Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 AIEQ 2.57%
2 ALTL 1.38%
3 AVUS 0.05%
4 AVSU 0.03%
5 ACWI 0.03%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.25M (11.69%) -15.53K
Decreased by -0.19%
Sep 30, 23
2 BlackRock Inc 6.4M (9.07%) 803.27K
Increased by +12.56%
Sep 30, 23
3 JPMorgan Chase & Co 4.07M (5.77%) 794.56K
Increased by +19.51%
Sep 30, 23
4 State Street Corporation 3.03M (4.3%) -17.57K
Decreased by -0.58%
Sep 30, 23
5 Edgewood Management LLC 2.86M (4.05%) -420.59K
Decreased by -14.72%
Sep 30, 23
6 Wellington Management Company LLP 2.29M (3.25%) -226.93K
Decreased by -9.9%
Sep 30, 23
7 Geode Capital Management, LLC 1.63M (2.31%) 31.84K
Increased by +1.96%
Sep 30, 23
8 Polen Capital 1.54M (2.19%) -37.91K
Decreased by -2.45%
Sep 30, 23
9 Sands Capital Management, LLC 1.53M (2.17%) -528.85K
Decreased by -34.53%
Sep 30, 23
10 AllianceBernstein L.P. 1.34M (1.89%) 188.62K
Increased by +14.12%
Sep 30, 23
11 Capital World Investors 1.29M (1.82%) -828.23K
Decreased by -64.45%
Sep 30, 23
12 Bank of New York Mellon Corp 1.23M (1.74%) 29.5K
Increased by +2.4%
Sep 30, 23
13 Nuveen Asset Management, LLC 1.17M (1.66%) -89.78K
Decreased by -7.65%
Sep 30, 23
14 Brown Advisory Holdings Inc 1.07M (1.51%) -30.44K
Decreased by -2.85%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 1.02M (1.44%) 90.58K
Increased by +8.9%
Sep 30, 23
16 Amvescap Plc. 960.27K (1.36%) 128.27K
Increased by +13.36%
Sep 30, 23
17 Northern Trust Corp 831.47K (1.18%) 21.49K
Increased by +2.58%
Sep 30, 23
18 Ameriprise Financial Inc 756.39K (1.07%) 587.89K
Increased by +77.72%
Sep 30, 23
19 Allianz Asset Management AG 601.74K (0.85%) 11.05K
Increased by +1.84%
Sep 30, 23
20 Champlain Investment Partners, LLC 578.18K (0.82%) -965
Decreased by -0.17%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.29M (3.24%) 3.09K
Increased by +0.14%
Jan 31, 24
2 JPM US Large Cap Growth-MA 1.97M (2.8%) 1.8M
Increased by +91.28%
Sep 30, 23
3 Vanguard Institutional 500 Index Trust 1.76M (2.49%) 20.16K
Increased by +1.15%
Jan 31, 24
4 Vanguard Mid Cap Index Institutional 1.63M (2.31%) -1.15K
Decreased by -0.07%
Jan 31, 24
5 Edgewood Growth Instl 1.49M (2.11%) -224.1K
Decreased by -15.08%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 852.22K (1.21%) 6.34K
Increased by +0.74%
Jan 31, 24
7 American Funds Growth Fund of Amer A 851.7K (1.21%) 219.82K
Increased by +25.81%
Dec 31, 23
8 Capital Group Growth Fnd of Amer Comp 851.7K (1.21%) 219.82K
Increased by +25.81%
Dec 31, 23
9 Fidelity 500 Index 837.02K (1.19%) 7.61K
Increased by +0.91%
Dec 31, 23
10 BlackRock Mid-Cap Growth Equity Instl 829.46K (1.18%) 138.18K
Increased by +16.66%
Dec 31, 23
11 Fidelity® 500 Index 829.41K (1.18%) 5.28K
Increased by +0.64%
Nov 30, 23
12 Sands Capital Global Growth Equity 770.99K (1.09%) -38.38K
Decreased by -4.98%
Dec 31, 23
13 iShares Core S&P 500 ETF 731.34K (1.04%) 588
Increased by +0.08%
Jan 31, 24
14 Vanguard Health Care Inv 714.73K (1.01%) 0
Increased by 0%
Dec 31, 23
15 JPMorgan Large Cap Growth I 683.59K (0.97%) -329.19K
Decreased by -48.16%
Dec 31, 23
16 Vanguard Growth Index Investor 670.5K (0.95%) 3.48K
Increased by +0.52%
Jan 31, 24
17 Champlain Mid Cap Fund, LLC 553.59K (0.78%) -1.87K
Decreased by -0.34%
Jan 31, 24
18 Health Care Select Sector SPDR® ETF 539.62K (0.76%) 2.5K
Increased by +0.46%
Jan 31, 24
19 Vanguard Mid-Cap Growth ETF 518.87K (0.74%) -664
Decreased by -0.13%
Jan 31, 24
20 Principal LargeCap Growth I Instl 508.13K (0.72%) 18.19K
Increased by +3.58%
Dec 31, 23