Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IUSG 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IYW 1000.00%
6 IWV 1000.00%
7 ISCB 1000.00%
8 IWS 1000.00%
9 IWR 1000.00%
10 IWD 1000.00%
11 ISCG 1000.00%
12 IWB 1000.00%
13 ISCV 1000.00%
14 IGM 1000.00%
15 ITOT 1000.00%
16 IUSV 1000.00%
17 XSD 2.23%
18 QCLN 2.08%
19 FFND 1.63%
20 PBW 1.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.47M (14.05%) 152.76K
Increased by +0.87%
Sep 30, 23
2 Capital Research Global Investors 13.52M (10.87%) -2.19M
Decreased by -16.22%
Sep 30, 23
3 Capital Research & Mgmt Co - Division 3 12.85M (10.33%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Group Inc 12.47M (10.03%) 188.24K
Increased by +1.51%
Sep 30, 23
5 Capital World Investors 5.40M (4.34%) -640.00
Decreased by -0.01%
Sep 30, 23
6 ClearBridge Advisors, LLC 5.05M (4.06%) -352.03K
Decreased by -6.97%
Sep 30, 23
7 State Street Corporation 4.81M (3.87%) 124.72K
Increased by +2.59%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 3.06M (2.46%) 424.67K
Increased by +13.87%
Sep 30, 23
9 JPMorgan Chase & Co 2.71M (2.18%) -208.50K
Decreased by -7.71%
Sep 30, 23
10 Artisan Partners Limited Partnership 2.27M (1.83%) 154.02K
Increased by +6.77%
Sep 30, 23
11 William Blair Investment Management, LLC 2.27M (1.83%) -30.30K
Decreased by -1.33%
Sep 30, 23
12 UBS Asset Mgmt Americas Inc 2.17M (1.75%) 1.14M
Increased by +52.42%
Sep 30, 23
13 Thrivent Financial For Lutherans 1.91M (1.54%) 2.00K
Increased by +0.10%
Sep 30, 23
14 PRIMECAP Management Company 1.88M (1.51%) -18.20K
Decreased by -0.97%
Sep 30, 23
15 Geode Capital Management, LLC 1.87M (1.51%) 34.21K
Increased by +1.83%
Sep 30, 23
16 Point72 Asset Management, L.P. 1.46M (1.18%) 1.43M
Increased by +97.47%
Sep 30, 23
17 Wells Fargo & Co 1.38M (1.11%) -97.02K
Decreased by -7.04%
Sep 30, 23
18 Bank of New York Mellon Corp 1.26M (1.01%) 35.95K
Increased by +2.85%
Sep 30, 23
19 Fidelity International Ltd 1.18M (0.95%) 0.00
Increased by 0.00%
Sep 30, 23
20 FMR Inc 1.05M (0.85%) -4.80K
Decreased by -0.46%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 8.81M (7.08%) -29.51K
Decreased by -0.34%
Sep 30, 23
2 Capital Group Growth Fnd of Amer Comp 8.81M (7.08%) -29.51K
Decreased by -0.34%
Sep 30, 23
3 American Funds Fundamental Invs A 5.85M (4.71%) -3.61K
Decreased by -0.06%
Sep 30, 23
4 Capital Group Fundamental Invtrs Comp 5.85M (4.71%) -3.61K
Decreased by -0.06%
Sep 30, 23
5 American Funds SMALLCAP World A 4.07M (3.27%) 0.00
Increased by 0.00%
Sep 30, 23
6 Vanguard Total Stock Mkt Idx Inv 3.92M (3.15%) 5.25K
Increased by +0.13%
Nov 30, 23
7 iShares Core S&P Mid-Cap ETF 3.80M (3.06%) -689.00
Decreased by -0.02%
Dec 29, 23
8 American Funds New World A 3.66M (2.94%) -1.33M
Decreased by -36.29%
Sep 30, 23
9 Vanguard Small Cap Index 3.25M (2.61%) 14.38K
Increased by +0.44%
Nov 30, 23
10 American Funds New Economy A 2.50M (2.01%) -519.21K
Decreased by -20.81%
Sep 30, 23
11 Capital Group New Economy Comp 2.50M (2.01%) -519.21K
Decreased by -20.81%
Sep 30, 23
12 ClearBridge Aggressive Growth 2.39M (1.92%) 0.00
Increased by 0.00%
Oct 31, 23
13 ClearBridge Aggressive Growth A 2.39M (1.92%) -135.80K
Decreased by -5.67%
Sep 30, 23
14 American Funds New Perspective A 2.35M (1.89%) 0.00
Increased by 0.00%
Sep 30, 23
15 Capital Group New Perspective Comp 2.35M (1.89%) 0.00
Increased by 0.00%
Sep 30, 23
16 American Funds IS® Growth 1 2.11M (1.70%) 0.00
Increased by 0.00%
Sep 30, 23
17 Capital Group Growth Composite 2.11M (1.70%) 0.00
Increased by 0.00%
Sep 30, 23
18 BGF World Technology A2 2.04M (1.64%) 0.00
Increased by 0.00%
Sep 30, 23
19 Vanguard Institutional Extnd Mkt Idx Tr 1.80M (1.45%) 29.98K
Increased by +1.66%
Nov 30, 23
20 Vanguard Small Cap Growth Index Inv 1.72M (1.38%) 10.09K
Increased by +0.59%
Nov 30, 23