Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.45M (11.78%) -531.60K
Decreased by -3.44%
Sep 30, 23
2 BlackRock Inc 14.04M (10.71%) -160.97K
Decreased by -1.15%
Sep 30, 23
3 State Street Corporation 5.42M (4.13%) -102.59K
Decreased by -1.89%
Sep 30, 23
4 Amvescap Plc. 3.29M (2.51%) 603.82K
Increased by +18.34%
Sep 30, 23
5 Geode Capital Management, LLC 3.05M (2.33%) 51.77K
Increased by +1.70%
Sep 30, 23
6 Goldman Sachs Group Inc 2.73M (2.08%) 559.81K
Increased by +20.50%
Sep 30, 23
7 FMR Inc 2.55M (1.95%) -1.83M
Decreased by -71.64%
Sep 30, 23
8 ING Investment Management LLC 2.50M (1.91%) -54.37K
Decreased by -2.18%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 1.50M (1.15%) 242.49K
Increased by +16.12%
Sep 30, 23
10 Amundi 1.44M (1.10%) 572.30K
Increased by +39.85%
Sep 30, 23
11 Northern Trust Corp 1.36M (1.04%) 90.44K
Increased by +6.65%
Sep 30, 23
12 Schroder Investment Management Group 1.12M (0.86%) 35.68K
Increased by +3.17%
Sep 30, 23
13 Legal & General Group PLC 1.09M (0.83%) 14.61K
Increased by +1.34%
Sep 30, 23
14 Bank of New York Mellon Corp 1.07M (0.82%) -36.61K
Decreased by -3.41%
Sep 30, 23
15 Greenvale Capital LLP 975.00K (0.74%) 375.00K
Increased by +38.46%
Sep 30, 23
16 Barclays PLC 968.68K (0.74%) 358.37K
Increased by +37.00%
Sep 30, 23
17 First Trust Advisors L.P. 954.69K (0.73%) -79.66K
Decreased by -8.34%
Sep 30, 23
18 UBS Asset Mgmt Americas Inc 804.76K (0.61%) 109.31K
Increased by +13.58%
Sep 30, 23
19 Credit Suisse First Boston (CSFB) 802.92K (0.61%) 164.97K
Increased by +20.55%
Sep 30, 23
20 Charles Schwab Investment Management Inc 761.06K (0.58%) 18.39K
Increased by +2.42%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.05M (3.09%) 4.96K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 3.32M (2.53%) 32.14K
Increased by +0.97%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 2.94M (2.24%) 2.47K
Increased by +0.08%
Nov 30, 23
4 Invesco QQQ Trust 2.40M (1.83%) -11.87K
Decreased by -0.49%
Nov 30, 23
5 iShares Global Clean Energy ETF USD Dist 2.28M (1.74%) -5.14K
Decreased by -0.23%
Dec 29, 23
6 iShares Global Clean Energy ETF 1.76M (1.34%) 0.00
Increased by 0.00%
Dec 29, 23
7 SPDR® S&P 500 ETF Trust 1.68M (1.28%) -11.83K
Decreased by -0.70%
Dec 31, 23
8 Fidelity® 500 Index 1.59M (1.21%) 10.11K
Increased by +0.64%
Nov 30, 23
9 Invesco Solar ETF 1.45M (1.11%) 21.24K
Increased by +1.46%
Dec 29, 23
10 iShares Core S&P 500 ETF 1.36M (1.04%) 810.00
Increased by +0.06%
Dec 29, 23
11 Allianz Global Artfcl Intlgc W EUR 1.34M (1.02%) -58.19K
Decreased by -4.33%
Oct 31, 23
12 Swedbank Robur Technology A 1.30M (0.99%) 0.00
Increased by 0.00%
Dec 31, 23
13 Vanguard Growth Index Investor 1.14M (0.87%) 6.63K
Increased by +0.58%
Nov 30, 23
14 Select Semiconductors 1.12M (0.85%) -511.33K
Decreased by -45.65%
Oct 31, 23
15 Swedbank Robur Globalfond A 1.00M (0.76%) 0.00
Increased by 0.00%
Dec 31, 23
16 Invesco S&P 500® Equal Weight ETF 918.49K (0.70%) 0.00
Increased by 0.00%
Dec 29, 23
17 SMDS Global AI Equity Mother 910.42K (0.69%) 326.86K
Increased by +35.90%
Sep 25, 23
18 Vanguard Institutional Index I 910.25K (0.69%) 252.00
Increased by +0.03%
Nov 30, 23
19 Vanguard Information Technology ETF 905.82K (0.69%) 14.81K
Increased by +1.64%
Nov 30, 23
20 Vanguard Mid-Cap Growth ETF 901.17K (0.69%) 2.83K
Increased by +0.31%
Nov 30, 23