Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.08M (9.82%) -99.40K
Decreased by -3.23%
Sep 30, 23
2 Vanguard Group Inc 2.95M (9.41%) 264.00
Increased by +0.01%
Sep 30, 23
3 Capital Research Global Investors 2.52M (8.05%) -252.38K
Decreased by -10.00%
Sep 30, 23
4 Capital Research & Mgmt Co - Division 3 1.42M (4.53%) 151.03K
Increased by +10.65%
Sep 30, 23
5 Capital World Investors 1.37M (4.37%) -47.58K
Decreased by -3.47%
Sep 30, 23
6 Pictet Asset Manangement SA 1.31M (4.17%) 1.31M
Increased by +100.00%
Sep 30, 23
7 FMR Inc 1.10M (3.51%) 133.84K
Increased by +12.16%
Sep 30, 23
8 State Street Corporation 1.02M (3.26%) 16.68K
Increased by +1.63%
Sep 30, 23
9 Findlay Park Partners LLP 978.48K (3.12%) -306.38K
Decreased by -31.31%
Sep 30, 23
10 Amvescap Plc. 880.78K (2.81%) 32.77K
Increased by +3.72%
Sep 30, 23
11 AllianceBernstein L.P. 770.37K (2.46%) -34.49K
Decreased by -4.48%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 613.96K (1.96%) -40.84K
Decreased by -6.65%
Sep 30, 23
13 Geode Capital Management, LLC 530.32K (1.69%) 10.82K
Increased by +2.04%
Sep 30, 23
14 Bank of America Corp 477.13K (1.52%) 52.00K
Increased by +10.90%
Sep 30, 23
15 Citadel Advisors Llc 453.49K (1.45%) -91.23K
Decreased by -20.12%
Sep 30, 23
16 William Blair Investment Management, LLC 378.17K (1.21%) 378.17K
Increased by +100.00%
Sep 30, 23
17 Bank of New York Mellon Corp 281.49K (0.90%) -12.82K
Decreased by -4.55%
Sep 30, 23
18 T. Rowe Price Associates, Inc. 276.73K (0.88%) 47.68K
Increased by +17.23%
Sep 30, 23
19 Adage Capital Partners Gp LLC 275.00K (0.88%) 125.00K
Increased by +45.45%
Sep 30, 23
20 Charles Schwab Investment Management Inc 274.41K (0.88%) -78.66K
Decreased by -28.67%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.42M (7.71%) -47.58K
Decreased by -1.97%
Sep 30, 23
2 Capital Group AMCAP Composite 2.28M (7.28%) -241.66K
Decreased by -10.59%
Sep 30, 23
3 VA CollegeAmerica Amcap 529A 2.28M (7.28%) -241.66K
Decreased by -10.59%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 992.96K (3.17%) 1.18K
Increased by +0.12%
Nov 30, 23
5 iShares Core S&P Mid-Cap ETF 964.36K (3.08%) -175.00
Decreased by -0.02%
Dec 29, 23
6 Findlay Park American I USD Dist 903.28K (2.88%) -75.20K
Decreased by -8.33%
Oct 31, 23
7 Vanguard Small Cap Index 822.49K (2.62%) 3.43K
Increased by +0.42%
Nov 30, 23
8 Pictet-Clean Energy Transition I USD 741.68K (2.37%) -20.64K
Decreased by -2.78%
Nov 30, 23
9 Vanguard Small Cap Growth Index Inv 460.54K (1.47%) 2.94K
Increased by +0.64%
Nov 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 460.33K (1.47%) 9.66K
Increased by +2.10%
Nov 30, 23
11 American Funds Growth Fund of Amer A 341.62K (1.09%) 120.06K
Increased by +35.14%
Sep 30, 23
12 Capital Group Growth Fnd of Amer Comp 341.62K (1.09%) 120.06K
Increased by +35.14%
Sep 30, 23
13 UniFavorit: Aktien 298.47K (0.95%) 105.56K
Increased by +35.37%
Nov 30, 23
14 iShares US Home Construction ETF 255.42K (0.81%) 1.07K
Increased by +0.42%
Dec 29, 23
15 SPDR® S&P MIDCAP 400 ETF Trust 254.30K (0.81%) -2.18K
Decreased by -0.86%
Nov 30, 23
16 iShares S&P Mid-Cap 400 Growth ETF 210.06K (0.67%) -297.00
Decreased by -0.14%
Dec 29, 23
17 T. Rowe Price Integrated US Sm Gr Eq 194.30K (0.62%) 36.50K
Increased by +18.79%
Sep 30, 23
18 TRP Integrated US Small-Cap Gr Eq 194.30K (0.62%) 36.50K
Increased by +18.79%
Sep 30, 23
19 Capital Group Dividend Value ETF 190.22K (0.61%) 8.39K
Increased by +4.41%
Dec 31, 23
20 State St Russell Sm/Mid Cp® Indx NL Cl C 185.79K (0.59%) 4.30K
Increased by +2.31%
Dec 31, 23