Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWR 1000.00%
2 ILCG 1000.00%
3 ILCB 1000.00%
4 IAK 1000.00%
5 IYF 1000.00%
6 IWD 1000.00%
7 IXG 1000.00%
8 IWV 1000.00%
9 IWS 1000.00%
10 IMCB 1000.00%
11 ILCV 1000.00%
12 IMCG 1000.00%
13 IMCV 1000.00%
14 ITOT 1000.00%
15 IUSG 1000.00%
16 IVV 1000.00%
17 JKI 1000.00%
18 JKG 1000.00%
19 IVW 1000.00%
20 JKF 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 40.67M (11.28%) -280.23K
Decreased by -0.69%
Sep 30, 23
2 BlackRock Inc 26.35M (7.31%) -176.89K
Decreased by -0.67%
Sep 30, 23
3 Artisan Partners Limited Partnership 25.72M (7.13%) -238.25K
Decreased by -0.93%
Sep 30, 23
4 BAMCO Inc 21.22M (5.89%) -73.87K
Decreased by -0.35%
Sep 30, 23
5 WCM Investment Management 15.96M (4.43%) 2.20M
Increased by +13.81%
Sep 30, 23
6 State Street Corporation 15.15M (4.20%) 3.04K
Increased by +0.02%
Sep 30, 23
7 Capital World Investors 10.55M (2.93%) -109.30K
Decreased by -1.04%
Sep 30, 23
8 Wellington Management Company LLP 8.96M (2.49%) -457.23K
Decreased by -5.10%
Sep 30, 23
9 Geode Capital Management, LLC 8.76M (2.43%) 605.36K
Increased by +6.91%
Sep 30, 23
10 Principal Financial Group Inc 6.18M (1.71%) -38.78K
Decreased by -0.63%
Sep 30, 23
11 Allspring Global Investments Holdings, LLC 5.90M (1.64%) -33.57K
Decreased by -0.57%
Sep 30, 23
12 Marshfield Associates 5.65M (1.57%) -168.40K
Decreased by -2.98%
Sep 30, 23
13 JPMorgan Chase & Co 4.83M (1.34%) -49.31K
Decreased by -1.02%
Sep 30, 23
14 Northern Trust Corp 4.65M (1.29%) 390.36K
Increased by +8.39%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 3.90M (1.08%) -113.52K
Decreased by -2.91%
Sep 30, 23
16 Nuveen Asset Management, LLC 3.50M (0.97%) -175.03K
Decreased by -5.00%
Sep 30, 23
17 FPR Partners LLC 3.47M (0.96%) -215.13K
Decreased by -6.21%
Sep 30, 23
18 Madison Asset Management, LLC 3.43M (0.95%) 63.51K
Increased by +1.85%
Sep 30, 23
19 Amvescap Plc. 3.39M (0.94%) 475.46K
Increased by +14.04%
Sep 30, 23
20 FMR Inc 3.32M (0.92%) -357.54K
Decreased by -10.76%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Artisan International Value 17.57M (4.87%) -238.46K
Decreased by -1.36%
Sep 30, 23
2 Artisan International Value Investor 17.57M (4.87%) -238.46K
Decreased by -1.36%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 11.10M (3.08%) 13.80K
Increased by +0.12%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 9.09M (2.52%) 82.79K
Increased by +0.91%
Nov 30, 23
5 Baron Growth Retail 9.06M (2.51%) 0.00
Increased by 0.00%
Sep 30, 23
6 Baron Small Cap Growth Strategy 9.06M (2.51%) 0.00
Increased by 0.00%
Sep 30, 23
7 Vanguard Mid Cap Index Institutional 8.05M (2.23%) 8.60K
Increased by +0.11%
Nov 30, 23
8 Baron Partners Retail 6.50M (1.80%) 0.00
Increased by 0.00%
Sep 30, 23
9 WCM Focused International Growth Instl 6.11M (1.70%) 801.87K
Increased by +13.12%
Sep 30, 23
10 WCM Inv Mgt Focused Growth Intl 6.11M (1.70%) 801.87K
Increased by +13.12%
Sep 30, 23
11 American Funds New Perspective A 5.17M (1.43%) 0.00
Increased by 0.00%
Sep 30, 23
12 Capital Group New Perspective Comp 5.17M (1.43%) 0.00
Increased by 0.00%
Sep 30, 23
13 Allspring Special Mid Cap Value Inst 4.63M (1.28%) 0.00
Increased by 0.00%
Nov 30, 23
14 Allspring Special US Mid Cap Value Eq 4.63M (1.28%) 0.00
Increased by 0.00%
Sep 30, 23
15 Fidelity® 500 Index 4.32M (1.20%) 34.40K
Increased by +0.80%
Oct 31, 23
16 Principal Aligned MidCap Equity 4.26M (1.18%) -23.84K
Decreased by -0.56%
Sep 30, 23
17 Principal MidCap R5 4.22M (1.17%) -6.16K
Decreased by -0.15%
Nov 30, 23
18 SPDR® S&P 500 ETF Trust 4.20M (1.17%) 13.48K
Increased by +0.32%
Nov 30, 23
19 iShares Core S&P 500 ETF 3.68M (1.02%) 3.55K
Increased by +0.10%
Nov 30, 23
20 Vanguard Value Index Inv 3.03M (0.84%) 5.51K
Increased by +0.18%
Nov 30, 23