Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKD 1000.00%
2 IUSV 1000.00%
3 IUSG 1000.00%
4 ITOT 1000.00%
5 IVV 1000.00%
6 IVW 1000.00%
7 JKG 1000.00%
8 IMCG 1000.00%
9 IVE 1000.00%
10 JKE 1000.00%
11 IMCB 1000.00%
12 IWB 1000.00%
13 ILCG 1000.00%
14 ILCB 1000.00%
15 IHI 1000.00%
16 IWF 1000.00%
17 IWP 1000.00%
18 IWR 1000.00%
19 IWV 1000.00%
20 IXJ 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.19M (11.51%) -94.99K
Decreased by -0.21%
Sep 30, 23
2 BlackRock Inc 32.74M (8.53%) -512.12K
Decreased by -1.56%
Sep 30, 23
3 Baillie Gifford & Co Limited. 16.68M (4.35%) -40.79K
Decreased by -0.24%
Sep 30, 23
4 State Street Corporation 16.04M (4.18%) -507.63K
Decreased by -3.17%
Sep 30, 23
5 Sands Capital Management, LLC 13.66M (3.56%) 557.54K
Increased by +4.08%
Sep 30, 23
6 Capital Research Global Investors 12.60M (3.28%) 3.48M
Increased by +27.65%
Sep 30, 23
7 FMR Inc 9.02M (2.35%) -1.56M
Decreased by -17.35%
Sep 30, 23
8 Geode Capital Management, LLC 8.73M (2.27%) 171.46K
Increased by +1.96%
Sep 30, 23
9 Nuveen Asset Management, LLC 7.75M (2.02%) -184.09K
Decreased by -2.38%
Sep 30, 23
10 Amvescap Plc. 6.50M (1.69%) 422.86K
Increased by +6.50%
Sep 30, 23
11 JPMorgan Chase & Co 5.41M (1.41%) -7.26M
Decreased by -134.24%
Sep 30, 23
12 American Century Companies Inc 5.37M (1.40%) 218.19K
Increased by +4.06%
Sep 30, 23
13 Blair William & Co 4.51M (1.17%) 73.65K
Increased by +1.63%
Sep 30, 23
14 Wellington Management Company LLP 4.44M (1.16%) -511.22K
Decreased by -11.51%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 4.42M (1.15%) 245.36K
Increased by +5.55%
Sep 30, 23
16 Jennison Associates LLC 4.29M (1.12%) -2.99M
Decreased by -69.66%
Sep 30, 23
17 Bank of New York Mellon Corp 4.27M (1.11%) -200.11K
Decreased by -4.68%
Sep 30, 23
18 UBS Asset Mgmt Americas Inc 4.09M (1.07%) -11.09K
Decreased by -0.27%
Sep 30, 23
19 Capital World Investors 4.02M (1.05%) 152.03K
Increased by +3.78%
Sep 30, 23
20 Northern Trust Corp 3.90M (1.02%) 91.25K
Increased by +2.34%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.16M (3.17%) 14.93K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 9.45M (2.46%) 85.08K
Increased by +0.90%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 8.82M (2.30%) 8.14K
Increased by +0.09%
Nov 30, 23
4 Invesco QQQ Trust 7.07M (1.84%) 15.72K
Increased by +0.22%
Dec 29, 23
5 Sands Capital Global Growth Equity 5.57M (1.45%) -85.38K
Decreased by -1.53%
Sep 30, 23
6 American Funds Growth Fund of Amer A 4.86M (1.27%) 1.38M
Increased by +28.27%
Sep 30, 23
7 Capital Group Growth Fnd of Amer Comp 4.86M (1.27%) 1.38M
Increased by +28.27%
Sep 30, 23
8 SPDR® S&P 500 ETF Trust 4.77M (1.24%) -33.43K
Decreased by -0.70%
Dec 31, 23
9 Fidelity® 500 Index 4.52M (1.18%) 28.76K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 3.85M (1.00%) 2.30K
Increased by +0.06%
Dec 29, 23
11 Vanguard Growth Index Investor 3.42M (0.89%) 18.67K
Increased by +0.55%
Nov 30, 23
12 CREF Growth R1 3.32M (0.86%) -39.70K
Decreased by -1.20%
Nov 30, 23
13 Capital Group AMCAP Composite 3.29M (0.86%) 403.01K
Increased by +12.25%
Sep 30, 23
14 VA CollegeAmerica Amcap 529A 3.29M (0.86%) 403.01K
Increased by +12.25%
Sep 30, 23
15 Health Care Select Sector SPDR® ETF 2.87M (0.75%) -2.08K
Decreased by -0.07%
Dec 31, 23
16 Vanguard Mid-Cap Growth ETF 2.70M (0.70%) 8.47K
Increased by +0.31%
Nov 30, 23
17 Vanguard Institutional Index I 2.58M (0.67%) -5.84K
Decreased by -0.23%
Nov 30, 23
18 American Funds Invmt Co of Amer A 2.42M (0.63%) -365.04K
Decreased by -15.08%
Sep 30, 23
19 Capital Group Investment Co of Amer Comp 2.42M (0.63%) -365.04K
Decreased by -15.08%
Sep 30, 23
20 American Funds SMALLCAP World A 2.21M (0.58%) 0.00
Increased by 0.00%
Sep 30, 23