Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWY 1000.00%
2 ILCV 1000.00%
3 ILCG 1000.00%
4 IWX 1000.00%
5 JKI 1000.00%
6 JKG 1000.00%
7 JKF 1000.00%
8 JKE 1000.00%
9 JKD 1000.00%
10 IYY 1000.00%
11 IYW 1000.00%
12 ILCB 1000.00%
13 IGM 1000.00%
14 IMCG 1000.00%
15 IMCB 1000.00%
16 IMCV 1000.00%
17 GLOF 1000.00%
18 ITOT 1000.00%
19 IWB 1000.00%
20 IWD 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.95M (6.87%) -107.54K
Decreased by -0.63%
Sep 30, 23
2 BlackRock Inc 13.10M (5.31%) 596.64K
Increased by +4.56%
Sep 30, 23
3 Dodge & Cox 10.97M (4.45%) -5.59M
Decreased by -50.94%
Sep 30, 23
4 Boston Partners Global Investors, Inc 9.38M (3.80%) -404.80K
Decreased by -4.32%
Sep 30, 23
5 FMR Inc 9.38M (3.80%) 3.50M
Increased by +37.32%
Sep 30, 23
6 Arrowstreet Capital Limited Partnership 7.05M (2.86%) 156.83K
Increased by +2.22%
Sep 30, 23
7 Goldman Sachs Group Inc 5.98M (2.42%) 2.75M
Increased by +45.87%
Sep 30, 23
8 LSV Asset Management 5.82M (2.36%) -104.00K
Decreased by -1.79%
Sep 30, 23
9 Citadel Advisors Llc 5.15M (2.09%) -818.06K
Decreased by -15.90%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 5.02M (2.04%) 2.47M
Increased by +49.22%
Sep 30, 23
11 Alkeon Capital Management, LLC 4.27M (1.73%) 3.02M
Increased by +70.75%
Sep 30, 23
12 Ameriprise Financial Inc 3.99M (1.62%) -1.07M
Decreased by -26.82%
Sep 30, 23
13 State Street Corporation 3.72M (1.51%) -54.10K
Decreased by -1.45%
Sep 30, 23
14 Point72 Asset Management, L.P. 3.37M (1.37%) -983.72K
Decreased by -29.15%
Sep 30, 23
15 Acadian Asset Management LLC 3.22M (1.30%) 2.04M
Increased by +63.40%
Sep 30, 23
16 Geode Capital Management, LLC 2.54M (1.03%) 48.59K
Increased by +1.92%
Sep 30, 23
17 UBS Asset Mgmt Americas Inc 2.15M (0.87%) 630.22K
Increased by +29.25%
Sep 30, 23
18 Fidelity International Ltd 2.13M (0.86%) -305.56K
Decreased by -14.34%
Sep 30, 23
19 Jennison Associates LLC 2.03M (0.82%) 487.33K
Increased by +24.07%
Sep 30, 23
20 AQR Capital Management LLC 1.93M (0.78%) 793.74K
Increased by +41.15%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 7.69M (3.11%) 7.64M
Increased by +99.35%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 7.54M (3.05%) 9.07K
Increased by +0.12%
Nov 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 3.65M (1.48%) 61.00K
Increased by +1.67%
Nov 30, 23
4 JHancock Disciplined Value Mid Cap I 3.37M (1.37%) 0.00
Increased by 0.00%
Nov 30, 23
5 Columbia Seligman Technology Growth 2.25M (0.91%) -737.50K
Decreased by -32.84%
Sep 30, 23
6 JHancock Disciplined Value I 2.11M (0.86%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Value Index Inv 2.06M (0.84%) 4.31K
Increased by +0.21%
Nov 30, 23
8 Fidelity® Low-Priced Stock 1.88M (0.76%) -596.35K
Decreased by -31.73%
Oct 31, 23
9 Columbia Seligman Tech & Info A 1.72M (0.70%) -492.20K
Decreased by -28.54%
Nov 30, 23
10 Vanguard Information Technology ETF 1.64M (0.67%) -100.24K
Decreased by -6.10%
Nov 30, 23
11 iShares MSCI USA Min Vol Factor ETF 1.54M (0.63%) -18.83K
Decreased by -1.22%
Nov 29, 23
12 Fidelity® Extended Market Index 1.37M (0.55%) 17.55K
Increased by +1.29%
Nov 30, 23
13 Fidelity Global Innovators Cl F 1.02M (0.41%) 1.02M
Increased by +100.00%
Sep 30, 23
14 PSF PGIM Jennison Blend Portfolio I 960.80K (0.39%) 0.00
Increased by 0.00%
Oct 31, 23
15 Fidelity® Blue Chip Growth 922.26K (0.37%) 0.00
Increased by 0.00%
Nov 30, 23
16 First Trust Cloud Computing ETF 905.94K (0.37%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Equity-Income Inv 902.79K (0.37%) -26.92K
Decreased by -2.98%
Sep 30, 23
18 FPA Contrarian Value 862.61K (0.35%) 0.00
Increased by 0.00%
Sep 30, 23
19 FPA Crescent 862.61K (0.35%) 0.00
Increased by 0.00%
Sep 30, 23
20 Fidelity® Contrafund® 806.38K (0.33%) 151.80K
Increased by +18.82%
Nov 30, 23