Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 IYY 1000.00%
3 IYH 1000.00%
4 IXJ 1000.00%
5 IWV 1000.00%
6 IWS 1000.00%
7 IWR 1000.00%
8 IWD 1000.00%
9 IWB 1000.00%
10 IVV 1000.00%
11 IVE 1000.00%
12 IUSV 1000.00%
13 ITOT 1000.00%
14 JKK 1000.00%
15 JKJ 1000.00%
16 ISCG 1000.00%
17 IHE 1000.00%
18 XPH 5.38%
19 ACT_old 4.00%
20 PILL 3.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.47M (11.39%) 365.65K
Increased by +1.79%
Sep 30, 23
2 Capital World Investors 17.98M (10.01%) 2.02M
Increased by +11.24%
Sep 30, 23
3 BlackRock Inc 15.63M (8.70%) 715.83K
Increased by +4.58%
Sep 30, 23
4 HHG PLC 14.86M (8.27%) 121.79K
Increased by +0.82%
Sep 30, 23
5 T. Rowe Price Investment Management,Inc. 13.45M (7.49%) 12.53K
Increased by +0.09%
Sep 30, 23
6 State Street Corporation 7.26M (4.04%) -270.97K
Decreased by -3.73%
Sep 30, 23
7 Veritas Asset Management LLP 6.64M (3.70%) -144.59K
Decreased by -2.18%
Sep 30, 23
8 T. Rowe Price Associates, Inc. 6.02M (3.35%) 3.60M
Increased by +59.73%
Sep 30, 23
9 Cadian Capital Management LP 5.30M (2.95%) 2.53M
Increased by +47.63%
Sep 30, 23
10 Barclays PLC 4.80M (2.67%) 1.41M
Increased by +29.43%
Sep 30, 23
11 LEONARD GREEN PARTNERS LP 4.34M (2.42%) 0.00
Increased by 0.00%
Sep 30, 23
12 Nomura Holdings Inc 4.34M (2.41%) -4.10M
Decreased by -94.49%
Sep 30, 23
13 Elliott Investment Management L.P. 4.00M (2.23%) 4.00M
Increased by +100.00%
Sep 30, 23
14 Geode Capital Management, LLC 3.95M (2.20%) 67.76K
Increased by +1.71%
Sep 30, 23
15 Ameriprise Financial Inc 3.48M (1.94%) 1.38M
Increased by +39.74%
Sep 30, 23
16 Capital Research & Mgmt Co - Division 3 2.96M (1.65%) 530.23K
Increased by +17.92%
Sep 30, 23
17 Amvescap Plc. 2.81M (1.56%) -424.25K
Decreased by -15.11%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 2.23M (1.24%) -416.62K
Decreased by -18.65%
Sep 30, 23
19 Franklin Resources Inc 2.23M (1.24%) 3.90K
Increased by +0.18%
Sep 30, 23
20 Northern Trust Corp 2.16M (1.20%) 258.48K
Increased by +11.96%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 5.86M (3.26%) -25.90K
Decreased by -0.44%
Sep 30, 23
2 T. Rowe Price US Mid-Cap Growth Equity 5.86M (3.26%) -25.90K
Decreased by -0.44%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 5.37M (2.99%) 6.80K
Increased by +0.13%
Nov 30, 23
4 American Funds Capital World Gr&Inc A 4.68M (2.60%) 751.81K
Increased by +16.08%
Sep 30, 23
5 Capital Group World Growth & Inc Cmp 4.68M (2.60%) 751.81K
Increased by +16.08%
Sep 30, 23
6 Janus Henderson Contrarian D 4.53M (2.52%) 321.60K
Increased by +7.09%
Sep 30, 23
7 Janus Henderson US Opportunistic Alpha 4.53M (2.52%) 321.60K
Increased by +7.09%
Sep 30, 23
8 Vanguard Small Cap Index 4.44M (2.47%) 18.89K
Increased by +0.43%
Nov 30, 23
9 Vanguard Institutional 500 Index Trust 4.40M (2.45%) 46.68K
Increased by +1.06%
Nov 30, 23
10 American Funds Growth Fund of Amer A 4.01M (2.23%) 408.59K
Increased by +10.18%
Sep 30, 23
11 Capital Group Growth Fnd of Amer Comp 4.01M (2.23%) 408.59K
Increased by +10.18%
Sep 30, 23
12 American Funds New Economy A 3.58M (1.99%) 710.72K
Increased by +19.85%
Sep 30, 23
13 Capital Group New Economy Comp 3.58M (1.99%) 710.72K
Increased by +19.85%
Sep 30, 23
14 Janus Henderson Enterprise D 3.34M (1.86%) -11.32K
Decreased by -0.34%
Sep 30, 23
15 Janus Inst Mid Cap Growth CF 3.34M (1.86%) -11.32K
Decreased by -0.34%
Sep 30, 23
16 Vanguard Small Cap Value Index Inv 3.08M (1.72%) 9.58K
Increased by +0.31%
Nov 30, 23
17 American Funds American Balanced A 2.71M (1.51%) 0.00
Increased by 0.00%
Sep 30, 23
18 Invesco S&P 500® Equal Weight ETF 2.55M (1.42%) 0.00
Increased by 0.00%
Dec 29, 23
19 Janus Henderson Triton D 2.41M (1.34%) 0.00
Increased by 0.00%
Sep 30, 23
20 Janus Henderson US SMID Cap Growth 2.41M (1.34%) 0.00
Increased by 0.00%
Sep 30, 23