Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 59.95M (11.59%) -900.55K
Decreased by -1.50%
Sep 30, 23
2 BlackRock Inc 45.55M (8.80%) -4.15M
Decreased by -9.11%
Sep 30, 23
3 State Street Corporation 23.17M (4.48%) -44.32K
Decreased by -0.19%
Sep 30, 23
4 Ameriprise Financial Inc 12.42M (2.40%) 3.53M
Increased by +28.46%
Sep 30, 23
5 Geode Capital Management, LLC 11.99M (2.32%) 238.32K
Increased by +1.99%
Sep 30, 23
6 Nordea Investment Mgmt Bank Demark A/s 11.17M (2.16%) 289.07K
Increased by +2.59%
Sep 30, 23
7 Independent Franchise Partners LLP 10.47M (2.02%) -73.35K
Decreased by -0.70%
Sep 30, 23
8 Comprehensive Financial Management LLC 10.03M (1.94%) 0.00
Increased by 0.00%
Sep 30, 23
9 Mirova US LLC 9.20M (1.78%) 364.51K
Increased by +3.96%
Sep 30, 23
10 Amvescap Plc. 8.18M (1.58%) 1.13M
Increased by +13.81%
Sep 30, 23
11 FMR Inc 7.24M (1.40%) -1.04M
Decreased by -14.32%
Sep 30, 23
12 Northern Trust Corp 6.98M (1.35%) 209.69K
Increased by +3.00%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 6.31M (1.22%) -39.06K
Decreased by -0.62%
Sep 30, 23
14 Lindsell Train Ltd 6.18M (1.19%) -695.00K
Decreased by -11.25%
Sep 30, 23
15 LSV Asset Management 5.57M (1.08%) -210.00K
Decreased by -3.77%
Sep 30, 23
16 Manufacturers Life Insurance Co 5.55M (1.07%) 60.15K
Increased by +1.08%
Sep 30, 23
17 Deutsche Bank AG 5.43M (1.05%) -246.13K
Decreased by -4.53%
Sep 30, 23
18 Legal & General Group PLC 5.31M (1.03%) -104.45K
Decreased by -1.97%
Sep 30, 23
19 Lazard Asset Management LLC 5.20M (1.01%) 343.77K
Increased by +6.61%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 5.11M (0.99%) 485.55K
Increased by +9.51%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.68M (3.22%) 20.62K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 12.97M (2.51%) 127.72K
Increased by +0.98%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 12.10M (2.34%) 14.07K
Increased by +0.12%
Nov 30, 23
4 Invesco QQQ Trust 9.37M (1.81%) -46.26K
Decreased by -0.49%
Nov 30, 23
5 SPDR® S&P 500 ETF Trust 6.40M (1.24%) -44.97K
Decreased by -0.70%
Dec 31, 23
6 Fidelity® 500 Index 6.20M (1.20%) 39.46K
Increased by +0.64%
Nov 30, 23
7 Pacer US Cash Cows 100 ETF 5.78M (1.12%) 22.96K
Increased by +0.40%
Dec 29, 23
8 iShares Core S&P 500 ETF 5.17M (1.00%) 3.09K
Increased by +0.06%
Dec 29, 23
9 Columbia Seligman Tech & Info A 4.71M (0.91%) 312.20K
Increased by +6.62%
Nov 30, 23
10 Mirova Global Sust Eq N/A EUR 4.69M (0.91%) 0.00
Increased by 0.00%
Nov 30, 23
11 Vanguard Value Index Inv 4.56M (0.88%) 5.42K
Increased by +0.12%
Nov 30, 23
12 Columbia Seligman Technology Growth 4.40M (0.85%) 189.25K
Increased by +4.30%
Sep 30, 23
13 Vanguard Mid-Cap Value ETF 4.28M (0.83%) -18.94K
Decreased by -0.44%
Nov 30, 23
14 Oakmark Investor 4.25M (0.82%) 0.00
Increased by 0.00%
Sep 30, 23
15 Vanguard Institutional Index I 3.55M (0.69%) -4.47K
Decreased by -0.13%
Nov 30, 23
16 Lindsell Train Global Equity B GBP Inc 3.07M (0.59%) -130.00K
Decreased by -4.23%
Nov 30, 23
17 JHancock Disciplined Value Mid Cap I 3.01M (0.58%) 16.32K
Increased by +0.54%
Oct 31, 23
18 Consumer Discret Sel Sect SPDR® ETF 2.97M (0.57%) 262.60K
Increased by +8.84%
Dec 31, 23
19 Smead US Value Composite 2.90M (0.56%) 0.00
Increased by 0.00%
Dec 31, 23
20 Smead Value Investor 2.90M (0.56%) 0.00
Increased by 0.00%
Nov 30, 23