Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.96M (8.50%) -79.92K
Decreased by -2.70%
Sep 30, 23
2 BlackRock Inc 2.52M (7.25%) -23.20K
Decreased by -0.92%
Sep 30, 23
3 Capital World Investors 1.84M (5.28%) -2.16K
Decreased by -0.12%
Sep 30, 23
4 State Street Corporation 1.43M (4.10%) -55.47K
Decreased by -3.89%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 1.25M (3.60%) -110.90K
Decreased by -8.84%
Sep 30, 23
6 FMR Inc 838.90K (2.41%) 27.04K
Increased by +3.22%
Sep 30, 23
7 Dodge & Cox 799.15K (2.30%) -7.62K
Decreased by -0.95%
Sep 30, 23
8 Geode Capital Management, LLC 779.98K (2.24%) -8.61K
Decreased by -1.10%
Sep 30, 23
9 JPMorgan Chase & Co 691.29K (1.99%) -10.23K
Decreased by -1.48%
Sep 30, 23
10 Bank of New York Mellon Corp 640.92K (1.84%) -53.99K
Decreased by -8.42%
Sep 30, 23
11 Nuveen Asset Management, LLC 543.13K (1.56%) -31.30K
Decreased by -5.76%
Sep 30, 23
12 Arrowstreet Capital Limited Partnership 505.12K (1.45%) -5.98K
Decreased by -1.18%
Sep 30, 23
13 Schroder Investment Management Group 428.45K (1.23%) -55.28K
Decreased by -12.90%
Sep 30, 23
14 HHG PLC 417.33K (1.20%) -57.18K
Decreased by -13.70%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 390.88K (1.12%) -8.67K
Decreased by -2.22%
Sep 30, 23
16 Northern Trust Corp 384.00K (1.10%) 5.04K
Increased by +1.31%
Sep 30, 23
17 Fisher Asset Management, LLC 361.35K (1.04%) 14.47K
Increased by +4.00%
Sep 30, 23
18 Amvescap Plc. 350.19K (1.01%) -8.71K
Decreased by -2.49%
Sep 30, 23
19 Ninety One UK Limited 342.96K (0.99%) -71.86K
Decreased by -20.95%
Sep 30, 23
20 GuardCap Asset Management Limited 299.59K (0.86%) -15.06K
Decreased by -5.03%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.12M (3.22%) 1.63K
Increased by +0.15%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 869.99K (2.50%) 8.13K
Increased by +0.93%
Nov 30, 23
3 Invesco QQQ Trust 638.14K (1.83%) 1.43K
Increased by +0.22%
Dec 29, 23
4 SPDR® S&P 500 ETF Trust 430.44K (1.24%) -3.07K
Decreased by -0.71%
Dec 31, 23
5 Fidelity® 500 Index 415.91K (1.20%) 2.65K
Increased by +0.64%
Nov 30, 23
6 Dodge & Cox Stock I 401.73K (1.15%) 399.78K
Increased by +99.51%
Sep 30, 23
7 American Funds New Perspective A 363.79K (1.05%) -1.71K
Decreased by -0.47%
Sep 30, 23
8 Capital Group New Perspective Comp 363.79K (1.05%) -1.71K
Decreased by -0.47%
Sep 30, 23
9 iShares Core S&P 500 ETF 347.65K (1.00%) 210.00
Increased by +0.06%
Dec 29, 23
10 American Funds Fundamental Invs A 315.71K (0.91%) -194.00
Decreased by -0.06%
Sep 30, 23
11 Capital Group Fundamental Invtrs Comp 315.71K (0.91%) -194.00
Decreased by -0.06%
Sep 30, 23
12 Vanguard Growth Index Investor 314.42K (0.90%) 1.72K
Increased by +0.55%
Nov 30, 23
13 American Funds Growth Fund of Amer A 306.26K (0.88%) -19.71K
Decreased by -6.44%
Sep 30, 23
14 Capital Group Growth Fnd of Amer Comp 306.26K (0.88%) -19.71K
Decreased by -6.44%
Sep 30, 23
15 Vanguard Institutional Index I 237.87K (0.68%) -528.00
Decreased by -0.22%
Nov 30, 23
16 American Funds American Balanced A 237.77K (0.68%) -10.63K
Decreased by -4.47%
Sep 30, 23
17 CREF Growth R1 216.04K (0.62%) -4.02K
Decreased by -1.86%
Nov 30, 23
18 American Funds Capital World Gr&Inc A 212.68K (0.61%) -9.66K
Decreased by -4.54%
Sep 30, 23
19 Capital Group World Growth & Inc Cmp 212.68K (0.61%) -9.66K
Decreased by -4.54%
Sep 30, 23
20 Consumer Discret Sel Sect SPDR® ETF 199.60K (0.57%) 17.90K
Increased by +8.97%
Dec 31, 23