Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOVL 1000.00%
2 JKJ 1000.00%
3 IYY 1000.00%
4 IYR 1000.00%
5 IWV 1000.00%
6 IWS 1000.00%
7 IWR 1000.00%
8 IWD 1000.00%
9 IWB 1000.00%
10 ITOT 1000.00%
11 ISCV 1000.00%
12 ISCB 1000.00%
13 PTEC 7.95%
14 JFWD 3.76%
15 FINQ 3.12%
16 GURU 1.95%
17 ISHP 1.72%
18 FTXD 1.63%
19 EQUL 1.25%
20 XITK 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Caledonia (Private) Investments Pty Ltd 36.39M (22.37%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 22.76M (13.99%) -26.00K
Decreased by -0.11%
Sep 30, 23
3 Independent Franchise Partners LLP 13.62M (8.38%) -95.08K
Decreased by -0.70%
Sep 30, 23
4 BlackRock Inc 10.22M (6.28%) 839.89K
Increased by +8.22%
Sep 30, 23
5 Capital World Investors 8.64M (5.31%) 1.23M
Increased by +14.26%
Sep 30, 23
6 Contour Asset Management LLC 3.47M (2.13%) 464.80K
Increased by +13.39%
Sep 30, 23
7 FMR Inc 3.45M (2.12%) 2.31M
Increased by +67.01%
Sep 30, 23
8 Dorsal Capital Management LLC 3.30M (2.03%) 1.77M
Increased by +53.79%
Sep 30, 23
9 State Street Corporation 3.27M (2.01%) 6.98K
Increased by +0.21%
Sep 30, 23
10 Eminence Capital LLC 3.09M (1.90%) 329.19K
Increased by +10.67%
Sep 30, 23
11 Technology Crossover Management IX, Ltd. 3.05M (1.87%) 0.00
Increased by 0.00%
Sep 30, 23
12 BMO Capital Markets Corp. 2.75M (1.69%) 1.50M
Increased by +54.67%
Sep 30, 23
13 Bank of Montreal 2.75M (1.69%) 1.50M
Increased by +54.67%
Sep 30, 23
14 Technology Crossover Management VIII, Ltd. 2.73M (1.68%) 0.00
Increased by 0.00%
Sep 30, 23
15 Geode Capital Management, LLC 2.73M (1.68%) 41.19K
Increased by +1.51%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 2.67M (1.64%) 353.67K
Increased by +13.26%
Sep 30, 23
17 Barclays PLC 2.30M (1.41%) 221.77K
Increased by +9.65%
Sep 30, 23
18 Baillie Gifford & Co Limited. 2.25M (1.38%) -215.24K
Decreased by -9.56%
Sep 30, 23
19 JANE STREET GROUP, LLC 1.76M (1.08%) 1.09M
Increased by +62.13%
Sep 30, 23
20 Ninety One UK Limited 1.47M (0.90%) 1.47M
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.21M (3.82%) -124.27K
Decreased by -2.00%
Nov 30, 23
2 American Funds Growth Fund of Amer A 4.93M (3.03%) 220.29K
Increased by +4.47%
Sep 30, 23
3 Capital Group Growth Fnd of Amer Comp 4.93M (3.03%) 220.29K
Increased by +4.47%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 4.92M (3.02%) 7.27K
Increased by +0.15%
Nov 30, 23
5 Vanguard Mid Cap Index Institutional 3.45M (2.12%) -397.00
Decreased by -0.01%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 2.53M (1.55%) 38.33K
Increased by +1.52%
Nov 30, 23
7 American Funds IS® Growth 1 2.46M (1.51%) 890.13K
Increased by +36.21%
Sep 30, 23
8 Capital Group Growth Composite 2.46M (1.51%) 890.13K
Increased by +36.21%
Sep 30, 23
9 Independent Franchise Partners US Equity 1.81M (1.11%) 0.00
Increased by 0.00%
Sep 29, 23
10 Vanguard Growth Index Investor 1.34M (0.82%) 6.04K
Increased by +0.45%
Nov 30, 23
11 First Trust Dow Jones Internet ETF 1.18M (0.72%) -16.85K
Decreased by -1.43%
Nov 30, 23
12 Vanguard Mid-Cap Growth ETF 1.06M (0.65%) 5.08K
Increased by +0.48%
Nov 30, 23
13 Vanguard Real Estate II Index 964.80K (0.59%) -9.40K
Decreased by -0.97%
Nov 30, 23
14 State St Russell Sm/Mid Cp® Indx NL Cl C 912.46K (0.56%) 43.60K
Increased by +4.78%
Dec 31, 23
15 Fidelity® Blue Chip Growth 849.39K (0.52%) 26.20K
Increased by +3.08%
Nov 30, 23
16 Fidelity® Extended Market Index 844.38K (0.52%) 2.33K
Increased by +0.28%
Nov 30, 23
17 Vanguard Strategic Equity Inv 750.43K (0.46%) 0.00
Increased by 0.00%
Sep 30, 23
18 Baillie Gifford Global Discovery A Acc 677.01K (0.42%) -65.74K
Decreased by -9.71%
Oct 31, 23
19 Edinburgh Worldwide Ord 583.41K (0.36%) -165.00
Decreased by -0.03%
Oct 31, 23
20 Schwab US Mid-Cap ETF™ 570.70K (0.35%) 3.15K
Increased by +0.55%
Dec 30, 23