Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.70M (16.50%) -456.47K
Decreased by -0.94%
Sep 30, 23
2 BlackRock Inc 27.64M (9.37%) -408.05K
Decreased by -1.48%
Sep 30, 23
3 Harris Associates L.P. 15.32M (5.19%) 586.66K
Increased by +3.83%
Sep 30, 23
4 State Street Corporation 13.08M (4.43%) -379.03K
Decreased by -2.90%
Sep 30, 23
5 FMR Inc 9.47M (3.21%) 288.29K
Increased by +3.05%
Sep 30, 23
6 Generation Investment Management LLP 7.86M (2.66%) 11.31K
Increased by +0.14%
Sep 30, 23
7 Geode Capital Management, LLC 7.28M (2.47%) 99.51K
Increased by +1.37%
Sep 30, 23
8 Amvescap Plc. 7.08M (2.40%) 28.32K
Increased by +0.40%
Sep 30, 23
9 Principal Financial Group Inc 6.82M (2.31%) 894.52K
Increased by +13.11%
Sep 30, 23
10 Allspring Global Investments Holdings, LLC 5.82M (1.97%) 294.95K
Increased by +5.06%
Sep 30, 23
11 Franklin Resources Inc 5.49M (1.86%) -232.54K
Decreased by -4.23%
Sep 30, 23
12 Baillie Gifford & Co Limited. 5.23M (1.77%) -108.68K
Decreased by -2.08%
Sep 30, 23
13 AllianceBernstein L.P. 5.13M (1.74%) 192.28K
Increased by +3.75%
Sep 30, 23
14 Valueact Holdings, L.p. 4.64M (1.57%) -4.60M
Decreased by -99.19%
Sep 30, 23
15 Cantillon Capital Management LLC 4.61M (1.56%) -18.09K
Decreased by -0.39%
Sep 30, 23
16 Farallon Capital Management, L.L.C. 4.52M (1.53%) 4.52M
Increased by +100.00%
Sep 30, 23
17 JPMorgan Chase & Co 4.33M (1.47%) -694.44K
Decreased by -16.05%
Sep 30, 23
18 Northern Trust Corp 4.14M (1.40%) 174.36K
Increased by +4.21%
Sep 30, 23
19 Bank of America Corp 3.14M (1.06%) 40.07K
Increased by +1.28%
Sep 30, 23
20 Earnest Partners LLC 3.12M (1.06%) 162.89K
Increased by +5.22%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.56M (4.26%) -246.11K
Decreased by -1.96%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 9.24M (3.13%) 11.13K
Increased by +0.12%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 7.55M (2.56%) 65.45K
Increased by +0.87%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 6.69M (2.27%) 7.32K
Increased by +0.11%
Nov 30, 23
5 Principal MidCap R5 4.90M (1.66%) 59.89K
Increased by +1.22%
Nov 30, 23
6 Principal Aligned MidCap Equity 4.82M (1.63%) 649.25K
Increased by +13.48%
Sep 30, 23
7 Oakmark Select Investor 4.78M (1.62%) 402.30K
Increased by +8.42%
Sep 30, 23
8 Oakmark Investor 4.77M (1.61%) 216.70K
Increased by +4.55%
Sep 30, 23
9 Allspring Special Mid Cap Value Inst 4.47M (1.52%) 0.00
Increased by 0.00%
Dec 31, 23
10 Allspring Special US Mid Cap Value Eq 4.47M (1.52%) 244.60K
Increased by +5.47%
Sep 30, 23
11 SPDR® S&P 500 ETF Trust 3.76M (1.27%) -26.43K
Decreased by -0.70%
Dec 31, 23
12 Fidelity® 500 Index 3.61M (1.22%) 22.98K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 3.04M (1.03%) 1.81K
Increased by +0.06%
Dec 29, 23
14 Vanguard Value Index Inv 2.53M (0.86%) 12.67K
Increased by +0.50%
Nov 30, 23
15 Invesco Equity and Income A 2.51M (0.85%) 0.00
Increased by 0.00%
Nov 30, 23
16 Invesco Equity and Income Composite 2.51M (0.85%) -65.58K
Decreased by -2.61%
Sep 30, 23
17 Findlay Park American I USD Dist 2.48M (0.84%) 0.00
Increased by 0.00%
Oct 31, 23
18 Vanguard Mid-Cap Value ETF 2.37M (0.80%) -10.55K
Decreased by -0.45%
Nov 30, 23
19 Franklin Mutual Shares Z 2.11M (0.72%) 0.00
Increased by 0.00%
Nov 30, 23
20 Vanguard Institutional Index I 2.07M (0.70%) -3.10K
Decreased by -0.15%
Nov 30, 23