Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 MOON 2.93%
2 HAIL 1.91%
3 XSW 1.08%
4 CARZ 0.5%
5 VCAR 0.49%
6 FYC 0.35%
7 IDRV 0.26%
8 FPX 0.22%
9 KOMP 0.19%
10 BBSC 0.16%
11 FYX 0.13%
12 GINN 0.13%
13 BKSE 0.11%
14 ISCV 0.1%
15 IWN 0.08%
16 TGRW 0.08%
17 DFAS 0.07%
18 VBR 0.07%
19 VTWV 0.07%
20 SCHA 0.07%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 115.36M (14.65%) 61.37M
Increased by +53.19%
Sep 30, 23
2 Morgan Stanley - Brokerage Accounts 85.02M (10.8%) 62.49M
Increased by +73.51%
Sep 30, 23
3 Vanguard Group Inc 78.89M (10.02%) 33.35M
Increased by +42.27%
Sep 30, 23
4 T. Rowe Price Associates, Inc. 59.67M (7.58%) 59.45M
Increased by +99.63%
Sep 30, 23
5 SB INVESTMENT ADVISERS (UK) LTD 39.42M (5.01%) 0
Increased by 0%
Sep 30, 23
6 Baillie Gifford & Co Limited. 33.63M (4.27%) 0
Increased by 0%
Dec 31, 23
7 BlackRock Inc 33.35M (4.24%) 8.59M
Increased by +25.75%
Sep 30, 23
8 Capital Research Global Investors 27.89M (3.54%) 27.89M
Increased by +100%
Sep 30, 23
9 FMR Inc 21.32M (2.71%) 19.01M
Increased by +89.17%
Sep 30, 23
10 Wellington Management Company LLP 18.06M (2.29%) 5.9M
Increased by +32.69%
Sep 30, 23
11 XN LP 17.78M (2.26%) 17.78M
Increased by +100%
Sep 30, 23
12 Geode Capital Management, LLC 11.55M (1.47%) 4.16M
Increased by +36.06%
Sep 30, 23
13 Allen Operations LLC 10.39M (1.32%) 1.42M
Increased by +13.65%
Sep 30, 23
14 State Street Corporation 10.29M (1.31%) 2.05M
Increased by +19.89%
Sep 30, 23
15 PRIMECAP Management Company 10.21M (1.3%) -6K
Decreased by -0.06%
Sep 30, 23
16 Canada Pension Plan Investment Board 8.37M (1.06%) 0
Increased by 0%
Sep 30, 23
17 Durable Capital Partners LP 5.75M (0.73%) 5.75M
Increased by +100%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 5.33M (0.68%) 5.33M
Increased by +100%
Sep 30, 23
19 Charles Schwab Investment Management Inc 4.82M (0.61%) 2.11M
Increased by +43.73%
Sep 30, 23
20 Nikko Asset Management Americas Inc 3.83M (0.49%) -189.38K
Decreased by -4.95%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Capital Appreciation 74.22M (9.43%) 0
Increased by 0%
Dec 31, 23
2 American Funds Growth Fund of Amer A 27.49M (3.49%) 0
Increased by 0%
Dec 31, 23
3 Capital Group Growth Fnd of Amer Comp 27.49M (3.49%) 0
Increased by 0%
Dec 31, 23
4 Vanguard Total Stock Mkt Idx Inv 23.71M (3.01%) 39.64K
Increased by +0.17%
Jan 31, 24
5 Morgan Stanley Growth 19.45M (2.47%) 13.36M
Increased by +68.72%
Sep 30, 23
6 Morgan Stanley Growth SMA 19.45M (2.47%) 13.36M
Increased by +68.72%
Sep 30, 23
7 Vanguard Small Cap Index 18.99M (2.41%) 52.3K
Increased by +0.28%
Jan 31, 24
8 Morgan Stanley Inst Growth I 18.72M (2.38%) -725.78K
Decreased by -3.88%
Dec 31, 23
9 T. Rowe Price Growth Stock 18.14M (2.3%) -390.02K
Decreased by -2.15%
Dec 31, 23
10 T. Rowe Price U.S. Growth Stock SMA 18.14M (2.3%) 18.14M
Increased by +100%
Dec 31, 23
11 T. Rowe Price US Growth Stock Composite 18.14M (2.3%) -390.02K
Decreased by -2.15%
Dec 31, 23
12 JNL/T. Rowe Price Capital Appreciation A 17.47M (2.22%) 0
Increased by 0%
Dec 31, 23
13 Vanguard Small Cap Value Index Inv 12.99M (1.65%) -54.19K
Decreased by -0.42%
Jan 31, 24
14 Vanguard Information Technology ETF 12.89M (1.64%) 267.58K
Increased by +2.08%
Jan 31, 24
15 Fidelity Contrafund 12.88M (1.64%) 16.63K
Increased by +0.13%
Dec 31, 23
16 Fidelity® Contrafund® 12.86M (1.63%) 0
Increased by 0%
Nov 30, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 11.74M (1.49%) -39.69K
Decreased by -0.34%
Jan 31, 24
18 VY® T. Rowe Price Capital Apprec S 11.66M (1.48%) 0
Increased by 0%
Dec 31, 23
19 MS INVF US Growth I 11.52M (1.46%) 1.24M
Increased by +10.79%
Sep 30, 23
20 T. Rowe Price Growth Stock Tr-B 11.21M (1.42%) 0
Increased by 0%
Dec 31, 23