Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.79M (11.60%) -111.69K
Decreased by -0.47%
Sep 30, 23
2 Capital World Investors 17.12M (8.35%) -1.86M
Decreased by -10.87%
Sep 30, 23
3 BlackRock Inc 14.99M (7.31%) -244.77K
Decreased by -1.63%
Sep 30, 23
4 Mantle Ridge LP 11.37M (5.54%) 0.00
Increased by 0.00%
Sep 30, 23
5 Nomura Holdings Inc 10.36M (5.05%) 66.16K
Increased by +0.64%
Sep 30, 23
6 State Street Corporation 9.02M (4.40%) -47.12K
Decreased by -0.52%
Sep 30, 23
7 Capital Research & Mgmt Co - Division 3 8.14M (3.97%) 523.77K
Increased by +6.44%
Sep 30, 23
8 EdgePoint Investment Group, Inc. 6.86M (3.34%) 1.29M
Increased by +18.85%
Sep 30, 23
9 FMR Inc 6.81M (3.32%) -2.19M
Decreased by -32.07%
Sep 30, 23
10 T. Rowe Price Investment Management,Inc. 5.49M (2.68%) 228.41K
Increased by +4.16%
Sep 30, 23
11 Geode Capital Management, LLC 4.66M (2.27%) 105.41K
Increased by +2.26%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 3.30M (1.61%) -329.83K
Decreased by -9.98%
Sep 30, 23
13 Macquarie Group Ltd 3.05M (1.48%) 81.18K
Increased by +2.67%
Sep 30, 23
14 Wellington Management Company LLP 2.81M (1.37%) 135.83K
Increased by +4.84%
Sep 30, 23
15 Neuberger Berman Group LLC 2.63M (1.28%) 454.59K
Increased by +17.28%
Sep 30, 23
16 Canada Pension Plan Investment Board 2.39M (1.16%) 36.94K
Increased by +1.55%
Sep 30, 23
17 Dimensional Fund Advisors, Inc. 2.38M (1.16%) 16.44K
Increased by +0.69%
Sep 30, 23
18 Franklin Resources Inc 2.23M (1.09%) 7.70K
Increased by +0.35%
Sep 30, 23
19 Northern Trust Corp 2.22M (1.08%) 16.81K
Increased by +0.76%
Sep 30, 23
20 American Century Companies Inc 2.11M (1.03%) 212.53K
Increased by +10.07%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 8.32M (4.06%) -1.44M
Decreased by -17.30%
Sep 30, 23
2 Capital Group Fundamental Invtrs Comp 8.32M (4.06%) -1.44M
Decreased by -17.30%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 6.55M (3.20%) 8.24K
Increased by +0.13%
Nov 30, 23
4 American Funds Growth Fund of Amer A 5.42M (2.64%) 329.17K
Increased by +6.08%
Sep 30, 23
5 Capital Group Growth Fnd of Amer Comp 5.42M (2.64%) 329.17K
Increased by +6.08%
Sep 30, 23
6 Vanguard Institutional 500 Index Trust 5.10M (2.49%) 48.44K
Increased by +0.95%
Nov 30, 23
7 Vanguard Mid Cap Index Institutional 4.75M (2.32%) 3.54K
Increased by +0.07%
Nov 30, 23
8 Invesco QQQ Trust 3.87M (1.89%) -19.15K
Decreased by -0.49%
Nov 30, 23
9 EdgePoint Global Portfolio Series F 3.72M (1.82%) 656.51K
Increased by +17.63%
Sep 30, 23
10 EdgePoint Global 3.07M (1.50%) 214.97K
Increased by +7.01%
Jun 30, 23
11 Capital Group AMCAP Composite 3.02M (1.47%) -803.28K
Decreased by -26.58%
Sep 30, 23
12 VA CollegeAmerica Amcap 529A 3.02M (1.47%) -803.28K
Decreased by -26.58%
Sep 30, 23
13 T. Rowe Price Mid-Cap Growth 2.70M (1.32%) 100.70K
Increased by +3.73%
Sep 30, 23
14 T. Rowe Price US Mid-Cap Growth Equity 2.70M (1.32%) 100.70K
Increased by +3.73%
Sep 30, 23
15 UBS: Global Equity 2.63M (1.28%) 385.62K
Increased by +14.69%
Jun 30, 23
16 Fidelity® 500 Index 2.42M (1.18%) 19.31K
Increased by +0.80%
Oct 31, 23
17 Templeton Growth A 2.39M (1.17%) 392.61K
Increased by +16.42%
Nov 30, 23
18 SPDR® S&P 500 ETF Trust 2.37M (1.15%) 7.56K
Increased by +0.32%
Nov 30, 23
19 American Funds American Balanced A 2.31M (1.13%) -198.20K
Decreased by -8.57%
Sep 30, 23
20 iShares Core S&P 500 ETF 2.06M (1.01%) 2.00K
Increased by +0.10%
Nov 30, 23