Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVE 1000.00%
2 IWD 1000.00%
3 IWB 1000.00%
4 ITOT 1000.00%
5 IVV 1000.00%
6 IUSV 1000.00%
7 GLOF 1000.00%
8 ILCB 1000.00%
9 ILCG 1000.00%
10 IMCB 1000.00%
11 IMCG 1000.00%
12 JKG 1000.00%
13 JKE 1000.00%
14 JKD 1000.00%
15 IYY 1000.00%
16 IYH 1000.00%
17 IXJ 1000.00%
18 IWV 1000.00%
19 IWS 1000.00%
20 IWR 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 28.02M (9.60%) -3.84M
Decreased by -13.70%
Sep 30, 23
2 Vanguard Group Inc 25.07M (8.59%) -127.42K
Decreased by -0.51%
Sep 30, 23
3 State Street Corporation 12.63M (4.33%) -585.43K
Decreased by -4.64%
Sep 30, 23
4 Massachusetts Financial Services Company 11.08M (3.79%) 39.03K
Increased by +0.35%
Sep 30, 23
5 Wellington Management Company LLP 10.26M (3.51%) 1.52M
Increased by +14.81%
Sep 30, 23
6 T. Rowe Price Investment Management,Inc. 10.12M (3.47%) 154.81K
Increased by +1.53%
Sep 30, 23
7 T. Rowe Price Associates, Inc. 7.39M (2.53%) -668.16K
Decreased by -9.05%
Sep 30, 23
8 Pictet Asset Manangement SA 6.85M (2.35%) 6.85M
Increased by +100.00%
Sep 30, 23
9 Geode Capital Management, LLC 6.50M (2.23%) 118.58K
Increased by +1.83%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 4.29M (1.47%) -501.71K
Decreased by -11.69%
Sep 30, 23
11 Northern Trust Corp 4.10M (1.40%) 255.00K
Increased by +6.22%
Sep 30, 23
12 State Farm Mutual Automobile Ins Co 3.95M (1.35%) 0.00
Increased by 0.00%
Sep 30, 23
13 Deutsche Bank AG 3.75M (1.29%) -83.65K
Decreased by -2.23%
Sep 30, 23
14 Cantillon Capital Management LLC 3.73M (1.28%) -14.22K
Decreased by -0.38%
Sep 30, 23
15 Principal Financial Group Inc 3.45M (1.18%) -50.28K
Decreased by -1.46%
Sep 30, 23
16 JPMorgan Chase & Co 3.03M (1.04%) 261.91K
Increased by +8.65%
Sep 30, 23
17 Legal & General Group PLC 2.76M (0.95%) -113.88K
Decreased by -4.13%
Sep 30, 23
18 Bank of New York Mellon Corp 2.68M (0.92%) 124.67K
Increased by +4.66%
Sep 30, 23
19 Van Eck Associates Corporation 2.60M (0.89%) 1.42M
Increased by +54.71%
Sep 30, 23
20 Impax Asset Management Group PLC 2.42M (0.83%) 116.10K
Increased by +4.80%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.18M (3.15%) 22.33K
Increased by +0.24%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 7.20M (2.47%) 60.18K
Increased by +0.84%
Nov 30, 23
3 T. Rowe Price Mid-Cap Growth 4.98M (1.71%) 53.10K
Increased by +1.07%
Sep 30, 23
4 T. Rowe Price US Mid-Cap Growth Equity 4.98M (1.71%) 53.10K
Increased by +1.07%
Sep 30, 23
5 SPDR® S&P 500 ETF Trust 3.63M (1.24%) 28.88K
Increased by +0.80%
Dec 29, 23
6 Vanguard Health Care Inv 3.58M (1.23%) 0.00
Increased by 0.00%
Sep 30, 23
7 Fidelity® 500 Index 3.44M (1.18%) 21.91K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 2.91M (1.00%) 1.74K
Increased by +0.06%
Dec 29, 23
9 Vanguard Growth Index Investor 2.58M (0.88%) 13.90K
Increased by +0.54%
Nov 30, 23
10 VanEck Morningstar Wide Moat ETF 2.50M (0.86%) 2.40K
Increased by +0.10%
Dec 30, 23
11 VanEck Morningstar Wide Moat 2.34M (0.80%) 1.33M
Increased by +56.93%
Sep 30, 23
12 Principal Aligned MidCap Equity 2.21M (0.76%) 5.00K
Increased by +0.23%
Sep 30, 23
13 Health Care Select Sector SPDR® ETF 2.18M (0.75%) -6.71K
Decreased by -0.31%
Dec 29, 23
14 Pictet - Global Envir Opps I USD 2.10M (0.72%) -30.15K
Decreased by -1.43%
Nov 30, 23
15 MFS Massachusetts Inv Gr Stk A 2.06M (0.71%) -11.56K
Decreased by -0.56%
Nov 30, 23
16 MFS International Intrinsic Value A 2.04M (0.70%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Institutional Index I 1.97M (0.67%) -4.00K
Decreased by -0.20%
Nov 30, 23
18 Pictet-Water I EUR 1.92M (0.66%) 88.62K
Increased by +4.62%
Jun 30, 23
19 Impax Leaders Strategy Composite 1.86M (0.64%) -34.47K
Decreased by -1.85%
Oct 31, 23
20 Principal MidCap R5 1.80M (0.62%) -398.26K
Decreased by -22.08%
Nov 30, 23