Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.49M (11.09%) -157.58K
Decreased by -0.62%
Sep 30, 23
2 BlackRock Inc 17.35M (7.55%) 263.15K
Increased by +1.52%
Sep 30, 23
3 FMR Inc 9.25M (4.02%) -374.73K
Decreased by -4.05%
Sep 30, 23
4 State Street Corporation 8.83M (3.84%) -137.99K
Decreased by -1.56%
Sep 30, 23
5 Massachusetts Financial Services Company 8.21M (3.57%) -91.11K
Decreased by -1.11%
Sep 30, 23
6 T. Rowe Price Associates, Inc. 7.07M (3.08%) 179.68K
Increased by +2.54%
Sep 30, 23
7 Geode Capital Management, LLC 4.94M (2.15%) 92.25K
Increased by +1.87%
Sep 30, 23
8 JPMorgan Chase & Co 4.58M (1.99%) -204.08K
Decreased by -4.46%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 4.19M (1.82%) 674.55K
Increased by +16.10%
Sep 30, 23
10 Capital Research & Mgmt Co - Division 3 4.00M (1.74%) -130.96K
Decreased by -3.28%
Sep 30, 23
11 T. Rowe Price Investment Management,Inc. 3.64M (1.58%) 2.00M
Increased by +54.89%
Sep 30, 23
12 Boston Partners Global Investors, Inc 3.58M (1.56%) -10.73K
Decreased by -0.30%
Sep 30, 23
13 AllianceBernstein L.P. 3.22M (1.40%) -639.94K
Decreased by -19.88%
Sep 30, 23
14 Alecta Pensionsforsakring, Omsesidigt 2.82M (1.23%) -400.00K
Decreased by -14.19%
Sep 30, 23
15 Champlain Investment Partners, LLC 2.47M (1.08%) -6.46K
Decreased by -0.26%
Sep 30, 23
16 Goldman Sachs Group Inc 2.43M (1.06%) -220.65K
Decreased by -9.07%
Sep 30, 23
17 Amvescap Plc. 2.38M (1.04%) -64.57K
Decreased by -2.71%
Sep 30, 23
18 Bank of New York Mellon Corp 2.36M (1.03%) -107.04K
Decreased by -4.53%
Sep 30, 23
19 Northern Trust Corp 2.36M (1.03%) 96.79K
Increased by +4.10%
Sep 30, 23
20 Flossbach von Storch AG 2.33M (1.02%) 55.01K
Increased by +2.36%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.23M (3.15%) 8.48K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 5.62M (2.45%) 50.69K
Increased by +0.90%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 5.24M (2.28%) 6.70K
Increased by +0.13%
Nov 30, 23
4 MFS Growth Equity 3.03M (1.32%) -16.51K
Decreased by -0.54%
Sep 30, 23
5 MFS Growth B 2.99M (1.30%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® 500 Index 2.67M (1.16%) 21.28K
Increased by +0.80%
Oct 31, 23
7 SPDR® S&P 500 ETF Trust 2.61M (1.14%) 8.36K
Increased by +0.32%
Nov 30, 23
8 JHancock Disciplined Value Mid Cap I 2.43M (1.06%) 13.14K
Increased by +0.54%
Oct 31, 23
9 Champlain Mid Cap Fund, LLC 2.40M (1.04%) -9.70K
Decreased by -0.40%
Nov 30, 23
10 MFS Mid Cap Growth Equity 2.28M (0.99%) -9.45K
Decreased by -0.42%
Sep 30, 23
11 iShares Core S&P 500 ETF 2.27M (0.99%) 2.21K
Increased by +0.10%
Nov 30, 23
12 MFS Mid Cap Growth A 2.11M (0.92%) -165.93K
Decreased by -7.86%
Nov 30, 23
13 Fidelity® Magellan® 1.99M (0.86%) -23.60K
Decreased by -1.19%
Oct 31, 23
14 Vanguard Value Index Inv 1.98M (0.86%) 8.69K
Increased by +0.44%
Nov 30, 23
15 Vanguard Mid-Cap Growth ETF 1.61M (0.70%) 5.03K
Increased by +0.31%
Nov 30, 23
16 T. Rowe Price US Value Equity Composite 1.57M (0.68%) -27.10K
Decreased by -1.73%
Sep 30, 23
17 T. Rowe Price Value 1.57M (0.68%) -27.10K
Decreased by -1.73%
Sep 30, 23
18 Vanguard Institutional Index I 1.54M (0.67%) -3.23K
Decreased by -0.21%
Nov 30, 23
19 Nissay Space Related Global Stock MF 1.46M (0.63%) 1.30M
Increased by +88.87%
Apr 25, 23
20 T. Rowe Price U.S. Value Equity Tr-Z 1.39M (0.61%) 11.71K
Increased by +0.84%
Sep 30, 23