Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKG 1000.00%
2 IMCB 1000.00%
3 ILCG 1000.00%
4 ILCB 1000.00%
5 IGM 1000.00%
6 IXN 1000.00%
7 IYW 1000.00%
8 IYY 1000.00%
9 GLOF 1000.00%
10 JKD 1000.00%
11 JKE 1000.00%
12 IWR 1000.00%
13 IWP 1000.00%
14 IWF 1000.00%
15 IWD 1000.00%
16 IWB 1000.00%
17 IVW 1000.00%
18 IVV 1000.00%
19 IVE 1000.00%
20 IUSV 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.75M (11.79%) -214.16K
Decreased by -1.36%
Sep 30, 23
2 BlackRock Inc 9.99M (7.47%) 31.48K
Increased by +0.32%
Sep 30, 23
3 FMR Inc 7.36M (5.50%) -200.40K
Decreased by -2.72%
Sep 30, 23
4 Morgan Stanley - Brokerage Accounts 6.70M (5.01%) -179.06K
Decreased by -2.67%
Sep 30, 23
5 Select Equity Group LP 5.53M (4.14%) 16.43K
Increased by +0.30%
Sep 30, 23
6 State Street Corporation 5.24M (3.92%) -150.51K
Decreased by -2.87%
Sep 30, 23
7 AllianceBernstein L.P. 4.74M (3.55%) 180.37K
Increased by +3.81%
Sep 30, 23
8 Longview Partners (Guernsey) Ltd. 3.36M (2.51%) 8.25K
Increased by +0.25%
Sep 30, 23
9 Mawer Investment Management Ltd 3.13M (2.34%) -68.87K
Decreased by -2.20%
Sep 30, 23
10 Amundi 3.02M (2.26%) 216.07K
Increased by +7.16%
Sep 30, 23
11 Geode Capital Management, LLC 3.00M (2.24%) 45.19K
Increased by +1.51%
Sep 30, 23
12 Wellington Management Company LLP 2.68M (2.01%) -186.96K
Decreased by -6.97%
Sep 30, 23
13 Neuberger Berman Group LLC 2.24M (1.67%) -100.52K
Decreased by -4.49%
Sep 30, 23
14 Capital World Investors 1.99M (1.49%) 610.00
Increased by +0.03%
Sep 30, 23
15 JPMorgan Chase & Co 1.79M (1.34%) -161.77K
Decreased by -9.06%
Sep 30, 23
16 Amvescap Plc. 1.49M (1.12%) -535.71K
Decreased by -35.89%
Sep 30, 23
17 Cantillon Capital Management LLC 1.45M (1.08%) -5.53K
Decreased by -0.38%
Sep 30, 23
18 Northern Trust Corp 1.33M (1.00%) 20.34K
Increased by +1.53%
Sep 30, 23
19 Mitsubishi UFJ Asset Management Co.,Ltd 1.32M (0.98%) 41.47K
Increased by +3.15%
Sep 30, 23
20 Fiduciary Management, Inc. of Milwaukee 1.30M (0.97%) -133.23K
Decreased by -10.28%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.20M (3.14%) 5.09K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 3.27M (2.44%) 31.39K
Increased by +0.96%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 3.05M (2.28%) 2.49K
Increased by +0.08%
Nov 30, 23
4 Invesco QQQ Trust 2.45M (1.83%) 5.45K
Increased by +0.22%
Dec 29, 23
5 MS INVF Global Brands A USD 2.08M (1.56%) -20.03K
Decreased by -0.96%
Sep 30, 23
6 Morgan Stanley Glbl Franchise 2.08M (1.56%) -20.03K
Decreased by -0.96%
Sep 30, 23
7 Fidelity® Magellan® 1.74M (1.31%) -1.10K
Decreased by -0.06%
Nov 30, 23
8 SPDR® S&P 500 ETF Trust 1.67M (1.25%) 13.11K
Increased by +0.79%
Dec 29, 23
9 Fidelity® 500 Index 1.56M (1.17%) 9.94K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 1.33M (1.00%) 800.00
Increased by +0.06%
Dec 29, 23
11 Vanguard Value Index Inv 1.15M (0.86%) 4.83K
Increased by +0.42%
Nov 30, 23
12 Mawer Global Equity A 1.14M (0.85%) -37.49K
Decreased by -3.29%
Oct 31, 23
13 Vanguard Mid-Cap Value ETF 1.08M (0.81%) -4.76K
Decreased by -0.44%
Nov 30, 23
14 American Funds Growth Fund of Amer A 958.68K (0.72%) -3.21K
Decreased by -0.34%
Sep 30, 23
15 Capital Group Growth Fnd of Amer Comp 958.68K (0.72%) -3.21K
Decreased by -0.34%
Sep 30, 23
16 JPM US Mid Cap Value-Composite 906.20K (0.68%) -83.05K
Decreased by -9.16%
Sep 30, 23
17 JPM US Mid Cap Value-MA 906.20K (0.68%) 903.44K
Increased by +99.70%
Sep 30, 23
18 Vanguard Institutional Index I 893.60K (0.67%) -1.61K
Decreased by -0.18%
Nov 30, 23
19 Technology Select Sector SPDR® ETF 850.83K (0.64%) -580.00
Decreased by -0.07%
Dec 29, 23
20 Vanguard Information Technology ETF 806.60K (0.60%) -12.65K
Decreased by -1.57%
Nov 30, 23