Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.68M (11.39%) -101.03K
Decreased by -0.28%
Sep 30, 23
2 BlackRock Inc 22.88M (7.30%) -343.22K
Decreased by -1.50%
Sep 30, 23
3 Parnassus Investments, LLC 20.06M (6.41%) -276.65K
Decreased by -1.38%
Sep 30, 23
4 T. Rowe Price Investment Management,Inc. 17.81M (5.69%) 470.88K
Increased by +2.64%
Sep 30, 23
5 State Street Corporation 13.58M (4.33%) -375.94K
Decreased by -2.77%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 9.38M (2.99%) -401.07K
Decreased by -4.28%
Sep 30, 23
7 T. Rowe Price Associates, Inc. 8.31M (2.65%) -6.40M
Decreased by -77.00%
Sep 30, 23
8 Goldman Sachs Group Inc 7.96M (2.54%) -751.10K
Decreased by -9.44%
Sep 30, 23
9 Geode Capital Management, LLC 6.75M (2.16%) 134.62K
Increased by +1.99%
Sep 30, 23
10 JPMorgan Chase & Co 5.85M (1.87%) 72.58K
Increased by +1.24%
Sep 30, 23
11 Sustainable Growth Advisers, LP 5.11M (1.63%) -13.86K
Decreased by -0.27%
Sep 30, 23
12 Putnam Investments LLC 4.17M (1.33%) -15.06K
Decreased by -0.36%
Sep 30, 23
13 Wellington Management Company LLP 3.31M (1.06%) -363.79K
Decreased by -11.00%
Sep 30, 23
14 Northern Trust Corp 3.14M (1.00%) 115.13K
Increased by +3.67%
Sep 30, 23
15 Jensen Investment Management 3.13M (1.00%) 95.42K
Increased by +3.05%
Sep 30, 23
16 Legal & General Group PLC 2.87M (0.92%) -63.20K
Decreased by -2.20%
Sep 30, 23
17 Amvescap Plc. 2.76M (0.88%) 234.36K
Increased by +8.48%
Sep 30, 23
18 Thrivent Financial For Lutherans 2.69M (0.86%) -148.00
Decreased by -0.01%
Sep 30, 23
19 FMR Inc 2.58M (0.82%) 37.49K
Increased by +1.45%
Sep 30, 23
20 JANE STREET GROUP, LLC 2.13M (0.68%) 2.01M
Increased by +94.45%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Parnassus Core Equity Investor 11.52M (3.68%) -8.02K
Decreased by -0.07%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 9.89M (3.16%) 12.57K
Increased by +0.13%
Nov 30, 23
3 T. Rowe Price Mid-Cap Growth 8.75M (2.79%) 202.30K
Increased by +2.31%
Sep 30, 23
4 T. Rowe Price US Mid-Cap Growth Equity 8.75M (2.79%) 202.30K
Increased by +2.31%
Sep 30, 23
5 Vanguard Institutional 500 Index Trust 7.68M (2.45%) 69.78K
Increased by +0.91%
Nov 30, 23
6 Vanguard Mid Cap Index Institutional 7.16M (2.29%) 4.43K
Increased by +0.06%
Nov 30, 23
7 US Small-Cap Growth II Equity Comp 4.33M (1.38%) 4.33M
Increased by +100.00%
Jun 30, 23
8 SPDR® S&P 500 ETF Trust 3.87M (1.24%) -27.30K
Decreased by -0.71%
Dec 31, 23
9 Fidelity® 500 Index 3.67M (1.17%) 23.36K
Increased by +0.64%
Nov 30, 23
10 Bridge Builder Large Cap Growth 3.23M (1.03%) 0.00
Increased by 0.00%
Dec 31, 23
11 iShares Core S&P 500 ETF 3.14M (1.00%) 1.87K
Increased by +0.06%
Dec 29, 23
12 Parnassus Mid-Cap 2.93M (0.94%) -254.01K
Decreased by -8.67%
Nov 30, 23
13 Vanguard Value Index Inv 2.70M (0.86%) 4.66K
Increased by +0.17%
Nov 30, 23
14 Parnassus Value Equity Investor 2.49M (0.80%) 0.00
Increased by 0.00%
Nov 30, 23
15 Jensen Quality Growth J 2.48M (0.79%) 0.00
Increased by 0.00%
Dec 31, 23
16 Putnam Large Cap Value A 2.43M (0.77%) 48.83K
Increased by +2.01%
Dec 31, 23
17 AMOne Global ESG Hi Quality Gr Eq MF 2.42M (0.77%) -111.20K
Decreased by -4.60%
Jul 14, 23
18 Putnam US Large Cap Value Equity 2.38M (0.76%) 0.00
Increased by 0.00%
Sep 30, 23
19 T. Rowe Price Mid-Cap Value 2.28M (0.73%) -51.61K
Decreased by -2.26%
Sep 30, 23
20 T. Rowe Price US Mid-Cap Value Equity 2.28M (0.73%) -51.61K
Decreased by -2.26%
Sep 30, 23