Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.89M (12.63%) 33.09K
Increased by +0.12%
Sep 30, 23
2 BlackRock Inc 16.09M (7.29%) -434.58K
Decreased by -2.70%
Sep 30, 23
3 Select Equity Group LP 14.75M (6.68%) -957.89K
Decreased by -6.49%
Sep 30, 23
4 Principal Financial Group Inc 12.03M (5.45%) 6.74K
Increased by +0.06%
Sep 30, 23
5 State Street Corporation 10.71M (4.85%) -208.62K
Decreased by -1.95%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 9.34M (4.23%) -542.42K
Decreased by -5.81%
Sep 30, 23
7 Geode Capital Management, LLC 5.38M (2.44%) 86.21K
Increased by +1.60%
Sep 30, 23
8 Allspring Global Investments Holdings, LLC 5.21M (2.36%) -505.20K
Decreased by -9.70%
Sep 30, 23
9 Arnhold & S. Bleichroeder Advisers, LLC 4.15M (1.88%) -44.02K
Decreased by -1.06%
Sep 30, 23
10 Wells Fargo & Co 3.44M (1.56%) 37.00K
Increased by +1.07%
Sep 30, 23
11 Clarkston Capital Partners, LLC 3.25M (1.47%) -349.58K
Decreased by -10.74%
Sep 30, 23
12 Goldman Sachs Group Inc 3.07M (1.39%) -178.83K
Decreased by -5.82%
Sep 30, 23
13 Apg All Pensions Group 2.80M (1.27%) -136.84K
Decreased by -4.89%
Sep 30, 23
14 First Trust Advisors L.P. 2.64M (1.20%) -253.52K
Decreased by -9.59%
Sep 30, 23
15 ProShare Advisors LLC 2.61M (1.18%) -234.30K
Decreased by -8.97%
Sep 30, 23
16 Fenimore Asset Management Inc 2.43M (1.10%) -274.60K
Decreased by -11.30%
Sep 30, 23
17 Northern Trust Corp 2.29M (1.04%) 130.65K
Increased by +5.72%
Sep 30, 23
18 Amvescap Plc. 1.94M (0.88%) -2.67K
Decreased by -0.14%
Sep 30, 23
19 Bank of New York Mellon Corp 1.73M (0.78%) -51.64K
Decreased by -2.98%
Sep 30, 23
20 Royal Bank of Canada 1.72M (0.78%) 235.00K
Increased by +13.70%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal MidCap R5 8.79M (3.98%) 105.71K
Increased by +1.20%
Nov 30, 23
2 Principal Aligned MidCap Equity 8.72M (3.95%) 16.32K
Increased by +0.19%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 7.10M (3.22%) 8.72K
Increased by +0.12%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 5.73M (2.60%) 51.41K
Increased by +0.90%
Nov 30, 23
5 Eaton Vance Atlanta Capital SMID-Cap I 4.98M (2.26%) 0.00
Increased by 0.00%
Oct 31, 23
6 Allspring Special Mid Cap Value Inst 4.38M (1.98%) 0.00
Increased by 0.00%
Nov 30, 23
7 Allspring Special US Mid Cap Value Eq 4.38M (1.98%) -439.50K
Decreased by -10.04%
Sep 30, 23
8 First Eagle Global A 3.02M (1.37%) 0.00
Increased by 0.00%
Nov 30, 23
9 Vanguard Small Cap Index 2.94M (1.33%) 12.87K
Increased by +0.44%
Nov 30, 23
10 Fidelity® 500 Index 2.73M (1.23%) 21.72K
Increased by +0.80%
Oct 31, 23
11 SPDR® S&P 500 ETF Trust 2.67M (1.21%) 8.54K
Increased by +0.32%
Nov 30, 23
12 Vanguard Mid Cap Index Institutional 2.58M (1.17%) 1.26K
Increased by +0.05%
Nov 30, 23
13 Clarkston Capital SMID Composite 2.51M (1.13%) -226.53K
Decreased by -9.04%
Sep 30, 23
14 iShares Core S&P 500 ETF 2.32M (1.05%) 2.24K
Increased by +0.10%
Nov 30, 23
15 ProShares S&P 500 Dividend Aristocrats 2.27M (1.03%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Small Cap Value Index Inv 2.04M (0.92%) 4.95K
Increased by +0.24%
Nov 30, 23
17 SKAGEN Global A 1.98M (0.90%) -205.11K
Decreased by -10.36%
Nov 30, 23
18 Vanguard Institutional Index I 1.57M (0.71%) -5.28K
Decreased by -0.34%
Nov 30, 23
19 Financial Select Sector SPDR® ETF 1.52M (0.69%) 14.20K
Increased by +0.94%
Nov 30, 23
20 FAM Value Investor 1.44M (0.65%) -237.90K
Decreased by -16.50%
Sep 30, 23