Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PCGG 4.62%
2 QQQA 4.49%
3 UTRN 3.93%
4 CLOU 3.91%
5 CLDL 3.81%
6 LCG 3.61%
7 JHAC 3.59%
8 WBIL 2.96%
9 JTEK 2.69%
10 FDN 2.59%
11 GTEK 2.45%
12 WFH 2.39%
13 QTEC 2.30%
14 IWFG 2.00%
15 WEBL 1.88%
16 OALC 1.66%
17 GVIP 1.64%
18 LRGE 1.60%
19 COWG 1.57%
20 XOUT 1.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.45M (6.89%) 437.21K
Increased by +3.03%
Dec 31, 23
2 BlackRock Inc 13.34M (6.36%) 779.94K
Increased by +5.85%
Dec 31, 23
3 Baillie Gifford & Co Limited. 6.97M (3.32%) -112.93K
Decreased by -1.62%
Dec 31, 23
4 HHG PLC 6.49M (3.09%) -1.23M
Decreased by -18.93%
Dec 31, 23
5 JPMorgan Chase & Co 5.90M (2.81%) 655.57K
Increased by +11.12%
Dec 31, 23
6 NORGES BANK 5.40M (2.57%) 1.81M
Increased by +33.56%
Dec 31, 23
7 State Street Corporation 4.57M (2.18%) 205.34K
Increased by +4.49%
Dec 31, 23
8 FMR Inc 4.28M (2.04%) -142.17K
Decreased by -3.32%
Dec 31, 23
9 Viking Global Investors LP 4.11M (1.96%) -1.13M
Decreased by -27.51%
Dec 31, 23
10 Polen Capital 3.77M (1.80%) -182.15K
Decreased by -4.83%
Dec 31, 23
11 Goldman Sachs Group Inc 3.58M (1.71%) 1.72M
Increased by +47.89%
Dec 31, 23
12 Wellington Management Company LLP 3.41M (1.62%) -1.76M
Decreased by -51.57%
Dec 31, 23
13 Sustainable Growth Advisers, LP 3.10M (1.48%) -865.34K
Decreased by -27.91%
Dec 31, 23
14 Nuveen Asset Management, LLC 3.05M (1.46%) 443.87K
Increased by +14.53%
Dec 31, 23
15 JANE STREET GROUP, LLC 3.03M (1.44%) 2.73M
Increased by +89.98%
Dec 31, 23
16 Franklin Resources Inc 2.99M (1.43%) -85.42K
Decreased by -2.85%
Dec 31, 23
17 Tiger Technology Management LLC 2.82M (1.35%) 822.60K
Increased by +29.15%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 2.73M (1.30%) 872.29K
Increased by +31.98%
Sep 30, 23
19 Manufacturers Life Insurance Co 2.63M (1.25%) 206.11K
Increased by +7.84%
Sep 30, 23
20 Lone Pine Capital LLC 2.58M (1.23%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.57M (3.13%) 77.93K
Increased by +1.19%
Mar 31, 24
2 AF High Growth (AFRIS) 4.41M (2.10%) 4.41M
Increased by +100.00%
Feb 29, 24
3 Invesco QQQ Trust 3.93M (1.87%) 16.46K
Increased by +0.42%
Apr 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 3.12M (1.49%) 51.82K
Increased by +1.66%
Mar 31, 24
5 Janus Henderson Forty S 2.64M (1.26%) 0.00
Increased by 0.00%
Feb 29, 24
6 Global Balanced (AFRIS) 2.02M (0.97%) 2.02M
Increased by +100.00%
Feb 29, 24
7 Vanguard Growth Index Investor 1.98M (0.95%) 58.79K
Increased by +2.96%
Mar 31, 24
8 Janus Concentrated Growth CF 1.92M (0.91%) -724.86K
Decreased by -37.81%
Mar 31, 24
9 JPMorgan Large Cap Growth I 1.88M (0.90%) 0.00
Increased by 0.00%
Mar 31, 24
10 Vanguard US Growth Investor 1.52M (0.72%) 537.91K
Increased by +35.45%
Mar 31, 24
11 JPM US Large Cap Growth-MA 1.44M (0.68%) 1.31M
Increased by +91.08%
Sep 30, 23
12 MainStay Winslow Large Cap Growth A 1.34M (0.64%) -119.70K
Decreased by -8.96%
Dec 31, 23
13 CREF Growth R1 1.27M (0.61%) 0.00
Increased by 0.00%
Mar 31, 24
14 State St Russell Sm/Mid Cp® Indx NL Cl C 1.24M (0.59%) 5.70K
Increased by +0.46%
Apr 30, 24
15 Vanguard Information Technology ETF 1.23M (0.59%) 12.95K
Increased by +1.05%
Mar 31, 24
16 Fidelity Extended Market Index 1.20M (0.57%) 36.47K
Increased by +3.03%
Mar 31, 24
17 Fidelity Select Software & IT Svcs Port 1.14M (0.54%) 0.00
Increased by 0.00%
Mar 31, 24
18 Bridge Builder Large Cap Growth 1.13M (0.54%) -102.45K
Decreased by -9.09%
Apr 30, 24
19 Janus Henderson Research D 1.12M (0.53%) -26.06K
Decreased by -2.33%
Sep 30, 23
20 Fidelity® Extended Market Index 1.11M (0.53%) 11.75K
Increased by +1.06%
Nov 30, 23