Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWB 1000.00%
2 IYW 1000.00%
3 JKE 1000.00%
4 DAT 5.77%
5 LRNZ 5.18%
6 JFWD 4.91%
7 LCG 4.74%
8 FNG 4.64%
9 DIP 4.24%
10 FDTX 4.15%
11 SKYY 3.82%
12 BIGY 3.61%
13 IVES 3.54%
14 XWEB 3.52%
15 LOUP 3.45%
16 QTEC 3.38%
17 ENTR 3.12%
18 ARTY 2.61%
19 SKYU 2.48%
20 NBDS 2.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.09M (9.93%) 179.00K
Increased by +2.52%
Jun 30, 24
2 BlackRock Inc 6.12M (8.57%) -305.69K
Decreased by -4.99%
Jun 30, 24
3 FMR Inc 5.10M (7.14%) 162.58K
Increased by +3.19%
Jun 30, 24
4 Wellington Management Company LLP 3.52M (4.93%) 1.46M
Increased by +41.51%
Jun 30, 24
5 T. Rowe Price Associates, Inc. 3.44M (4.82%) 308.36K
Increased by +8.97%
Jun 30, 24
6 JPMorgan Chase & Co 2.98M (4.17%) -196.84K
Decreased by -6.61%
Mar 31, 24
7 Jennison Associates LLC 2.51M (3.52%) -1.90M
Decreased by -75.64%
Jun 30, 24
8 Franklin Resources Inc 2.03M (2.85%) 77.50K
Increased by +3.81%
Jun 30, 24
9 State Street Corp 1.54M (2.16%) 33.78K
Increased by +2.19%
Jun 30, 24
10 State Street Corporation 1.51M (2.11%) 21.40K
Increased by +1.42%
Mar 31, 24
11 Bank of America Corp 1.37M (1.92%) 354.04K
Increased by +25.86%
Jun 30, 24
12 Capital Research Global Investors 1.31M (1.84%) 553.52K
Increased by +42.24%
Jun 30, 24
13 Geode Capital Management, LLC 1.20M (1.67%) 46.46K
Increased by +3.89%
Jun 30, 24
14 ING Investment Management LLC 1.08M (1.51%) 463.08K
Increased by +42.85%
Mar 31, 24
15 First Trust Advisors L.P. 998.43K (1.40%) 370.38K
Increased by +37.10%
Jun 30, 24
16 Champlain Investment Partners, LLC 847.51K (1.19%) 296.83K
Increased by +35.02%
Jun 30, 24
17 Amundi 846.08K (1.19%) 486.24K
Increased by +57.47%
Sep 30, 23
18 NORGES BANK 797.94K (1.12%) 47.41K
Increased by +5.94%
Dec 31, 23
19 Capital World Investors 791.42K (1.11%) -799.72K
Decreased by -101.05%
Jun 30, 24
20 Morgan Stanley - Brokerage Accounts 755.24K (1.06%) -313.04K
Decreased by -41.45%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.19M (3.06%) -4.70K
Decreased by -0.21%
Jul 31, 24
2 Vanguard Mid Cap Index Institutional 1.48M (2.07%) -1.30K
Decreased by -0.09%
Jul 31, 24
3 Invesco QQQ Trust 1.43M (2.00%) -7.67K
Decreased by -0.54%
Aug 30, 24
4 American Funds Growth Fund of Amer A 1.30M (1.82%) -448.30K
Decreased by -34.50%
Jun 30, 24
5 Capital Group Growth Fnd of Amer Comp 1.30M (1.82%) -448.30K
Decreased by -34.50%
Jun 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.07M (1.51%) 6.82K
Increased by +0.63%
Jul 31, 24
7 Vanguard US Growth Investor 1.04M (1.45%) 279.51K
Increased by +26.93%
Jun 30, 24
8 Allspring (Lux) WW Glb L/SEq IPUSD Acc 889.60K (1.25%) 411.78K
Increased by +46.29%
Nov 30, 23
9 Franklin DynaTech Fund A 850.00K (1.19%) 0.00
Increased by 0.00%
Mar 31, 24
10 Franklin Innovation Composite 850.00K (1.19%) 0.00
Increased by 0.00%
Mar 31, 24
11 Champlain Mid Cap Fund, LLC 814.82K (1.14%) -17.99K
Decreased by -2.21%
Aug 31, 24
12 Vanguard Growth Index Investor 808.84K (1.13%) 2.82K
Increased by +0.35%
Jul 31, 24
13 Franklin DynaTech A 800.00K (1.12%) -50.00K
Decreased by -6.25%
Apr 30, 24
14 T. Rowe Price Blue Chip Growth 714.25K (1.00%) -23.40K
Decreased by -3.28%
Jun 30, 24
15 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 714.25K (1.00%) -23.40K
Decreased by -3.28%
Jun 30, 24
16 JPM US Large Cap Growth-MA 704.88K (0.99%) 638.28K
Increased by +90.55%
Sep 30, 23
17 JPMorgan Large Cap Growth I 704.88K (0.99%) 0.00
Increased by 0.00%
Apr 30, 24
18 Fidelity Select Software & IT Svcs Port 653.60K (0.92%) 0.00
Increased by 0.00%
Jul 31, 24
19 Harbor Capital Appreciation Instl 650.02K (0.91%) -220.91K
Decreased by -33.99%
Jun 30, 24
20 BlackRock Mid-Cap Growth Equity Instl 632.06K (0.89%) 0.00
Increased by 0.00%
Jul 31, 24