Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCB 1000.00%
2 JKE 1000.00%
3 JKD 1000.00%
4 IYY 1000.00%
5 IYW 1000.00%
6 IXN 1000.00%
7 IWY 1000.00%
8 IWV 1000.00%
9 IWL 1000.00%
10 IWF 1000.00%
11 IWB 1000.00%
12 IVW 1000.00%
13 IVV 1000.00%
14 JKG 1000.00%
15 IVRS 1000.00%
16 IGM 1000.00%
17 IVE 1000.00%
18 IUSV 1000.00%
19 IUSG 1000.00%
20 ITOT 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.73M (4.39%) 69.04K
Increased by +0.37%
Sep 30, 23
2 BlackRock Inc 18.17M (4.26%) 85.70K
Increased by +0.47%
Sep 30, 23
3 State Street Corporation 8.58M (2.01%) -176.42K
Decreased by -2.06%
Sep 30, 23
4 Loomis, Sayles & Company LP 6.27M (1.47%) -224.12K
Decreased by -3.58%
Sep 30, 23
5 Polen Capital 5.35M (1.25%) -130.74K
Decreased by -2.44%
Sep 30, 23
6 FMR Inc 5.34M (1.25%) -89.87K
Decreased by -1.68%
Sep 30, 23
7 Aristotle Capital Management LLC 4.70M (1.10%) -106.22K
Decreased by -2.26%
Sep 30, 23
8 Geode Capital Management, LLC 4.63M (1.08%) 117.51K
Increased by +2.54%
Sep 30, 23
9 Ninety One UK Limited 4.12M (0.96%) -245.51K
Decreased by -5.97%
Sep 30, 23
10 Bank of America Corp 3.83M (0.90%) -79.86K
Decreased by -2.08%
Sep 30, 23
11 ClearBridge Advisors, LLC 3.02M (0.71%) 35.10K
Increased by +1.16%
Sep 30, 23
12 Sustainable Growth Advisers, LP 3.01M (0.71%) -127.61K
Decreased by -4.24%
Sep 30, 23
13 Northern Trust Corp 2.55M (0.60%) 43.29K
Increased by +1.70%
Sep 30, 23
14 Brown Advisory Holdings Inc 2.53M (0.59%) -1.96M
Decreased by -77.57%
Sep 30, 23
15 Pictet Asset Manangement SA 2.45M (0.57%) 2.45M
Increased by +100.00%
Sep 30, 23
16 Fidelity International Ltd 2.44M (0.57%) 374.05K
Increased by +15.32%
Sep 30, 23
17 AllianceBernstein L.P. 2.44M (0.57%) -312.33K
Decreased by -12.80%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 2.38M (0.56%) 102.03K
Increased by +4.29%
Sep 30, 23
19 Ameriprise Financial Inc 2.36M (0.55%) 293.46K
Increased by +12.41%
Sep 30, 23
20 Amundi 2.35M (0.55%) 635.53K
Increased by +27.04%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.70M (1.57%) 8.01K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 5.21M (1.22%) 48.55K
Increased by +0.93%
Nov 30, 23
3 Invesco QQQ Trust 3.91M (0.92%) 8.70K
Increased by +0.22%
Dec 29, 23
4 SPDR® S&P 500 ETF Trust 2.64M (0.62%) -18.54K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 2.49M (0.58%) 15.85K
Increased by +0.64%
Nov 30, 23
6 Fidelity Global Technology A-Dis-EUR 2.17M (0.51%) 398.19K
Increased by +18.36%
Nov 30, 23
7 iShares Core S&P 500 ETF 2.13M (0.50%) 1.27K
Increased by +0.06%
Dec 29, 23
8 Vanguard Growth Index Investor 1.88M (0.44%) 10.32K
Increased by +0.55%
Nov 30, 23
9 Loomis Sayles Growth Y 1.59M (0.37%) 0.00
Increased by 0.00%
Nov 30, 23
10 Principal Aligned MidCap Equity 1.44M (0.34%) -86.97K
Decreased by -6.02%
Sep 30, 23
11 Principal MidCap R5 1.43M (0.34%) -3.35K
Decreased by -0.23%
Nov 30, 23
12 Vanguard Institutional Index I 1.42M (0.33%) -3.37K
Decreased by -0.24%
Nov 30, 23
13 Technology Select Sector SPDR® ETF 1.36M (0.32%) 448.00
Increased by +0.03%
Dec 31, 23
14 Bridge Builder Large Cap Growth 1.25M (0.29%) 46.52K
Increased by +3.71%
Dec 31, 23
15 Ninety One GSF Glb Frchs I Acc USD 1.25M (0.29%) 0.00
Increased by 0.00%
Sep 30, 23
16 Ninety One Global Franchise 1.25M (0.29%) -11.19K
Decreased by -0.89%
Sep 30, 23
17 Fidelity Select Software & IT Svcs Port 1.23M (0.29%) 0.00
Increased by 0.00%
Nov 30, 23
18 Select Software & IT Svcs Port 1.23M (0.29%) 30.00K
Increased by +2.44%
Oct 31, 23
19 Vanguard Information Technology ETF 1.23M (0.29%) -6.08K
Decreased by -0.50%
Nov 30, 23
20 Capital Group AMCAP Composite 1.18M (0.28%) -184.28K
Decreased by -15.65%
Sep 30, 23