Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCB 1000.00%
2 JKG 1000.00%
3 JKE 1000.00%
4 JKD 1000.00%
5 IYY 1000.00%
6 IYH 1000.00%
7 IXJ 1000.00%
8 IWV 1000.00%
9 IWS 1000.00%
10 IWR 1000.00%
11 IWP 1000.00%
12 IWF 1000.00%
13 IWD 1000.00%
14 IWB 1000.00%
15 IVW 1000.00%
16 IVV 1000.00%
17 IUSG 1000.00%
18 ITOT 1000.00%
19 IMCG 1000.00%
20 IMCB 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.90M (12.09%) -52.72K
Decreased by -0.59%
Sep 30, 23
2 BlackRock Inc 7.91M (10.74%) -60.61K
Decreased by -0.77%
Sep 30, 23
3 Bank of New York Mellon Corp 3.39M (4.61%) -51.08K
Decreased by -1.51%
Sep 30, 23
4 State Street Corporation 3.22M (4.37%) -50.97K
Decreased by -1.58%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 2.51M (3.41%) -330.81K
Decreased by -13.19%
Sep 30, 23
6 Apg All Pensions Group 2.11M (2.86%) -153.07K
Decreased by -7.27%
Sep 30, 23
7 Franklin Resources Inc 2.08M (2.82%) -96.19K
Decreased by -4.63%
Sep 30, 23
8 T. Rowe Price Investment Management,Inc. 1.63M (2.21%) -101.08K
Decreased by -6.22%
Sep 30, 23
9 Geode Capital Management, LLC 1.62M (2.20%) 27.97K
Increased by +1.73%
Sep 30, 23
10 Artisan Partners Limited Partnership 1.59M (2.16%) 578.80K
Increased by +36.37%
Sep 30, 23
11 Citadel Advisors Llc 1.55M (2.11%) 498.45K
Increased by +32.12%
Sep 30, 23
12 Brown Advisory Holdings Inc 1.31M (1.77%) 35.79K
Increased by +2.74%
Sep 30, 23
13 Durable Capital Partners LP 1.20M (1.63%) -76.51K
Decreased by -6.36%
Sep 30, 23
14 FMR Inc 1.10M (1.49%) -72.68K
Decreased by -6.63%
Sep 30, 23
15 BAMCO Inc 1.05M (1.43%) -10.38K
Decreased by -0.99%
Sep 30, 23
16 JPMorgan Chase & Co 909.91K (1.24%) -36.37K
Decreased by -4.00%
Sep 30, 23
17 Northern Trust Corp 806.10K (1.10%) 33.87K
Increased by +4.20%
Sep 30, 23
18 Amvescap Plc. 780.76K (1.06%) -206.81K
Decreased by -26.49%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 750.31K (1.02%) 60.93K
Increased by +8.12%
Sep 30, 23
20 AllianceBernstein L.P. 648.16K (0.88%) -153.56K
Decreased by -23.69%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.31M (3.14%) 5.11K
Increased by +0.22%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 1.80M (2.45%) 17.02K
Increased by +0.95%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 1.68M (2.28%) 2.07K
Increased by +0.12%
Nov 30, 23
4 Franklin Rising Dividends A 1.32M (1.80%) 0.00
Increased by 0.00%
Oct 31, 23
5 Franklin Rising Dividends Fund A 1.32M (1.80%) 0.00
Increased by 0.00%
Nov 30, 23
6 US Small-Cap Growth II Equity Comp 1.29M (1.76%) 1.29M
Increased by +100.00%
Jun 30, 23
7 T. Rowe Price New Horizons 1.05M (1.42%) -246.63K
Decreased by -23.54%
Sep 30, 23
8 SPDR® S&P 500 ETF Trust 912.37K (1.24%) -6.42K
Decreased by -0.70%
Dec 31, 23
9 BlackRock Mid-Cap Growth Equity Instl 909.20K (1.24%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity® 500 Index 860.69K (1.17%) 5.48K
Increased by +0.64%
Nov 30, 23
11 T. Rowe Price Mid-Cap Growth 760.00K (1.03%) -40.40K
Decreased by -5.32%
Sep 30, 23
12 T. Rowe Price US Mid-Cap Growth Equity 760.00K (1.03%) -40.40K
Decreased by -5.32%
Sep 30, 23
13 iShares Core S&P 500 ETF 736.96K (1.00%) 440.00
Increased by +0.06%
Dec 29, 23
14 Vanguard Growth Index Investor 650.66K (0.88%) 3.55K
Increased by +0.55%
Nov 30, 23
15 Health Care Select Sector SPDR® ETF 548.53K (0.75%) -400.00
Decreased by -0.07%
Dec 31, 23
16 Brown Advisory Sustainable Growth I 538.77K (0.73%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Mid-Cap Growth ETF 513.84K (0.70%) 1.61K
Increased by +0.31%
Nov 30, 23
18 MFS Mid Cap Growth A 507.46K (0.69%) 18.53K
Increased by +3.65%
Nov 30, 23
19 Vanguard Institutional Index I 492.50K (0.67%) -783.00
Decreased by -0.16%
Nov 30, 23
20 Baron Growth Retail 450.00K (0.61%) -30.00K
Decreased by -6.67%
Dec 31, 23