Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 IWD 1000.00%
3 IWB 1000.00%
4 IUSV 1000.00%
5 IUSG 1000.00%
6 ITOT 1000.00%
7 ISCV 1000.00%
8 ISCG 1000.00%
9 IGM 1000.00%
10 JKK 1000.00%
11 JKJ 1000.00%
12 IYY 1000.00%
13 IYW 1000.00%
14 IWV 1000.00%
15 IWS 1000.00%
16 IWR 1000.00%
17 XWEB 3.39%
18 ENTR 1.73%
19 MRAD 1.71%
20 HAPY 1.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 The Carlyle Group Inc 36.38M (12.50%) -285.18K
Decreased by -0.78%
Sep 30, 23
2 Vanguard Group Inc 33.74M (11.59%) 2.08M
Increased by +6.16%
Sep 30, 23
3 BlackRock Inc 33.28M (11.44%) 3.18M
Increased by +9.54%
Sep 30, 23
4 Wellington Management Company LLP 29.57M (10.16%) 586.62K
Increased by +1.98%
Sep 30, 23
5 Dragoneer Investment Group, LLC 22.12M (7.60%) 0.00
Increased by 0.00%
Sep 30, 23
6 FMR Inc 13.86M (4.76%) 8.91M
Increased by +64.28%
Sep 30, 23
7 HMI Capital Management, L.P. 13.48M (4.63%) 2.69M
Increased by +19.95%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 12.33M (4.24%) 3.13M
Increased by +25.38%
Sep 30, 23
9 ING Investment Management LLC 10.43M (3.58%) -329.61K
Decreased by -3.16%
Sep 30, 23
10 Cadian Capital Management LP 9.77M (3.36%) 5.13M
Increased by +52.54%
Sep 30, 23
11 State Street Corporation 9.56M (3.28%) 481.53K
Increased by +5.04%
Sep 30, 23
12 Tiger Technology Management LLC 6.74M (2.32%) 0.00
Increased by 0.00%
Sep 30, 23
13 Ameriprise Financial Inc 6.51M (2.24%) 306.60K
Increased by +4.71%
Sep 30, 23
14 Geode Capital Management, LLC 4.97M (1.71%) 419.99K
Increased by +8.44%
Sep 30, 23
15 First Trust Advisors L.P. 3.78M (1.30%) 1.22M
Increased by +32.36%
Sep 30, 23
16 Viking Global Investors LP 3.75M (1.29%) 2.52M
Increased by +67.12%
Sep 30, 23
17 Bank of New York Mellon Corp 3.30M (1.13%) 300.34K
Increased by +9.10%
Sep 30, 23
18 VOLORIDGE INVESTMENT MANAGEMENT, LLC 2.75M (0.95%) 2.16M
Increased by +78.50%
Sep 30, 23
19 Northern Trust Corp 2.72M (0.93%) 156.32K
Increased by +5.75%
Sep 30, 23
20 Greenhouse Funds LLLP 2.67M (0.92%) 820.33K
Increased by +30.78%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.35M (3.90%) 15.09K
Increased by +0.13%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 8.99M (3.09%) -1.63K
Decreased by -0.02%
Dec 29, 23
3 Vanguard US Growth Investor 8.84M (3.04%) 284.57K
Increased by +3.22%
Sep 30, 23
4 MS INVF US Advantage I 5.96M (2.05%) 279.04K
Increased by +4.68%
Sep 30, 23
5 Allianz Global Artfcl Intlgc W EUR 5.95M (2.04%) -257.58K
Decreased by -4.33%
Oct 31, 23
6 Fidelity Select Software & IT Svcs Port 5.56M (1.91%) 935.24K
Increased by +16.82%
Nov 30, 23
7 Fidelity Advisor® Growth Opps M 5.02M (1.72%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Small Cap Index 4.68M (1.61%) 14.34K
Increased by +0.31%
Nov 30, 23
9 Select Software & IT Svcs Port 4.63M (1.59%) 154.00K
Increased by +3.33%
Oct 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 4.41M (1.52%) 67.19K
Increased by +1.52%
Nov 30, 23
11 SMDS Global AI Equity Mother 4.20M (1.44%) -126.34K
Decreased by -3.01%
Sep 25, 23
12 Vanguard Mid Cap Index Institutional 4.11M (1.41%) 27.29K
Increased by +0.66%
Nov 30, 23
13 Franklin Technology A Acc USD 3.97M (1.36%) 0.00
Increased by 0.00%
Nov 30, 23
14 Columbia Contrarian Core Inst 3.75M (1.29%) 1.24M
Increased by +32.91%
Nov 30, 23
15 First Trust Dow Jones Internet ETF 3.48M (1.19%) -288.00
Decreased by -0.01%
Dec 28, 23
16 Delaware Ivy Mid Cap Growth A 2.66M (0.92%) 243.33K
Increased by +9.14%
Jun 30, 23
17 Vanguard Small Cap Growth Index Inv 2.62M (0.90%) 12.94K
Increased by +0.49%
Nov 30, 23
18 Columbia Contrarian Large Cap Core 2.52M (0.87%) 0.00
Increased by 0.00%
Oct 31, 23
19 SPDR® S&P MIDCAP 400 ETF Trust 2.44M (0.84%) -21.04K
Decreased by -0.86%
Nov 30, 23
20 Wellington CIF II Growth 2.09M (0.72%) 63.44K
Increased by +3.03%
Sep 30, 23