Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMCB 1000.00%
2 JKG 1000.00%
3 JKE 1000.00%
4 JKD 1000.00%
5 IYY 1000.00%
6 IWV 1000.00%
7 IWTR 1000.00%
8 IWS 1000.00%
9 IWR 1000.00%
10 IWP 1000.00%
11 IWF 1000.00%
12 IWD 1000.00%
13 IWB 1000.00%
14 IUSV 1000.00%
15 IUSG 1000.00%
16 ITOT 1000.00%
17 IMCG 1000.00%
18 ILCB 1000.00%
19 ILCG 1000.00%
20 PHO 4.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Clayton Dubilier & Rice LLC 99.08M (60.50%) -23.00M
Decreased by -23.21%
Sep 30, 23
2 Vanguard Group Inc 9.49M (5.80%) 1.19M
Increased by +12.51%
Sep 30, 23
3 FMR Inc 7.87M (4.80%) 2.66M
Increased by +33.82%
Sep 30, 23
4 HHG PLC 5.15M (3.14%) -614.75K
Decreased by -11.94%
Sep 30, 23
5 BlackRock Inc 5.01M (3.06%) 855.98K
Increased by +17.09%
Sep 30, 23
6 Victory Capital Management Inc. 4.78M (2.92%) -788.30K
Decreased by -16.48%
Sep 30, 23
7 Select Equity Group LP 4.66M (2.84%) -159.84K
Decreased by -3.43%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 4.22M (2.58%) 788.80K
Increased by +18.69%
Sep 30, 23
9 Samlyn Capital, LLC 4.21M (2.57%) 331.16K
Increased by +7.86%
Sep 30, 23
10 Amundi 3.57M (2.18%) -622.27K
Decreased by -17.43%
Sep 30, 23
11 Sam Sustainable Asset Management Ltd 2.93M (1.79%) 206.51K
Increased by +7.06%
Sep 30, 23
12 Amvescap Plc. 2.49M (1.52%) 461.39K
Increased by +18.51%
Sep 30, 23
13 First Trust Advisors L.P. 2.34M (1.43%) -46.19K
Decreased by -1.98%
Sep 30, 23
14 Ameriprise Financial Inc 2.34M (1.43%) 159.93K
Increased by +6.85%
Sep 30, 23
15 Fiduciary Management, Inc. of Milwaukee 2.07M (1.26%) 2.07M
Increased by +100.00%
Sep 30, 23
16 Fidelity International Ltd 1.90M (1.16%) -285.81K
Decreased by -15.06%
Sep 30, 23
17 Two Sigma Investments LLC 1.85M (1.13%) 750.81K
Increased by +40.54%
Sep 30, 23
18 JPMorgan Chase & Co 1.83M (1.12%) 506.01K
Increased by +27.66%
Sep 30, 23
19 Two Sigma Advisers, LLC 1.82M (1.11%) 895.80K
Increased by +49.13%
Sep 30, 23
20 Goldman Sachs Group Inc 1.68M (1.03%) 194.05K
Increased by +11.56%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.15M (2.53%) -751.00
Decreased by -0.02%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 4.06M (2.48%) 826.28K
Increased by +20.33%
Nov 30, 23
3 Pictet-Water I EUR 4.01M (2.45%) 271.04K
Increased by +6.76%
Jun 30, 23
4 Vanguard Small Cap Index 3.36M (2.05%) 681.01K
Increased by +20.28%
Nov 30, 23
5 Fidelity® Low-Priced Stock 3.14M (1.92%) -3.27K
Decreased by -0.10%
Oct 31, 23
6 Victory Small Cap Value CIT (Net 75) 2.40M (1.47%) -615.00K
Decreased by -25.62%
Sep 30, 23
7 Victory Sycamore Small Company Opp R 2.40M (1.47%) -615.00K
Decreased by -25.62%
Sep 30, 23
8 Calvert Small-Cap A 2.38M (1.45%) 7.00K
Increased by +0.29%
Nov 30, 23
9 Calvert US Small-Cap Strategy 2.37M (1.45%) 297.24K
Increased by +12.53%
Sep 30, 23
10 Pacer US Cash Cows 100 ETF 2.25M (1.38%) 8.93K
Increased by +0.40%
Dec 29, 23
11 Invesco Water Resources ETF 2.07M (1.27%) 0.00
Increased by 0.00%
Dec 29, 23
12 Janus Henderson Contrarian D 2.00M (1.22%) -364.55K
Decreased by -18.23%
Sep 30, 23
13 Janus Henderson US Opportunistic Alpha 2.00M (1.22%) -364.55K
Decreased by -18.23%
Sep 30, 23
14 Vanguard Small Cap Growth Index Inv 1.88M (1.15%) 383.05K
Increased by +20.38%
Nov 30, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 1.77M (1.08%) 258.98K
Increased by +14.62%
Nov 30, 23
16 RobecoSAM Sustainable Water B EUR 1.54M (0.94%) -671.70K
Decreased by -43.70%
Nov 30, 23
17 Janus Henderson US Small Cap Growth 1.41M (0.86%) -235.70K
Decreased by -16.74%
Sep 30, 23
18 Janus Henderson Venture D 1.41M (0.86%) -235.70K
Decreased by -16.74%
Sep 30, 23
19 First Trust Water ETF 1.30M (0.80%) -102.00
Decreased by -0.01%
Dec 28, 23
20 Handelsbanken Global Tema (A1 SEK) 1.30M (0.79%) 0.00
Increased by 0.00%
Dec 31, 23