IWD 1000.00%
12 ONLN 3.55%
13 CLIX 3.22%
14 EBIZ 2.77%
15 IBUY 2.49%
16 ENTR 1.02%
17 FRTY 0.96%
18 HOMZ 0.62%
19 FXD 0.46%
20 MILN 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 13.52M (15.26%) 490.24K
Increased by +3.63%
Sep 30, 23
2 Capital World Investors 11.08M (12.50%) 395.71K
Increased by +3.57%
Sep 30, 23
3 Vanguard Group Inc 7.83M (8.84%) 386.72K
Increased by +4.94%
Sep 30, 23
4 Baillie Gifford & Co Limited. 7.71M (8.70%) -144.48K
Decreased by -1.87%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 4.55M (5.13%) -12.59K
Decreased by -0.28%
Sep 30, 23
6 Prescott Investors Inc 4.06M (4.58%) 0.00
Increased by 0.00%
Sep 30, 23
7 Prescott General Partners LLC 3.82M (4.31%) 0.00
Increased by 0.00%
Sep 30, 23
8 BlackRock Inc 3.72M (4.20%) 86.71K
Increased by +2.33%
Sep 30, 23
9 SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 3.65M (4.12%) 0.00
Increased by 0.00%
Sep 30, 23
10 D. E. Shaw & Co LP 2.98M (3.37%) 503.45K
Increased by +16.88%
Sep 30, 23
11 Great Hill Partners LLC 2.79M (3.15%) 0.00
Increased by 0.00%
Sep 30, 23
12 Barclays PLC 2.31M (2.61%) 31.74K
Increased by +1.37%
Sep 30, 23
13 Bares Capital Management Inc 2.26M (2.55%) -7.95K
Decreased by -0.35%
Sep 30, 23
14 BMO Capital Markets Corp. 1.99M (2.24%) 1.48M
Increased by +74.61%
Sep 30, 23
15 Bank of Montreal 1.99M (2.24%) 1.48M
Increased by +74.61%
Sep 30, 23
16 Two Sigma Advisers, LLC 1.81M (2.04%) 182.60K
Increased by +10.09%
Sep 30, 23
17 Two Sigma Investments LLC 1.64M (1.85%) -139.51K
Decreased by -8.51%
Sep 30, 23
18 Renaissance Technologies Corp 1.56M (1.76%) 1.02M
Increased by +65.06%
Sep 30, 23
19 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.46M (1.65%) 217.93K
Increased by +14.88%
Sep 30, 23
20 Millennium Management LLC 1.41M (1.60%) 378.40K
Increased by +26.75%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 6.94M (7.83%) -23.25K
Decreased by -0.34%
Sep 30, 23
2 Capital Group Growth Fnd of Amer Comp 6.94M (7.83%) -23.25K
Decreased by -0.34%
Sep 30, 23
3 Fidelity Growth Compy Commingled Pl O 4.72M (5.32%) 91.65K
Increased by +1.94%
Nov 30, 23
4 American Funds SMALLCAP World A 3.65M (4.12%) 0.00
Increased by 0.00%
Sep 30, 23
5 Fidelity® Growth Company 3.58M (4.04%) 31.40K
Increased by +0.88%
Nov 30, 23
6 Vanguard Total Stock Mkt Idx Inv 2.68M (3.03%) 3.43K
Increased by +0.13%
Nov 30, 23
7 Baillie Gifford US Equity Growth 2.23M (2.52%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard US Growth Investor 2.23M (2.52%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Small Cap Index 2.22M (2.51%) 10.34K
Increased by +0.47%
Nov 30, 23
10 Fidelity® Growth Company K6 1.36M (1.53%) 18.35K
Increased by +1.35%
Nov 30, 23
11 Fidelity® Blue Chip Growth 1.36M (1.53%) 0.00
Increased by 0.00%
Nov 30, 23
12 Scottish Mortgage Ord 1.33M (1.50%) -668.00
Decreased by -0.05%
Oct 31, 23
13 Vanguard Small Cap Growth Index Inv 1.24M (1.40%) 6.47K
Increased by +0.52%
Nov 30, 23
14 SMDS Global AI Equity Mother 1.19M (1.34%) 156.00K
Increased by +13.11%
Mar 27, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 1.18M (1.33%) 24.80K
Increased by +2.10%
Nov 30, 23
16 Fidelity® Series Growth Company 1.15M (1.29%) 119.83K
Increased by +10.44%
Nov 30, 23
17 Baillie Gifford American B Inc 1.13M (1.27%) -31.65K
Decreased by -2.80%
Oct 31, 23
18 Morgan Stanley Growth 801.51K (0.90%) 89.47K
Increased by +11.16%
Sep 30, 23
19 Morgan Stanley Growth SMA 801.51K (0.90%) -572.13K
Decreased by -71.38%
Sep 30, 23
20 Morgan Stanley Inst Growth I 801.51K (0.90%) 89.47K
Increased by +11.16%
Sep 30, 23