Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 JKE 1000.00%
3 IYY 1000.00%
4 IYW 1000.00%
5 IXN 1000.00%
6 IWV 1000.00%
7 IHAK 1000.00%
8 IDAT 1000.00%
9 IWS 1000.00%
10 IWR 1000.00%
11 IWD 1000.00%
12 IWB 1000.00%
13 JKD 1000.00%
14 IVW 1000.00%
15 JKI 1000.00%
16 IVV 1000.00%
17 IVE 1000.00%
18 IUSV 1000.00%
19 IUSG 1000.00%
20 JKF 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.69M (11.95%) -361.19K
Decreased by -2.04%
Sep 30, 23
2 BlackRock Inc 15.10M (10.20%) -29.74K
Decreased by -0.20%
Sep 30, 23
3 State Street Corporation 6.62M (4.47%) -190.59K
Decreased by -2.88%
Sep 30, 23
4 Nordea Investment Mgmt Bank Demark A/s 4.06M (2.74%) -318.02K
Decreased by -7.83%
Sep 30, 23
5 Bank of America Corp 3.66M (2.47%) 405.30K
Increased by +11.07%
Sep 30, 23
6 Geode Capital Management, LLC 3.65M (2.46%) 64.89K
Increased by +1.78%
Sep 30, 23
7 First Trust Advisors L.P. 3.59M (2.43%) -275.30K
Decreased by -7.66%
Sep 30, 23
8 Amundi 3.51M (2.37%) 193.65K
Increased by +5.51%
Sep 30, 23
9 Bank of New York Mellon Corp 3.15M (2.13%) 1.12M
Increased by +35.43%
Sep 30, 23
10 AllianceBernstein L.P. 3.02M (2.04%) -49.24K
Decreased by -1.63%
Sep 30, 23
11 Legal & General Group PLC 2.62M (1.77%) -187.82K
Decreased by -7.18%
Sep 30, 23
12 Barclays PLC 2.61M (1.76%) 719.24K
Increased by +27.60%
Sep 30, 23
13 King Luther Capital Management Corp 2.48M (1.68%) -96.16K
Decreased by -3.87%
Sep 30, 23
14 Arrowstreet Capital Limited Partnership 2.20M (1.49%) 287.76K
Increased by +13.07%
Sep 30, 23
15 Mackenzie Investments 2.12M (1.43%) 38.07K
Increased by +1.80%
Sep 30, 23
16 Jericho Capital Asset Management LP 2.05M (1.38%) 2.05M
Increased by +100.00%
Sep 30, 23
17 Northern Trust Corp 1.92M (1.30%) 56.78K
Increased by +2.95%
Sep 30, 23
18 Amvescap Plc. 1.80M (1.22%) -28.30K
Decreased by -1.57%
Sep 30, 23
19 Earnest Partners LLC 1.79M (1.21%) 82.36K
Increased by +4.59%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 1.74M (1.18%) -78.20K
Decreased by -4.50%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.74M (3.20%) 5.33K
Increased by +0.11%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 3.70M (2.50%) 33.65K
Increased by +0.91%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 3.45M (2.33%) 3.96K
Increased by +0.11%
Nov 30, 23
4 SPDR® S&P 500 ETF Trust 1.86M (1.26%) -12.99K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 1.77M (1.20%) 11.27K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 1.50M (1.01%) 900.00
Increased by +0.06%
Dec 29, 23
7 First Trust NASDAQ Cybersecurity ETF 1.41M (0.95%) 0.00
Increased by 0.00%
Dec 28, 23
8 iShares MSCI USA Min Vol Factor ETF 1.41M (0.95%) -412.00
Decreased by -0.03%
Dec 29, 23
9 Vanguard Value Index Inv 1.30M (0.88%) 1.02K
Increased by +0.08%
Nov 30, 23
10 Fidelity Global Technology A-Dis-EUR 1.26M (0.85%) 161.82K
Increased by +12.83%
Nov 30, 23
11 Champlain Mid Cap Fund, LLC 1.11M (0.75%) -14.20K
Decreased by -1.28%
Nov 30, 23
12 Vanguard Mid-Cap Growth ETF 1.06M (0.71%) 3.33K
Increased by +0.32%
Nov 30, 23
13 Canada Life US Small-Mid Cap Growth F 1.02M (0.69%) -1.53K
Decreased by -0.15%
Oct 31, 23
14 Vanguard Institutional Index I 1.01M (0.68%) -3.41K
Decreased by -0.34%
Nov 30, 23
15 L&G Cyber Security ETF 1.01M (0.68%) -3.45K
Decreased by -0.34%
Dec 29, 23
16 Vanguard Information Technology ETF 989.92K (0.67%) -30.45K
Decreased by -3.08%
Nov 30, 23
17 Technology Select Sector SPDR® ETF 958.36K (0.65%) 316.00
Increased by +0.03%
Dec 31, 23
18 First Trust Dow Jones Internet ETF 918.78K (0.62%) -13.17K
Decreased by -1.43%
Nov 30, 23
19 Pioneer A 901.57K (0.61%) -80.86K
Decreased by -8.97%
Nov 30, 23
20 Pioneer US Large Core Equity 884.07K (0.60%) 869.69K
Increased by +98.37%
Dec 31, 23