Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IUSV 1000.00%
2 JKF 1000.00%
3 JKE 1000.00%
4 ILCG 1000.00%
5 COMT 1000.00%
6 JKD 1000.00%
7 IYY 1000.00%
8 IYW 1000.00%
9 IXN 1000.00%
10 IWY 1000.00%
11 IWX 1000.00%
12 ILCV 1000.00%
13 IWV 1000.00%
14 ITOT 1000.00%
15 IWL 1000.00%
16 IUSG 1000.00%
17 IWF 1000.00%
18 IWD 1000.00%
19 IWB 1000.00%
20 IVW 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 72.17M (12.14%) 90.61K
Increased by +0.13%
Sep 30, 23
2 FMR Inc 55.50M (9.34%) 691.96K
Increased by +1.25%
Sep 30, 23
3 BlackRock Inc 48.53M (8.16%) 424.04K
Increased by +0.87%
Sep 30, 23
4 State Street Corporation 25.63M (4.31%) -585.73K
Decreased by -2.29%
Sep 30, 23
5 Bank of New York Mellon Corp 21.26M (3.58%) -981.07K
Decreased by -4.61%
Sep 30, 23
6 T. Rowe Price Associates, Inc. 20.90M (3.52%) 1.76M
Increased by +8.43%
Sep 30, 23
7 JPMorgan Chase & Co 15.28M (2.57%) 653.35K
Increased by +4.28%
Sep 30, 23
8 Massachusetts Financial Services Company 13.15M (2.21%) 564.11K
Increased by +4.29%
Sep 30, 23
9 Geode Capital Management, LLC 12.84M (2.16%) 258.09K
Increased by +2.01%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 10.38M (1.75%) -267.17K
Decreased by -2.57%
Sep 30, 23
11 AllianceBernstein L.P. 9.30M (1.56%) -2.09M
Decreased by -22.47%
Sep 30, 23
12 Mawer Investment Management Ltd 8.43M (1.42%) -191.22K
Decreased by -2.27%
Sep 30, 23
13 Flossbach von Storch AG 7.91M (1.33%) 151.06K
Increased by +1.91%
Sep 30, 23
14 Alecta Pensionsforsakring, Omsesidigt 7.76M (1.31%) -500.00K
Decreased by -6.44%
Sep 30, 23
15 Lazard Asset Management LLC 7.08M (1.19%) 191.04K
Increased by +2.70%
Jun 30, 23
16 Amundi 6.48M (1.09%) -530.52K
Decreased by -8.19%
Jun 30, 23
17 Northern Trust Corp 6.20M (1.04%) 351.35K
Increased by +5.67%
Sep 30, 23
18 T. Rowe Price Investment Management,Inc. 5.53M (0.93%) 16.08K
Increased by +0.29%
Sep 30, 23
19 Mackenzie Investments 5.20M (0.87%) -34.10K
Decreased by -0.66%
Jun 30, 23
20 Victory Capital Management Inc. 5.10M (0.86%) -425.55K
Decreased by -8.35%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Contrafund® 21.20M (3.57%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 18.69M (3.14%) 33.15K
Increased by +0.18%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 14.54M (2.45%) 131.00K
Increased by +0.90%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 13.56M (2.28%) 13.34K
Increased by +0.10%
Nov 30, 23
5 Fidelity Contrafund Commingled Pl O 8.69M (1.46%) 20.30K
Increased by +0.23%
Nov 30, 23
6 SPDR® S&P 500 ETF Trust 7.41M (1.25%) 58.93K
Increased by +0.80%
Dec 29, 23
7 JPM US Large Cap Growth-MA 7.20M (1.21%) 6.62M
Increased by +92.00%
Sep 30, 23
8 JPMorgan Large Cap Growth I 7.20M (1.21%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity® 500 Index 6.95M (1.17%) 44.23K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 5.96M (1.00%) 3.56K
Increased by +0.06%
Dec 29, 23
11 Fidelity® Contrafund® K6 5.60M (0.94%) -16.50K
Decreased by -0.29%
Nov 30, 23
12 Vanguard Growth Index Investor 5.25M (0.88%) 28.48K
Increased by +0.54%
Nov 30, 23
13 American Funds Invmt Co of Amer A 4.91M (0.83%) -8.94K
Decreased by -0.18%
Sep 30, 23
14 Capital Group Investment Co of Amer Comp 4.91M (0.83%) -8.94K
Decreased by -0.18%
Sep 30, 23
15 Vanguard Mid-Cap Growth ETF 4.15M (0.70%) 13.02K
Increased by +0.31%
Nov 30, 23
16 Fidelity® Magellan® 4.03M (0.68%) -2.60K
Decreased by -0.06%
Nov 30, 23
17 Vanguard Institutional Index I 3.97M (0.67%) -9.00K
Decreased by -0.23%
Nov 30, 23
18 iShares MSCI USA Min Vol Factor ETF 3.97M (0.67%) 2.67K
Increased by +0.07%
Dec 29, 23
19 Vanguard Windsor™ II Inv 3.94M (0.66%) 0.00
Increased by 0.00%
Sep 30, 23
20 Technology Select Sector SPDR® ETF 3.80M (0.64%) -2.38K
Decreased by -0.06%
Dec 29, 23