Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.11M (12.27%) -232.72K
Decreased by -0.72%
Sep 30, 23
2 BlackRock Inc 18.58M (7.10%) -255.88K
Decreased by -1.38%
Sep 30, 23
3 T. Rowe Price Investment Management,Inc. 15.93M (6.09%) 1.73M
Increased by +10.86%
Sep 30, 23
4 State Street Corporation 13.33M (5.09%) -455.08K
Decreased by -3.41%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 12.55M (4.79%) -2.00M
Decreased by -15.97%
Sep 30, 23
6 Ameriprise Financial Inc 6.22M (2.38%) -75.75K
Decreased by -1.22%
Sep 30, 23
7 Geode Capital Management, LLC 5.94M (2.27%) 119.45K
Increased by +2.01%
Sep 30, 23
8 Putnam Investments LLC 4.96M (1.89%) -75.34K
Decreased by -1.52%
Sep 30, 23
9 JPMorgan Chase & Co 4.72M (1.80%) -1.14M
Decreased by -24.07%
Sep 30, 23
10 Pictet Asset Manangement SA 3.77M (1.44%) 3.77M
Increased by +100.00%
Sep 30, 23
11 HHG PLC 3.41M (1.30%) 3.37M
Increased by +98.95%
Sep 30, 23
12 Deutsche Bank AG 3.18M (1.21%) -1.19M
Decreased by -37.58%
Sep 30, 23
13 Nuveen Asset Management, LLC 3.15M (1.20%) -37.67K
Decreased by -1.20%
Sep 30, 23
14 Bessemer Group Inc 2.89M (1.10%) -54.38K
Decreased by -1.88%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 2.85M (1.09%) 312.51K
Increased by +10.98%
Sep 30, 23
16 Amvescap Plc. 2.82M (1.08%) 101.02K
Increased by +3.58%
Sep 30, 23
17 Northern Trust Corp 2.43M (0.93%) 29.92K
Increased by +1.23%
Sep 30, 23
18 Legal & General Group PLC 2.39M (0.91%) -95.66K
Decreased by -4.00%
Sep 30, 23
19 Caisse De Depot Et Placement Du Quebec 2.29M (0.87%) 532.80K
Increased by +23.30%
Sep 30, 23
20 Goldman Sachs Group Inc 2.23M (0.85%) -143.94K
Decreased by -6.46%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Capital Appreciation 10.26M (3.92%) 1.12M
Increased by +10.96%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 8.24M (3.15%) 10.22K
Increased by +0.12%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 6.41M (2.45%) 63.13K
Increased by +0.99%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 5.95M (2.27%) 4.68K
Increased by +0.08%
Nov 30, 23
5 Utilities Select Sector SPDR® ETF 3.91M (1.49%) 21.55K
Increased by +0.55%
Nov 30, 23
6 Putnam Large Cap Value A 3.15M (1.20%) 0.00
Increased by 0.00%
Sep 30, 23
7 Putnam US Large Cap Value Equity 3.15M (1.20%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fidelity® 500 Index 3.04M (1.16%) 24.24K
Increased by +0.80%
Oct 31, 23
9 SPDR® S&P 500 ETF Trust 2.94M (1.12%) 9.52K
Increased by +0.32%
Nov 30, 23
10 Janus Henderson Enterprise D 2.67M (1.02%) 2.67M
Increased by +100.00%
Sep 30, 23
11 Janus Inst Mid Cap Growth CF 2.67M (1.02%) 2.67M
Increased by +100.00%
Sep 30, 23
12 iShares Core S&P 500 ETF 2.59M (0.99%) 2.51K
Increased by +0.10%
Nov 30, 23
13 JNL/T. Rowe Price Capital Appreciation A 2.46M (0.94%) 274.90K
Increased by +11.20%
Sep 30, 23
14 Columbia Dividend Value 2.45M (0.94%) -27.69K
Decreased by -1.13%
Sep 30, 23
15 Columbia Dividend Income Inst 2.44M (0.93%) -12.61K
Decreased by -0.52%
Nov 30, 23
16 T. Rowe Price Dividend Growth 2.26M (0.86%) -108.20K
Decreased by -4.79%
Sep 30, 23
17 T. Rowe Price US Dividend Growth Eq Comp 2.26M (0.86%) -108.20K
Decreased by -4.79%
Sep 30, 23
18 Vanguard Value Index Inv 2.25M (0.86%) 3.35K
Increased by +0.15%
Nov 30, 23
19 Vanguard Mid-Cap Value ETF 2.11M (0.81%) -9.36K
Decreased by -0.44%
Nov 30, 23
20 T. Rowe Price Mid-Cap Value 2.00M (0.76%) -68.00K
Decreased by -3.40%
Sep 30, 23