Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IUSG 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IYC 1000.00%
6 IWV 1000.00%
7 IWS 1000.00%
8 IWR 1000.00%
9 IWP 1000.00%
10 IWF 1000.00%
11 IWD 1000.00%
12 IWB 1000.00%
13 IVW 1000.00%
14 IVV 1000.00%
15 IVE 1000.00%
16 IUSV 1000.00%
17 ITOT 1000.00%
18 ISCV 1000.00%
19 ISCG 1000.00%
20 ISCB 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.71M (11.56%) -11.55K
Decreased by -0.08%
Sep 30, 23
2 BlackRock Inc 10.37M (8.74%) 257.64K
Increased by +2.48%
Sep 30, 23
3 Capital Research & Mgmt Co - Division 3 8.13M (6.85%) 108.20K
Increased by +1.33%
Sep 30, 23
4 State Street Corporation 4.81M (4.05%) -96.12K
Decreased by -2.00%
Sep 30, 23
5 Bares Capital Management Inc 4.04M (3.41%) 1.48M
Increased by +36.62%
Sep 30, 23
6 Van Eck Associates Corporation 3.65M (3.08%) 1.05M
Increased by +28.71%
Sep 30, 23
7 Goldman Sachs Group Inc 3.52M (2.97%) 993.26K
Increased by +28.21%
Sep 30, 23
8 ClearBridge Advisors, LLC 2.88M (2.43%) -242.27K
Decreased by -8.42%
Sep 30, 23
9 Geode Capital Management, LLC 2.73M (2.30%) 31.02K
Increased by +1.14%
Sep 30, 23
10 T. Rowe Price Associates, Inc. 2.60M (2.19%) 558.09K
Increased by +21.48%
Sep 30, 23
11 HMI Capital Management, L.P. 2.29M (1.93%) 976.24K
Increased by +42.62%
Sep 30, 23
12 Amvescap Plc. 1.97M (1.66%) 581.62K
Increased by +29.53%
Sep 30, 23
13 Citadel Advisors Llc 1.58M (1.33%) 1.43M
Increased by +90.44%
Sep 30, 23
14 Artisan Partners Limited Partnership 1.52M (1.29%) 50.73K
Increased by +3.33%
Sep 30, 23
15 Bank of America Corp 1.35M (1.14%) 76.63K
Increased by +5.69%
Sep 30, 23
16 Amundi 1.32M (1.12%) 748.53K
Increased by +56.55%
Sep 30, 23
17 Bank of New York Mellon Corp 1.30M (1.10%) 94.22K
Increased by +7.25%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 1.27M (1.07%) -137.73K
Decreased by -10.87%
Sep 30, 23
19 FMR Inc 1.22M (1.03%) -1.94M
Decreased by -159.16%
Sep 30, 23
20 Northern Trust Corp 1.19M (1.01%) 48.93K
Increased by +4.10%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VanEck Morningstar Wide Moat 4.35M (3.67%) 958.90K
Increased by +22.03%
Dec 31, 23
2 VanEck Morningstar Wide Moat ETF 4.35M (3.67%) 4.18K
Increased by +0.10%
Dec 30, 23
3 Vanguard Total Stock Mkt Idx Inv 3.85M (3.24%) 4.90K
Increased by +0.13%
Nov 30, 23
4 American Funds Growth Fund of Amer A 3.28M (2.76%) -279.61K
Decreased by -8.53%
Sep 30, 23
5 Capital Group Growth Fnd of Amer Comp 3.28M (2.76%) -279.61K
Decreased by -8.53%
Sep 30, 23
6 Vanguard Institutional 500 Index Trust 3.00M (2.53%) 30.10K
Increased by +1.00%
Nov 30, 23
7 American Funds New Perspective A 2.17M (1.83%) 627.41K
Increased by +28.94%
Sep 30, 23
8 Capital Group New Perspective Comp 2.17M (1.83%) 627.41K
Increased by +28.94%
Sep 30, 23
9 T. Rowe Price Science & Tech 2.04M (1.72%) 648.40K
Increased by +31.82%
Sep 30, 23
10 Capital Group AMCAP Composite 1.68M (1.42%) -1.54K
Decreased by -0.09%
Sep 30, 23
11 VA CollegeAmerica Amcap 529A 1.68M (1.42%) -1.54K
Decreased by -0.09%
Sep 30, 23
12 Vanguard Small Cap Index 1.59M (1.34%) 7.34K
Increased by +0.46%
Nov 30, 23
13 SPDR® S&P 500 ETF Trust 1.48M (1.24%) -10.37K
Decreased by -0.70%
Dec 31, 23
14 Fidelity® 500 Index 1.43M (1.21%) 9.12K
Increased by +0.64%
Nov 30, 23
15 Vanguard Mid Cap Index Institutional 1.40M (1.18%) 7.73K
Increased by +0.55%
Nov 30, 23
16 iShares Core S&P 500 ETF 1.19M (1.01%) 710.00
Increased by +0.06%
Dec 29, 23
17 Invesco S&P 500® Equal Weight ETF 1.18M (1.00%) 0.00
Increased by 0.00%
Dec 29, 23
18 First Trust Dow Jones Internet ETF 942.27K (0.79%) -79.00
Decreased by -0.01%
Dec 28, 23
19 Vanguard Small Cap Growth Index Inv 891.63K (0.75%) 4.71K
Increased by +0.53%
Nov 30, 23
20 Fidelity Global Innovators Cl F 833.19K (0.70%) 107.74K
Increased by +12.93%
Jun 30, 23