Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKD 1000.00%
2 IYW 1000.00%
3 JKG 1000.00%
4 JKE 1000.00%
5 IYY 1000.00%
6 IGM 1000.00%
7 ILCB 1000.00%
8 ILCG 1000.00%
9 IMCB 1000.00%
10 IMCG 1000.00%
11 ITOT 1000.00%
12 IWB 1000.00%
13 IWF 1000.00%
14 IWL 1000.00%
15 IWV 1000.00%
16 IWY 1000.00%
17 QQQA 5.47%
18 LCG 4.45%
19 CLDL 4.30%
20 CLOU 4.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.01M (6.76%) 263.99K
Increased by +1.88%
Sep 30, 23
2 BlackRock Inc 12.56M (6.06%) 254.77K
Increased by +2.03%
Sep 30, 23
3 HHG PLC 7.72M (3.72%) -440.19K
Decreased by -5.70%
Sep 30, 23
4 Baillie Gifford & Co Limited. 7.09M (3.42%) -92.10K
Decreased by -1.30%
Sep 30, 23
5 JPMorgan Chase & Co 5.24M (2.53%) 106.17K
Increased by +2.03%
Sep 30, 23
6 Viking Global Investors LP 5.24M (2.53%) 2.20M
Increased by +41.97%
Sep 30, 23
7 Wellington Management Company LLP 5.16M (2.49%) 1.41M
Increased by +27.23%
Sep 30, 23
8 FMR Inc 4.42M (2.13%) -455.55K
Decreased by -10.31%
Sep 30, 23
9 State Street Corporation 4.36M (2.10%) 70.85K
Increased by +1.62%
Sep 30, 23
10 Sustainable Growth Advisers, LP 3.97M (1.91%) -180.68K
Decreased by -4.56%
Sep 30, 23
11 Polen Capital 3.95M (1.91%) 78.35K
Increased by +1.98%
Sep 30, 23
12 Franklin Resources Inc 3.08M (1.48%) 136.29K
Increased by +4.43%
Sep 30, 23
13 Tiger Technology Management LLC 2.82M (1.36%) 822.60K
Increased by +29.15%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 2.73M (1.32%) 872.29K
Increased by +31.98%
Sep 30, 23
15 Manufacturers Life Insurance Co 2.63M (1.27%) 206.11K
Increased by +7.84%
Sep 30, 23
16 Nuveen Asset Management, LLC 2.61M (1.26%) 736.46K
Increased by +28.21%
Sep 30, 23
17 Lone Pine Capital LLC 2.58M (1.24%) 0.00
Increased by 0.00%
Sep 30, 23
18 Geode Capital Management, LLC 2.44M (1.18%) 66.47K
Increased by +2.72%
Sep 30, 23
19 Winslow Capital Management, LLC 2.31M (1.11%) 1.00M
Increased by +43.32%
Sep 30, 23
20 Loomis, Sayles & Company LP 2.28M (1.10%) -83.58K
Decreased by -3.66%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.49M (3.13%) 15.84K
Increased by +0.24%
Nov 30, 23
2 Invesco QQQ Trust 3.82M (1.84%) 8.50K
Increased by +0.22%
Dec 29, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 2.97M (1.43%) 51.71K
Increased by +1.74%
Nov 30, 23
4 Janus Concentrated Growth CF 2.87M (1.39%) -312.58K
Decreased by -10.87%
Sep 30, 23
5 Janus Henderson Forty S 2.87M (1.39%) -312.58K
Decreased by -10.87%
Sep 30, 23
6 JPMorgan Large Cap Growth I 1.88M (0.91%) 444.92K
Increased by +23.66%
Nov 30, 23
7 Vanguard Growth Index Investor 1.82M (0.88%) 10.00K
Increased by +0.55%
Nov 30, 23
8 MainStay Winslow Large Cap Growth A 1.45M (0.70%) 91.40K
Increased by +6.28%
Nov 30, 23
9 JPM US Large Cap Growth-MA 1.44M (0.69%) 1.31M
Increased by +91.08%
Sep 30, 23
10 Select Software & IT Svcs Port 1.25M (0.60%) 119.10K
Increased by +9.55%
Oct 31, 23
11 Fidelity Select Software & IT Svcs Port 1.23M (0.59%) -21.80K
Decreased by -1.78%
Nov 30, 23
12 Vanguard Information Technology ETF 1.19M (0.57%) 3.85K
Increased by +0.33%
Nov 30, 23
13 State St Russell Sm/Mid Cp® Indx NL Cl C 1.14M (0.55%) 22.70K
Increased by +1.99%
Nov 30, 23
14 Janus Henderson Research D 1.12M (0.54%) -26.06K
Decreased by -2.33%
Sep 30, 23
15 Janus Henderson US Research Growth Eq 1.12M (0.54%) -26.06K
Decreased by -2.33%
Sep 30, 23
16 Fidelity® Extended Market Index 1.11M (0.53%) 11.75K
Increased by +1.06%
Nov 30, 23
17 Bridge Builder Large Cap Growth 1.10M (0.53%) -321.28K
Decreased by -29.11%
Dec 31, 23
18 Janus Henderson Gbl Tech and Innovation 1.00M (0.48%) 0.00
Increased by 0.00%
Sep 30, 23
19 Janus Henderson Glb Tech and Innovt T 1.00M (0.48%) 0.00
Increased by 0.00%
Sep 30, 23
20 Franklin DynaTech A 1.00M (0.48%) 0.00
Increased by 0.00%
Oct 31, 23