Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.89M (12.48%) -308.03K
Decreased by -1.82%
Sep 30, 23
2 PRIMECAP Management Company 14.59M (10.78%) -374.69K
Decreased by -2.57%
Sep 30, 23
3 Vanguard Group Inc 13.32M (9.84%) -25.90K
Decreased by -0.19%
Sep 30, 23
4 Pictet Asset Manangement SA 5.75M (4.25%) 5.75M
Increased by +100.00%
Sep 30, 23
5 State Street Corporation 4.75M (3.51%) -86.93K
Decreased by -1.83%
Sep 30, 23
6 Amvescap Plc. 3.79M (2.80%) -150.73K
Decreased by -3.98%
Sep 30, 23
7 JPMorgan Chase & Co 3.23M (2.39%) -192.91K
Decreased by -5.96%
Sep 30, 23
8 Amundi 3.04M (2.25%) 323.92K
Increased by +10.65%
Sep 30, 23
9 Starboard Value LP 2.89M (2.13%) -892.00K
Decreased by -30.88%
Sep 30, 23
10 Barrow Hanley Mewhinney & Strauss LLC 2.49M (1.84%) -1.26M
Decreased by -50.84%
Sep 30, 23
11 Geode Capital Management, LLC 2.08M (1.54%) 44.75K
Increased by +2.15%
Sep 30, 23
12 FMR Inc 1.83M (1.35%) -116.60K
Decreased by -6.37%
Sep 30, 23
13 Findlay Park Partners LLP 1.71M (1.27%) -16.16K
Decreased by -0.94%
Sep 30, 23
14 Impax Asset Management Group PLC 1.63M (1.20%) 105.45K
Increased by +6.48%
Sep 30, 23
15 Dimensional Fund Advisors, Inc. 1.50M (1.11%) -109.70K
Decreased by -7.31%
Sep 30, 23
16 Bank of New York Mellon Corp 1.48M (1.10%) -17.42K
Decreased by -1.17%
Sep 30, 23
17 AllianceBernstein L.P. 1.47M (1.08%) -313.37K
Decreased by -21.36%
Sep 30, 23
18 Northern Trust Corp 1.17M (0.87%) -26.43K
Decreased by -2.26%
Sep 30, 23
19 CI Investments Inc 1.06M (0.78%) -11.69K
Decreased by -1.11%
Sep 30, 23
20 Jacobs Levy Equity Management, Inc. 951.10K (0.70%) 16.18K
Increased by +1.70%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.35M (3.22%) 4.97K
Increased by +0.11%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 4.21M (3.11%) -762.00
Decreased by -0.02%
Dec 29, 23
3 Vanguard Capital Opportunity Inv 4.03M (2.98%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Small Cap Index 3.59M (2.65%) 14.03K
Increased by +0.39%
Nov 30, 23
5 Pictet - Global Envir Opps I USD 2.85M (2.10%) -12.57K
Decreased by -0.44%
Jun 30, 23
6 Vanguard Small Cap Value Index Inv 2.50M (1.84%) 6.41K
Increased by +0.26%
Nov 30, 23
7 PRIMECAP Odyssey Stock 2.33M (1.72%) -91.90K
Decreased by -3.94%
Sep 30, 23
8 Vanguard PRIMECAP Core Inv 2.33M (1.72%) -25.26K
Decreased by -1.08%
Sep 30, 23
9 PRIMECAP Odyssey Growth 2.28M (1.68%) -83.50K
Decreased by -3.67%
Sep 30, 23
10 Pictet-Water I EUR 2.07M (1.53%) -20.70K
Decreased by -1.00%
Jun 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 2.00M (1.48%) 30.01K
Increased by +1.50%
Nov 30, 23
12 PRIMECAP Odyssey Aggressive Growth 1.75M (1.29%) -38.80K
Decreased by -2.22%
Sep 30, 23
13 Findlay Park American I USD Dist 1.71M (1.27%) 0.00
Increased by 0.00%
Oct 31, 23
14 Impax Water Strategy Composite 1.52M (1.12%) -111.40K
Decreased by -7.34%
Oct 31, 23
15 Fidelity® Mid-Cap Stock 1.20M (0.89%) 0.00
Increased by 0.00%
Nov 30, 23
16 SPDR® S&P MIDCAP 400 ETF Trust 1.11M (0.82%) -9.56K
Decreased by -0.86%
Nov 30, 23
17 JPMorgan Growth Advantage A 899.28K (0.66%) 0.00
Increased by 0.00%
Nov 30, 23